{ "path": "/advisors/ca/san-francisco/walnut-creek", "url": "https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek", "page_type": "metro_city", "title": "Financial advisors in Walnut Creek, CA", "filters": {}, "scope_total": 62, "faq": [ { "q": "How many financial advisory firms are there in Walnut Creek, CA?", "a": "AdvisorCensus lists 62 investment advisory firms with a principal office in Walnut Creek, California (part of the San Francisco metro area), from Form ADV filings as of October 2026: 33 SEC-registered, 25 state-registered, and 4 exempt reporting advisers. 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 Walnut Creek, CA?", "a": "25 of the 62 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 Walnut Creek, CA offer financial planning?", "a": "43 of the 58 firms in Walnut Creek, 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 Walnut Creek, 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 25 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 62 investment advisory firms with a principal office in Walnut Creek, 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 Walnut Creek, CA: 62 firms from Form ADV filings as of October 2026.", "total_firms": 62, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 33, "state": 25, "exempt": 4 }, "fee_model_mix": [ { "code": "fee-only", "count": 25 }, { "code": "percentage_of_aum", "count": 56 }, { "code": "hourly", "count": 23 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 29 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 7 }, { "code": "other", "count": 2 }, { "code": "not_reported", "count": 4 } ], "years_registered_distribution": [ { "code": "under_5", "count": 16 }, { "code": "5_to_9", "count": 16 }, { "code": "10_to_19", "count": 16 }, { "code": "20_plus", "count": 14 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 9 }, { "code": "25m_100m", "count": 14 }, { "code": "100m_500m", "count": 18 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 6 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 6 } ], "firms": [ { "crd_number": 283581, "name": "361 Financial Planning, Inc.", "name_as_filed": "361 FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/361-financial-planning-inc-walnut-creek-ca-283581", "city": "Walnut Creek", "state": "CA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 183518, "name": "Acclaro Wealth Management", "name_as_filed": "ACCLARO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/acclaro-wealth-management-walnut-creek-ca-183518", "city": "Walnut Creek", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 26193, "name": "Alamo Capital", "name_as_filed": "ALAMO CAPITAL", "url": "https://advisorcensus.com/firm/alamo-capital-walnut-creek-ca-26193", "city": "Walnut Creek", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340953, "name": "Alder Vale", "name_as_filed": "ALDER VALE", "url": "https://advisorcensus.com/firm/alder-vale-walnut-creek-ca-340953", "city": "Walnut Creek", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289324, "name": "Arbor Wealth Management", "name_as_filed": "ARBOR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/arbor-wealth-management-walnut-creek-ca-289324", "city": "Walnut Creek", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283309, "name": "Babylon Wealth Management LLC", "name_as_filed": "BABYLON WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/babylon-wealth-management-llc-walnut-creek-ca-283309", "city": "Walnut Creek", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285676, "name": "Barentsen Advisory Services, LLC", "name_as_filed": "BARENTSEN ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/barentsen-advisory-services-llc-walnut-creek-ca-285676", "city": "Walnut Creek", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110293, "name": "Boltwood Capital Management", "name_as_filed": "BOLTWOOD CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/boltwood-capital-management-walnut-creek-ca-110293", "city": "Walnut Creek", "state": "CA", "years_registered": 40, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118376, "name": "Burton Enright Welch", "name_as_filed": "BURTON ENRIGHT WELCH", "url": "https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376", "city": "Walnut Creek", "state": "CA", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108985, "name": "Capital Advantage, Inc.", "name_as_filed": "CAPITAL ADVANTAGE, INC.", "url": "https://advisorcensus.com/firm/capital-advantage-inc-walnut-creek-ca-108985", "city": "Walnut