Best Financial Advisors in ALAMO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$1.3B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in ALAMO
#1
95
LODESTAR PRIVATE ASSET MANAGEMENT LLC
ALAMO, CA · Since 1990
$1.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
95
RUDNEY ASSOCIATES
ALAMO, CA · Since 2001
$940M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
95
PRING TURNER
ALAMO, CA · Since 1977
$262M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
95
PHILOSOPHY CAPITAL MANAGEMENT LLC
ALAMO, CA · Since 2021
$1.7B AUM4 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ALAMO?
The median advisory fee in ALAMO, CA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.