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Holland, MI S. Waverly Road Office

Team
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Advisory Alpha, LLC logo

Advisory Alpha, LLC

Multi-team

Firm-wide stats for Advisory Alpha, LLC

Total advisors

65

Across 20 offices

Clients per advisor

135 Very High

Avg AUM per client

$269,985 Very Low

HNW client ratio

5% Very Low

About

Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for a mix of individual and high-net-worth clients, supported by roughly 60 advisors and thousands of client relationships. The firm also provides financial planning, a broad set of specialty retirement-plan solutions, and serves in subadvisory and co-advisory roles for other registered investment advisers.

Investment decisions are guided by a centralized Investment Team that implements a fund-of-funds approach across a wide menu of managed portfolio series, including factor-based, tax-aware equity strategies, hedged/structured-product allocations, and duration-matching fixed income solutions. Portfolios are generally managed on a discretionary basis with ongoing asset-allocation oversight, security selection, and systematic rebalancing.

What distinguishes Advisory Alpha from many peers is its active role as a subadvisor/co-advisor to other RIAs and the material assets it oversees under advisement, alongside its disclosed ownership interest in a technology services platform used by advisors. The firm also offers several specialized programs — such as serving as a 3(38) fiduciary for retirement plans, cash balance and 1031-exchange real estate solutions — and discloses a model-specific technology trading fee tied to certain Direct Series model portfolios.

Based on Advisory Alpha, LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing

Based on Advisory Alpha, LLC

Occupation focus

Founder/Business Owner Retired

Based on Advisory Alpha, LLC

Location

348 S. Waverly Road, Suite 102

Holland MI 49423

Advisors at this office

28

Advisors at this office

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Joel P

Series 66

Holland, MI

Advisory Alpha, LLC

Joel Palmbos is a financial advisor at Advisory Alpha, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved with Vision Financial Group as a wealth advisor and insurance agent. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning and specialized retirement-plan solutions. The firm employs a centralized Investment Team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Elijah B

Series 65

Holland, MI

Advisory Alpha, LLC

Elijah Beckwith is a financial advisor at Advisory Alpha, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Computer Aid, Inc. for five years. In addition to his advisory role, he serves as Director of Client Experience at Schipper and Osterink, providing financial management, consulting, and insurance services. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team that employs a fund-of-funds approach across various managed portfolio series. The firm also offers specialized retirement plan solutions and serves as a subadvisor and co-advisor to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Robert K

Series 65

Holland, MI

Advisory Alpha, LLC

Robert Kort is a financial advisor at Advisory Alpha, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Advisory Alpha since 2020, following prior roles at Planners Alliance LLC and AlphaStar Capital Management. Kort also operates Kort Advisor Group, where he conducts insurance sales and client meetings related to annuity contracts. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a diverse range of managed portfolio series using a fund-of-funds approach with discretionary management.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Jaden E

Series 65

Holland, MI

Advisory Alpha, LLC

Jaden Elenbaas is a Series 65-licensed financial advisor with three years of industry experience, currently working at Advisory Alpha, LLC. Prior to joining Advisory Alpha, he held roles at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. In addition to his advisory work, Elenbaas is involved in insurance sales and provides financial and consulting services through Vision Financial Group. Advisory Alpha is an SEC-registered multi-team firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other RIAs, offering specialized retirement-plan solutions and discretionary portfolio management.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Ramona P

Series 63, Series 66

Holland, MI

Advisory Alpha, LLC

Ramona Pearson is a financial advisor at Advisory Alpha, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at multiple firms, including Planners Alliance LLC and H.D. Vest Advisory Services. Outside of advisory work, she is president of a CPA firm providing tax compliance services and serves as a board member of a homeowners association. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and subadvisory services. The firm utilizes a centralized Investment Team employing a fund-of-funds approach across diverse managed portfolios and is notable for its active co-advisory roles and specialized programs for retirement plans and real estate solutions.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Ryan E

Series 63, Series 66

Holland, MI

Advisory Alpha, LLC

Ryan Elenbaas is a financial advisor with Advisory Alpha, LLC and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of advising, he is a partner in a flight school business. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm manages portfolios through a variety of managed strategies and also provides subadvisory and co-advisory services to other registered investment advisors.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Mark O

