Falists

California · 56 advisers

Financial Advisors in Walnut Creek, California

Looking for a financial advisor in Walnut Creek, California? Falists indexes 56 SEC-registered and state-registered investment advisers in Walnut Creek — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 49 firms list a website you can visit directly. Firms in this directory manage up to $13.91B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

56

With website

49

Largest AUM

$13.91B

Financial planning

39

Filter by specialty

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

AllWealth49Planning39Trusts41Retirement20Institutional19

Top advisors in Walnut Creek

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

View all 56 →

PATHWISE

Walnut Creek, CA

AUM

$255.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

925-939-5607

Full profileVisit site →
View all 56 advisors in Walnut Creek

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 Walnut Creek, California?
56 registered investment advisers are listed in our Walnut Creek directory, sourced from public SEC filings.
What types of advisors are in Walnut Creek?
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 Walnut Creek?
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.