Articles from AlphaCore Wealth Advisory

AlphaCore Wealth Advisory (AlphaCore), a leading independent registered investment advisory firm, continues to expand with its most recent acquisition, further establishing an East Coast foothold while broadening the firm’s tax planning and preparation capabilities.

AlphaCore Wealth Advisory (AlphaCore), an independent registered investment advisory firm, announces its lineup of respected keynote speakers for its third annual flagship event, the AlphaCore Wealth Summit on October 9, 2025.

In a move to enhance their wealth advisory and investment platform, leading independent registered investment advisory firm AlphaCore Wealth Advisory (AlphaCore), has appointed Dr. David Stubbs to the role of Chief Investment Strategist.

New Partnership Brings Additional Expertise and Resources to Support a Growing Client Base in Colorado

Amid Rapid Growth, The California-based RIA Jumped 17 Spots from Last Year’s

Key Hire Builds on Focus to Continue Accelerated Growth

AlphaCore Enhances Inorganic Growth Strategy Amidst Recent Successes

AlphaCore Wealth Advisory ("AlphaCore”), an independent wealth advisory firm with a national footprint, is pleased to announce that Constellation Wealth Capital (“CWC”) has become a strategic investor in the company. This significant development marks the first investment made by CWC since its inception, earlier this year.

AlphaCore Wealth Advisory, a wealth advisory firm based in San Diego, CA, announced today the merger with Johnston & Associates (Johnston) based in Denver, Colorado. The deal adds approximately $400 million in assets under management from high net-worth clients primarily in Colorado and Oklahoma. Importantly, two experienced executives from Johnston will join the AlphaCore team, bringing with them deep expertise in tax and estate planning strategies, risk management, insurance planning and small business advisory services.

AlphaCore Wealth Advisory, a leading wealth advisory firm based in San Diego, California, announced today the acquisition of Magnolia Lane Financial Advisors, a wealth advisory firm based in Greenwich, Connecticut with an office in Hilton Head, South Carolina.