We are pleased to announce that AlphaCore Wealth Advisory has been named to WealthManagement.com’s inaugural RIA Edge rankings of fastest-growing RIAs in the country. AlphaCore earned the #2 position for firms with AUM of $750 million to $1 billion and the #12 position for firms of all sizes across the entire state of California.
The RIA Edge rankings recognize RIA firms that have grown exponentially in both assets and clients. To be eligible for the list, RIAs must have a concentration in financial planning and an emphasis on advising high-net-worth and ultra-high-net-worth individuals. According to RIA Edge, earning a spot on this year’s fastest-growing RIAs list demonstrates a firm’s success and proves that they provide true value to their clients.
“It is an honor for AlphaCore to be continually recognized by the financial media for our recent growth and commitment to our clients,” comments AlphaCore CEO and Founder Dick Pfister. “Even as we continue to grow in size, our ability to provide cutting-edge investment portfolios and holistic, goals-based wealth planning never falters, which I believe is a true testament to the strength of our firm.”
To view the list of fastest-growing RIAs with AUM of $750 million to $1 billion, click here.
To view the list of fastest-growing RIAs in California, click here.
This third-party rating was conducted by RIA Edge, an industry publication not affiliated with AlphaCore. This was published in February 2022 and ranks firms that have experienced the largest relative increases in assets and clients since 2018. Please review the link for details on the ranking, but please note AlphaCore did not pay for this ranking or submit any data, as RIA Edge evaluated publicly available data.