Alpha Architect

Alpha Architect (CRD# 153905) is a financial advisory firm headquartered in , . They manage $169,499,836 in 134 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $1,264,924
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, PA, TX

Financial Advisors at Alpha Architect
Showing 1 - 8 of 8 top financial advisors.
1
David P. Foulke
CRD#: 2721529
Broomall, PA
93
Wealthminder
score

David Foulke (CRD# 2721529) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 21 years of experience in the finance industry.

2
Wesley R. Gray
CRD#: 4233964
Broomall, PA
93
Wealthminder
score

Wesley Gray (CRD# 4233964) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 7 years of experience in the finance industry.

3
Carlton H. Kanner
CRD#: 5806244
Broomall, PA
93
Wealthminder
score

Carlton Kanner (CRD# 5806244) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 7 years of experience in the finance industry.

4
John R. Vogel
CRD#: 5572973
Broomall, PA
90
Wealthminder
score

John Vogel (CRD# 5572973) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 4 years of experience in the finance industry.

5
Tao Wang
CRD#: 6138867
Broomall, PA
90
Wealthminder
score

Tao Wang (CRD# 6138867) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 4 years of experience in the finance industry.

6
Patrick R. Cleary
CRD#: 6394372
Broomall, PA
88
Wealthminder
score

Patrick Cleary (CRD# 6394372) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 3 years of experience in the finance industry.

7
Yang Xu
CRD#: 6316689
Broomall, PA
88
Wealthminder
score

Yang Xu (CRD# 6316689) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 3 years of experience in the finance industry.

8
Tian Yao
CRD#: 6527050
Broomall, PA
87
Wealthminder
score

Tian Yao (CRD# 6527050) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.