We are pleased to announce that AlphaCore Wealth Advisory has been named to San Diego Business Journal’s 2023 Wealth Management Firms List. Positioned among the most elite firms in San Diego County, AlphaCore ranked no. 13 in the area by assets managed locally – up from the no. 16 and no. 45 positions in 2022 and 2021, respectively.
For wealth management firms to be eligible for this year’s list, they must be a registered investment advisor with either the Securities Exchange Commission (SEC) or the California Department of Corporations.
“Amid the market volatility and uncertainty of last year, helping our clients reach their financial goals while minimizing portfolio risks has become increasingly more important.” AlphaCore CEO and Founder Dick Pfister said in response to this achievement. “It is very rewarding to have this firm-wide commitment recognized by both our clients and the local media.”