AlphaCore Wealth Advisory
AlphaCore Wealth Advisory is an independent SEC-registered RIA serving high-net-worth and ultra-high-net-worth individuals and families with integrated investment management, tax, estate planning, and family office services across nine U.S. offices, managing approximately $8.6 billion in AUM.
- Company typePrivate
- Founded2013
- HeadquartersLa Jolla, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What AlphaCore Wealth Advisory does
AlphaCore Wealth Advisory (legal entity AlphaCore Capital LLC) is an independent, SEC-registered investment advisory firm headquartered in La Jolla, California, founded in 2013. The firm serves high-net-worth and ultra-high-net-worth individuals and families with an integrated wealth management platform spanning investment management, wealth and estate planning, in-house tax preparation delivered by CPAs, and multi-generational family office services. Its investment philosophy is alpha-driven rather than beta-driven, emphasizing global macro, long-short equity, managed futures, and alternative investments (private equity, real estate, infrastructure) integrated alongside traditional portfolios. The firm runs a Black Diamond-powered mobile application, eMoney financial planning integration, and Schwab custody, with Orion Advisor retained for legacy Callan Capital clients.
The firm generates revenue primarily through AUM-based advisory fees on approximately $8.6 billion in assets under management as of May 2026, with pricing customized per client rather than publicly disclosed. Its go-to-market combines a referral-driven, relationship-based advisory model targeting $1B+ AUM households with a disciplined inorganic roll-up of established RIA firms. Since 2022 the firm has completed multiple acquisitions — SPC Financial (~$1.5B AUM), Callan Capital, enTrust Wealth Advisors, Elk River Wealth Management (~$1B AUM), Johnston & Associates, and All Season Financial — growing from a single Southern California office to nine offices across seven states and 120+ professionals, with strategic capital backing from Constellation Wealth Capital.
AlphaCore Wealth Advisory firmographics
Firmographics- Name
- AlphaCore Wealth Advisory
- Legal name
- AlphaCore Capital LLC
- Website
- https://alphacore.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- AlphaCore Wealth Advisory is an independent SEC-registered RIA serving high-net-worth and ultra-high-net-worth individuals and families with integrated investment management, tax, estate planning, and family office services across nine U.S. offices, managing approximately $8.6 billion in AUM.
- Ownership category
- akta.pro rank
AlphaCore Wealth Advisory industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Endowment / OCIO-Style Multi-Manager Platforms (FSANAGAG)
Keywords
Where AlphaCore Wealth Advisory is headquartered
LocationHeadquarters
- HQ city
- La Jolla
- HQ country
- United States
- HQ region
- North America
Offices9 records
Markets served
AlphaCore Wealth Advisory business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Assets Under Management (AUM) Advisory Fees: AlphaCore generates revenue primarily through fee-based advisory services charged as a percentage of assets under management. As an SEC-registered investment advisor, the firm charges fees based on AUM for comprehensive wealth management services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom pricing based on AUM and service complexity |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
AlphaCore Wealth Advisory product offering
Product offeringCore offering
AlphaCore Wealth Advisory is an independent, SEC-registered investment advisory firm that delivers fee-based wealth management to high-net-worth and ultra-high-net-worth individuals and families. Its core offering combines investment management (including alternative investments such as private equity, real assets, and managed futures), tax preparation and strategy delivered by an in-house CPA team, comprehensive financial and estate planning, and integrated family office services. Revenue is generated primarily through recurring AUM-based advisory fees.
Product overview
AlphaCore Wealth Advisory is an independent wealth management firm offering a unified platform of wealth planning, investment management, tax preparation, and family office services. The firm operates primarily as AlphaCore Capital LLC (dba AlphaCore Wealth Advisory) and has grown significantly through strategic acquisitions including Callan Capital (2025), SPC Financial (2025), and Elk River Wealth Management (2026). Client access is provided through an integrated mobile app powered by Black Diamond with eMoney planning integration, while the firm's proprietary Upside Capture podcast extends its thought leadership reach. The firm maintains over $8.6 billion in assets under management across multiple offices nationwide.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Planning Comprehensive wealth management planning services including investment management, tax strategy, and estate planning, focused on preserving wealth and lowering risk through personalized financial plans for high-net-worth individuals and families.
