We are pleased to announce that AlphaCore Wealth Advisory has been recognized in Financial Advisor Magazine’s RIA Survey & Rankings 2022. This marks the second consecutive year that AlphaCore has been named to this annual list, which ranks reporting independent advisory firms by asset categories and based on a variety of factors.
In response to the survey, AlphaCore CEO and Founder Dick Pfister, CAIA, says, “Our entire team at AlphaCore is committed to helping our clients reach their financial goals. Our unique method of incorporating alternative strategies, paired with our focus on long-term wealth planning, has allowed us to help protect our clients’ portfolios during times of volatility like we are experiencing now.”
For firms to be eligible for Financial Advisor Magazine’s RIA ranking, they must be independent registered investment advisers, file their own Form ADV with the SEC and provide financial planning and related services to individual clients.
This third-party ranking was conducted by FA Magazine, an industry publication not affiliated with AlphaCore. This was published on July 15, 2022 and ranks 534 reporting advisers, with AlphaCore in the asset class of the 331 reporting investment advisers managing $1 billion or more. The publication ranks the reporting advisory firms based on the year end 2021 assets. AlphaCore did not directly or indirectly compensate FA Magazine for participating in this survey.