Leader in Financial Planning & Wealth Management Brokers
Founded in 1995, Alden Investment Group is an independently owned financial services firm comprised of an independent 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 turnkey asset management platform (TAMP) 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 & TAMP
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.
$2.5 Billion AUM
Over 125 Representatives
Over 28 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 Broker Dealers & Advisors
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
Our Turnkey Asset Management Platform (TAMP): Alden COVE
Free up your time and focus on what matters most – your clients. Our Turnkey Asset Management Program (TAMP) handles the heavy lifting of investment research, portfolio management, and due diligence, empowering you to build stronger relationships and grow your business.
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 Appoints Phinon Woodside as Chief Experience Officer – Integral Next Step in Firm’s Vision to Elevate Client and Advisor Experience
Wayne, PA—Alden Investment Group is pleased to announce the appointment of Phinon H. Woodside as its Chief Experience Officer (CXO). This role reflects Alden’s mission to deliver an exceptional client and advisor experience through seamless operations and platform...
Thomas F. Wiese Joins Alden Investment Group as an Independent Broker for Institutional, Family Office & HNW Markets
Wayne, PA — Alden Investment Group is pleased to welcome Thomas F. Wiese, President and CEO of TFW Global Advisors LLC, as a Registered Representative. Tom officially joined Alden on September 23, 2024, bringing over two decades of experience in the financial services...
Alden Investment Group Appoints Aaron Williams as Chief Growth Officer
Wayne, PA, October 21, 2024 — Alden Investment Group is proud to announce the appointment of Aaron Williams as Chief Growth Officer. In line with Alden’s mission to empower financial advisors with cutting-edge technology and comprehensive support, Aaron will spearhead...
Boutique Hybrid Expands Platform to Provide Turnkey Alternatives Access
Atlas by AET, a sophisticated alternative investment suite, is pleased to announce a strategic partnership with Alden Investment Group, an independently-owned Registered Investment Adviser (RIA) and broker dealer managing $2.5 billion in assets with over 140 advisor...
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,...