Advisory Alpha logo

Advisory Alpha Employee Directory

Investment ManagementMichigan, United States11-50 Employees

Advisory Alpha operates in the investment management space, providing asset management services to independent advisor partners, individual investors, and retirement plans. Rather than focusing solely on portfolio construction, the firm emphasizes partnership and ongoing counsel, aiming for consistent, risk-conscious returns rather than pursuing high, volatile gains. It also develops investor communication tools to help clients understand its investment philosophy and the solutions available today.

Its roots go back more than thirty-five years, and it has been an SEC registered investment adviser since 2011. The firm is privately owned and based in Holland, Michigan, serving clients across the United States.

Find Advisory Alpha employees' phone numbers or email addresses

Advisory Alpha Global Highlights

Location
Employees

North America
43

Minus sign iconPlus sign icon
  • United States Of America
    42
  • Guatemala
    1

Advisory Alpha's Leadership

  • Stylized image of a person
    N. H. C.
    Financial Planning Director
    Phone icon
  • Stylized image of a person
    S. O.
    Compliance Associate
    Phone icon
  • Stylized image of a person
    D. R. M. C.
    Advisor Consultant
    Phone icon

Advisory Alpha Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Arts & Design
  • Business
  • Finance
  • Information Technology
  • Other
  • Consultant

Contact profiles from Advisory Alpha

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    N. H. C.
    Financial Planning Director
    Phone icon
    May 26, 2025
  • Stylized image of a person
    S. O.
    Compliance Associate
    Phone icon
    Jun 29, 2026
  • Stylized image of a person
    D. R. M. C.
    Advisor Consultant
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is Advisory Alpha known for?

Minus sign iconPlus sign icon
Advisory Alpha operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Advisory Alpha's company overview page for more information.

What is Advisory Alpha's most common email format?

Minus sign iconPlus sign icon
Advisory Alpha employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Advisory Alpha email formats with LeadIQ.

How many employees does Advisory Alpha have currently?

Minus sign iconPlus sign icon
Advisory Alpha has approximately 45 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Advisory Alpha's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Advisory Alpha's key employees include:

  • Financial Planning Director: N. H. C.
  • Compliance Associate: S. O.
  • Advisor Consultant: D. R. M. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.