A Leader in Financial Planning & Wealth Management
Founded in 1995, Alden Investment Group is an independently owned financial services firm comprised of a broker-dealer, Alden Securities, and Registered Investment Advisor, Alden Capital Management. We offer a diverse menu of services including individual asset management, institutional research, investment banking, retirement plans, private placements, trading services and other RIA/BD offerings. By combining the resources of our own asset management and broker-dealer entities, we have a large degree of control and flexibility around our businesses. In addition, our independence from large brokerage companies allows us to utilize a wide range of products not available at other firms to help our clients achieve their financial goals.
Private Client Group
Asset Management
Institutions
Retirement Plans
Access to More Investment Options
Technology is changing the way both people and companies invest, manage assets, borrow money, and raise capital in the ever-evolving regulatory landscape. At Alden Investment Group, we understand how to access a wide variety of investments and utilize our team’s many decades of experience and expertise to navigate the investment universe and find the best places for our client’s assets.
$750 Million AUM
80 Representatives
Over 26 Years in Business
Why Choose Alden Investment Group?
At Alden Investment Group, we believe providing investment solutions involves several key considerations. To best serve client needs we seek traditional and new investment opportunities while providing regulatory compliance, appropriate disclosures, investment transparency as well as investment and product fees which offer value. In addition, Alden Investment Group has close relationships with several specialized broker-dealer and RIA peers to provide highly value-added Alden services to our clients.
Fully-Independent
Team of professional brokers/dealers and registered investment advisors
Robust Platform
We can tailor our services to meet the needs of advisors and their clients
Flexibility
Our platform offers flexibility and a diverse set of investment solutions
Operations & Marketing Support
We facilitate investments in many different strategies and products
Compliance
Experienced, dedicated compliance staff to support your business
Technology
Wall Street-grade investment research, events, and seminars
Anthony V. McCracken Jr., CFP®
Managing Director – Retirement Plans | Philadelphia, PA
“I joined Alden to increase available product offerings and for the ability to act as a Fiduciary when working with clients. Joining Alden provided more control over our business and the freedom and autonomy to truly put our clients’ interests first.”
Alden in the News
Alden Investment Group Receives a Strategic Investment from the Castle Creek Launchpad Fund
Digital wealth platform enables financial advisors and banks to offer broader investment options and services to more customers. Wayne, PA — Alden Investment Group, a firm that provides a premier technology platform for investment products and wealth services, is...
Protea Wealth Management Joins Alden Investment Group
Wayne, PA – Protea Wealth Management Joins Alden Investment Group Based out of Queenstown, MD, Protea Wealth Management is now part of Alden Investment Group. Founded by Larissa Costello, Protea serves clients across the country. Formerly with Coastal Equities,...
Jason Niziol Joins Alden Investment Group as Senior Managing Director
Wayne, PA—Alden Investment Group is excited to announce the launch of their Community Bank Capital Raising Division, led by Jason Niziol. With 25 years of experience in the financial markets, Jason has focused on raising capital for community banks for the past 14...
Michael Frederick Inspires Son on the Road to Eagle Scout
Alden Investment Group is proud to share this story about one of our team members, Michael Frederick. Featured in a 6 ABC Hometown Heroes segment, Michael Frederick is making a difference in our community as a Boy Scouts of America Leader in Upper Frederick Township,...
Get to Know Alden Investment Group – A New Face on the PACB Block
Alden is an independent investment firm whose representatives have been working with community banks for over 30 years, with its headquarters in Pennsylvania. Alden helps banks navigate and invest in community reinvestment act investments, employee benefit products,...
Financial Planning’s IBD Elite Top 50 Independent Broker-Dealers for 2022
Alden Investment Group is proud to again be named in Financial Planning’s IBD Elite Top 50 independent broker-dealers for 2022. While Alden isn’t anywhere near the size of some of the other broker-dealers in the list, we kept our performance percentages in-line with...