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Top 3 financial advisor firms in Concord

3 SEC-registered financial advisor firms are headquartered in Concord, CA, with $828M in combined regulatory assets under management. The largest by assets are Archvest Wealth Advisors ($387M), Dustin Blodgett Insight Capital ($331M) and Hunt Wealth Management Group ($110M).

3
Financial advisor firms
$828M
Their combined AUM
$331M
Median firm AUM
867
Clients of the top 3

The 3 largest by assets

  1. 1
    Archvest Wealth Advisors

    RIA

    $387M

  2. 2
    Dustin Blodgett Insight Capital

    RIA

    $331M

  3. 3
    Hunt Wealth Management Group

    RIA

    $110M

Profiles of the top 3

No. 1 · RIA

Archvest Wealth Advisors

Archvest Wealth Advisors is an investment adviser based in Concord, CA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $387 million, as filed on 19 March 2026.

Archvest Wealth Advisors charges 0.50%–1.00% a year for its Investment Management Fees.

Regulatory AUM
$387M
Clients
339
Advisory staff
5
Fee schedule
0.50% to 1.00% a year
Custodians
Charles Schwab
Headquarters
1390 Willow Pass RD., #930, Concord, CA 94520
Phone
925-215-5600
Website
archvest.com

No. 2 · RIA

Dustin Blodgett Insight Capital

Dustin Blodgett Insight Capital is an investment adviser based in Concord, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $331 million, as filed on 13 February 2026.

Dustin Blodgett Insight Capital charges up to 2.00% a year for its Investment supervisory services.

Regulatory AUM
$331M
Clients
343
Advisory staff
4
Founded
2021
Fee schedule
Up to 2.00% a year
Custodians
Charles Schwab
Headquarters
1390 Willow Pass Road, Suite 960, Concord, CA 94520
Phone
925-362-9571

No. 3 · RIA

Hunt Wealth Management Group

Hunt Wealth Management Group is an investment adviser based in Concord, CA, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $110 million, as filed on 23 April 2026.

Regulatory AUM
$110M
Clients
185
Advisory staff
2
Headquarters
1001 Galaxy Way, Suite 203, Concord, CA 94520
Phone
925-279-1102
Website
huntwealthmanagement.com

Questions about financial advisors in Concord

How many financial advisor firms are headquartered in Concord?

3 SEC-registered financial advisor firms report their principal office in Concord, CA, managing $828M in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Concord?

Archvest Wealth Advisors, with $387M in regulatory assets under management on its latest Form ADV. The next largest are Dustin Blodgett Insight Capital ($331M) and Hunt Wealth Management Group ($110M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Concord?

The median firm manages $331M in regulatory assets. That is the midpoint of the 3 firms headquartered in Concord.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Concord?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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