Top 10 financial advisors in Walnut Creek, CA

We've curated a list of the best financial advisors in Walnut Creek, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $3,211,516,711 Number of advisors 51 advisors	$3,211,516,711	51 advisors
2	Assets under management $1,942,593,918 Number of advisors 9 advisors	$1,942,593,918	9 advisors
3	Assets under management $1,448,827,138 Number of advisors 12 advisors	$1,448,827,138	12 advisors
4	Assets under management $1,252,444,107 Number of advisors 13 advisors	$1,252,444,107	13 advisors
5	Assets under management $853,936,991 Number of advisors 7 advisors	$853,936,991	7 advisors
6	Assets under management $826,266,727 Number of advisors 17 advisors	$826,266,727	17 advisors
7	Assets under management $654,449,283 Number of advisors 17 advisors	$654,449,283	17 advisors
8	Assets under management $575,900,000 Number of advisors 7 advisors	$575,900,000	7 advisors
9	Assets under management $418,941,853 Number of advisors 9 advisors	$418,941,853	9 advisors
10	Assets under management $317,000,000 Number of advisors 6 advisors	$317,000,000	6 advisors

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Methodology

To find the top financial advisors in Walnut Creek, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Destination Wealth Management
Destination Wealth Management is a financial advisory firm based in Walnut Creek, California. It currently has approximately $3,211,516,711 of assets under management and employs about 51 people. Destination Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$3,211,516,711 under management
51 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
See full profile
Advisor Partners
Advisor Partners II, LLC, based in Walnut Creek, California, is an SEC registered investment adviser specializing in providing sub-advisory services through Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA). The firm, established in 2001, succeeded its predecessor in June 2022 and is affiliated with Pathstone Family Office, LLC. AP II offers model portfolio construction services and manages over $7.6 billion in discretionary assets as of December 31, 2024. Clients can access customized portfolios with services like tax loss harvesting, ESG overlays, and factor tilts. The firm's investment strategies include investing in equity securities, ETFs, mutual funds, and other securities. AP II operates as a fiduciary, acting in the best interests of its clients. The firm's fee structure is negotiable, starting at 35 bps for SMA Program Fees, with a minimum quarterly fee of $750. AP II does not charge performance-based fees and exercises investment discretion for client accounts within the SMA and UMA Programs. The firm follows a Code of Ethics, provides ongoing account reviews, and votes proxies on behalf of clients. AP II does not pay for client referrals and has no financial commitments impairing its ability to meet client obligations.
$1,942,593,918 under management
9 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Construction Of Model Securities Portfolios
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Gemmer Asset Management LLC
Gemmer Asset Management LLC is a registered investment adviser founded in 1992, with over $2.0 billion in client discretionary assets managed as of December 31, 2024. The firm offers portfolio management services for individual clients and small businesses through strategies like Gemmer Select, Gemmer Premier, and Gemmer Unconstrained, primarily utilizing no-load mutual funds and exchange-traded funds. Gemmer acts as a sub-advisor to certain unaffiliated registered investment advisers and engages in consulting arrangements with other advisors. The firm's investment philosophy includes asset allocation strategies and socially conscious model portfolios. Gemmer charges asset-based fees based on a tiered fee schedule, with minimum account sizes varying by service. The firm does not charge performance-based fees and provides services to various types of clients, including individuals, trusts, corporations, and retirement plans. Gemmer does not vote proxies on behalf of clients and emphasizes client responsibility in directing voting decisions. Clients receive quarterly account reviews, detailed reports, and statements from custodians. Gemmer does not vote proxies on behalf of clients and emphasizes client responsibility in directing voting decisions. Gemmer's Chief Compliance Officer, Patricia Mullin, is available for any questions regarding the firm's practices.
$1,448,827,138 under management
12 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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Thomas Doll
Thomas Doll is a registered investment adviser firm located in Walnut Creek, CA, established in 1999. The firm offers financial planning services, including qualitative and quantitative analysis, personalized financial plans, and periodic updates for a fee of approximately $2,000. Wealth management services involve determining investment objectives, designing an investment policy statement, and monitoring client portfolios primarily consisting of mutual funds, with a minimum investment of $100,000. The firm may utilize the Institutional Intelligent Portfolios® program platform for certain clients, branded as "TD SMART Investing," with an annual fee of 0.50%. TD also provides advisory services for participant-directed retirement plans and manages client portfolios through the SEI Management Program. Fees for wealth management services are charged as a percentage of assets under management, ranging from 0.60% to 1.00%. TD does not charge performance-based fees and does not vote proxies on behalf of clients. The firm does not have any disciplinary information and has no financial commitments that impair its ability to meet client obligations. Clients are responsible for voting proxies for securities in their portfolios.
