ALPHA ADVISORS, LLC
SEC RegisteredLife-centered planning. Purpose-driven investing.
About the firm
At Alpha Advisors, we turn life goals into investment strategies through thoughtful, personalized planning. We use Financial Life Planning and the EVOKE® process to help align your money with what truly matters, building a plan that fits your life, not just your finances.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Life Planning and investment planning using the EVOKE® process, including risk management, diversification, liquidity planning, volatility management, and capital preservation.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 55 | $16M |
| High Net Worth Individuals | 60 | $238M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Balances up to $2,000,000 | 1.00% |
| Balances between $2,000,000 and $4,000,000 | 0.75% |
| Balances above $4,000,000 | 0.50% |
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALPHA ADVISORS, 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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