ALPHA FINANCIAL ADVISORS, LLC
CRD #116291 SEC #801-109007 MCLEAN, VA 703-442-7686
SEC Registered
Total AUM
$201.1M
Discretionary
$201.1M
Employees
7
Clients
101
Accounts
458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $201.1M | $201.1M | $0 | 7 | 0 |
| Feb 2025 | $192.9M | $192.9M | $0 | 6 | 0 |
| Jan 2025 | $168.2M | $168.2M | $0 | 6 | 0 |
| Feb 2024 | $168.2M | $168.2M | $0 | 6 | 0 |
| Dec 2023 | $230.2M | $230.2M | $0 | 6 | 0 |
| Feb 2023 | $230.2M | $230.2M | $0 | 5 | 0 |
| Jan 2023 | $216.4M | $216.4M | $0 | 5 | 0 |
| Jul 2022 | $216.4M | $216.4M | $0 | 4 | 0 |
| Feb 2022 | $216.4M | $216.4M | $0 | 5 | 0 |
| Oct 2021 | $159.4M | $159.4M | $0 | 5 | 0 |
| Mar 2021 | $159.4M | $159.4M | $0 | 4 | 0 |
| Dec 2020 | $145.2M | $145.2M | $0 | 4 | 0 |
| May 2020 | $145.2M | $145.2M | $0 | 4 | 0 |
| Mar 2020 | $145.2M | $145.2M | $0 | 4 | 0 |
| Mar 2019 | $135.4M | $135.4M | $0 | 4 | 0 |
| Oct 2018 | $135.3M | $133.2M | $2.1M | 4 | 102 |
| Oct 2018 | $135.3M | $133.2M | $2.1M | 4 | 102 |
| Oct 2018 | $135.3M | $133.2M | $2.1M | 5 | 102 |
| Oct 2018 | $135.3M | $133.2M | $2.1M | 5 | 102 |
| Jun 2018 | $135.3M | $133.2M | $2.1M | 4 | 102 |
| Jun 2018 | $135.3M | $133.2M | $2.1M | 3 | 102 |
| May 2018 | $135.3M | $133.2M | $2.1M | 3 | 102 |
| Feb 2018 | $135.3M | $133.2M | $2.1M | 4 | 102 |
| Feb 2018 | $135.3M | $133.2M | $2.1M | 4 | 102 |
| Jan 2017 | $116.3M | $115.1M | $1.1M | 4 | 26 |
| Jan 2017 | $116.3M | $115.1M | $1.1M | 4 | 26 |
| Jan 2017 | $116.3M | $115.1M | $1.1M | 4 | 26 |
| Jul 2012 | $67M | $65.5M | $1.4M | 1 | 26 |
| Jun 2012 | $67M | $65.5M | $1.4M | 1 | 26 |
| Jun 2012 | $69.6M | $68.7M | $892.3K | 1 | 26 |
| May 2012 | $69.6M | $68.7M | $892.3K | 1 | 26 |
| May 2012 | $69.6M | $68.7M | $892.3K | 1 | 26 |
| Mar 2012 | $69.6M | $68.7M | $892.3K | 1 | 26 |
| Mar 2011 | $68.6M | $67.6M | $1M | 5 | -- |
| Mar 2010 | $54.7M | $53.4M | $1.3M | 5 | -- |
| Mar 2008 | $55.7M | $54.5M | $1.3M | 5 | -- |
| May 2007 | $56M | $53.5M | $2.5M | 5 | -- |
| Mar 2006 | $42.1M | $40.6M | $1.6M | 5 | -- |
| Feb 2005 | $37M | $35.7M | $1.3M | 5 | -- |
DateAug 2025
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$192.9M
Discretionary$192.9M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$168.2M
Discretionary$168.2M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$168.2M
Discretionary$168.2M
Non-Disc.$0
Employees6
Clients0
DateDec 2023
Total AUM$230.2M
Discretionary$230.2M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$230.2M
Discretionary$230.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$135.3M
Discretionary$133.2M
Non-Disc.$2.1M
Employees4
Clients102
DateOct 2018
Total AUM$135.3M
Discretionary$133.2M
Non-Disc.$2.1M
Employees4
Clients102
DateOct 2018
Total AUM$135.3M
Discretionary$133.2M
Non-Disc.$2.1M
Employees5
Clients102
DateOct 2018
Total AUM$135.3M
Discretionary$133.2M
Non-Disc.$2.1M
Employees5
Clients102
DateJun 2018
Total AUM$135.3M
Discretionary$133.2M
Non-Disc.$2.1M
Employees4
Clients102
DateJun 2018
Total AUM$135.3M
Discretionary$133.2M
Non-Disc.$2.1M
Employees3
Clients102
DateMay 2018
Total AUM$135.3M
Discretionary$133.2M
Non-Disc.$2.1M
Employees3
Clients102
DateFeb 2018
Total AUM$135.3M
Discretionary$133.2M
Non-Disc.$2.1M
Employees4
Clients102
DateFeb 2018
Total AUM$135.3M
Discretionary$133.2M
Non-Disc.$2.1M
Employees4
Clients102
DateJan 2017
Total AUM$116.3M
Discretionary$115.1M
Non-Disc.$1.1M
Employees4
Clients26
DateJan 2017
Total AUM$116.3M
Discretionary$115.1M
Non-Disc.$1.1M
Employees4
Clients26
DateJan 2017
Total AUM$116.3M
Discretionary$115.1M
Non-Disc.$1.1M
Employees4
Clients26
DateJul 2012
Total AUM$67M
Discretionary$65.5M
Non-Disc.$1.4M
Employees1
Clients26
DateJun 2012
Total AUM$67M
Discretionary$65.5M
Non-Disc.$1.4M
Employees1
Clients26
DateJun 2012
Total AUM$69.6M
Discretionary$68.7M
Non-Disc.$892.3K
Employees1
Clients26
DateMay 2012
Total AUM$69.6M
Discretionary$68.7M
Non-Disc.$892.3K
Employees1
Clients26
DateMay 2012
Total AUM$69.6M
Discretionary$68.7M
Non-Disc.$892.3K
Employees1
Clients26
DateMar 2012
Total AUM$69.6M
Discretionary$68.7M
Non-Disc.$892.3K
Employees1
Clients26
DateMar 2011
Total AUM$68.6M
Discretionary$67.6M
Non-Disc.$1M
Employees5
Clients--
DateMar 2010
Total AUM$54.7M
Discretionary$53.4M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2008
Total AUM$55.7M
Discretionary$54.5M
Non-Disc.$1.3M
Employees5
Clients--
DateMay 2007
Total AUM$56M
Discretionary$53.5M
Non-Disc.$2.5M
Employees5
Clients--
DateMar 2006
Total AUM$42.1M
Discretionary$40.6M
Non-Disc.$1.6M
Employees5
Clients--
DateFeb 2005
Total AUM$37M
Discretionary$35.7M
Non-Disc.$1.3M
Employees5
Clients--