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ALPHA ARCHITECT

NEWTOWN SQUARE, PA · CRD 153905 · IAPD ↗ · +1.215.882.9983

$13.50BRegulatory AUM
5Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
March 2026 — ALPHA ARCHITECT reported RAUM up 86% ($7.27B -> $13.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — ALPHA ARCHITECT moved its main office from HAVERTOWN, PA to NEWTOWN SQUARE, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
30
March 2025 — ALPHA ARCHITECT changed its website from reddit.com to alphaarchitect.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
March 2025 — ALPHA ARCHITECT notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2025 — ALPHA ARCHITECT crossed $1B in regulatory AUM ($711.7M -> $7.27B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — ALPHA ARCHITECT shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.