We are pleased to announce that AlphaCore Wealth Advisory has been recognized as one of the top five fasting-growing private companies in San Diego County of 2019 by the San Diego Business Journal. In addition to rounding out of the top five, they also earned the number one position for wealth advisory firms.
This list honors the achievements of private San Diego organizations for their rapid expansion, profitability, and unique success. The publication attributes AlphaCore rapidly growing success, which includes growth of +603.4 percent from 2016 to 2018, to the firm’s passionate team members, vibrant team culture and expertise in allocating to various types of alternative investment strategies.
“[This recognition] is a testament to our team’s commitment and hard work,” comments AlphaCore Founder and CEO Dick Pfister, CAIA. “We put our client’s interests first and it is exciting to witness this list is further evidence we have an innovative approach to wealth management, and that the market has been receptive to this differentiated philosophy.”
Looking ahead, Pfister tells the San Diego Business Journal that the firm will maintain a strong emphasis to the ever-changing financial services industry. “We plan on adding new staff, expanding our investment platform, and refining our operational and compliance efficiencies,” he explains.
This third-party rating was conducted by San Diego Business Journal, a publication not affiliated with AlphaCore. This was published in August 2019 and ranks private San Diego companies that voluntarily reported their yearend 2018 gross revenue as compared to yearend 2017 gross revenue. AlphaCore did not directly or indirectly compensate San Diego Business Journal for participating in this survey.