Alden Advisory Teams

Alden is home to nearly two dozen experienced and successful financial advisors who guide and manage investments for thousands of individual investor clients.

Advisors who are part of the Alden team hold their advisory license with one of our Alden registered investment advisor (“RIA”) entities. If any of these advisors have brokerage securities licenses, they may also be registered with our Alden broker/dealer. As an independent RIA platform, Alden provides multiple custodial solutions for our financial advisors and their clients, including Charles Schwab, Fidelity, Interactive Brokers, and others. Alden can also support our advisors with industry-leading technology, security, compliance, and operational solutions to keep their focus on serving their clients. In addition, since Alden is also an asset manager, we can manage client accounts as an outsourced chief investment officer or separately managed account provider and propose third-party and alternative investment solutions. Financial advisors come to Alden from various firms, including wirehouses, such as Merrill Lynch, bank firms, such as Wells Fargo Advisors, and brokerage/insurance firms, such as LPL and Ameriprise. Alden focuses its time and resources on bringing the solutions, technology, and operational support to serve our financial advisors and their clients in a safe and value-added manner.