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Top 3 financial advisor firms in Orinda

3 SEC-registered financial advisor firms are headquartered in Orinda, CA, with $2.76B in combined regulatory assets under management. The largest by assets are McDonald Capital Investors ($1.86B), Bell Investment Advisors ($788M) and Paragon Asset Management ($116M).

3
Financial advisor firms
$2.76B
Their combined AUM
$788M
Median firm AUM
593
Clients of the top 3

The 3 largest by assets

  1. 1
    McDonald Capital Investors

    RIA

    $1.86B

  2. 2
    Bell Investment Advisors

    RIA

    $788M

  3. 3
    Paragon Asset Management

    RIA

    $116M

Profiles of the top 3

No. 1 · RIA

McDonald Capital Investors

McDonald Capital Investors is an investment adviser based in Orinda, CA, registered with the SEC since 1982. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $1.86 billion, as filed on 30 March 2026.

McDonald Capital Investors charges 0.75%–1.00% a year for its Compensation Schedule.

Regulatory AUM
$1.86B
Clients
90
Advisory staff
2
Fee schedule
0.75% to 1.00% a year
Minimum account
$5,000,000
Custodians
RBC Capital Markets, Northern Trust, Charles Schwab, State Street
Headquarters
4 Orinda Way, Suite 120-D, Orinda, CA 94563
Phone
925-258-5401

No. 2 · RIA

Bell Investment Advisors

Bell Investment Advisors is an investment adviser based in Orinda, CA, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $788 million, as filed on 11 June 2026.

Bell Investment Advisors charges up to 1.00% a year for its Managed accounts.

Regulatory AUM
$788M
Clients
443
Advisory staff
6
Founded
1991
Fee schedule
Up to 1.00% a year
Minimum account
$1,000,000
Custodians
Charles Schwab
Headquarters
2 Theatre Square, Suite 315, Orinda, CA 94563
Phone
510-433-1066
Website
bellinvestmentadvisors.com

No. 3 · RIA

Paragon Asset Management

Paragon Asset Management is an investment adviser based in Orinda, CA, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $116 million, as filed on 29 September 2026.

Paragon Asset Management charges 0.35%–1.00% a year for its Asset management fee schedule.

Regulatory AUM
$116M
Clients
60
Advisory staff
1
Fee schedule
0.35% to 1.00% a year
Minimum account
$250,000
Custodians
Charles Schwab
Headquarters
15 Altarinda Road, Suite 205, Orinda, CA 94563
Phone
510-550-7288
Website
paragonam.com

Questions about financial advisors in Orinda

How many financial advisor firms are headquartered in Orinda?

3 SEC-registered financial advisor firms report their principal office in Orinda, CA, managing $2.76B in regulatory assets between them. The other 4 advisers 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 Orinda?

McDonald Capital Investors, with $1.86B in regulatory assets under management on its latest Form ADV. The next largest are Bell Investment Advisors ($788M) and Paragon Asset Management ($116M).

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

How large is a typical financial advisor firm in Orinda?

The median firm manages $788M in regulatory assets. That is the midpoint of the 3 firms headquartered in Orinda.

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

How much do financial advisors in Orinda charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

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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