Rudney Associates

Investment Advisor
in Alamo, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Eric Rudney is a financial advisor working out of Alamo, California, with a total of 25 years of professional experience. Rudney works at Rudney Associates. During their career, the advisor has held roles at Rudney Associates, Inc and Gillett Financial. Rudney holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Rudney Associates is an advisory business headquartered in Alamo, California. It handles $531 million in assets across its 779 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 779 customer accounts, 65% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees vary depending on which service is provided. Fee types billed by Rudney Associates most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Others



Office Location

1499 Danville Blvd, Suite 250
Alamo, CA 94507

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Rudney Associates Brokerage Details

Total Assets Under Management


CA Average: $7,578,581,321
Total Number of Employees


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Eric Rudney Work History

Eric has 25 years of experience.

2002 - Present (20 years)

Rudney Associates, Inc

1995 - Present (27 years)

Gillett Financial


Eric Rudney has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Rudney Associates

Eric Rudney
Alamo, CA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started