ALPha Financial Advisors, LLC
8260 Greensboro Drive Suite 125
Mclean, VA 22102
No. advisers: 4
|Financial planning clients||101-250|
|High-net-worth client assets||More than 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
February 8, 2019 - Financial advisers and accountants for people who live in high-tax states will be delivering a difficult message over the next few weeks: You'll pay more in taxes. The reason for the increase is a limit on the deduction for state and local taxes ushered...
April 28, 2016 - You won't see hordes of angry advisers picketing Charles Schwab & Co. offices in the wake of its decision to stop selling Class A shares. But it's another sign that the days of high-cost funds are numbered, and that the Department of Labor's new fiduciary...
October 26, 2015 - Fee-only investment advisers who support a pending Labor Department advice rule say they will step up their lobbying in order to project their voices amid the din of industry opposition. âWe are outspent and outgunned, but we have the moral high ground,â...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.