Top financial advisors in Concord, CA
We’ve curated a list of the best financial advisors in Concord, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$53,871,188,715
Number of advisors
752 advisors
| $53,871,188,715 | 752 advisors | |
| 2 |
Assets under management
$233,700,000
Number of advisors
7 advisors
| $233,700,000 | 7 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Concord, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Concord. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Assetmark, Inc.
Assetmark, Inc. is a financial advisory firm based in Concord, California. It currently has approximately $53,871,188,715 of assets under management and employs about 752 people. Assetmark, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
$53,871,188,715 under management
752 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPension Consulting ServicesSelection Of Other AdvisersArchvest Wealth Advisors, Inc.
Archvest Wealth Advisors, Inc. is a registered investment adviser based in Concord, CA, established in August 2014. The firm offers financial planning, investment management, and family office services to individuals, investment companies, pension plans, trusts, and more. As of December 31, 2024, Archvest had $330 million of assets under management, with services provided on a discretionary and non-discretionary basis. Clients may engage the firm for financial planning, coaching, and consulting services, with fees negotiable at $550 per hour. Investment management fees are based on a tiered schedule ranging from 0.95% to 0.50% annually. The firm may recommend the use of CUNA Mutual and Charles Schwab Institutional for custody and brokerage services, with no commissions for online trades of equities, ETFs, and options. Archvest may also offer Family Office Services to ultra-high net worth clients, including bill pay and due diligence services. The firm operates as a fiduciary for retirement accounts, acting in the best interest of clients. Archvest does not provide performance-based fees and generally does not vote client securities. Clients may grant investment discretion to the firm, allowing Archvest to make investment decisions on their behalf.
$233,700,000 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Concord, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Concord. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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