National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Walnut Creek, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Walnut Creek is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Walnut Creek & pick the one as per your needs

How To Find The Best Financial Advisors in Walnut Creek, California

Last Updated - 30-May-2023

If you’re looking for qualified financial advisors in Walnut Creek, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 142 non-vetted financial advisors in Walnut Creek, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Walnut Creek, California have an average of 26 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Walnut Creek, California

advisor-photo

David Bobrowsky

Gateway Financial Advisors, Inc.

1261 Locust St.
Suite #60

Walnut Creek, CA 94596

925-322-0799

advisor-photo

Janet Wan

Sierra Pacific Financial Advisors

7077 Koll Center Parkway
Suite 120

Pleasanton, CA 94566

925-223-8868

dummy-image

David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

dummy-image

Allworth Financial

Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888-242-6766

dummy-image

Allworth Financial

Allworth Financial

644 North Santa Cruz Ave Suite 4

Los Gatos, CA 95030

888-242-6766

dummy-image

Allworth Financial

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

dummy-image

Allworth Financial

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

dummy-image

Allworth Financial

Allworth Financial

3017 Douglas Blvd

Roseville, CA 95661

888-242-6766

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
SIERRA INVESTMENT PARTNERS, INC.
101 Ygnacio Vally Road, Suite 300 Walnut Creek, CA 94596-4061
110954 $5,433,717,542 116 A percentage of AUM
IM GLOBAL PARTNER FUND MANAGEMENT LLC
1676 N California Blvd Suite 500, Suite 500 Walnut Creek, CA 94596
110005 $4,350,712,554 15 A percentage of AUM
LITMAN GREGORY WEALTH MANAGEMENT, LLC
1676 N. California Blvd., Suite 500 Walnut Creek, CA 94596-4111
107611 $2,357,077,801 1748 A percentage of AUM, Fixed fees
GEMMER ASSET MANAGEMENT LLC
1655 North Main St, Suite 360 Walnut Creek, CA 94596
109034 $1,717,343,088 3094 A percentage of AUM
THOMAS DOLL
165 Lennon Lane, Suite 200 Walnut Creek, CA 94598
108052 $1,323,909,507 2495 A percentage of AUM, Hourly charges, Fixed fees
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555 Walnut Creek, CA 94596
107326 $637,341,378 1728 A percentage of AUM
PARK, MILLER, LLC
2121 North California Blvd., Suite 290 Walnut Creek, CA 94596
146856 $256,727,784 196 A percentage of AUM, Hourly charges, Fixed fees, Performance Based
ARCHVEST WEALTH ADVISORS, INC.
2820 Shadelands Dr., Suite 130 Walnut Creek, CA 94598
172087 $250,000,000 310 A percentage of AUM, Hourly charges, Fixed fees
PROZAN FINANCIAL SERVICES
1990 N California Blvd, 8th Floor Walnut Creek, CA 94596
136237 $184,153,445 221 A percentage of AUM, Hourly charges, Fixed fees
INTEGRITY WEALTH PARTNERS, LLC
1320 Mt. Diablo Blvd., Suite 200 Walnut Creek, CA 94596
167314 $172,877,760 540 A percentage of AUM, Hourly charges, Fixed fees
VISTA ADVISOR GROUP, LLC
2950 Buskirk Avenue, Suite 350 Walnut Creek, CA 94597
307268 $171,163,105 473 A percentage of AUM, Hourly charges, Fixed fees
CAPITAL MANAGEMENT ADVISOR GROUP, LLC
1283 Boulevard Way, Walnut Creek, CA 94595
304617 $165,240,000 214 A percentage of AUM, Hourly charges, Fixed fees
ECHO45 ADVISORS LLC
1801 N California Blvd, Suite 101 Walnut Creek, CA 94596
307265 $163,218,036 425 A percentage of AUM
CASILIO LEITCH INVESTMENTS
1990 N.California Blvd, Suite 830 Walnut Creek, CA 94596
173152 $160,850,796 230 A percentage of AUM
JCSD CAPITAL, LLC
1981 N. Broadway Blvd., Suite 270 Walnut Creek, CA 94596
163084 $146,970,764 2 A percentage of AUM, Performance Based

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alastair Patterson
Inquire with Alastair
1333 N California Blvd, Suite 133 Walnut Creek, CA 94596 925-930-3850
Bill Farber
Inquire with Bill
100 Pringle Ave, Ste 420 Walnut Creek, CA 94596 925-937-0500
Bill Bicker
Inquire with Bill
1333 N California Blvd, Suite 133 Walnut Creek, CA 94596 925-746-2940
Allison Stong
Inquire with Allison
1333 N California Blvd, Ste 133 Walnut Creek, CA 94596 925-746-2933
Brian Sharpes
Inquire with Brian
1333 N California Blvd, Suite 133 Walnut Creek, CA 94596 925-746-2919
Kurt King
Inquire with Kurt
100 Pringle Ave, Ste 420 Walnut Creek, CA 94596 925-937-0500
Edmund Pan
Inquire with Edmund
2033 N Main St, Ste 363 Walnut Creek, CA 94596 925-482-0886
Dean M Suzuki
Inquire with Dean
100 Pringle Ave, Ste 420 Walnut Creek, CA 94596 925-476-4726
Richard Connett
Inquire with Richard
100 Pringle Ave, Ste 420 Walnut Creek, CA 94596 925-988-4952
David Shackelford
Inquire with David
100 Pringle Ave, Ste 420 Walnut Creek, CA 94596 925-988-4958

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors