AlphaCore
AlphaCore Wealth Advisory is an independent SEC-registered RIA serving high-net-worth individuals, families, entrepreneurs, and business owners with integrated investment management, tax, financial planning, and family office services across California, Colorado, and the East Coast.
- Company typePrivate
- Founded2014
- HeadquartersLa Jolla, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What AlphaCore does
AlphaCore is an independent SEC-registered investment advisory (RIA) firm headquartered in La Jolla, California, founded in 2014 and operating as AlphaCore Capital LLC, doing business as AlphaCore Wealth Advisory (SEC registration 174346). The firm serves high-net-worth individuals, families, entrepreneurs, and business owners through an integrated offering that combines investment management, tax strategy, comprehensive financial planning, and family office services under a fiduciary-aligned, fee-based structure. Its service portfolio is organized around four pillars — Wealth Planning, Investment Management, Tax Preparation, and Family Office Services — delivered as a single integrated platform rather than modular products. The firm does not disclose a proprietary technology platform; differentiation rests on integrated human-advice delivery and an independent RIA positioning that avoids product-sales conflicts.
AlphaCore's business model is AUM-based recurring fee revenue typical of registered investment advisors, with pricing not publicly disclosed and clients engaging through consultative direct relationships initiated via the firm website or phone. Distribution combines relationship-based field sales to HNW prospects with multi-channel marketing — an annual flagship Wealth Summit held at Conrad Prebys Performing Arts Center in La Jolla, thought-leadership content and a podcast, client newsletter, and earned media via Business Wire and PR Newswire. Geographic footprint spans California (headquarters), Colorado (Cherry Creek office plus expanded presence), and the East Coast following a series of acquisitions.
Since January 2023, AlphaCore has executed a disciplined inorganic growth strategy, acquiring Magnolia Lane Financial Advisors (East Coast entry, January 2023), Johnston & Associates (March 2023), All Season Financial Advisors (~$200 million AUM, Denver, October 2024), and Elk River Wealth Management (~$1 billion AUM, Colorado, June 2026). A December 2023 strategic investment from Constellation Wealth Capital — its first investment since inception — funded continued hiring and M&A, with Republic Capital Group advising the transaction. The firm has 11-50 employees and continues to build brand credibility through 2026 industry recognition including InvestmentNews' Best Places to Work and a Wealthies COO of the Year finalist nod.
AlphaCore firmographics
Firmographics- Name
- AlphaCore
- Legal name
- AlphaCore Capital LLC
- Website
- https://alphacorecap.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- AlphaCore Wealth Advisory is an independent SEC-registered RIA serving high-net-worth individuals, families, entrepreneurs, and business owners with integrated investment management, tax, financial planning, and family office services across California, Colorado, and the East Coast.
- Ownership category
- akta.pro rank
Where AlphaCore is headquartered
LocationHeadquarters
- HQ city
- La Jolla
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
AlphaCore business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Management Services: AlphaCore charges fees based on assets under management (AUM) for investment advisory services provided to high-net-worth clients. The firm integrates investment management with tax strategy and comprehensive financial planning.
- Wealth Planning and Financial Advisory: Provides comprehensive financial planning services including wealth preservation, family office services, and tax preparation, likely billed as advisory fees or integrated into the AUM-based pricing model.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
AlphaCore product offering
Product offeringCore offering
AlphaCore is an independent registered investment advisory firm that provides integrated wealth management for high-net-worth individuals and families. Its offerings combine evidence-based Investment Management, comprehensive Wealth Planning (including business exit and succession planning), Tax Preparation, and Family Office Services, delivered through an SEC-registered RIA (AlphaCore Capital LLC, dba AlphaCore Wealth Advisory) on a recurring AUM-based fee model.
Product overview
AlphaCore is an independent wealth management firm offering an integrated suite of services: Wealth Planning (financial planning and preservation), Investment Management (evidence-based portfolio management), Tax Preparation, and Family Office Services. The firm serves high-net-worth individuals and families, combining investment management, tax strategy, and comprehensive financial planning to help clients build, preserve, and transfer wealth across generations. AlphaCore operates as a single integrated platform rather than modular products, with all services delivered through its SEC-registered investment advisory firm structure.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Planning
Quantifiable outcome
- Added approximately $200 million in AUM through All Season Financial Advisors merger
- +1 more outcomes
Companies that use AlphaCore
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
AlphaCore technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AlphaCore partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- All Season Financial AdvisorscoreMerger with Denver-based All Season Financial Advisors, an SEC-registered investment adviser. The deal adds approximately $200 million in AUM serving high-net-worth clients mainly in Colorado. Includes integration of founder Sam Jones as Partner and addition of four team members to AlphaCore's Cherry Creek office. Expected to close in Q4 2024.
Scale indicators4 records
Recent moves9 records
Expansion highlights6 records
AlphaCore competitors and assessment
Company assessmentMarket position
Weaknesses5 records
Competitive moat4 records
Customer concentration
AlphaCore social profiles
Digital presenceAlphaCore compliance and trust
Trust signalCompliance1 record
AlphaCore financial estimates
Financial estimateRevenue estimate
Valuation estimate
AlphaCore leadership team
Management profileNumber of profiles
Profiles2 records
AlphaCore subsidiaries and ownership
Company hierarchySubsidiaries3 records
AlphaCore funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AlphaCore M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AlphaCore
What does AlphaCore do?
AlphaCore is an independent registered investment advisory firm that provides integrated wealth management for high-net-worth individuals and families. Its offerings combine evidence-based Investment Management, comprehensive Wealth Planning (including business exit and succession planning), Tax Preparation, and Family Office Services, delivered through an SEC-registered RIA (AlphaCore Capital LLC, dba AlphaCore Wealth Advisory) on a recurring AUM-based fee model.
Is AlphaCore a public or private company?
AlphaCore is a private company. It is classified as venture growth investor backed and is currently operating.
When was AlphaCore founded?
AlphaCore was founded in 2014. It employs 11 to 50 people.
Where is AlphaCore based?
AlphaCore is headquartered in La Jolla, United States, in the North America region.
How does AlphaCore make money?
Two revenue lines are on record. Investment Management Services are the primary driver. The others are wealth Planning and Financial Advisory.
Does AlphaCore have an API?
No public API is recorded for AlphaCore.