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Top RIA Firms in Walnut Creek, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Walnut Creek, California. This hub covers 33 matching firms with $43.8B in total reported AUM and median AUM of $443.0M.
Firms
33
Matching current profiles
Total AUM
$43.8B
Reported regulatory AUM
Median AUM
$443.0M
Across firms with AUM
Largest firm
$13.9B
Concentric
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Concentric CRD 321633 · Limited Liability Company | WALNUT CREEK, CA | $13.9B Mar 2026 | +$6.2B+81.4% | +$12.0B+616.1% | — | +$12.2B+733.7% | +17 employees+188.9% over 3Y | +4,260 accounts+383.4% over 3Y |
| 2. Sierra Investment Partners, INC. CRD 110954 · Corporation | WALNUT CREEK, CA | $5.5B Mar 2026 | -$58.3M-1.0% | +$1.3B+32.2% | +$1.1B+23.8% | +$3.0B+121.1% | +1 employees+12.5% over 3Y | +8 accounts+7.1% over 3Y |
| 3. Destination Wealth Management CRD 110365 · Corporation | WALNUT CREEK, CA | $4.9B Apr 2026 | +$803.2M+19.4% | +$1.7B+54.1% | +$1.7B+53.4% | +$3.9B+367.1% | +17 employees+33.3% over 3Y | +666 accounts+12.2% over 3Y |
| 4. Earned Wealth Advisors, LLC CRD 108052 · Limited Liability Company | WALNUT CREEK, CA | $3.1B Mar 2026 | +$1.2B+62.0% | +$1.9B+148.0% | +$2.0B+182.2% | +$2.3B+299.5% | +22 employees+169.2% over 3Y | +2,972 accounts+117.3% over 3Y |
| 5. Gemmer Asset Management LLC CRD 109034 · Limited Liability Company | WALNUT CREEK, CA | $2.4B Mar 2026 | +$346.0M+17.2% | +$908.4M+62.7% | +$967.3M+69.6% | +$1.8B+314.5% | +4 employees+33.3% over 3Y | +581 accounts+18.1% over 3Y |
| 6. Burton Enright Welch CRD 118376 · Partnership | WALNUT CREEK, CA | $1.6B Mar 2026 | +$307.2M+24.7% | +$630.4M+68.3% | +$683.6M+78.6% | +$1.4B+724.6% | +2 employees+11.8% over 3Y | +682 accounts+40.9% over 3Y |
| 7. Capital Advantage, INC. CRD 108985 · Corporation | WALNUT CREEK, CA | $1.3B Mar 2026 | +$164.9M+14.8% | +$371.4M+41.0% | +$385.0M+43.2% | +$921.6M+259.6% | +2 employees+14.3% over 3Y | +284 accounts+14.3% over 3Y |
| 8. Insignia Capital Group, L.p. CRD 169772 · Limited Partnership | WALNUT CREEK, CA | $1.3B Mar 2026 | +$542.4M+76.4% | -$49.1M-3.8% | +$528.2M+72.9% | +$1.1B+524.0% | +3 employees+23.1% over 3Y | +2 accounts+50.0% over 3Y |
| 9. J.p. King Advisors, INC. CRD 112109 · Corporation | WALNUT CREEK, CA | $889.7M Mar 2026 | +$235.5M+36.0% | +$224.7M+33.8% | +$313.7M+54.5% | +$648.4M+268.7% | 0 employees+0.0% over 3Y | +154 accounts+12.0% over 3Y |
| 10. Bedell Frazier Investment Counselling, LLC. CRD 107326 · Limited Liability Company | WALNUT CREEK, CA | $872.2M Mar 2026 | +$67.1M+8.3% | +$217.8M+33.3% | +$312.5M+55.8% | +$566.2M+185.0% | -5 employees-29.4% over 3Y | +85 accounts+4.6% over 3Y |
| 11. Sbj Capital CRD 293841 · Limited Liability Company | WALNUT CREEK, CA | $749.4M Mar 2026 | +$133.7M+21.7% | +$467.5M+165.8% | — | +$467.5M+165.8% | +6 employees+46.2% over 3Y | +2 accounts+15.4% over 3Y |
| 12. Uscf Advisers CRD 171962 · Limited Liability Company | WALNUT CREEK, CA | $714.9M Mar 2026 | +$453.3M+173.3% | +$585.7M+453.5% | +$711.7M+21902.9% | +$710.8M+17450.9% | -1 employees-6.7% over 3Y | +12 accounts+400.0% over 3Y |