Series 63, Series 65

Holland, MI

Advisory Alpha, LLC

Mark Oneil is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Advisors National, LLC and Cetera Advisors LLC. Outside of his advisory role, he serves as Managing Director of O'Neil Insurance Agency, where he is involved in insurance sales, education, consulting, and coaching, and he is also owner and member of Successful Retirements, LLC, a business management firm. Advisory Alpha serves individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions including retirement plans, 529 and HSA platforms, donor-advised funds, and 1031 exchanges. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a diverse investment approach with a broad menu of managed portfolio series.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Jared A

Series 65

Holland, MI

Advisory Alpha, LLC

Jared Aulick is a Series 65 licensed financial advisor with Advisory Alpha, LLC, where he has worked since 2023. He has three years of industry experience and previously held roles at Consolidated Electrical Distributors, Meijer Inc, Spectrum Health, and Shipt Inc. Outside of his advisory work, he serves as an assistant coach for the West Ottawa Boys Varsity Lacrosse Team. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialized solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors, managing portfolios with a range of strategies including fund-of-funds, individual securities, and structured products.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Brenden D

Series 65

Holland, MI

Advisory Alpha, LLC

Brenden De Wys is a Series 65-licensed advisor with Advisory Alpha, LLC, based in Holland, MI, and has three years of industry experience. Prior to joining Advisory Alpha, he worked at Adecco and Skylark Machine Inc. and spent over two decades in full-time education. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors, managing a diverse range of managed portfolio strategies with an emphasis on discretionary management and a broad menu of specialty investment options.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Justin C

Series 65

Holland, MI

Advisory Alpha, LLC

Justin Chase is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at firms including Sift and Member First Mortgage. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and serving as a subadvisor and co-advisor to other registered investment advisers. The firm employs a centralized Investment Team that uses a fund-of-funds approach across diversified managed portfolios.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Riley A

Series 66

Holland, MI

Advisory Alpha, LLC

Riley Aalderink is a financial advisor with Advisory Alpha, LLC, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Vision Financial Group, Cambridge Investment Research Advisors, and Merrill. He is also active as an insurance agent, selling fixed and traditional insurance products. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised fund offerings. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a broad range of managed portfolio strategies.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Daniel R

CFP®, Series 65

Holland, MI

Advisory Alpha, LLC

Daniel Ribbink is a CFP® professional with six years of industry experience, currently serving at Advisory Alpha, LLC since 2019. Prior to his current role, he has held positions at Amazon, AXA Advisors, and several other organizations. Outside of finance, he is the head bowling coach at Grand Valley State University, managing players and coordinating tournaments. Advisory Alpha is a multi-team SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach guided by a centralized Investment Team and is notable for its subadvisory roles with other RIAs and specialized retirement-plan solutions.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Jonathan L

CFA®

Holland, MI

Advisory Alpha, LLC

Jonathan Lohr is a CFA® charterholder with nine years of industry experience. He has been with Advisory Alpha, LLC since 2016. Outside of his advisory work, he is the sole member of Universal Financial Consulting Group LLC, where he performs bookkeeping and reporting. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for a range of individual and high-net-worth clients. The firm employs a fund-of-funds investment approach supported by a centralized Investment Team and also serves as a subadvisor and co-advisor to other RIAs.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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James S

Series 63, Series 66

Holland, MI

Advisory Alpha, LLC

James Schipper is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been a partner at Schipper & Osterink since 1995, providing financial management, consulting, and insurance services. Schipper is also a licensed insurance agent offering term life insurance and fixed annuities to clients. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team utilizing a fund-of-funds approach. The firm serves a broad client base and acts as a subadvisor and co-advisor for other registered investment advisers while offering specialized retirement-plan solutions and various discretionary portfolio management strategies.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Benjamin A

CFP®

Holland, MI

Advisory Alpha, LLC

Benjamin Allen is a CFP® professional with seven years at Advisory Alpha, LLC and a prior 20-year career in the United States Air Force. He is based in Holland, MI, and has four years of industry experience. Advisory Alpha, LLC manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team that employs a fund-of-funds approach across diverse portfolios. The firm also acts as a subadvisor and co-advisor to other RIAs and offers specialized retirement-plan solutions along with technology services for advisors.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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