ADVISORY ALPHA, LLC
SEC RegisteredSimplify. Grow. Maximize.
About the firm
Advisory Alpha flexibly integrates with select financial advisors by providing a comprehensive advisory solution designed to simplify, grow, and maximize the impact of their practice. The firm offers a single-provider platform covering advanced planning, asset management, compliance, marketing, and technology, with all components developed and managed in-house.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Advanced planning, asset management, compliance, marketing, and technology services delivered as an integrated single-provider platform. The firm also supports advisors in starting an independent RIA, enhancing an existing RIA, affiliating with a competitive RIA, and buying a practice or building succession.
Who they serve
Select financial advisors who are planning and relationship focused, have a business-owner mindset, and are culturally and client aligned. Most partner firms operate with support staff, have an established and growing clientele of assets under management, and are engaged in insurance, broker-dealer, or tax planning services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8,341 | $1.5B |
| High Net Worth Individuals | 458 | $910M |
| Charitable Organizations | 33 | $42M |
| Insurance Companies | 4,999 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
64 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.