AlphaCore Wealth Advisory Acquires SPC Financial

October 27, 2025

AlphaCore Wealth Advisory has announced the acquisition of SPC Financial, a Rockville, Maryland-based wealth advisory and tax services firm. The deal adds about $1.5 billion in client assets and nearly 40 professionals, expanding AlphaCore’s East Coast footprint and strengthening integrated tax-wealth planning capabilities.

Targets
SPC Financial, Inc.
Location
Maryland, United States
Transaction Type
Buyout

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