On March 25, 2025, AlphaCore Wealth Advisory announced its agreement to merge with Callan Capital.
AlphaCore Wealth Advisory (“AlphaCore”) announced, on March 25, 2025, its agreement to merge with Callan Capital (“Callan”). Under the terms of the transaction, the Callan team will join AlphaCore, with Callan cofounders Trevor Callan and Tim Callan joining AplhaCore’s Management Committee. The transaction is expected to close in the second 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. As of March 2025, AlphaCore had over $3 billion in assets under management.
Callan, based in San Diego, California, is a registered investment advisor offering financial planning and investment management services to multi-generational families. As of April 2025, Callan had approximately $2.4 billion in client assets under advisement. Advisor Growth Strategies is serving as the financial advisor to Callan in the transaction.
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