ASSETMARK, INC.
Concord, CA
AUM
$91.76B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
269 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-664-5345
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
7 advisers found
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
HUNT WEALTH MANAGEMENT
Concord, CA
AUM
$110.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
925-279-1102
API CAPITAL, LLC
Concord, CA
AUM
$4.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-827-2222
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
Full profileNo website