Advisory Alpha Employee Directory

Advisory Alpha delivers comprehensive asset management services to our independent advisor partners as well as individual investors and retirement plans.

Our philosophy is not to simply provide investment management services, but to provide partnership and counsel.  We love what we do.  And, we will always strive to improve our solutions and services with the sole goal of adding tremendous value to each and every client. We use the phrase “Don’t hurt me” to describe the attitude and expectation of most investors.  Rather than attempting to aggressively achieve extremely high returns at the risk of severe loss, our goal is to strive for consistent, attractive returns.  Aside from our investment solutions, we found a significant need to promote effective communication to investors.  We continually develop tools designed to help investors gain a strong understanding of our specific investment philosophy and the investment solutions available today.

Advisory Alpha’s roots can be traced back more than thirty five years but was established as an SEC Registered Investment Advisory firm in 2011.  The firm is privately owned and located in Grand Rapids, MI but serves thousands of clients across the country.

Find Advisory Alpha employees' phone numbers or email addresses

Advisory Alpha Global Highlights

North America
42

United States Of America
41
Guatemala
1

Advisory Alpha's Leadership

J. O.
Chief Compliance Officer
Mobile Phone
Email
S. O.
Owner
Mobile Phone
Email
N. H.
Financial Planning Director
Mobile Phone
Email
E. B.
Director - Cx
Mobile Phone
Email
M. B.
Technology Director
Mobile Phone
Email
B. K.
Operations Director
Mobile Phone
Email
J. L.
Research Director
Mobile Phone
Email
N. H. C.
Financial Planning Director
Mobile Phone
Email

Contact profiles from Advisory Alpha

Name

Title

Contact Info

Location

Last Update

J. B.
Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Nov 10, 2025
J. A.
Advisor Care Consultant
Mobile Phone
Email
United StatesMichigan
Oct 21, 2025

Frequently Asked Questions

What is Advisory Alpha known for?

Advisory Alpha operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-866-530-****

. Explore Advisory Alpha's company overview page for more information.

What is Advisory Alpha's most common email format?

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?

Advisory Alpha has approximately 44 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Advisory Alpha's key employees and leadership?

As of October 2025, Advisory Alpha's key employees include:

Chief Compliance Officer: J. O.
Owner: S. O.
Financial Planning Director: N. H.
Director - Cx: E. B.
Technology Director: M. B.

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