Best Financial Advisors in CONCORD, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$387M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in CONCORD
#1
100
HUNT WEALTH MANAGEMENT
CONCORD, CA · Since 2026
$110M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
97
INSIGHT CAPITAL MANAGEMENT
CONCORD, CA · Since 2021
$331M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
95
ARCHVEST WEALTH ADVISORS, INC.
CONCORD, CA · Since 2020
$387M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
75
ASSETMARK, INC.
CONCORD, CA · Since 1999
$91.8B AUM269 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CONCORD?
The median advisory fee in CONCORD, CA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.