Alpha Financial Advisors, LLC
● SEC registered since 2017CRD 116291SEC# 801-109007McLean, VA
Reg. AUM
$218.3M
Employees
7
Accounts
156
Location
McLean, VA
About Alpha Financial Advisors
Alpha Financial Advisors is a fee-only fiduciary wealth management firm focused on growing, managing, and safeguarding client wealth. Independent of product-driven banks and brokerages, it builds comprehensive long-term strategies around each client's needs.
Summary based on the firm’s website.
Alpha Financial Advisors, LLC assets under management
Alpha Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in McLean, VA. The firm has been registered since 2017. It reports $218.3 million in regulatory assets under management and employs 7 people.
Alpha Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric David Hess Control | Managing Member, Chief Compliance Officer | Over 75% | 2001 |
Frequently asked questions
How much does Alpha Financial Advisors, LLC manage?
Alpha Financial Advisors, LLC reports $218.3 million in regulatory assets under management on its Form ADV.
How many employees does Alpha Financial Advisors, LLC have?
Alpha Financial Advisors, LLC reports 7 employees.
Where is Alpha Financial Advisors, LLC located?
Alpha Financial Advisors, LLC is based in McLean, VA and has been SEC-registered since 2017.
Does Alpha Financial Advisors, LLC disclose fund performance?
Alpha Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8260 Greensboro Drive, Suite 125, McLean, VA 22102 |
| Phone | 703-442-7686 |
| Fax | 703-442-7597 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 801109007 |
| Discloses disciplinary history | No |
Regulatory AUM
$218.3M▲ 30%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$218.3Mregulatory AUM
Discretionary $218.3M