Top 10 financial advisor firms in Walnut Creek

24 SEC-registered financial advisor firms are headquartered in Walnut Creek, CA, with $33.8B in combined regulatory assets under management. The largest by assets are Advisor Partners II ($13.9B), Destination Wealth Management ($4.95B) and Earned Wealth Advisors ($3.11B).

24
Financial advisor firms: $33.8B
Their combined AUM: $400M
Median firm AUM: 15,256
Clients of the top 10

The 10 largest by assets

1
Advisor Partners II
RIA
$13.9B
0.00% to 0.50% a year
2
Destination Wealth Management
RIA
$4.95B
0.60% to 1.15% a year
3
Earned Wealth Advisors
RIA
$3.11B
0.15% to 1.50% a year
4
Gemmer Asset Management
RIA
$2.36B
Regulatory AUM
5
Burton Enright Welch
RIA
$1.55B
0.30% to 1.50% a year
6
Capital Advantage
RIA
$1.28B
0.50% to 1.00%
7
J.P. King Advisors
RIA
$890M
0.30% to 0.75% a year
8
Elevation Wealth Partners
RIA
$671M
0.35% to 1.00% a year
9
Garrison Point Advisors
RIA
$597M
0.25% to 1.50% a year
10
Castle Rock Wealth Management
RIA
$587M
Up to 1.65% a year

Profiles of the top 10

No. 1 · RIA

Advisor Partners II

Advisor Partners II is an investment adviser based in Walnut Creek, CA, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $13.9 billion, as filed on 31 March 2026.

Advisor Partners II charges 0.00%–0.50% a year for its Concentric Fee.

Regulatory AUM: $13.9B
Clients: 5,371
Advisory staff: 16
Founded: 2001
Fee schedule: 0.00% to 0.50% a year
Custodians: Charles Schwab, Fidelity, PNC Bank, N.A.
Headquarters: 1333 N. California BLVD, Suite 680, Walnut Creek, CA 94596
Phone: 888-265-2257
Website: concentricinnovation.com

No. 2 · RIA

Destination Wealth Management

Destination Wealth Management is an investment adviser based in Walnut Creek, CA, registered with the SEC since 1996. 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 $4.95 billion, as filed on 14 July 2026.

Destination Wealth Management charges 0.60%–1.15% a year for its Investment Management.

Regulatory AUM: $4.95B
Clients: 2,299
Advisory staff: 31
Fee schedule: 0.60% to 1.15% a year
Custodians: Charles Schwab
Headquarters: 1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
Phone: 925-935-2900
Website: destinationwm.com

No. 3 · RIA

Earned Wealth Advisors

Earned Wealth Advisors is an investment adviser based in Walnut Creek, CA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $3.11 billion, as filed on 1 October 2026.

Earned Wealth Advisors charges 0.15%–1.50% a year for its Wealth Management Services.

Regulatory AUM: $3.11B
Clients: 1,875
Advisory staff: 33
Fee schedule: 0.15% to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 165 Lennon Lane, Suite 200, Walnut Creek, CA 94598
Phone: 925-939-2500
Website: earned.com

No. 4 · RIA

Gemmer Asset Management

Gemmer Asset Management is an investment adviser based in Walnut Creek, CA, registered with the SEC since 1999. It provides investment management. Its clients include high-net-worth individuals, individual clients and other investment advisers. Its regulatory assets under management total $2.36 billion, as filed on 23 March 2026.

Regulatory AUM: $2.36B
Clients: 1,285
Advisory staff: 9
Founded: 1992
Custodians: Charles Schwab
Headquarters: 1655 North Main St, Suite 360, Walnut Creek, CA 94596
Phone: 925-933-3786
Website: gemmerllc.com

No. 5 · RIA

Burton Enright Welch

Burton Enright Welch is an investment adviser based in Walnut Creek, CA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.55 billion, as filed on 29 July 2026.

Burton Enright Welch charges 0.30%–1.50% a year for its Standard tiered fee schedule.

