Prescott Valley, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Advisory Alpha, LLC
Multi-team
Firm-wide stats for Advisory Alpha, LLC
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
Based on Advisory Alpha, LLC
Location
Prescott Valley AZ
Advisors at this office
2
Advisors at this office
David L
Series 65
Prescott Valley, AZ
Advisory Alpha, LLC
David Loskill is a financial advisor with Advisory Alpha, LLC and holds a Series 65 credential. He has four years of experience at Advisory Alpha and four years at Tucker Asset Management LLC, along with sixteen years operating Loskill Financial Group L.L.C., where he provides financial services and insurance products. 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 supports other registered investment advisors through subadvisory and co-advisory arrangements and manages a diverse range of managed portfolio strategies.
Gaylynn L
Series 65
Prescott Valley, AZ
Advisory Alpha, LLC
Gaylynn Loskill is a financial advisor at Advisory Alpha, LLC with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Tucker Asset Management LLC. Loskill is also the owner of Loskill Financial Group, LLC, which provides financial services, consulting, and insurance products including annuities, life, and long-term care. 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 employs a diverse investment process overseen by an internal team.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")