Best Financial Advisors in SAN RAMON, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SAN RAMON
ALCOSTA CAPITAL MANAGEMENT, INC.
SAN RAMON, CA · Since 2021
BRIDGEBAY FINANCIAL, INC.
SAN RAMON, CA · Since 2016
ACCRETIVE WEALTH MANAGEMENT, LLC
SAN RAMON, CA · Since 2020
AUSPICIOUS FINANCIAL PLANNING, LLC
SAN RAMON, CA · Since 2018
AMERICAN INVESTORS CO
SAN RAMON, CA · Since 2000
THE PACIFIC CENTER FOR FINANCIAL SERVICES
SAN RAMON, CA · Since 1997
CALIFORNIA FINANCIAL ADVISORS
SAN RAMON, CA · Since 1998
CANNON BEACH FINANCIAL ADVISORS
SAN RAMON, CA · Since 2006
CAREY WEALTH MANAGEMENT
SAN RAMON, CA · Since 2022
INSIGHT WEALTH STRATEGIES, LLC
SAN RAMON, CA · Since 2018
NEW INSIGHT WEALTH ADVISORS
SAN RAMON, CA · Since 2022
PROSPERITY FINANCIAL GROUP, INC.
SAN RAMON, CA · Since 2025
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.
SAN RAMON, CA · Since 2022
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 SAN RAMON?
The median advisory fee in SAN RAMON, CA is 0.95% of assets under management per year, based on Form ADV filings from 13 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.