Regulatory AUM: $1.55B
Clients: 652
Advisory staff: 11
Fee schedule: 0.30% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1850 MT. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596
Phone: 925-932-8010
Website: bewinvest.com

No. 6 · RIA

Capital Advantage

Capital Advantage is an investment adviser based in Walnut Creek, CA, registered with the SEC since 1998. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.28 billion, as filed on 25 August 2026.

Capital Advantage charges 0.50%–1.00% for its Investment Management Fee Schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.28B
Clients: 667
Advisory staff: 8
Founded: 1998
Fee schedule: 0.50% to 1.00%
Custodians: Charles Schwab, Fidelity
Headquarters: 1855 Olympic BLVD., Ste 300, Walnut Creek, CA 94596
Phone: 925-299-1500
Website: capitaladvantage.com

No. 7 · RIA

J.P. King Advisors

J.P. King Advisors is an investment adviser based in Walnut Creek, CA, registered with the SEC since 2001. 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 $890 million, as filed on 25 March 2026.

J.P. King Advisors charges 0.30%–0.75% a year for its Investment Advisory Service.

Regulatory AUM: $890M
Clients: 452
Advisory staff: 5
Founded: 1981
Fee schedule: 0.30% to 0.75% a year
Custodians: Fidelity, Charles Schwab, Capital Client Group
Headquarters: 1600 South Main Street, Suite 275, Walnut Creek, CA 94596-8810
Phone: 925-935-1555
Website: jpkingadvisors.com

No. 8 · RIA

Elevation Wealth Partners

Elevation Wealth Partners is an investment adviser based in Walnut Creek, CA, registered with the SEC since 2015. 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 $671 million, as filed on 26 August 2026.

Elevation Wealth Partners charges 0.35%–1.00% a year for its Advisory Services.

Regulatory AUM: $671M
Clients: 325
Advisory staff: 6
Founded: 1999
Fee schedule: 0.35% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 2121 North California BLVD, Suite 290, Walnut Creek, CA 94596
Phone: 925-962-5600
Website: elevationwp.com

No. 9 · RIA

Garrison Point Advisors

Garrison Point Advisors is an investment adviser based in Walnut Creek, CA, registered with the SEC since 2018. 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 $597 million, as filed on 27 April 2026.

Garrison Point Advisors charges 0.25%–1.50% a year for its Investment management fee.

Regulatory AUM: $597M
Clients: 290
Advisory staff: 5
Fee schedule: 0.25% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1600 S Main St., Suite 195, Walnut Creek, CA 94596
Phone: 415-887-1416
Website: treehousewealth.com

No. 10 · RIA

Castle Rock Wealth Management

Castle Rock Wealth Management is an investment adviser based in Walnut Creek, CA, registered with the SEC since 2017. 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 $587 million, as filed on 5 March 2026.

Castle Rock Wealth Management charges up to 1.65% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $587M
Clients: 2,040
Advisory staff: 7
Fee schedule: Up to 1.65% a year
Custodians: Charles Schwab
Headquarters: 1777 Botelho DR., Suite 105, Walnut Creek, CA 94596
Phone: 925-478-8800
Website: crwmadvisors.com

Questions about financial advisors in Walnut Creek

How many financial advisor firms are headquartered in Walnut Creek?

24 SEC-registered financial advisor firms report their principal office in Walnut Creek, CA, managing $33.8B in regulatory assets between them. The other 8 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 Walnut Creek?

Advisor Partners II, with $13.9B in regulatory assets under management on its latest Form ADV. The next largest are Destination Wealth Management ($4.95B) and Earned Wealth Advisors ($3.11B).

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

How large is a typical financial advisor firm in Walnut Creek?

The median firm manages $400M in regulatory assets. That is the midpoint of the 24 firms headquartered in Walnut Creek.

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

How much do financial advisors in Walnut Creek charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.50% to 1.65% 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 Walnut Creek?

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

Walnut Creek has 24 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Walnut Creek

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