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NewsSan Diego Business JournalAugust 31, 2026San Diego

AlphaCore acquires Brave Family Advisors to expand into New York City region

San Diego-based wealth advisory firm AlphaCore acquired New Jersey-based Brave Family Advisors on July 1. The acquisition adds $700 million in client assets to AlphaCore's portfolio as part of an expansion into the New York City market.

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Why It Matters

This acquisition consolidates $700 million in under a new parent firm, changing the management structure for existing Brave Family Advisors clients.

Key Facts

  • AlphaCore acquired Brave Family Advisors on July 1.
  • The acquisition adds $700 million in client assets to AlphaCore's portfolio.
  • AlphaCore is headquartered in San Diego, California.
  • Brave Family Advisors is headquartered in Summit, New Jersey.
  • The acquisition facilitates AlphaCore's expansion into the New York City region.

Who's Mentioned

organizationAlphaCore“San Diego-based wealth advisory group and acquiring firm”organizationBrave Family Advisors“Summit, New Jersey-based firm acquired by AlphaCore”