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.
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Private Client Group
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Asset Management
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Institutions
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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.
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$2.5 Billion AUM
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Over 125 Representatives
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Over 28 Years in Business
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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
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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.”
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Alden in the News
Mark Youngs Joins Alden Investment Group
Wayne, PA—Alden Investment Group is pleased to welcome Mark Youngs, a distinguished independent financial advisor, to our team. With over four decades of experience in the financial industry, Mark brings extensive expertise in wealth management. He specializes in...
James Quillen Joins Alden Investment Group as Managing Director of Basalt Capital Management
Alden Investment Group proudly welcomes James Quillen, CERTIFIED FINANCIAL PLANNER™, as the newest member of its Private Client Group. Doylestown, PA – With over 30 years of wealth management experience, James brings expertise and a commitment to delivering tailored...
Meet the New Faces at Alden Investment Group: Veteran Advisors Sean Newman and Jonathan Allen
Alden Investment Group is excited to announce the addition of two distinguished Financial Advisors to our team. Wayne, PA, May 22, 2024 – Sean Newman and Jonathan Allen, both with extensive careers at Wells Fargo and its predecessor firms, bring with them a wealth of...
Two Wells Fargo Brokers With $585-Million Combined Break Away for Indie Firm in PA
Two former Wells Fargo Advisors who had each spent around a quarter century with the wirehouse have left to join an independent broker-dealer based in Wayne, Pennsylvania. Sean Newman and Jonathan Allen joined Alden Investment Group one week ago in Doylestown, about...
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,...