City
Wealth management firms in Concord, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Concord, California reported $990.2 million in regulatory assets under management; the largest by assets was Archvest Wealth Advisors, Inc., with $387.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $990.2 million
- Average per firm
- $141.5 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Archvest Wealth Advisors, Inc. | SEC | $387.0 million | 316 |
| 2 | Insight Capital Management | SEC | $330.5 million | 883 |
| 3 | Hunt Wealth Management | SEC | $110.0 million | 276 |
| 4 | D & T Financial Advisors, Inc. | State | $87.4 million | 102 |
| 5 | Index Gurus, Inc. | State | $50.9 million | 32 |
| 6 | Golden Lion Wealth Management, LLC | State | $20.4 million | 71 |
| 7 | Api Capital, LLC | State | $4.0 million | 2 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.