AlphaCore Named Among Financial Advisor Magazine’s Fastest-Growing Firms

We are pleased to announce that AlphaCore Wealth Advisory has been recognized as the second-fastest-growing RIA firm in the country by Financial Advisor Magazine. In addition to this recognition, the publication also named AlphaCore among the Top RIAs of 2021, an annual list that ranks the most elite independent advisory firms based on a variety of factors.

In response to the firm’s achievement, AlphaCore CEO and Founder Dick Pfister says, “At AlphaCore, we remain committed to putting our clients first. This priority and our unique method of incorporating alternative strategies in a diversified wealth advisory plan has helped our clients reach their financial goals while minimizing portfolio risks. The entire team at AlphaCore is humbled by our growth and is honored to have recognition from both our clients and the financial media.”

For firms to be eligible for Financial Advisor Magazine’s annual RIA rankings, they must be independent Registered Investment Advisors, file their own ADV statement with the SEC and provide financial planning and related services to individual clients. FA Magazine is not affiliated with AlphaCore. This was published on July 21, 2021 and ranked the 607 reporting investment advisers managing $500 million or more. The publication ranks the reporting advisory firms based on the reported percentage growth in assets from yearend 2019 to yearend 2020. AlphaCore did not directly or indirectly compensate FA Magazine for participating in this survey.

Alongside the rankings, Financial Advisor Magazine also released a special report that examines the ways the coronavirus pandemic accelerated the decade’s major trends within the RIA industry, including expansions of mergers and acquisitions, technology and flexible work environments.

To view Financial Advisor Magazine’s entire Top 50 Fastest-Growing Firms and Top RIA list, as well as the corresponding report, click here.

This third-party rating was conducted by FA Magazine, an industry publication not affiliated with AlphaCore. This was published on July 21, 2021 and ranks the 607 reporting investment advisers managing $500 million or more. The publication ranks the reporting advisory firms based on the reported percentage growth in assets from yearend 2019 to yearend 2020. AlphaCore did not directly or indirectly compensate FA Magazine for participating in this survey.

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