AlphaCore Wealth Advisory, an independent registered investment advisory firm, has announced its merger with Callan Capital, a San Diego-based wealth management firm overseeing $2.4 billion in assets under advisement. The strategic combination enhances AlphaCore's ultra-high-net-worth (UHNW) and family office capabilities, strengthens its presence in both San Diego and Denver, while opening a new market in Austin. The combined organizations will be one of the largest registered investment advisers in California.
Founded in 2007, Callan Capital has provided specialized wealth management services catering to business owners, executives and multi-generational families.
By bringing these firms together, Callan will play a critical role in accelerating the launch of AlphaCore Family Office Services, offering expanded tax advisory, estate planning and philanthropic strategies, alongside the existing institutional investment management solutions available to AlphaCore's HNW a
