On October 21, 2025, AlphaCore Wealth Advisory announced its agreement to acquire SPC Financial.
AlphaCore Wealth Advisory (“AlphaCore”) announced, on October 21, 2025, its agreement to acquire SPC Financial (“SPC”). Under the terms of the transaction, SPC will bring eight financial advisors and 28 additional staff members to AlphaCore. The deal is expected to close in the fourth quarter of 2025. Further terms of the deal were not disclosed.
AlphaCore, based in La Jolla, California, is a registered investment advisor and independent wealth management firm specializing in financial planning services for high-net-worth individuals, families, and institutional clients. After the closing, AlphaCore will have over $8.5 billion in client assets.
SPC, based in Rockville, Maryland, is a registered investment advisor offering wealth management and financial planning services. SPC has approximately $1.4 billion in client assets.
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