Best Financial Advisors in ORINDA, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in ORINDA
PENSERRA CAPITAL MANAGEMENT LLC
ORINDA, CA · Since 2014
MCM ADVISERS, LP
ORINDA, CA · Since 1995
PARAGON ASSET MANAGEMENT INC.
ORINDA, CA · Since 2025
CROSSPOINT CAPITAL MANAGEMENT
ORINDA, CA · Since 2026
PENSERRA GLOBAL INVESTORS LLC
ORINDA, CA · Since 2024
PENSERRA WEALTH MANAGEMENT
ORINDA, CA · Since 2024
MCDONALD CAPITAL INVESTORS INC
ORINDA, CA · Since 1982
GREENOAKS
ORINDA, CA · Since 2015
BELL INVESTMENT ADVISORS INC
ORINDA, CA · Since 1999
WESPAC ADVISORS, LLC
ORINDA, CA · Since 2008
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 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.