The strategic partnership expands multi-generational family office capabilities across different client segments
La Jolla, CA – March 25, 2025 – AlphaCore Wealth Advisory (“AlphaCore”), an independent registered investment advisory firm, announced today its merger with Callan Capital (“Callan”), 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, CA and Denver, CO while opening a new market in Austin, TX. 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. The firm’s knowledge in complex planning, tax-efficient strategies, and family office solutions complement AlphaCore’s commitment to providing personalized planning services and differentiated investment solutions.
“AlphaCore is committed to expanding with partners who share our dedication to excellence in wealth management,” said Dick Pfister, CEO and Founder of AlphaCore. “This merger is a natural evolution of our long-standing relationship with Callan Capital. I believe that Trevor, Tim, and Ryan bring exceptional leadership and expertise, strengthening our ability to serve wealthy families and deliver a full suite of family office services.”
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 and UHNW clients.
Trevor Callan, Co-Founder of Callan Capital said, “We feel fortunate to have known AlphaCore for two decades and are confident in our shared vision and alignment of core values. Our mission will continue to focus on creating meaningful, positive changes in our clients’ lives. This partnership ensures and strengthens our ability to deliver on that commitment today and for generations to come.” Tim Callan, Co-Founder of Callan Capital, added “It is my belief that AlphaCore’s investment expertise, scale, and growth-oriented approach provides the ideal platform to elevate our team and enhance our capabilities while maintaining the high-touch service our clients expect.”
As part of the transition, Trevor Callan and Tim Callan will join AlphaCore’s Management Committee, and Ryan Callan will spearhead the launch of AC Family Office Services. Their leadership, along with their 24-person team of skilled professionals spanning operations, compliance, human resources, financial planning, and wealth advisory, will integrate into the combined firm, contributing to its continued growth and client service excellence.
AlphaCore’s Head of Corporate Development, Aidan Walsh, added, “We have developed a disciplined and selective inorganic growth strategy, as highlighted in our partnerships with All Season Financial, enTrust Wealth Advisors, and now Callan Capital. Our goal is to continue bringing on top-tier talent and complementary skillsets to strengthen our presence in key markets.”
Walsh continued, “We meet successful business owners looking for a growth partner to help add scale and capacity, while preserving the personal boutique feel their employees and clients value. That is where we’ve set ourselves apart and will continue to do so in the future.”
The transaction is expected to close in the second quarter of 2025, subject to customary closing conditions. Financial terms were not disclosed.
About AlphaCore Wealth Advisory
AlphaCore is a wealth advisory firm with a national presence dedicated to helping clients build and preserve their wealth. The firm combines sophisticated wealth planning techniques with investment management services prepared for the unique market environment investors face today. The firm supports its advisors with dedicated research, customizable models, client performance reporting tools, financial planning tools, marketing and business development support, and operational resources. In addition, all advisors benefit from support in operations, client service, compliance, human resource solutions, and a robust technology infrastructure.
For more information, please visit www.alphacore.com.
About Callan Capital
Founded in 2007, Callan Capital provides a comprehensive suite of fully integrated financial planning and investment management services to multi-generational families seeking to protect and grow their wealth. With over 20 years of experience, we have built a reputation for delivering customized solutions that help ultra-high-net-worth individuals, business owners, and corporate executives navigate complex financial landscapes. Callan Capital is 100% employee-owned, with offices in San Diego, Denver, and Austin.
For more information, visit www.callancapital.com
