How many financial advisors are in Alamo, California?

Falists lists 6 registered investment advisers with a principal office or filing address in Alamo, California, based on public SEC IAPD data.

How do financial advisors in Alamo charge fees?

Fee structures vary by firm. In Alamo, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Alamo?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 6 advisers

Financial Advisors in Alamo, California

Looking for a financial advisor in Alamo, California? Falists indexes 6 SEC-registered and state-registered investment advisers in Alamo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $1.66B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.66B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning3 Trusts5 Retirement2 Institutional3

Top advisors in Alamo

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

PHILOSOPHY CAPITAL MANAGEMENT LLC

Alamo, CA

AUM

$1.66B

Wealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

415-433-2010

Full profile Visit site →

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Alamo, CA

AUM

$1.34B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

925-838-1234

Full profile Visit site →

RUDNEY ASSOCIATES

Alamo, CA

AUM

$940.2M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM; RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS

925-838-0696

Full profile Visit site →

PRING TURNER

Alamo, CA

AUM

$262.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM

(925) 287-8527

Full profile Visit site →

KOCH CAPITAL MANAGEMENT LLC

Alamo, CA

AUM

$50.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

925-526-5624

Full profile Visit site →

CONDUIT CP INVESTMENT I LLC

Alamo, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

1(202)355-8438

Full profileNo website

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Common questions

How many financial advisors are in Alamo, California?: 6 registered investment advisers are listed in our Alamo directory, sourced from public SEC filings.
What types of advisors are in Alamo?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Alamo?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.