- Investment Management Modern portfolio management incorporating alternative strategies alongside traditional investments, emphasizing diversification through private equity, real assets, fixed income, and absolute return strategies under an alpha-driven philosophy.
- Tax Preparation Integrated tax planning and preparation services delivered by in-house CPAs, coordinating annual filings and complex multi-entity wealth plans aligned with investment and estate strategies.
- Family Office Services Comprehensive family office offerings including consolidated reporting, tax and estate planning coordination, private investment opportunities, banking solutions, philanthropy governance, and financial literacy for next-generation beneficiaries.
- AlphaCore Mobile App Mobile application (iOS and Android) providing clients with consolidated portfolio views via Black Diamond, goal monitoring through eMoney financial planning integration, secure document access through an encrypted vault, and direct communication with advisory teams.
Quantifiable outcome
- Portfolio growth from $360M to over $1B in assets under management within 6 years for acquired firm Elk River
- +1 more outcomes
Companies that use AlphaCore Wealth Advisory
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
AlphaCore Wealth Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature3 records
AlphaCore Wealth Advisory partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered minor and core.
- Wealth Advisor Growth Network (WAGN)minorWAGN served as the RIA independence platform for Elk River Wealth Management before the sale to AlphaCore. WAGN supported Elk River's growth from $360M to over $1B in AUM during their six-year partnership.
- Charles SchwabcoreCharles Schwab serves as the custody platform for client investment accounts. AlphaCore provides integrated access to Schwab through their advisory platform, enabling clients to manage investment accounts through secure Schwab portal.
- Black Diamond (SS&C)coreBlack Diamond provides the technology infrastructure powering AlphaCore's client reporting portal and mobile application, enabling consolidated portfolio views, secure document vault, and real-time account access.
- eMoneycoreeMoney serves as AlphaCore's financial planning portal, enabling goal tracking, progress monitoring, and comprehensive financial planning tools integrated with the client experience.
- Voices for ChildrenminorAlphaCore supports Voices for Children, a San Diego nonprofit, as part of the firm's community engagement and philanthropy initiatives.
- University of San Diego Toreros Golf TeamminorAlphaCore provides ongoing support to the University of San Diego athletics program through sponsorship of the Toreros golf team.
- The Challenge FoundationminorAlphaCore is a proud supporter of The Challenge Foundation in Colorado, reflecting the firm's community engagement in markets where it operates.
- CFA Society of ColoradominorAlphaCore partners with CFA Society of Colorado, supporting the professional development and networking community for investment professionals in the Colorado market.
- PIMCOminorFeatured as a panelist/exhibitor at AlphaCore Wealth Summit 2025, discussing income strategies alongside AlphaCore's research team.
- Blue OwlminorFeatured as a panelist/exhibitor at AlphaCore Wealth Summit 2025, participating in discussions on income strategies and alternative investments.
- Artisan PartnersminorParticipated in AlphaCore Wealth Summit 2025 panel on income-focused investment strategies.
- Vista Equity PartnersminorVista Equity Partners hosted a keynote session at AlphaCore Wealth Summit 2025 featuring Robert F. Smith on enterprise software, AI, and the Fifth Industrial Revolution.
- iCapitalminorFeatured in AlphaCore's podcast and webinar programming, discussing private markets opportunities and capital allocation strategies.
Scale indicators7 records
Recent moves10 records
Expansion highlights5 records
AlphaCore Wealth Advisory competitors and assessment
Company assessmentDirect peers
- Commonwealth Financial Network: Commonwealth is an independent RIA/broker-dealer supporting financial advisors serving HNW clients with planning and investment solutions. Comparable to AlphaCore for its advisor-centric model and HNW wealth planning emphasis.
- Cetera Financial Group: Cetera is a network of independent RIAs and broker-dealers serving HNW clients, formed via rollups (e.g., AdvisorNet Financial, Genworth Wealth Management). Directly comparable to AlphaCore's HNW advisory focus and multi-brand acquisition strategy.
