Best Financial Advisors in WALNUT CREEK, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WALNUT CREEK
GKV CAPITAL MANAGEMENT CO INC
WALNUT CREEK, CA · Since 1976
HAHN CAPITAL MANAGEMENT, LLC
WALNUT CREEK, CA · Since 1988
CAPITAL ADVANTAGE, INC.
WALNUT CREEK, CA · Since 1998
GEMMER ASSET MANAGEMENT LLC
WALNUT CREEK, CA · Since 1999
BOLTWOOD CAPITAL MANAGEMENT
WALNUT CREEK, CA · Since 1986
J.P. KING ADVISORS, INC.
WALNUT CREEK, CA · Since 2001
BURTON ENRIGHT WELCH
WALNUT CREEK, CA · Since 2008
ELEVATION WEALTH PARTNERS, LLC
WALNUT CREEK, CA · Since 2015
INSIGNIA CAPITAL GROUP, L.P.
WALNUT CREEK, CA · Since 2015
PACIFIC EXCEL WEALTH ADVISORS, INC.
WALNUT CREEK, CA · Since 2025
CASILIO LEITCH INVESTMENTS
WALNUT CREEK, CA · Since 2017
PATHWISE
WALNUT CREEK, CA · Since 2021
YODER WEALTH MANAGEMENT
WALNUT CREEK, CA · Since 2019
CONCENTRIC
WALNUT CREEK, CA · Since 2022
TERRAFIRMA WEALTH PARTNERS
WALNUT CREEK, CA · Since 2025
SPIEGELMAN WEALTH MANAGEMENT, INC.
WALNUT CREEK, CA · Since 2025
CAVU WEALTH ADVISORS, LLC
WALNUT CREEK, CA · Since 2026
USCF ADVISERS
WALNUT CREEK, CA · Since 2014
SIERRA INVESTMENT PARTNERS, INC.
WALNUT CREEK, CA · Since 1995
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
WALNUT CREEK, CA · Since 2000
EARNED WEALTH ADVISORS, LLC
WALNUT CREEK, CA · Since 2000
DESTINATION WEALTH MANAGEMENT
WALNUT CREEK, CA · Since 1996
DESMOND WEALTH MANAGEMENT, INC.
WALNUT CREEK, CA · Since 2024
PARK, MILLER, LLC
WALNUT CREEK, CA · Since 2008
JCSD CAPITAL, LLC
WALNUT CREEK, CA · Since 2016
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
WALNUT CREEK, CA · Since 2017
INTEGRITY WEALTH PARTNERS, LLC
WALNUT CREEK, CA · Since 2013
TREEHOUSE WEALTH ADVISORS
WALNUT CREEK, CA · Since 2018
SBJ CAPITAL
WALNUT CREEK, CA · Since 2022
CAPITAL MANAGEMENT ADVISOR GROUP, LLC
WALNUT CREEK, CA · Since 2019
ECHO45 ADVISORS LLC
WALNUT CREEK, CA · Since 2020
VISTA ADVISOR GROUP, LLC
WALNUT CREEK, CA · Since 2020
CASTLE ROCK WEALTH MANAGEMENT, LLC
WALNUT CREEK, CA · Since 2017
ALAMO CAPITAL
WALNUT CREEK, CA · Since 2026
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 WALNUT CREEK?
The median advisory fee in WALNUT CREEK, CA is 0.95% of assets under management per year, based on Form ADV filings from 34 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.