Advisory Alpha, LLC
● SEC registered since 2011CRD 158282SEC# 801-72499Holland, MI
Reg. AUM
$4.37B
Employees
66
Accounts
24,401
Location
Holland, MI
About Advisory Alpha
Advisory Alpha partners with select financial advisors by providing an integrated advisory solution covering advanced planning, asset management, compliance, marketing, and technology. The offering is designed to simplify practice operations and expand advisor impact.
Summary based on the firm’s website.
Advisory Alpha, LLC assets under management
Advisory Alpha, LLC operates as an SEC-registered investment adviser based in Holland, MI. The firm has been registered since 2011. It reports $4.4 billion in regulatory assets under management and employs 66 people.
Advisory Alpha, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Janine Lee Osterink Control | Chief Compliance Officer | Under 5% | 2020 |
| Steve Mark Osterink Control | Managing Member | Over 75% | 2011 |
Frequently asked questions
How much does Advisory Alpha, LLC manage?
Advisory Alpha, LLC reports $4.4 billion in regulatory assets under management on its Form ADV.
How many employees does Advisory Alpha, LLC have?
Advisory Alpha, LLC reports 66 employees.
Where is Advisory Alpha, LLC located?
Advisory Alpha, LLC is based in Holland, MI and has been SEC-registered since 2011.
Does Advisory Alpha, LLC disclose fund performance?
Advisory Alpha, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 348 S Waverly Rd, Suite 100, Holland, MI 49423 |
| Phone | 866-530-1400 |
| Fax | 616-530-1900 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1576762 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.37B▲ 26%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,369 advisers
EmployeesTop 10%
More than 90% of 16,804 advisers
Assets under management
$4.37Bregulatory AUM
Discretionary $4.37B