Top financial advisors in Alamo, CA
We’ve curated a list of the best financial advisors in Alamo, take a look at it below
Find an advisor in Alamo| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $935,516,951 | 7 advisors | ||
| 2 | $821,675,161 | 9 advisors |
How we came up with this list
To generate our top financial advisors list in Alamo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Alamo. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Philosophy Capital Management LLC
Philosophy Capital Management LLC is a financial advisory firm based in Alamo, California. It currently has approximately $935,516,951 of assets under management and employs about 7 people. Philosophy Capital Management LLC uses a fee structure of a percentage of assets under your management, performance-based fees and performance-based allocations.
Assets under management
$935,516,951
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PERFORMANCE-BASED ALLOCATIONS
SEC number
801-120367
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Lodestar Private Asset Management LLC
Lodestar Private Asset Management LLC is a financial advisory firm based in Alamo, California. It currently has approximately $821,675,161 of assets under management and employs about 9 people. Lodestar Private Asset Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$821,675,161
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-37511
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.