- Carson Group: Carson Group is an RIA platform serving financial advisors and their HNW clients through coaching, technology, and back-office support. Comparable to AlphaCore for its multi-channel marketing approach and advisor-support infrastructure.
- Kestra Financial: Kestra Financial is a wealth management platform offering RIA and broker-dealer support to independent advisors, with significant AUM growth via M&A. Comparable to AlphaCore for its HNW wealth advisory focus and acquisition-driven growth model.
- Hightower Advisors: Hightower is a leading RIA rollup platform serving HNW/UHNW clients with wealth management and advisory services. It is a direct peer given its comparable acquisition-driven growth model, AUM scale (~$150B+), and focus on advisor autonomy and integrated planning.
- Sanctuary Wealth: Sanctuary Wealth is an RIA platform that partners with and acquires breakaway advisors and firms serving UHNW households. Comparable to AlphaCore for its acquisition-led growth, HNW/UHNW client orientation, and partnership model with elite advisors.
- Focus Financial Partners: Focus is one of the largest RIA rollup platforms with $250B+ in AUM, providing partnership and capital support to a network of independent advisory firms. Closely comparable to AlphaCore's Constellation-backed rollup strategy and HNW/UHNW client focus.
- Corient: Corient is a national RIA focused exclusively on UHNW clients, formed through the merger of legacy firms including Gresham Partners and Brown Brothers Harriman trust operations. Highly comparable to AlphaCore for UHNW family office services and integrated tax/estate planning.
- Mariner Wealth Advisors: Mariner is a large national RIA platform offering wealth advisory, tax, and family office services to HNW/UHNW clients. Directly comparable to AlphaCore for its integrated tax and investment model, alternative investment access, and disciplined acquisition strategy.
Broad incumbents
- Edelman Financial Engines: Edelman Financial Engines is one of the largest U.S. RIAs offering wealth planning, investment management, and financial planning to mass-affluent through HNW clients. Comparable to AlphaCore's wealth planning focus but at significantly larger scale and broader market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
AlphaCore Wealth Advisory social profiles
Digital presenceAlphaCore Wealth Advisory compliance and trust
Trust signalCompliance1 record
AlphaCore Wealth Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
AlphaCore Wealth Advisory leadership team
Management profileNumber of profiles
Profiles28 records
AlphaCore Wealth Advisory subsidiaries and ownership
Company hierarchySubsidiaries5 records
AlphaCore Wealth Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AlphaCore Wealth Advisory M&A and investment
M&A and investmentM&A5 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AlphaCore Wealth Advisory
What does AlphaCore Wealth Advisory do?
AlphaCore Wealth Advisory is an independent, SEC-registered investment advisory firm that delivers fee-based wealth management to high-net-worth and ultra-high-net-worth individuals and families. Its core offering combines investment management (including alternative investments such as private equity, real assets, and managed futures), tax preparation and strategy delivered by an in-house CPA team, comprehensive financial and estate planning, and integrated family office services. Revenue is generated primarily through recurring AUM-based advisory fees.
Is AlphaCore Wealth Advisory a public or private company?
AlphaCore Wealth Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was AlphaCore Wealth Advisory founded?
AlphaCore Wealth Advisory was founded in 2013. It employs 11 to 50 people.
Where is AlphaCore Wealth Advisory based?
AlphaCore Wealth Advisory is headquartered in La Jolla, United States, in the North America region.
How does AlphaCore Wealth Advisory make money?
One revenue line is on record: assets Under Management (AUM) Advisory Fees.
Who are AlphaCore Wealth Advisory's main competitors?
Direct peers on record are Commonwealth Financial Network, Cetera Financial Group, Carson Group, Kestra Financial, Hightower Advisors, Sanctuary Wealth, Focus Financial Partners, Corient and Mariner Wealth Advisors. Edelman Financial Engines is listed as a broad incumbent.
Does AlphaCore Wealth Advisory have an API?
No public API is recorded for AlphaCore Wealth Advisory.
What industry is AlphaCore Wealth Advisory in?
AlphaCore Wealth Advisory's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSANAGAG, Endowment / OCIO-Style Multi-Manager Platforms. Its NAICS code is 523940 and its SIC code is 6282.