{ "path": "/advisors/ca/san-francisco/san-ramon", "url": "https://advisorcensus.com/advisors/ca/san-francisco/san-ramon", "page_type": "metro_city", "title": "Financial advisors in San Ramon, CA", "filters": {}, "scope_total": 29, "faq": [ { "q": "How many financial advisory firms are there in San Ramon, CA?", "a": "AdvisorCensus lists 29 investment advisory firms with a principal office in San Ramon, California (part of the San Francisco metro area), from Form ADV filings as of October 2026: 16 SEC-registered, 12 state-registered, and 1 exempt reporting adviser. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in San Ramon, CA?", "a": "10 of the 29 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in San Ramon, CA offer financial planning?", "a": "25 of the 28 firms in San Ramon, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in San Ramon, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 10 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 29 investment advisory firms with a principal office in San Ramon, California (part of the San Francisco metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Francisco metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in San Ramon, CA: 29 firms from Form ADV filings as of October 2026.", "total_firms": 29, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 16, "state": 12, "exempt": 1 }, "fee_model_mix": [ { "code": "fee-only", "count": 10 }, { "code": "percentage_of_aum", "count": 27 }, { "code": "hourly", "count": 16 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 19 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 1 }, { "code": "other", "count": 2 }, { "code": "not_reported", "count": 1 } ], "years_registered_distribution": [ { "code": "under_5", "count": 10 }, { "code": "5_to_9", "count": 10 }, { "code": "10_to_19", "count": 5 }, { "code": "20_plus", "count": 4 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 4 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 11 }, { "code": "500m_1b", "count": 2 }, { "code": "1b_5b", "count": 2 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 164341, "name": "Accretive Wealth Management, LLC", "name_as_filed": "ACCRETIVE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/accretive-wealth-management-llc-san-ramon-ca-164341", "city": "San Ramon", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128679, "name": "Alcosta Capital Management, Inc.", "name_as_filed": "ALCOSTA CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/alcosta-capital-management-inc-san-ramon-ca-128679", "city": "San Ramon", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 38, "name": "American Investors Co", "name_as_filed": "AMERICAN INVESTORS CO", "url": "https://advisorcensus.com/firm/american-investors-co-san-ramon-ca-38", "city": "San Ramon", "state": "CA", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 297962, "name": "Auspicious Financial Planning, LLC", "name_as_filed": "AUSPICIOUS FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/auspicious-financial-planning-llc-san-ramon-ca-297962", "city": "San Ramon", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130279, "name": "Bridgebay Financial, Inc.", "name_as_filed": "BRIDGEBAY FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/bridgebay-financial-inc-san-ramon-ca-130279", "city": "San Ramon", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 110152, "name": "California Financial Advisors", "name_as_filed": "CALIFORNIA FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/california-financial-advisors-san-ramon-ca-110152", "city": "San Ramon", "state": "CA", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140959, "name": "Cannon Beach Financial Advisors", "name_as_filed": "CANNON BEACH FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/cannon-beach-financial-advisors-san-ramon-ca-140959", "city": "San Ramon", "state": "CA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173885, "name": "Carey Wealth Management", "name_as_filed": "CAREY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/carey-wealth-management-san-ramon-ca-173885", "city": "San Ramon", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105364, "name": "Certified Planners, Inc.", "name_as_filed": "CERTIFIED PLANNERS, INC.", "url": "https://advisorcensus.com/firm/certified-planners-inc-san-ramon-ca-105364", "city": "San Ramon", "state": "CA", "years_registered": 37, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 159858, "name": "Collabria Capital, Inc", "name_as_filed": "COLLABRIA CAPITAL, INC", "url": "https://advisorcensus.com/firm/collabria-capital-inc-san-ramon-ca-159858", "city": "San Ramon", "state": "CA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 153242, "name": "Edmd Financial Strategies, LLC", "name_as_filed": "EDMD FINANCIAL STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/edmd-financial-strategies-llc-san-ramon-ca-153242", "city": "San Ramon", "state": "CA", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142038, "name": "Fairway Asset Management, Inc.", "name_as_filed": "FAIRWAY ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/fairway-asset-management-inc-san-ramon-ca-142038", "city": "San Ramon", "state": "CA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297013, "name": "Fortitude Wealth Management L.L.C.", "name_as_filed": "FORTITUDE WEALTH MANAGEMENT L.L.C.", "url": "https://advisorcensus.com/firm/fortitude-wealth-management-l-l-c-san-ramon-ca-297013", "city": "San Ramon", "state": "CA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312361, "name": "Giving Tree Wealth Advisors", "name_as_filed": "GIVING TREE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/giving-tree-wealth-advisors-san-ramon-ca-312361", "city": "San Ramon", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 293644, "name": "Insight Wealth Strategies, LLC", "name_as_filed": "INSIGHT WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/insight-wealth-strategies-llc-san-ramon-ca-293644", "city": "San Ramon", "state": "CA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333749, "name": "Inversewealth LLC", "name_as_filed": "INVERSEWEALTH LLC", "url": "https://advisorcensus.com/firm/inversewealth-llc-san-ramon-ca-333749", "city": "San Ramon", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311827, "name": "Key Focus Wealth LLC", "name_as_filed": "KEY FOCUS WEALTH LLC", "url": "https://advisorcensus.com/firm/key-focus-wealth-llc-san-ramon-ca-311827", "city": "San Ramon", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318083, "name": "New Insight Wealth Advisors", "name_as_filed": "NEW INSIGHT WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/new-insight-wealth-advisors-san-ramon-ca-318083", "city": "San Ramon", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164647, "name": "New Spring Financial Planning, LLC", "name_as_filed": "NEW SPRING FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/new-spring-financial-planning-llc-san-ramon-ca-164647", "city": "San Ramon", "state": "CA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330532, "name": "Nine Pines Ventures, LLC", "name_as_filed": "NINE PINES VENTURES, LLC", "url": "https://advisorcensus.com/firm/nine-pines-ventures-llc-san-ramon-ca-330532", "city": "San Ramon", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299731, "name": "Phoenix Investment", "name_as_filed": "PHOENIX INVESTMENT", "url": "https://advisorcensus.com/firm/phoenix-investment-san-ramon-ca-299731", "city": "San Ramon", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314812, "name": "Powering Your Retirement", "name_as_filed": "POWERING YOUR RETIREMENT", "url": "https://advisorcensus.com/firm/powering-your-retirement-san-ramon-ca-314812", "city": "San Ramon", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339321, "name": "Prosperity Financial Group, Inc.", "name_as_filed": "PROSPERITY FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/prosperity-financial-group-inc-san-ramon-ca-339321", "city": "San Ramon", "state": "CA", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134729, "name": "RG Capital Management, LLC", "name_as_filed": "RG CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rg-capital-management-llc-san-ramon-ca-134729", "city": "San Ramon", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": 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