Best Financial Advisors in ORINDA, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in ORINDA
PARAGON ASSET MANAGEMENT INC.
ORINDA, CA · Since 2025
MCM ADVISERS, LP
ORINDA, CA · Since 1995
CROSSPOINT CAPITAL MANAGEMENT
ORINDA, CA · Since 2026
PENSERRA CAPITAL MANAGEMENT LLC
ORINDA, CA · Since 2014
PENSERRA GLOBAL INVESTORS LLC
ORINDA, CA · Since 2024
PENSERRA WEALTH MANAGEMENT
ORINDA, CA · Since 2024
MCDONALD CAPITAL INVESTORS INC
ORINDA, CA · Since 1982
BELL INVESTMENT ADVISORS INC
ORINDA, CA · Since 1999
WESPAC ADVISORS, LLC
ORINDA, CA · Since 2008
GREENOAKS
ORINDA, CA · Since 2015
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 ORINDA?
The median advisory fee in ORINDA, CA is 0.95% of assets under management per year, based on Form ADV filings from 10 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.