City
Wealth management firms in Alamo, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Alamo, California reported $3.1 billion in regulatory assets under management; the largest by assets was Lodestar Private Asset Management LLC, with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $3.1 billion
- Average per firm
- $438.6 million
- SEC-registered, of those listed
- 5 of 7 (71.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lodestar Private Asset Management LLC | SEC | $1.3 billion | 1,921 |
| 2 | Rudney Associates | SEC | $940.2 million | 492 |
| 3 | Pring Turner | SEC | $296.9 million | 520 |
| 4 | Pursue Wealth Partners, LLC | SEC | $243.4 million | 94 |
| 5 | RBP Investment Advisors Inc. | SEC | $181.5 million | 247 |
| 6 | Koch Capital Management LLC | State | $50.4 million | 123 |
| 7 | Bass Rocks, LLC / Bass Rocks Asset Management | State | $16.3 million | 21 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.