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 20 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 6 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 6 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 3 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 3 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 2 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 2 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 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.