Financial advisors in Alamo, CA

48 advisors · page 1 of 2

Amanda Albright
Financial advisor at Lodestar Private Asset Management LLC
Lodestar Private Asset Management LLC · $1.34B AUM
CFP®VerifiedFinancial planning
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Anthony Jurado
Financial advisor at Lodestar Private Asset Management LLC
Lodestar Private Asset Management LLC · $1.34B AUM
CFP®VerifiedFinancial planning
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John Pacelli
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Joseph Harrison
Financial advisor at Lodestar Private Asset Management LLC
Lodestar Private Asset Management LLC · $1.34B AUM
CFP®VerifiedFinancial planning
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Judith Feuer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Julius Magbitang
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Kevin Gray
Financial advisor at Lodestar Private Asset Management LLC
Lodestar Private Asset Management LLC · $1.34B AUM
CFP®VerifiedFinancial planning
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Milton Guzman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Nicholas Fullerton
Financial advisor at Fullerton Advisors, LLC
Fullerton Advisors, LLC · $120.4M AUM
CFP®VerifiedFinancial planning
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Peter Landini
Financial advisor at Rbp Investment Advisors Inc.
Rbp Investment Advisors Inc. · $181.5M AUM
CFP®VerifiedFinancial planning
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Scott Sprague
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
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Alec Smidt
Financial advisor at Bass Rocks, LLC / Bass Rocks Asset Management
Bass Rocks, LLC / Bass Rocks Asset Management · $16.3M AUM
Verified
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Alexander Izmailov
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
VerifiedFinancial planning
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Barbara Vincent
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Benjamin Steinhorn
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Brad Gillman
Financial advisor at Invesco Advisers, Inc.
Invesco Advisers, Inc. · $749.52B AUM
Verified
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Charles Tyler
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Chris Garrigan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Christine Meyer
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Corey Sunday
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Dwight Peterson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Elizabeth Eldridge
Financial advisor at Rubey & Rust Capital Management, LLC
Rubey & Rust Capital Management, LLC · $381M AUM
VerifiedFinancial planning
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Eric Rudney
Financial advisor at Rudney Associates
Rudney Associates · $940.2M AUM
Verified
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Francesco Jones
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Frank Lizotte
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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George Berla
Financial advisor at Berla Investment Consulting
Berla Investment Consulting
Verified
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Gregory Ratto
Financial advisor at Pgim Investments LLC
Pgim Investments LLC · $344.84B AUM
Verified
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James Choi
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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James Hayes
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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James Koch
Financial advisor at Koch Capital Management LLC
Koch Capital Management LLC · $50.4M AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Alamo, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Alamo, CA.

How this list works

Before you hire an advisor in Alamo, CA