City
Wealth management firms in Walnut Creek, California
As of October 2, 2026, 60 wealth management firms, including broker-dealer firms, with their main office in Walnut Creek, California reported $35.1 billion in regulatory assets under management; the largest by assets was Concentric, with $13.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 60
- Regulatory assets under management
- $35.1 billion
- Average per firm
- $585.1 million
- SEC-registered, of those listed
- 26 of 60 (43.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Concentric | SEC | $13.9 billion | 5,371 |
| 2 | Destination Wealth Management | SEC | $4.9 billion | 6,129 |
| 3 | Earned Wealth Advisors, LLC | SEC | $3.1 billion | 5,506 |
| 4 | Gemmer Asset Management LLC | SEC | $2.4 billion | 3,787 |
| 5 | Burton Enright Welch | SEC | $1.6 billion | 2,350 |
| 6 | Capital Advantage, Inc. | SEC | $1.3 billion | 2,271 |
| 7 | J.P. King Advisors, Inc. | SEC | $889.7 million | 1,440 |
| 8 | Elevation Wealth Partners, LLC | SEC | $670.7 million | 1,000 |
| 9 | Treehouse Wealth Advisors | SEC | $597.1 million | 761 |
| 10 | Castle Rock Wealth Management, LLC | SEC | $587.1 million | 2,040 |
| 11 | Boltwood Capital Management | SEC | $502.5 million | 468 |
| 12 | Spiegelman Wealth Management, Inc. | SEC | $443.0 million | 528 |
| 13 | GKV Capital Management Co Inc | SEC | $357.2 million | 425 |
| 14 | Park, Miller, LLC | SEC | $339.8 million | 223 |
| 15 | Yoder Wealth Management | SEC | $331.2 million | 341 |
| 16 | Vista Advisor Group, LLC | SEC | $314.6 million | 688 |
| 17 | Casilio Leitch Investments | SEC | $256.0 million | 397 |
| 18 | Pathwise | SEC | $255.0 million | 505 |
| 19 | Capital Management Advisor Group, LLC | SEC | $234.1 million | 243 |
| 20 | ECHO45 Advisors LLC | SEC | $227.4 million | 599 |
| 21 | Integrity Wealth Partners, LLC | SEC | $193.9 million | 547 |
| 22 | Cavu Wealth Advisors, LLC | SEC | $171.6 million | 81 |
| 23 | Arbor Wealth Management | State | $130.0 million | 391 |
| 24 | Terrafirma Wealth Partners | SEC | $118.5 million | 95 |
| 25 | Pacific Excel Wealth Advisors, Inc. | SEC | $110.8 million | 115 |
| 26 | Alamo Capital Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $103.6 million | 19 |
| 27 | Orderly Finance | State | $93.2 million | 140 |
| 28 | Monvia Financial L.P. | State | $90.3 million | 447 |
| 29 | On the Trail Financial Planning, LLC | State | $83.8 million | 269 |
| 30 | Klesis Advisors, LLC | State | $82.0 million | 105 |
| 31 | Saranap Wealth Advisors | State | $80.8 million | 163 |
| 32 | Dhamma Capital | State | $77.4 million | 150 |
| 33 | Wealth & Tax Planners LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $75.0 million | 105 |
| 34 | Ginsberg Financial Strategies | State | $74.8 million | 507 |
| 35 | Hawley Advisors | State | $74.2 million | 151 |
| 36 | Fleming Financial Advising | State | $65.7 million | 144 |
| 37 | Longevity Wealth Management LLC | State | $60.7 million | 62 |
| 38 | Globe & Anchor Wealth Management & Financial Planning, LLC | State | $57.5 million | 165 |
| 39 | Page Capital Private Wealth Management, LLC | State | $55.5 million | 27 |
| 40 | Dawson Investment Management | State | $40.1 million | 177 |
| 41 | Babylon Wealth Management LLC | State | $35.8 million | 45 |
| 42 | Collabria Capital, Inc | State | $18.6 million | 58 |
| 43 | Resolve Financial, LLC | State | $17.3 million | 50 |
| 44 | Agile Financial Planning, LLC | State | $13.4 million | 82 |
| 45 | 361 Financial Planning, Inc. | State | $5.2 million | 34 |
| 46 | Acclaro Wealth Management | State | $4.6 million | 5 |
| 47 | POINT4WARD Financial Planning | State | $4.1 million | 12 |
| 48 | Hawk Capital Wealth Management LLC | State | $3.7 million | 21 |
| 49 | Future Wallet | State | $3.2 million | 3 |
| 50 | Aldabra Capital Management | State | $2.1 million | 17 |
| 51 | Pinnacle Capital Management | State | $1.3 million | 3 |
| 52 | Kauzer Capital Management, LLC | State | $514,855 | 1 |
| 53 | Unlock Investments | State | $197,000 | 3 |
| 54 | Barentsen Advisory Services, LLC | State | $0 | 0 |
| 55 | Etu Financial | State | $0 | 0 |
| 56 | Golden Gate Advisors, Inc | State | $0 | 0 |
| 57 | Lafayette Square Financial Advisors, Inc. | SEC | $0 | 0 |
| 58 | Munro Asset Management L.L.C. | State | $0 | 0 |
| 59 | Southfork Investment Management | State | $0 | 0 |
| 60 | TY Rollins, Inc. | State | $0 | 0 |
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.