Creek", "state": "CA", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304617, "name": "Capital Management Advisor Group, LLC", "name_as_filed": "CAPITAL MANAGEMENT ADVISOR GROUP, LLC", "url": "https://advisorcensus.com/firm/capital-management-advisor-group-llc-walnut-creek-ca-304617", "city": "Walnut Creek", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173152, "name": "Casilio Leitch Investments", "name_as_filed": "CASILIO LEITCH INVESTMENTS", "url": "https://advisorcensus.com/firm/casilio-leitch-investments-walnut-creek-ca-173152", "city": "Walnut Creek", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 199513, "name": "Castle Rock Wealth Management, LLC", "name_as_filed": "CASTLE ROCK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/castle-rock-wealth-management-llc-walnut-creek-ca-199513", "city": "Walnut Creek", "state": "CA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340677, "name": "Cavu Wealth Advisors, LLC", "name_as_filed": "CAVU WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cavu-wealth-advisors-llc-walnut-creek-ca-340677", "city": "Walnut Creek", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105703, "name": "Clbi Investments Inc", "name_as_filed": "CLBI INVESTMENTS INC", "url": "https://advisorcensus.com/firm/clbi-investments-inc-walnut-creek-ca-105703", "city": "Walnut Creek", "state": "CA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321633, "name": "Concentric", "name_as_filed": "CONCENTRIC", "url": "https://advisorcensus.com/firm/concentric-walnut-creek-ca-321633", "city": "Walnut Creek", "state": "CA", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312098, "name": "Dawson Investment Management", "name_as_filed": "DAWSON INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/dawson-investment-management-walnut-creek-ca-312098", "city": "Walnut Creek", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 110365, "name": "Destination Wealth Management", "name_as_filed": "DESTINATION WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/destination-wealth-management-walnut-creek-ca-110365", "city": "Walnut Creek", "state": "CA", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 302037, "name": "Dhamma Capital", "name_as_filed": "DHAMMA CAPITAL", "url": "https://advisorcensus.com/firm/dhamma-capital-walnut-creek-ca-302037", "city": "Walnut Creek", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155830, "name": "Diablo Vista Capital, LLC", "name_as_filed": "DIABLO VISTA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/diablo-vista-capital-llc-walnut-creek-ca-155830", "city": "Walnut Creek", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108052, "name": "Earned Wealth Advisors, LLC", "name_as_filed": "EARNED WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/earned-wealth-advisors-llc-walnut-creek-ca-108052", "city": "Walnut Creek", "state": "CA", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307265, "name": "ECHO45 Advisors LLC", "name_as_filed": "ECHO45 ADVISORS LLC", "url": "https://advisorcensus.com/firm/echo45-advisors-llc-walnut-creek-ca-307265", "city": "Walnut Creek", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123971, "name": "Elevation Wealth Partners, LLC", "name_as_filed": "ELEVATION WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/elevation-wealth-partners-llc-walnut-creek-ca-123971", "city": "Walnut Creek", "state": "CA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136947, "name": "Evergreen Wealth Advisors, Inc.", "name_as_filed": "EVERGREEN WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/evergreen-wealth-advisors-inc-walnut-creek-ca-136947", "city": "Walnut Creek", "state": "CA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 134146, "name": "Fleming Financial Advising", "name_as_filed": "FLEMING FINANCIAL ADVISING", "url": "https://advisorcensus.com/firm/fleming-financial-advising-walnut-creek-ca-134146", "city": "Walnut Creek", "state": "CA", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109034, "name": "Gemmer Asset Management LLC", "name_as_filed": "GEMMER ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/gemmer-asset-management-llc-walnut-creek-ca-109034", "city": "Walnut Creek", "state": "CA", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 161151, "name": "Ginsberg Financial Strategies", "name_as_filed": "GINSBERG FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/ginsberg-financial-strategies-walnut-creek-ca-161151", "city": "Walnut