Alpha Architect

Alpha Architect (CRD# 153905) is a financial advisory firm headquartered in Havertown, PA. They manage $711,692,830 in 170 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    712
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $4,186,428
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NE, NH, NY, PA, PR, TX

Financial Advisors at Alpha Architect
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.