Alpha Architect

Alpha Architect (CRD# 153905) is a financial advisory firm headquartered in , . They manage $259,000,000 in 256 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    259
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $1,011,719
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, CT, FL, IL, IN, MA, NC, NJ, NY, PA, TX

Financial Advisors at Alpha Architect
Showing 1 - 10 of 13 top financial advisors.
1
Tao Wang
CRD#: 6138867
Broomall, PA
96
Wealthminder
score

Tao Wang (CRD# 6138867) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 5 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
Sebastian D. Pugliese
CRD#: 2777267
Broomall, PA
93
Wealthminder
score

Sebastian Pugliese (CRD# 2777267) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 11 years of experience in the finance industry.

5
John R. Vogel
CRD#: 5572973
Broomall, PA
93
Wealthminder
score

John Vogel (CRD# 5572973) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 5 years of experience in the finance industry.

6
Patrick R. Cleary
CRD#: 6394372
Broomall, PA
90
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
Ryan Kirlin
CRD#: 6254875
Broomall, PA
90
Wealthminder
score

Ryan Kirlin (CRD# 6254875) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 4 years of experience in the finance industry.

8
Yang Xu
CRD#: 6316689
Broomall, PA
90
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.

9
Richard K. Baxter
CRD#: 6742546
Broomall, PA
89
Wealthminder
score

Richard Baxter (CRD# 6742546) is an Investment Advisor Representative working at Alpha Architect in Broomall, PA and has over 2 years of experience in the finance industry.

10
Adam S. Tkaczuk
CRD#: 6699135
Granby, CT
89
Wealthminder
score

Adam Tkaczuk (CRD# 6699135) is an Investment Advisor Representative working at Alpha Architect in Granby, CT and has over 3 years of experience in the finance industry.

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