| 13. Elevation Wealth Partners, LLC CRD 123971 · Limited Liability Company | WALNUT CREEK, CA | $670.7M May 2026 | +$88.7M+15.2% | +$399.9M+147.7% | +$430.3M+179.0% | +$609.7M+999.6% | +2 employees+33.3% over 3Y | +343 accounts+52.2% over 3Y |
| 14. Treehouse Wealth Advisors CRD 292016 · Limited Liability Company | WALNUT CREEK, CA | $597.1M Apr 2026 | +$60.1M+11.2% | +$435.4M+269.3% | +$432.0M+261.8% | — | +5 employees+100.0% over 3Y | +415 accounts+119.9% over 3Y |
| 15. Castle Rock Wealth Management, LLC CRD 199513 · Limited Liability Company | WALNUT CREEK, CA | $587.1M Mar 2026 | +$101.3M+20.9% | +$192.3M+48.7% | +$232.2M+65.4% | +$481.0M+453.3% | -2 employees-22.2% over 3Y | +348 accounts+20.6% over 3Y |
| 16. Boltwood Capital Management CRD 110293 · Corporation | WALNUT CREEK, CA | $502.5M Apr 2026 | +$121.9M+32.0% | +$183.2M+57.4% | +$294.3M+141.3% | +$382.8M+319.6% | 0 employees+0.0% over 3Y | +79 accounts+20.3% over 3Y |
| 17. Spiegelman Wealth Management, INC. CRD 336637 · Corporation | WALNUT CREEK, CA | $443.0M Mar 2026 | — | — | — | — | +3 employees+300.0% over Total | — |
| 18. Hahn Capital Management, LLC CRD 108911 · Limited Liability Company | WALNUT CREEK, CA | $390.0M Mar 2026 | -$131.0M-25.1% | -$578.0M-59.7% | -$915.0M-70.1% | -$105.5M-21.3% | -1 employees-16.7% over 3Y | -26 accounts-27.4% over 3Y |
| 19. Gkv Capital Management CO INC CRD 108767 · Corporation | WALNUT CREEK, CA | $357.2M Feb 2026 | +$96.7M+37.1% | +$92.3M+34.8% | +$163.3M+84.2% | +$226.5M+173.3% | -3 employees-50.0% over 3Y | +68 accounts+19.0% over 3Y |
| 20. Park, Miller, LLC CRD 146856 · Limited Liability Company | WALNUT CREEK, CA | $339.8M Mar 2026 | +$51.3M+17.8% | +$109.1M+47.3% | +$112.3M+49.3% | +$188.2M+124.1% | 0 employees+0.0% over 3Y | +24 accounts+12.1% over 3Y |
| 21. Yoder Wealth Management CRD 291826 · Corporation | WALNUT CREEK, CA | $331.2M Jan 2026 | +$83.8M+33.9% | +$123.8M+59.7% | +$184.4M+125.6% | +$231.1M+231.0% | 0 employees+0.0% over 3Y | +17 accounts+5.2% over 3Y |
| 22. Vista Advisor Group, LLC CRD 307268 · Limited Liability Company | WALNUT CREEK, CA | $314.6M Feb 2026 | +$56.9M+22.1% | +$143.5M+83.8% | +$178.4M+130.9% | — | 0 employees+0.0% over 3Y | +215 accounts+45.5% over 3Y |
| 23. Casilio Leitch Investments CRD 173152 · Limited Liability Company | WALNUT CREEK, CA | $256.0M Feb 2026 | +$104.7M+69.2% | +$95.1M+59.2% | +$134.2M+110.1% | +$126.8M+98.1% | +2 employees+100.0% over 3Y | +167 accounts+72.6% over 3Y |
| 24. Pathwise CRD 174215 · Limited Liability Company | WALNUT CREEK, CA | $255.0M Feb 2026 | +$92.5M+56.9% | +$116.9M+84.6% | — | +$144.6M+130.8% | +1 employees+33.3% over 3Y | +16 accounts+3.3% over 3Y |
| 25. Capital Management Advisor Group, LLC CRD 304617 · Limited Liability Company | WALNUT CREEK, CA | $234.1M Apr 2026 | +$45.9M+24.4% | +$97.4M+71.3% | +$95.0M+68.3% | — | 0 employees+0.0% over 3Y | +9 accounts+3.8% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.