A complete list of active advisors currently associated with AlphaNext, LLC

Warmer can help you find a great advisor at AlphaNext, LLC or one who fits your needs even better.

AlphaNext provides discretionary asset management, financial planning and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates and charitable organizations. The firm reports managing about $67.7 million on a discretionary basis for roughly 27 clients supported by a three‑advisor team and constructs portfolios using stocks, bonds, ETFs, mutual funds, options and other public and private securities. The firm’s investment process relies on fundamental and sector analysis and a range of asset‑allocation approaches (including strategic, dynamic, tactical and core‑satellite), with portfolios monitored and rebalanced to align with each client’s objectives and risk tolerance. AlphaNext offers individualized advice for asset management clients and may incorporate cash and cash equivalents as an assessed asset class within client accounts. Noteworthy features for a firm of this size include a relatively small client base relative to assets under management — indicating larger average account sizes and a focused service model — and the firm’s explicit willingness to include alternative and private investments (such as private equity, hedge funds, REITs and BDCs) in client portfolios. The brochure also discloses that the firm assesses fees on cash balances unless otherwise agreed and uses formal referral arrangements with independent solicitors under written agreements.

To learn more about the advisors currently working at AlphaNext, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.