$4.4B Total AUM
$4.4B Disc. AUM
31.1% 3Y CAGR
66 Employees
13,831 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 06-14-2011
- Office Locations
- 27
Office Locations
107 S Main ST Plymouth MI
11 Willow St. Nashville TN
11311 Arcade Drive Suite 110 Little Rock AR
About Advisory Alpha, LLC
Advisory Alpha partners with select planning- and relationship-focused financial advisors, flexibly integrating to help launch, enhance, or affiliate an independent RIA. It delivers an in-house, fully branded platform spanning advanced planning, ETF-oriented asset management, compliance, marketing, and technology as a cost-effective alternative to traditional TAMPs and aggregators. Custody support includes Schwab and Fidelity.
Team overview
42 AVG AGE
$71.7M AVG AUM / ADVISOR
$316.2K AVG AUM / CLIENT
4.3 yrs AVG TENURE
66 Employees
61 Advisory Reps
61 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Vertex prime Wave North Timber Capital meridian
Custodian
Vector north Ember unison Vector Eagle peak Beacon
Investment Themes
Delta catalyst Optima Eagle glacier Prime ridge Ridge Frontier matrix Legacy
Investment Vehicles
Value signal Vertex ridge Pathway bridge Zenith
Platform
Quantum
Services
Peak Quantum Ember Signal unison Legacy Frontier Value North pioneer Atlas Prime capital Foundation harbor Value
Technology
Unison
Owner & Executives
STEVE MARK OSTERINK JR.
Managing Member
- CRD
- #4994816
- Ownership
- 75% or more
(374) 922-6364
optima.wave@meridiancapital.com
in linkedin.com/in/frontier-summit
JANINE LEE OSTERINK
Chief Compliance Officer
- CRD
- #6141796
- Ownership
- Less than 5%
(651) 532-6468
optima.prime@zenithcapital.com
in linkedin.com/in/north-north
Showing 2 of 2 owners & executives
Unlock allContacts
RILEY SCOTT AALDERINK
Investment Operations Officer, Wealth Advisor
- CRD
- #6504831
(882) 981-1249
pioneer.horizon@optimacapital.com
in linkedin.com/in/quantum-insight
G
GUY ABBOTT ALDERDICE JR
President
- CRD
- #4263747
(502) 966-5821
alpha.catalyst@signalcapital.com
in linkedin.com/in/fusion-eagle
D
Delta radial
Horizon vertex
- CRD
- #60826
(920) 562-6449
capital.peak@embercapital.com
in linkedin.com/in/element-catalyst
Showing 2 of 63 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,373,624,090 | $179,240 |
| Non-Discretionary | $0 | -- |
| Total | $4,373,624,090 | $179,240 |
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Separately Managed Accounts
Total SMA Asset: $4,373,624,090
Equity - Exchange:
10.2% Public Funds:
15.2% Cash:
8.3% Corporate - Investment Grade:
25.6% U.S. Government/Agency:
17.0% Municipal Bonds:
23.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $65,084,281 | 10.2% |
| Public Funds | $96,988,341 | 15.2% |
| Cash | $52,960,739 | 8.3% |
| Corporate - Investment Grade | $163,348,784 | 25.6% |
| U.S. Government/Agency | $108,473,802 | 17.0% |
| Municipal Bonds | $151,225,242 | 23.7% |
| Total | $638,081,189 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT CATALYST | BEACON SIGNAL | S4H2QF06K | SUA | 3.46% | $23,691,703 |
| RADIAL HARBOR | ELEMENT PRIME | HE3WJX9MJ | LOOOZ | 3.44% | $67,081,035 |
| FUSION MATRIX | PIONEER ELEMENT | 1KP6FLP6E | ZGNN | 5.81% | $117,516,287 |
| TIMBER OAK VECTOR | FOCUS CATALYST | Y4UZVB39N | NCF | 9.75% | $32,873,033 |
| PIONEER OPTIMA DELTA | QUANTUM SIGNAL | JPR1HYLUL | JNVA | 12.60% | $93,741,292 |
| UNISON ALPHA SUMMIT | INSIGHT VITAL | 78YO4RX9W | DHK | 5.51% | $9,922,601 |
| ELEMENT MOMENTUM SUMMIT | EMBER ALPHA | H7GSIFEHT | REQ | 3.79% | $14,388,170 |
| EMBER GLACIER ALPHA | SUMMIT MERIDIAN | J6L8P5HGM | VVLE | 10.30% | $53,571,120 |