CONCENTRIC
Walnut Creek, CA
AUM
$13.91B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM
888-265-2257
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, WALNUT CREEK
49 advisers found
SIERRA INVESTMENT PARTNERS, INC.
Walnut Creek, CA
AUM
$5.50B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
925-941-6300
DESTINATION WEALTH MANAGEMENT
Walnut Creek, CA
AUM
$4.95B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
925-935-2900
EARNED WEALTH ADVISORS, LLC
Walnut Creek, CA
AUM
$3.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
33 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925.939.2500
GEMMER ASSET MANAGEMENT LLC
Walnut Creek, CA
AUM
$2.36B
Wealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM
925-933-3786
BURTON ENRIGHT WELCH
Walnut Creek, CA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(925) 932-8010
CAPITAL ADVANTAGE, INC.
Walnut Creek, CA
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
925-299-1500
INSIGNIA CAPITAL GROUP, L.P.
Walnut Creek, CA
AUM
$1.25B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(925) 399-8900
J.P. KING ADVISORS, INC.
Walnut Creek, CA
AUM
$889.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
925-935-1555
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
Walnut Creek, CA
AUM
$872.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
925-932-0344
SBJ CAPITAL
Walnut Creek, CA
AUM
$749.4M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-848-1990
USCF ADVISERS
Walnut Creek, CA
AUM
$714.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
510-522-9600
ELEVATION WEALTH PARTNERS, LLC
Walnut Creek, CA
AUM
$670.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM
925-962-5600
TREEHOUSE WEALTH ADVISORS
Walnut Creek, CA
AUM
$597.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
415-887-1416
CASTLE ROCK WEALTH MANAGEMENT, LLC
Walnut Creek, CA
AUM
$587.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
925-478-8800
BOLTWOOD CAPITAL MANAGEMENT
Walnut Creek, CA
AUM
$502.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
415-433-1550
SPIEGELMAN WEALTH MANAGEMENT, INC.
Walnut Creek, CA
AUM
$443.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
925-385-6200
HAHN CAPITAL MANAGEMENT, LLC
Walnut Creek, CA
AUM
$390.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-394-6512
GKV CAPITAL MANAGEMENT CO INC
Walnut Creek, CA
AUM
$357.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
925-627-8680
PARK, MILLER, LLC
Walnut Creek, CA
AUM
$339.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
925-974-3324
YODER WEALTH MANAGEMENT
Walnut Creek, CA
AUM
$331.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
925-691-5600
VISTA ADVISOR GROUP, LLC
Walnut Creek, CA
AUM
$314.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
925-476-4646
CASILIO LEITCH INVESTMENTS
Walnut Creek, CA
AUM
$256.0M
Financial PlanningWealth Mgmt
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
925-448-2215
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
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