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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Alamo, CA

Every SEC-registered investment adviser representative at a firm office in Alamo, with the firms that employ the most of them.

The short answer

49 registered advisors work in Alamo; the most are at Osaic Wealth, Inc. (6). 12 list the CFP designation and 30 are also registered broker representatives.

Firms with the most advisors in Alamo

FirmAdvisors in Alamo
Osaic Wealth, Inc. news6
LPL Financial LLC news5
Lodestar Private Asset Management LLC4
Edward Jones news3
Bass Rocks, LLC / Bass Rocks Asset Management2
Berla Investment Consulting2
Cambridge Investment Research Advisors, Inc. news2
J.P. Morgan Securities LLC news2
Mariner news2
Pring Turner2
Private Advisor Group, LLC2
Ameriprise Financial Services, LLC news1
Cetera Investment Advisers LLC news1
Eagle Strategies LLC1
Fullerton Advisors, LLC1
Invesco Advisers, Inc.1
Koch Capital Management LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Nwf Advisory Services Inc.1
Onedigital1
Pgim Investments LLC1
Pursue Wealth Partners, LLC1
Rbp Investment Advisors Inc.1
Rudney Associates1
Savvy1

Advisors in Alamo, A to Z

CFP advisors in Alamo →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in Alamo, CA?

49 investment adviser representatives are registered at firm offices in Alamo, California, according to the SEC's Investment Adviser Public Disclosure records. 30 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Alamo?

Osaic Wealth, Inc., with 6 registered advisors in Alamo, followed by LPL Financial LLC with 5.

How do I check a financial advisor in Alamo?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.