Royal Alliance Associates, Inc

Investment Advisor
in Indianapolis, IN

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About this Advisor

Zachary Scott is a financial advisor working in Indianapolis, Indiana, with 11 years of work experience. Scott works at Royal Alliance Associates, Inc. Scott has gained experience at Sii, Pace Financial Group, University Of Indianapolis and Royal Alliance Associates, Inc. Scott has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Indiana. Royal Alliance Associates, Inc is a registered investment company operating in Indianapolis, Indiana. The company has offices in 905 locations and a total of 3,849 employees. It controls $28 billion in assets across its 112,286 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 134 charities and foundations. Of its 112,286 client accounts, 18% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually vary depending on the services. Fee types charged by Royal Alliance Associates, Inc most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

8365 Keystone Crossing Suite 200
Indianapolis, IN 46240

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management


IN Average: $10,121,009,343
Total Number of Employees


IN Average: 92
Total Number of Accounts


IN Average: 6,978
Average Account Size


IN Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Zachary Scott Work History

Zachary has 11 years of experience.

2018 - Present (4 years)

Royal Alliance Associates, Inc

2013 - 2018 (5 years)


2012 - 2012 (< 1 year)

Pace Financial Group

2011 - 2013 (2 years)

University Of Indianapolis


Zachary Scott has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Jennifer Cox
Jersey City, NJ
Ramona Panday
Jersey City, NJ
Tracy Crimmins
Fort Dodge, IA
Taylor Mcbee
Calhoun, GA
Trisha Qualy
St Louis Park, MN
Jerry Cline
Salem, SC
Anthony Chen
Alpharetta, GA
Walter Wood
Birmingham, AL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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