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RIAs in Walnut Creek, California

Explore 34 RIAs headquartered in Walnut Creek, with $43.3B in combined reported AUM.

RIAs34Headquartered here
Total AUM$43.3BReported regulatory AUM
Total Employees370Reported by these RIAs
% of Total State AUM0.2%% Of total State AUM Reported

All RIAs in Walnut Creek

34 RIAs
Showing 1–24 of 34 RIAs

Concentric

WALNUT CREEK, CA
Reported AUM$13.9B
Employees26
32.1% of city AUMView RIA ↗

Sierra Investment Partners, Inc.

WALNUT CREEK, CA
Reported AUM$5.5B
Employees9
12.7% of city AUMView RIA ↗

Destination Wealth Management

WALNUT CREEK, CA
Reported AUM$4.9B
Employees68
11.4% of city AUMView RIA ↗

Earned Wealth Advisors, LLC

WALNUT CREEK, CA
Reported AUM$3.1B
Employees35
7.2% of city AUMView RIA ↗

Gemmer Asset Management LLC

WALNUT CREEK, CA
Reported AUM$2.4B
Employees16
5.4% of city AUMView RIA ↗

Burton Enright Welch

WALNUT CREEK, CA
Reported AUM$1.6B
Employees19
3.6% of city AUMView RIA ↗

Capital Advantage, Inc.

WALNUT CREEK, CA
Reported AUM$1.3B
Employees16
2.9% of city AUMView RIA ↗

Insignia Capital Group, L.P.

WALNUT CREEK, CA
Reported AUM$1.3B
Employees16
2.9% of city AUMView RIA ↗

J.P. King Advisors, Inc.

WALNUT CREEK, CA
Reported AUM$889.7M
Employees7
2.1% of city AUMView RIA ↗

Sbj Capital

WALNUT CREEK, CA
Reported AUM$749.4M
Employees19
1.7% of city AUMView RIA ↗

Uscf Advisers

WALNUT CREEK, CA
Reported AUM$714.9M
Employees14
1.7% of city AUMView RIA ↗

Elevation Wealth Partners, LLC

WALNUT CREEK, CA
Reported AUM$670.7M
Employees8
1.5% of city AUMView RIA ↗

Treehouse Wealth Advisors

WALNUT CREEK, CA
Reported AUM$597.1M
Employees10
1.4% of city AUMView RIA ↗

Castle Rock Wealth Management, LLC

WALNUT CREEK, CA
Reported AUM$587.1M
Employees7
1.4% of city AUMView RIA ↗

Boltwood Capital Management

WALNUT CREEK, CA
Reported AUM$502.5M
Employees2
1.2% of city AUMView RIA ↗

Spiegelman Wealth Management, Inc.

WALNUT CREEK, CA
Reported AUM$443M
Employees4
1.0% of city AUMView RIA ↗

Presidio Group Advisors

WALNUT CREEK, CA
Reported AUM$438.6M
Employees4
1.0% of city AUMView RIA ↗

Hahn Capital Management, LLC

WALNUT CREEK, CA
Reported AUM$390M
Employees5
0.9% of city AUMView RIA ↗

Gkv Capital Management Co Inc

WALNUT CREEK, CA
Reported AUM$357.2M
Employees3
0.8% of city AUMView RIA ↗

Park, Miller, LLC

WALNUT CREEK, CA
Reported AUM$339.8M
Employees4
0.8% of city AUMView RIA ↗

Yoder Wealth Management

WALNUT CREEK, CA
Reported AUM$331.2M
Employees2
0.8% of city AUMView RIA ↗

Vista Advisor Group, LLC

WALNUT CREEK, CA
Reported AUM$314.6M
Employees5
0.7% of city AUMView RIA ↗

Casilio Leitch Investments

WALNUT CREEK, CA
Reported AUM$256M
Employees4
0.6% of city AUMView RIA ↗

Pathwise

WALNUT CREEK, CA
Reported AUM$255M
Employees4
0.6% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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