$1,252,444,107 under management
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
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Garrison Point Capital, LLC
Garrison Point Capital, LLC is a registered investment advisor specializing in fixed income securities, with a focus on non-agency residential mortgage-backed securities. The firm was established in 2012 and is owned by Garrison Point Holdings, LP. As of December 31, 2022, the firm managed approximately $853,936,991 in discretionary assets for 38 clients. Garrison Point Capital offers tailored investment advice on a discretionary basis, where the firm has full discretion over buying and selling securities. Clients may impose restrictions on their investments upon request. The firm charges fees based on a percentage of assets under management, typically 2% for the CMO Strategy and 1.5% for other strategies, payable quarterly in arrears. Garrison Point Capital is a fiduciary and must act in the best interests of clients. The firm may recommend IRA rollovers, presenting a potential conflict of interest, but assures clients that recommendations are made in their best interest. Clients include high net worth individuals, charitable organizations, and investment companies, with a minimum investment requirement of $1,000,000. The firm's investment strategies include fundamental analysis, charting, and technical analysis across various securities types, with a focus on risk management. Garrison Point Capital does not have custody of client funds and generally provides discretionary advisory services, with clients having the option to direct specific transactions. The firm discloses its brokerage practices, including its discretion over broker selection and commission rates. Clients are encouraged to review custodial statements and compare them with reports provided by the firm. Garrison Point Capital maintains a Code of Ethics and emphasizes client privacy and data security. The firm does not participate in class action lawsuits on behalf of clients and provides guidance on IRA rollover considerations.
$853,936,991 under management
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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Burton Enright Welch
Burton Enright Welch is a registered investment advisor firm established in 2008, specializing in investment management, financial planning, and retirement plan consulting. The firm's assets under management total $1.25 billion, with a focus on creating tailored investment portfolios consisting of mutual funds, ETFs, stocks, bonds, and other securities. Clients have the opportunity to place reasonable restrictions on their investments and retain the authority to make additions or withdrawals from their accounts. The firm follows a disciplined four-step approach to investment management, aiming to provide consistent, competitive returns over time. Burton Enright Welch acts as a fiduciary, obligated to act in the best interests of clients, particularly when providing investment advice for retirement accounts. The firm charges investment management fees ranging from 0.30% to 1.50% of assets under management annually, with no minimum fee. Financial planning and consulting services are offered on an hourly or flat fee basis, ranging from $2,500 to $10,000. The firm recommends Charles Schwab as a custodian and executing broker, providing clients with access to a broad range of investment products and services. Clients include individuals, families, trusts, corporations, and retirement plans, with no minimum investment required for new clients. Burton Enright Welch does not maintain physical custody of client assets but has the authority to direct transfers and receive payment of advisory fees from client accounts. The firm exercises investment discretion, making decisions on types of investments, timing, and amounts traded. Clients have the option to direct brokerage, although this may result in higher costs and less favorable execution. Burton Enright Welch does not vote on client securities' proxies or corporate actions unless requested by the client.
$826,266,727 under management
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
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Bedell Frazier Investment Counselling, Llc.
Bedell Frazier Investment Counselling LLC, established in 1975, is a registered investment adviser based in Walnut Creek, CA. The firm offers personalized Comprehensive Portfolio Management Services and Retirement Plan Consulting. For Comprehensive Portfolio Management, clients receive asset management and financial planning services tailored to their financial goals. The firm conducts client meetings to understand financial situations, goals, and risk tolerance, then presents an investment approach consisting of various securities. Portfolios are regularly monitored and rebalanced based on individual needs. Retirement Plan Consulting services assist employer plan sponsors in managing participant-directed retirement plans, including investment policy statements, asset allocation, investment monitoring, and participant education. Bedell Frazier's fee structure includes a maximum annual fee of 1.25% for Comprehensive Portfolio Management, billed quarterly based on account value. Retirement Plan Consulting fees are based on a percentage of managed plan assets, not exceeding 1.25%. Clients are required to have a minimum of $500,000 or a minimum annual fee of $6,000 per household to open and maintain an advisory account, with the option to waive this minimum based on potential asset growth. The firm does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Bedell Frazier primarily uses fundamental analysis and technical analysis in its investment strategies, offering long-term purchases, option writing, and short-term trading. The firm does not have any reportable disciplinary information and does not provide cash or non-cash compensation for client referrals. Bedell Frazier does not vote proxies on behalf of clients but may offer advice on corporate actions and proxy voting rights upon request. The firm does not have custody of client funds or securities and does not vote proxies on behalf of clients. Bedell Frazier does not have any financial conditions that would prevent meeting contractual commitments.
