AdFi
AA

ADVISORY ALPHA, LLC

SEC Registered
HOLLAND, MIhttps://advisoryalpha.com866-530-1400
Assets Under Management
$1B–$5B
Employees
66
Office Locations
24 offices
Total Accounts
24401

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)8,341$1.5B
High Net Worth Individuals458$910M
Charitable Organizations33$42M
Insurance Companies4,999

0 total clients reported on Form ADV.

Leadership

Steve Mark Osterink
MANAGING MEMBER
Steven Mark Osterink
CONTROL PERSON
Katie Lyn Koeman
CHIEF COMPLIANCE OFFICER

Office locations

24 offices in 10 states
MI
HOLLANDHQ
ID
NAMPA
OH
WHITEHOUSE
SC
FORT MILL
AR
LITTLE ROCK
CA
ONTARIO
WA
GIG HARBOR
AR
LITTLE ROCK
MI
HOLLAND
VT
WEST WINDSOR
CA
ROCKLIN
MI
BINGHAM FARMS
ID
MERIDIAN
OH
PERRYSBURG
MI
ZEELAND
MI
BYRON CENTER
NC
GREENSBORO
IA
JOHNSTON
MI
HOLLAND

Advisors at this firm

14 advisors in the directory

Regulatory & compliance

CRD number
#158282
SEC Number
801-72499
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADVISORY ALPHA, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

ADVISORY ALPHA, LLC in HOLLAND, MI - Financial Advisory Firm | AdvisorFinder