AlphaCore to Acquire Elk River

INVESTMENT MANAGEMENT DEALS BLOG

June 17, 2026

On June 9, 2026, AlphaCore Wealth Advisory announced its agreement to acquire Elk River Wealth Management.

AlphaCore Wealth Advisory (“AlphaCore”) announced, on June 9, 2026, that it will acquire Elk River Wealth Management (“Elk River”). Elk River will bring its team to AlphaCore following the closing, which is expected to occur later in June. Further details of the deal were not disclosed.

AlphaCore, based in La Jolla, California, is a registered investment advisor offering wealth management services to high-net-worth individuals and families. AlphaCore has approximately $10 billion in assets under management.

Elk River, based in Cherry Creek, Colorado, is an independent registered investment advisor offering investment management and financial planning services to individuals and families. Elk River has approximately $1 billion in assets under management.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.