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Private Wealth Daily
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The Lean 100 · 2026 edition
No.5
Alpha Solutions Investment Advisors logo

Alpha Solutions Investment Advisors

San Francisco, CA · Firm website

196%AUM growth, 2024 to 2026
$509MAUM in the 2026 filing
104%client growth
6people at the firm

AUM by filing

$110M2023
$172M2024
$364M2025
$509M2026

Clients by filing

2242023
2492024
4012025
5072026

Key people

  • Anthony SamChief Executive OfficerOwner · 16 years at the firm
    in
  • Robert Moses
    Robert MosesDirector of ResearchOwner · 14 years at the firm
    in
  • Nathalie LaiPortfolio ManagerOwner · 2 years at the firm
    in
  • Jordan SamPortfolio Manager1 year at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth196%104%
  • Client growth104%43%
  • People67
  • AUM per person$84.9M$49.7M

Rank by measure

  • Official rankNo. 5196%
  • Client growthNo. 13104%
  • AUM added per personNo. 15$56.2M
  • AUM per personNo. 21$84.9M
← No. 4 Moment Private WealthNo. 6 Clark Asset Management →
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Alpha Solutions Investment Advisors: No. 5 on The Lean 100 (2026) — Private Wealth Daily