Royal Alliance Associates, Inc

Investment Advisor
in St Louis Park, MN

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About this Advisor

Trisha Qualy is a certified financial planner who works in St Louis Park, Minnesota, with 4 years of industry experience. Qualy is on the advisory team at Royal Alliance Associates, Inc. Over the course of their career, Qualy has held roles at Cetera Advisor Networks, Advisornet Wealth Management, Financially Fluent Advisors LLC, Affiliated Advisors and Royal Alliance Associates, Inc. Qualy holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan, Minnesota and Virginia. Royal Alliance Associates, Inc is a registered investment company based out of Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 advisors. It manages $30 billion in total assets between its 149,233 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 191 charities and foundations. Of its 149,233 customer accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in assets. Royal Alliance Associates, Inc provides a number of services, including 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. Fees charged by financial advisors usually are based on which service is provided. However, fees charged by Royal Alliance Associates, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

4 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

Office Location

St Louis Park, MN

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management


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


MN Average: 92
Total Number of Accounts


MN Average: 6,978
Average Account Size


MN Average: $1,450,417

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

Trisha Qualy Work History

Trisha has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Affiliated Advisors

2019 - Present (5 years)

Royal Alliance Associates, Inc

2015 - Present (9 years)

Financially Fluent Advisors LLC

2014 - 2019 (5 years)

Advisornet Wealth Management

2013 - 2019 (6 years)

Cetera Advisor Networks

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Trisha Qualy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Stephen Carter
Grandville, MI
Amanda Johnson
Spokane, WA
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Trisha Qualy
St Louis Park, MN
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, 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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