Citywire Names AlphaCore the Fastest-Growing RIA in California

We are pleased to announce that AlphaCore Wealth Advisory has been recognized as the number 1 fastest-growing RIA firm in California by Citywire’s 50 Growers Across America list for 2021.

As part of this recognition, Citywire also highlighted AlphaCore in a corresponding article. “Sunny California is home to AlphaCore Capital, an alts-focused shop based in San Diego’s ‘jewel by the sea’ community of La Jolla. The firm, run by Dick Pfister, markets a unique investment approach that eschews traditional 60/40 stock-and-bond portfolios for ones containing large allocations of alternative investments and real assets, which potentially lowers portfolio risk,” writes the publication. “AlphaCore’s $1 billion in AUM represents tenfold growth since 2016, a metric bolstered by its September 2020 acquisition of iCapital’s Private Client Group. And the firm is still growing.”

Today, AlphaCore has $1.4 billion in assets under management and has the privilege of serving over 750 clients nationwide with a concentration in the Southwestern United States.

For firms to be eligible for this list, they must have a significant number of financial planning clients and cannot be affiliated on a firm level with a broker-dealer or other institutions. To determine the 2021 50 Growers Across America list, Citywire used the most recent Form ADV data reported to the Securities and Exchange Commission at the time of publication. Next, Citywire looked at percentage growth in AUM and percentage growth in employees over the last three years to create a ‘growth score,’ with AlphaCore achieving the highest score in the state.

“We are honored to be recognized by Citywire,” says AlphaCore CEO and Founder Dick Pfister. “At AlphaCore, each member of our team is committed to helping our clients reach their financial goals through our unique pairing of wealth planning services with innovative portfolio management. I think our continued growth reflects this commitment to our clients.”

To view Citywire’s entire 50 Growers Across America List as well as its special report, click here. This list can also be viewed in Citywire’s December 2021 print issue.

 

The Citywire’s 50 Growers Across America list for 2021 is an independent, third-party ranking using publicly available data with no input or data submission by the featured advisers. Please review the link for details on their impartial review, but in summary; AlphaCore did not pay for this ranking or submit any data, Citywire evaluated publicly available data on the number of financial planning clients, excluding RIAs that are affiliated with a broker-dealer or other institution, and looked at percentage growth in assets under management and percentage growth in employees since the end of 2016.

* Indicates a required field

I am interested in learning about the services of AlphaCore Wealth Advisory LLC, an SEC registered investment adviser. By submitting my name and phone number (which I intend and agree will constitute my electronic signature for the purpose of agreeing to this consent), I expressly consent to be contacted by AlphaCore by phone and/or email, even if the number I provide is on a Federal and/or a state "Do Not Call" list. I represent that I am authorized to provide this consent on behalf of the phone number provided and that such consent is given voluntarily. I understand that I am not required to enter into this consent as a condition of purchasing any property, goods, or services.

This consent is effective unless and until revoked by me, which may be done at any time by emailing compliance@alphacore.com, by calling 858-875-4100, or by notifying the representative that calls you.

You may request a copy of this consent or our privacy policy to be emailed or mailed to you by contacting us. Click here to read AlphaCore's privacy policy.

This field is for validation purposes and should be left unchanged.