Creek", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108767, "name": "GKV Capital Management Co Inc", "name_as_filed": "GKV CAPITAL MANAGEMENT CO INC", "url": "https://advisorcensus.com/firm/gkv-capital-management-co-inc-walnut-creek-ca-108767", "city": "Walnut Creek", "state": "CA", "years_registered": 50, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287722, "name": "Globe & Anchor Wealth Management & Financial Planning, LLC", "name_as_filed": "GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/globe-and-anchor-wealth-management-and-financial-planning-llc-walnut-creek-ca-287722", "city": "Walnut Creek", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133057, "name": "Golden Gate Advisors, Inc", "name_as_filed": "GOLDEN GATE ADVISORS, INC", "url": "https://advisorcensus.com/firm/golden-gate-advisors-inc-walnut-creek-ca-133057", "city": "Walnut Creek", "state": "CA", "years_registered": 29, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 108911, "name": "Hahn Capital Management, LLC", "name_as_filed": "HAHN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hahn-capital-management-llc-walnut-creek-ca-108911", "city": "Walnut Creek", "state": "CA", "years_registered": 38, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 139335, "name": "Hawley Advisors", "name_as_filed": "HAWLEY ADVISORS", "url": "https://advisorcensus.com/firm/hawley-advisors-walnut-creek-ca-139335", "city": "Walnut Creek", "state": "CA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 169772, "name": "Insignia Capital Group, L.P.", "name_as_filed": "INSIGNIA CAPITAL GROUP, L.P.", "url": "https://advisorcensus.com/firm/insignia-capital-group-l-p-walnut-creek-ca-169772", "city": "Walnut Creek", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 167314, "name": "Integrity Wealth Partners, LLC", "name_as_filed": "INTEGRITY WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/integrity-wealth-partners-llc-walnut-creek-ca-167314", "city": "Walnut Creek", "state": "CA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112109, "name": "J.P. King Advisors, Inc.", "name_as_filed": "J.P. KING ADVISORS, INC.", "url": "https://advisorcensus.com/firm/j-p-king-advisors-inc-walnut-creek-ca-112109", "city": "Walnut Creek", "state": "CA", "years_registered": 25, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 163084, "name": "JCSD Capital, LLC", "name_as_filed": "JCSD CAPITAL, LLC", "url": "https://advisorcensus.com/firm/jcsd-capital-llc-walnut-creek-ca-163084", "city": "Walnut Creek", "state": "CA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335715, "name": "Kauzer Capital Management, LLC", "name_as_filed": "KAUZER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kauzer-capital-management-llc-walnut-creek-ca-335715", "city": "Walnut Creek", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312793, "name": "Klesis Advisors, LLC", "name_as_filed": "KLESIS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/klesis-advisors-llc-walnut-creek-ca-312793", "city": "Walnut Creek", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343749, "name": "Lafayette Square Financial Advisors, Inc.", "name_as_filed": "LAFAYETTE SQUARE FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/lafayette-square-financial-advisors-inc-walnut-creek-ca-343749", "city": "Walnut Creek", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 165932, "name": "Monvia Financial L.P.", "name_as_filed": "MONVIA FINANCIAL L.P.", "url": "https://advisorcensus.com/firm/monvia-financial-l-p-walnut-creek-ca-165932", "city": "Walnut Creek", "state": "CA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318582, "name": "Navolio & Tallman Advisors LLC", "name_as_filed": "NAVOLIO & TALLMAN ADVISORS LLC", "url": "https://advisorcensus.com/firm/navolio-and-tallman-advisors-llc-walnut-creek-ca-318582", "city": "Walnut Creek", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331616, "name": "NSI Management, LLC", "name_as_filed": "NSI MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nsi-management-llc-walnut-creek-ca-331616", "city": "Walnut Creek", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306511, "name": "Orderly Finance", "name_as_filed": "ORDERLY FINANCE", "url": "https://advisorcensus.com/firm/orderly-finance-walnut-creek-ca-306511", "city": "Walnut Creek", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 172356, "name": "Pacific Excel Wealth Advisors, Inc.", "name_as_filed": "PACIFIC EXCEL WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/pacific-excel-wealth-advisors-inc-walnut-creek-ca-172356", "city": "Walnut Creek", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146856, "name": "Park, Miller, LLC", "name_as_filed": "PARK, MILLER, LLC", "url": "https://advisorcensus.com/firm/park-miller-llc-walnut-creek-ca-146856", "city": "Walnut Creek", "state": "CA", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174215, "name": "Pathwise", "name_as_filed": "PATHWISE", "url": "https://advisorcensus.com/firm/pathwise-walnut-creek-ca-174215", "city": "Walnut Creek", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166003, "name": "Prime Meridian Capital Management, LLC", "name_as_filed": "PRIME MERIDIAN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/prime-meridian-capital-management-llc-walnut-creek-ca-166003", "city": "Walnut Creek", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 142792, "name": "Resolve Financial, LLC", "name_as_filed": "RESOLVE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/resolve-financial-llc-walnut-creek-ca-142792", "city": "Walnut Creek", "state": "CA", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 284277, "name": "Saranap Wealth Advisors", "name_as_filed": "SARANAP WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/saranap-wealth-advisors-walnut-creek-ca-284277", "city": "Walnut Creek", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 293841, "name": "SBJ Capital", "name_as_filed": "SBJ CAPITAL", "url": "https://advisorcensus.com/firm/sbj-capital-walnut-creek-ca-293841", "city": "Walnut Creek", "state": "CA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ca", "label": "Financial advisors in California" }, "metro": { "path": "/advisors/ca/san-francisco", "label": "Financial advisors in San Francisco, CA" }, "city_pages": [ { "path": "/advisors/ca/san-francisco/menlo-park", "label": "Financial advisors in Menlo Park, CA", "firm_count": 158 }, { "path": "/advisors/ca/san-francisco/san-mateo", "label": "Financial advisors in San Mateo, CA", "firm_count": 93 }, { "path": "/advisors/ca/san-francisco/oakland", "label": "Financial advisors in Oakland, CA", "firm_count": 54 }, { "path": "/advisors/ca/san-francisco/mill-valley", "label": "Financial advisors in Mill Valley, CA", "firm_count": 44 }, { "path": "/advisors/ca/san-francisco/san-rafael", "label": "Financial advisors in San Rafael, CA", "firm_count": 44 }, { "path": "/advisors/ca/san-francisco/burlingame", "label": "Financial advisors in Burlingame, CA", "firm_count": 41 }, { "path": "/advisors/ca/san-francisco/berkeley", "label": "Financial advisors in Berkeley, CA", "firm_count": 32 }, { "path": "/advisors/ca/san-francisco/larkspur", "label": "Financial advisors in Larkspur, CA", "firm_count": 30 }, { "path": "/advisors/ca/san-francisco/lafayette", "label": "Financial advisors in Lafayette, CA", "firm_count": 29 }, { "path": "/advisors/ca/san-francisco/san-ramon", "label": "Financial advisors in San Ramon, CA", "firm_count": 29 }, { "path": "/advisors/ca/san-francisco/sausalito", "label": "Financial advisors in Sausalito, CA", "firm_count": 29 }, { "path": "/advisors/ca/san-francisco/redwood-city", "label": "Financial advisors in Redwood City, CA", "firm_count": 28 } ], "fee_pages": [ { "path": "/advisors/ca/san-francisco/fee-only", "label": "Fee-only financial advisors in San Francisco, CA", "firm_count": 320 }, { "path": "/advisors/ca/san-francisco/flat-fee", "label": "Flat-fee financial advisors in San Francisco, CA", "firm_count": 389 }, { "path": "/advisors/ca/san-francisco/hourly", "label": "Hourly financial advisors in San Francisco, CA", "firm_count": 281 } ], "niche_pages": [ { "path": "/advisors/ca/san-francisco/dentists", "firm_count": 1, "label": "Financial advisors for dentists in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/expats-and-americans-abroad", "firm_count": 1, "label": "Financial advisors for expats and Americans abroad in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/financial-independence-and-early-retirement", "firm_count": 2, "label": "Financial advisors for financial independence and early retirement in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/physicians", "firm_count": 1, "label": "Financial advisors for physicians in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/sustainable-and-impact-investing", "firm_count": 1, "label": "Financial advisors for sustainable and impact investing in San Francisco, CA" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }