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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-14-2011
- Office Locations
- 27
Office Locations
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.
Reported data analysis
What the numbers show
Between April 24, 2025 and March 31, 2026, reported AUM increased 26.1%, from $3.5B to $4.4B.
Across 5 reported observations, AUM increased 141.2% between December 15, 2022 and March 31, 2026, from $1.8B to $4.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 61 advisory representatives and 13,831 clients, or 226.7 clients per representative. That equates to $316.2K in reported AUM per client.
The profile lists 27 reported office locations and 15 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Advisory Alpha, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVE MARK OSTERINK JR.
Managing Member
- CRD
- #4994816
- Ownership
- 75% or more
JANINE LEE OSTERINK
Chief Compliance Officer
- CRD
- #6141796
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RILEY SCOTT AALDERINK
Investment Operations Officer, Wealth Advisor
- CRD
- #6504831
GUY ABBOTT ALDERDICE JR
President
- CRD
- #4263747
Showing 2 of 66 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Advisory Alpha, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Advisory Alpha, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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