Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

RIA comparison · SEC Form ADV

Alphacore Capital LLC vs Valeo Financial Advisors, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Alphacore Capital LLC and Valeo Financial Advisors, LLC are almost exactly the same size, with $13B and $13B in regulatory assets (Alphacore Capital LLC slightly ahead), by their latest Form ADV filings. Alphacore Capital LLC reports more individual clients (3,985 vs 3,021), while Valeo Financial Advisors, LLC’s clients hold more on average (about $4.2 million each against $3.1 million). Alphacore Capital LLC is based in La Jolla, California and Valeo Financial Advisors, LLC in Carmel, Indiana.

FigureAlphacore Capital LLCValeo Financial Advisors, LLC
Regulatory AUM$13B$13B
National rank#73#74
HeadquartersLa Jolla, CaliforniaCarmel, Indiana
Individual clients3,9853,021
High-net-worth clients2,2092,257
Average client assets$3.1 million$4.2 million
Accounts13,47722,812
Discretionary95% of AUM82% of AUM
Employees124178
Advisory staff70119
Clients per advisory employee5725
Offices3117
Form ADV filed2026-10-012026-04-30

Alphacore Capital LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Valeo Financial Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

Questions

Which is bigger, Alphacore Capital LLC or Valeo Financial Advisors, LLC?

Alphacore Capital LLC, with $13B in regulatory assets under management against $13B at Valeo Financial Advisors, LLC. Nationally they rank #73 and #74 among 5,657 independent wealth management RIAs.

How many clients do Alphacore Capital LLC and Valeo Financial Advisors, LLC have?

Alphacore Capital LLC reports 3,985 individual clients (2,209 high-net-worth) with 70 advisory employees; Valeo Financial Advisors, LLC reports 3,021 (2,257 high-net-worth) with 119 advisory employees.

How do Alphacore Capital LLC and Valeo Financial Advisors, LLC charge clients?

Only Valeo Financial Advisors, LLC lists other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Alphacore Capital LLC and Valeo Financial Advisors, LLC offer?

Alphacore Capital LLC lists pension consulting, which Valeo Financial Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Alphacore Capital LLC ↗, Valeo Financial Advisors, LLC ↗. How to check a financial advisor →