How many financial advisors are in Concord, California?

Falists lists 7 registered investment advisers with a principal office or filing address in Concord, California, based on public SEC IAPD data.

How do financial advisors in Concord charge fees?

Fee structures vary by firm. In Concord, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Concord?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 7 advisers

Financial Advisors in Concord, California

Looking for a financial advisor in Concord, California? Falists indexes 7 SEC-registered and state-registered investment advisers in Concord — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $91.76B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$91.76B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning3 Trusts5 Retirement3 Institutional2

Top advisors in Concord

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

ASSETMARK, INC.

Concord, CA

AUM

$91.76B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

269 advisors

Clients

Fees

Percentage of AUM; Fixed fees

800-664-5345

Full profile Visit site →

ARCHVEST WEALTH ADVISORS, INC.

Concord, CA

AUM

$387.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

925-215-5600

Full profile Visit site →

HUNT WEALTH MANAGEMENT

Concord, CA

AUM

$110.0M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM

925-279-1102

Full profile Visit site →

API CAPITAL, LLC

Concord, CA

AUM

$4.0M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

925-827-2222

Full profile Visit site →

INSIGHT CAPITAL MANAGEMENT

Concord, CA

AUM

$330.5M

Financial PlanningWealth MgmtTrusts & Estates

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

925-362-9571

Full profileNo website

D & T FINANCIAL ADVISORS, INC.

Concord, CA

AUM

$87.4M

Wealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

—

Fees

Percentage of AUM; PERCENTAGE OF PLAN ASSETS

925-689-1360

Full profileNo website

TECHFELLOWS MANAGEMENT, LLC

Concord, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

650-867-6684

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Concord, California?: 7 registered investment advisers are listed in our Concord directory, sourced from public SEC filings.
What types of advisors are in Concord?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Concord?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.