ALPHA FINANCIAL ADVISORS, LLC
Company Profile
| AUM* | 837,645,602 31% |
| of that, discretionary | 835,461,287 31% |
| Number of Employees | 16 |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 0 |
| Avg Account Size | 499,789 52% |
| High Net Worth | 60.53% 13% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
835M
716M
597M
477M
358M
239M
119M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name CBIZ CPAS, P.C. | Filing Date02/26/2026 | Form ADV-E View Report |
| Accounting Firm Name CBIZ CPAS, PC | Filing Date08/28/2024 | Form ADV-E View Report |
| Accounting Firm Name MAYER HOFFMAN MCCANN P.C. | Filing Date12/20/2023 | Form ADV-E View Report |