RIA · Independent channel
AlphaCore Wealth Advisory
Includes the history of Blue Rock Financial Group (acquired October 2026) · Brave Family Advisors (acquired August 2026) · Elk River (acquired June 2026)
AlphaCore Wealth Advisory has a documented practice acquisition or merger route for established advisory firms.
- Website
- alphacore.com
- Regulator record
- ALPHACORE CAPITAL LLC (SEC)
Recorded arrivals
3
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$2.1B
Reported practice assets · 3 of 3 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Arrivals 3
Teams joining AlphaCore Wealth Advisory in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 9 | Acquisition | Blue Rock Financial GroupRehoboth Beach, DE | Blue Rock Financial GroupRIAacquired by AlphaCore Wealth Advisory, Oct 2026 | $400M | Wealth Management |
| Aug 4 | Acquisition | Brave Family AdvisorsSummit, NJ Tiverton, RI |
Brave Family AdvisorsRIAacquired by AlphaCore Wealth Advisory, Aug 2026 | $700M | AdvisorHub |
| Jun 9 | Acquisition | Elk River Wealth ManagementDenver, CO | Elk RiverRIAacquired by AlphaCore Wealth Advisory, Jun 2026 | $1.0B | InvestmentNews |
Departures 0
Teams leaving AlphaCore Wealth Advisory in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.