The Professional Alliance, Inc.

Financial ServicesMassachusetts, United States2-10 Employees

The Professional Alliance, Inc. (TPA) provides concierge-level back-office support to financial professionals, including financial advisors, tax practitioners, and financial institutions across the United States. Its experienced staff handle compliance, operations, and marketing tasks to support advisors in managing workloads and ensuring clear reporting. TPA collaborates with Cambridge Investment Research as its broker-dealer, granting access to a diverse set of non-proprietary products such as fee-based asset managers, traditional accounts, alternative investments, and insurance products. The firm is independently owned and operated by its management team and representatives, and it is not affiliated with Cambridge or its subsidiaries. Headquartered in Milford, Massachusetts, the company serves a nationwide client base with a small staff.

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