Advisory Alpha, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 158282
· SEC file 801-72499
· Holland, MI
· WWW.ADVISORYALPHA.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $4.4B
- Discretionary
- $4.4B
- Clients
- 13,831
- Avg AUM / client
- $316K
- Accounts
- 24,401
- Employees
- 66
AUM over time
$96.5M
$4.4B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8,341 | $1.5B | 33.5% |
| High net worth individuals | 458 | $910M | 20.8% |
| Pension and profit sharing plans | 33 | $42.4M | 0.97% |
| Other investment advisers | 4,999 | $2.0B | 44.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Allied Electric, Inc. 401(k) Savings And Retirement Plan Allied Electric, Inc. | 2024 | |
| Maner, Costerisan & Ellis, P.C. Profit Sharing Plan And 401(k) Cash Accumulation Plan Maner Costerisan & Ellis Pc | 2024 |
People (63)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steve Mark Osterink | Managing Member | CFP CFA | Jun 2011 (15y) | 75% or more |
| Janine Lee Osterink | Chief Compliance Officer | May 2020 (6y) | Less than 5% | |
| James Jay Schipper | Registered representative | Oct 2011 (15y) | ||
| Brian J Kragt | Registered representative | Aug 2014 (12y) | ||
| Jonathan Edward Lohr | Registered representative | CFA | Apr 2017 (9y) | |
| Charles Fredrick Dinise | Registered representative | Oct 2018 (8y) | ||
| Robert Severin Harkson | Registered representative | CFP | Mar 2019 (7y) | |
| Nicole Janisse Crandell | Registered representative | Nov 2019 (7y) | ||
| Daniel James Ribbink | Registered representative | CFP | Feb 2020 (7y) | |
| Jaime Nicole Cowper | Registered representative | Sep 2020 (6y) | ||
| Martin Lopez Tuero | Registered representative | CFP | Sep 2020 (6y) | |
| Robert Kort | Registered representative | Sep 2020 (6y) | ||
| Kevin Michael Bucher | Registered representative | Sep 2020 (6y) | ||
| Michael Harrison Baker | Registered representative | CFP | Sep 2020 (6y) | |
| Ronald Arthur Myers | Registered representative | Sep 2020 (6y) | ||
| Ross Evan Marynell | Registered representative | Sep 2020 (6y) | ||
| Gregory Carl Mayes | Registered representative | Sep 2020 (6y) | ||
| Peter A Samenuk | Registered representative | CFP | Sep 2020 (6y) | |
| James Wesley Poling | Registered representative | Sep 2020 (6y) | ||
| Glenn A Hansen | Registered representative | Dec 2020 (6y) | ||
| Jeffrey Kim Lorenz | Registered representative | Sep 2021 (5y) | ||
| Ryan Patrick Trulove | Registered representative | Sep 2021 (5y) | ||
| Elijah Timothy Beckwith | Registered representative | Sep 2021 (5y) | ||
| Benjamin Lawrence Winne | Registered representative | Jun 2022 (4y) | ||
| Karron Edgar Wages | Registered representative | CFP | Aug 2022 (4y) | |
| Benjamin D Allen | Registered representative | CFP | Oct 2022 (4y) | |
| Sean O'drobinak | Registered representative | Oct 2022 (4y) | ||
| Brenden De Wys | Registered representative | Nov 2022 (4y) | ||
| James Michael Hill | Registered representative | CFP | Jan 2023 (4y) | |
| Jared Aulick | Registered representative | Mar 2023 (3y) | ||
| Riley Scott Aalderink | Registered representative | Apr 2023 (3y) | ||
| Joel Palmbos | Registered representative | Jun 2023 (3y) | ||
| Joshua John Bergsma | Registered representative | Jun 2023 (3y) | ||
| Ryan Michael Elenbaas | Registered representative | Jun 2023 (3y) | ||
| Bryan K Gaiser | Registered representative | Aug 2023 (3y) | ||
| Lisa Renae Carlson | Registered representative | Jan 2024 (3y) | ||
| Ramona Henderson Pearson | Registered representative | Apr 2024 (2y) | ||
| Jaden Elenbaas | Registered representative | Jul 2024 (2y) | ||
| Justin Chase | Registered representative | Aug 2024 (2y) | ||
| Guy Abbott Alderdice | Registered representative | Jan 2025 (2y) | ||
| Kyle Timothy Obrien | Registered representative | Jan 2025 (2y) | ||
| Michael Thomas Baker | Registered representative | Jan 2025 (2y) | ||
| Nicholas Henry Heinrich | Registered representative | CFP CFA | Jan 2025 (2y) | |
| Gaylynn Loskill | Registered representative | Jan 2025 (2y) | ||
| David John Loskill | Registered representative | Feb 2025 (1y) | ||
| Deirdre Hafen | Registered representative | Feb 2025 (1y) | ||
| Danny Cory Howes | Registered representative | May 2025 (1y) | ||
| Luke J Franks | Registered representative | Jun 2025 (1y) | ||
| Josef Andrew Mehall | Registered representative | Aug 2025 (1y) | ||
| Steven Michael Milligan | Registered representative | CFP | Aug 2025 (1y) | |
| Seth Frantz | Registered representative | Aug 2025 (1y) | ||
| Stephen George Harlow | Registered representative | Chartered Financial Consultant | Sep 2025 (1y) | |
| Connor Ross Gaffney | Registered representative | CFP | Nov 2025 (1y) | |
| Elizabeth Kathleen Skoglund | Registered representative | Nov 2025 (1y) | ||
| Mark Ryan Oneil | Registered representative | Nov 2025 (1y) | ||
| Ryan Alexander Mesimer | Registered representative | Jan 2026 (1y) | ||
| Nathan C Weeber | Registered representative | Jan 2026 (1y) | ||
| Michael Alan Dewitt | Registered representative | CFP | Jan 2026 (1y) | |
| William Joseph O'neil | Registered representative | Jan 2026 (1y) | ||
| Matthew Swinford | Registered representative | Mar 2026 (0y) | ||
| Nathan Poiry | Registered representative | Jun 2026 (0y) | ||
| John Newton | Registered representative | Jun 2026 (0y) | ||
| Ian Thomas Thanasiu | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Allied Electric, Inc. 401(k) Savings And Retirement Plan | Allied Electric, Inc. | 123 | $15.9M | 01/01/2024 |
| Maner, Costerisan & Ellis, P.C. Profit Sharing Plan And 401(k) Cash Accumulation Plan | Maner Costerisan & Ellis Pc | 184 | $37.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $3.7B (85% of AUM) Mar 2026
- Fidelity Brokerage Services $617M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