$654,449,283 under management
17 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
See full profile
J.p. King Advisors, Inc.
J.P. King Advisors, Inc. is a Registered Investment Advisory firm established in 1981 by James Patrick King, offering financial advice on a fee basis. The firm provides comprehensive financial planning and investment advisory services to various clients, including individuals, pension and profit sharing plans, trusts, estates, charitable organizations, partnerships, and small businesses. JPKA's services include investment advisory services and concierge services, with fees based on a tiered, cumulative structure ranging from 0.30% to 0.75% of active investment assets. The firm's investment strategy focuses on risk management, guided by principles such as diversification, asset allocation, and behavioral economics. JPKA manages approximately $743.7 million in assets for 429 client family relationships on a discretionary basis. The firm does not charge performance-based fees, has no minimum requirements for client engagement, and allows clients to place reasonable restrictions on investments. JPKA does not sponsor wrap fee programs and does not collect advisory fees in advance. The firm's brokerage practices involve selecting broker-dealers based on factors like reputation, financial condition, and competitive rates. JPKA does not participate in directed brokerage and does not receive compensation for client referrals. Clients receive quarterly reports, and account reviews are performed at least quarterly by the firm's financial advisors. JPKA accepts discretionary authority to manage securities accounts on behalf of clients and does not vote client securities proxies. The firm does not have any financial impairment or commitments that affect its ability to meet fiduciary obligations.
$575,900,000 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
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Castle Rock Wealth Management, LLC
Castle Rock Wealth Management, LLC, established in 2015, is a California-based firm offering asset management and investment consulting services to various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. As a fiduciary, the firm is committed to acting in the best interest of clients. Services include Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. The firm may utilize Third Party Money Managers in client accounts and offers a range of investment strategies such as long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. For Comprehensive Portfolio Management, fees are capped at 1.65% annually, billed quarterly in advance. Financial Planning & Consulting fees are based on a percentage of assets under advisement, not exceeding 1.00%. Retirement Plan Consulting fees are also percentage-based, not exceeding 1.25%. Clients may direct brokerage outside the firm's recommendation, potentially impacting transaction costs. The firm does not receive soft dollars in excess of legal limits and does not provide cash or non-cash compensation for client referrals. Castle Rock Wealth Management does not have custody of client funds or securities and manages accounts on a discretionary basis. The firm does not accept proxy authority to vote client securities. Financial information is not provided due to specific criteria not being applicable.
$418,941,853 under management
9 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
See full profile
Hahn Capital Management, LLC
Hahn Capital Management, LLC (HCM) is a registered investment adviser founded in 1988 by Elaine F. Hahn. The firm specializes in providing non-custodial full discretionary investment advisory services. HCM's total firm assets under management are $521.55 million, actively managed at $205.96 million, and Advisory-Only UMA/SMA at $315.59 million. The firm is 100% employee-managed, with three Managing Members: John D. Schaeffer (President and CIO), Michael Whitfield (Director of Research and Co-Portfolio Manager), and Paul O. Javier (CCO and Director of Operations). HCM typically requires a minimum equity account size of $500,000, with management fees varying based on account type and size. The firm offers investment advice on Mid Cap Value Equity, Mid Cap Core Equity, and Equity Value Strategies, focusing on companies with $2B to $50B market capitalization. HCM also participates in certain SMA/UMA Programs and Platforms as a Model Provider. The firm does not charge performance-based fees and serves various types of clients, including individuals, high net worth individuals, family offices, and institutional clients. HCM's investment strategies are managed by an Investment Committee, focusing on bottom-up, fundamentally-driven security selection. HCM's investment professionals include John D. Schaeffer, Paul O. Javier, Michael A. Whitfield, Helen Chen, and Jordan Herley, each bringing a wealth of experience and expertise to the firm. The professionals adhere to HCM's Code of Ethics and Compliance Policies, ensuring the highest standards of professionalism and integrity in serving clients.
$317,000,000 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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Top advisors in California

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