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RIA comparison · SEC Form ADV

Kestra Private Wealth Services, LLC vs Alphacore Capital LLC

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

The short answer

Kestra Private Wealth Services, LLC is the larger of the two, with $13B in regulatory assets to $13B at Alphacore Capital LLC, 4% more than its rival, by their latest Form ADV filings. Kestra Private Wealth Services, LLC reports more individual clients (19,977 vs 3,985), while Alphacore Capital LLC’s clients hold more on average (about $3.1 million each against $650,000). Kestra Private Wealth Services, LLC is based in Austin, Texas and Alphacore Capital LLC in La Jolla, California.

FigureKestra Private Wealth Services, LLCAlphacore Capital LLC
Regulatory AUM$13B$13B
National rank#71#73
HeadquartersAustin, TexasLa Jolla, California
Individual clients19,9773,985
High-net-worth clients5,3002,209
Average client assets$650,000$3.1 million
Accounts33,33313,477
Discretionary100% of AUM95% of AUM
Employees211124
Advisory staff21170
Clients per advisory employee9557
Offices4331
Form ADV filed2026-09-222026-10-01

Kestra Private Wealth Services, LLC

Full profile →

Services

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

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

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

Questions

Which is bigger, Kestra Private Wealth Services, LLC or Alphacore Capital LLC?

Kestra Private Wealth Services, LLC, with $13B in regulatory assets under management against $13B at Alphacore Capital LLC. Nationally they rank #71 and #73 among 5,657 independent wealth management RIAs.

How many clients do Kestra Private Wealth Services, LLC and Alphacore Capital LLC have?

Kestra Private Wealth Services, LLC reports 19,977 individual clients (5,300 high-net-worth) with 211 advisory employees; Alphacore Capital LLC reports 3,985 (2,209 high-net-worth) with 70 advisory employees.

How do Kestra Private Wealth Services, LLC and Alphacore Capital LLC charge clients?

Only Kestra Private Wealth Services, LLC lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Kestra Private Wealth Services, LLC and Alphacore Capital LLC offer?

Alphacore Capital LLC lists portfolio management for pooled investment vehicles, which Kestra Private Wealth Services, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; pension consulting; 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: Kestra Private Wealth Services, LLC ↗, Alphacore Capital LLC ↗. How to check a financial advisor →