Tracked deals
6
6 tracked deals across 2023-2026.
Operating Company
Financial Services
AlphaCore Wealth Advisory
La Jolla, California, United States
Southern-California based, independent registered investment advisory firm with a national presence providing comprehensive wealth planning services and differentiated investment solutions across both public and private markets, with an approach focused on managing risk, minimizing downside volatility, and maximizing after-tax returns.
- Focus Areas
- Registered investment advisor (RIA), Wealth planning, Investment advisory
- Website
- alphacore.com
Recent pace
5
5 tracked deals announced in the last 12 months.
Deal mix
Buyout
4 buyout · 1 addon · 1 growth capital
AlphaCore Wealth Advisory Acquisition Volume by Year
Last 3 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 15, 2026
- Buyer
- AlphaCore Wealth Advisory
- Target
- Streamline Family Office
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
AlphaCore Wealth Advisory launched AlphaCore Streamline, a dedicated family office affiliate, through the acquisition of Streamline Family Office. Streamline will provide non-advisory family office services to ultra-high-net-worth families while continuing to work collaboratively with AlphaCore’s wealth advisors and investment managers.
-
August 7, 2026
- Buyer
- AlphaCore Wealth Advisory
- Target
- Brave Family Advisors
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
AlphaCore Wealth Advisory added Brave Family Advisors, a boutique wealth management practice with approximately $700 million in client assets. The acquisition supports AlphaCore’s expansion into the New York metropolitan area and coincides with the opening of its Summit, New Jersey office.
-
- Buyer
- AlphaCore Wealth Advisory
- Target
- Elk River Wealth Management
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
Elk River Wealth Management partnered with AlphaCore Wealth Advisory to expand Elk River’s suite of client services and access additional resources and capabilities. SDR Ventures acted as the exclusive investment banking advisor to Elk River throughout the transaction process.
-
- Buyer
- AlphaCore Wealth Advisory, Constellation Wealth Capital
- Target
- Elk River Wealth Management
- Seller
- Wealth Advisor Growth Network (WAGN)
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
AlphaCore Wealth Advisory acquired Elk River Wealth Management, a Colorado-based wealth management RIA overseeing about $1 billion in assets. The transaction adds a seven-person Elk River team to AlphaCore, expanding AlphaCore’s Denver/Cherry Creek and Arizona-related advisory presence and capabilities.
-
October 27, 2025
- Buyer
- AlphaCore Wealth Advisory
- Target
- SPC Financial, Inc.
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
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.
-
- Buyer
- AlphaCore Wealth Advisory
- Target
- Magnolia Lane Financial Advisors
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Buyout
AlphaCore Wealth Advisory, a San Diego–based wealth advisory firm, has acquired Greenwich-based Magnolia Lane Financial Advisors and will open its first East Coast offices in Greenwich, CT and Hilton Head, SC. Magnolia Lane founder Eric Gerster joins AlphaCore as Chief Investment Strategist to help lead the firm's East Coast expansion and investment strategy offerings.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
4 tracked deals by AlphaCore Wealth Advisory.
Wealth Management Buyers & Acquisitions
2 tracked deals by AlphaCore Wealth Advisory.
Acquisitions in Colorado
2 tracked deals by AlphaCore Wealth Advisory.
Acquisitions in Connecticut
1 tracked deal by AlphaCore Wealth Advisory.
Acquisitions in Maryland
1 tracked deal by AlphaCore Wealth Advisory.
Acquisitions in Massachusetts
1 tracked deal by AlphaCore Wealth Advisory.
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