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
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in CONCORD
#1
82
HUNT WEALTH MANAGEMENT
CONCORD, CA · Since 2026
$110M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
77
ARCHVEST WEALTH ADVISORS, INC.
CONCORD, CA · Since 2020
$387M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
ASSETMARK, INC.
CONCORD, CA · Since 1999
$91.8B AUM269 clientsFee: 0%
FiduciaryFee-Only
#4
INSIGHT CAPITAL MANAGEMENT
CONCORD, CA · Since 2021
$331M AUM4 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.