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Top 3 financial advisor firms in Alamo

3 SEC-registered financial advisor firms are headquartered in Alamo, CA, with $2.58B in combined regulatory assets under management. The largest by assets are Lodestar Private Asset Management ($1.34B), Rudney Associates ($940M) and Pring/Turner Capital Group ($297M).

3
Financial advisor firms
$2.58B
Their combined AUM
$940M
Median firm AUM
1,209
Clients of the top 3

The 3 largest by assets

  1. 1
    Lodestar Private Asset Management

    RIA

    $1.34B

  2. 2
    Rudney Associates

    RIA

    $940M

  3. 3
    Pring/Turner Capital Group

    RIA

    $297M

Profiles of the top 3

No. 1 · RIA

Lodestar Private Asset Management

Lodestar Private Asset Management is an investment adviser based in Alamo, CA, registered with the SEC since 1990. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.34 billion, as filed on 2 March 2026.

Lodestar Private Asset Management charges 0.35%–1.15% a year for its Wealth and Investment Management.

Regulatory AUM
$1.34B
Clients
549
Advisory staff
5
Founded
1980
Fee schedule
0.35% to 1.15% a year
Custodians
Charles Schwab
Headquarters
3201 Danville BLVD, Suite 275, Alamo, CA 94507
Phone
925-838-1234
Website
lodestarpam.com

No. 2 · RIA

Rudney Associates

Rudney Associates is an investment adviser based in Alamo, CA, registered with the SEC since 2001. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $940 million, as filed on 31 March 2026.

Rudney Associates charges 0.50%–2.20% a year for its Investment Advisory Services.

Regulatory AUM
$940M
Clients
470
Advisory staff
1
Fee schedule
0.50% to 2.20% a year
Custodians
Charles Schwab
Headquarters
1499 Danville BLVD, Suite 250, Alamo, CA 94507
Phone
925-838-0696

No. 3 · RIA

Pring/Turner Capital Group

Pring/Turner Capital Group is an investment adviser based in Alamo, CA, registered with the SEC since 1977. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $297 million, as filed on 28 September 2026.

Pring/Turner Capital Group charges 0.70%–1.00% a year for its Investment Advisory Service Fees.

Regulatory AUM
$297M
Clients
190
Advisory staff
3
Fee schedule
0.70% to 1.00% a year
Custodians
Charles Schwab
Headquarters
3195 Danville BLVD Ste 8, Alamo, CA 94507-1970
Phone
925-287-8527
Website
pringturner.com

Questions about financial advisors in Alamo

How many financial advisor firms are headquartered in Alamo?

3 SEC-registered financial advisor firms report their principal office in Alamo, CA, managing $2.58B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Alamo?

Lodestar Private Asset Management, with $1.34B in regulatory assets under management on its latest Form ADV. The next largest are Rudney Associates ($940M) and Pring/Turner Capital Group ($297M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Alamo?

The median firm manages $940M in regulatory assets. That is the midpoint of the 3 firms headquartered in Alamo.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Alamo charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.20% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Alamo?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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