ALPHA FINANCIAL ADVISORS, LLC
SEC RegisteredGrowing, Managing, and Safeguarding Client Wealth for Over 30 Years
About the firm
Alpha Financial Advisors is a fee-only fiduciary wealth management firm, legally and ethically committed to always acting in your best interest. The firm started over 30 years ago as a small firm in the Washington D.C. area providing a safe haven from hard-selling, product-driven bank, brokerage and insurance companies, and is today recognized as one of the nation's leading wealth management firms.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Cash Flow Management, Portfolio Management, Tax Planning, Insurance Counseling, Estate and Trust Planning, Lifestyle Support, Philanthropy and Gifting, and College and Education Savings.
Who they serve
Families and individuals seeking long-term financial security and success, including clients across multiple generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 84 | $35M |
| High Net Worth Individuals | 72 | $183M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $300,000 | 1.50% |
| $300,000.01 - $600,000 | 1.35% |
| $600,000.01 - $1,000,000 | 1.25% |
| $1,000,000.01 - $3,000,000 | 1.10% |
| Greater than $3,000,000 | 0.75% |
Data as of February 9, 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 FINANCIAL 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.
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