# Financial advisors in Walnut Creek, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek

## At a glance

- Investment advisory firms: 62
- Registration: SEC-registered investment adviser: 33, State-registered investment adviser: 25, Exempt reporting adviser: 4
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 25 (43%); Percentage of assets 56 (97%); Hourly charges 23 (40%); Fixed fees 29 (50%); Performance-based fees 7 (12%); Other 2 (3%); No compensation arrangements reported 4
- Regulatory assets under management (Item 5.F): Under $25 million 9 (15%); $25 million to $100 million 14 (23%); $100 million to $500 million 18 (29%); $500 million to $1 billion 7 (11%); $1 billion to $5 billion 6 (10%); Over $5 billion 2 (3%); Not reported 6 (10%)
- Years registered: Under 5 years 16 (26%); 5 to 9 years 16 (26%); 10 to 19 years 16 (26%); 20 years or more 14 (23%)

## Firms (page 1 of 2, 1 to 50 of 62, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [361 Financial Planning, Inc.](https://advisorcensus.com/firm/361-financial-planning-inc-walnut-creek-ca-283581) ([md](https://advisorcensus.com/firm/361-financial-planning-inc-walnut-creek-ca-283581.md)) | 283581 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Acclaro Wealth Management](https://advisorcensus.com/firm/acclaro-wealth-management-walnut-creek-ca-183518) ([md](https://advisorcensus.com/firm/acclaro-wealth-management-walnut-creek-ca-183518.md)) | 183518 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Alamo Capital](https://advisorcensus.com/firm/alamo-capital-walnut-creek-ca-26193) ([md](https://advisorcensus.com/firm/alamo-capital-walnut-creek-ca-26193.md)) | 26193 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Alder Vale](https://advisorcensus.com/firm/alder-vale-walnut-creek-ca-340953) ([md](https://advisorcensus.com/firm/alder-vale-walnut-creek-ca-340953.md)) | 340953 | Walnut Creek, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Arbor Wealth Management](https://advisorcensus.com/firm/arbor-wealth-management-walnut-creek-ca-289324) ([md](https://advisorcensus.com/firm/arbor-wealth-management-walnut-creek-ca-289324.md)) | 289324 | Walnut Creek, CA | State-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Babylon Wealth Management LLC](https://advisorcensus.com/firm/babylon-wealth-management-llc-walnut-creek-ca-283309) ([md](https://advisorcensus.com/firm/babylon-wealth-management-llc-walnut-creek-ca-283309.md)) | 283309 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Barentsen Advisory Services, LLC](https://advisorcensus.com/firm/barentsen-advisory-services-llc-walnut-creek-ca-285676) ([md](https://advisorcensus.com/firm/barentsen-advisory-services-llc-walnut-creek-ca-285676.md)) | 285676 | Walnut Creek, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Boltwood Capital Management](https://advisorcensus.com/firm/boltwood-capital-management-walnut-creek-ca-110293) ([md](https://advisorcensus.com/firm/boltwood-capital-management-walnut-creek-ca-110293.md)) | 110293 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 40 | % of assets, Fixed fee |
| [Burton Enright Welch](https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376) ([md](https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376.md)) | 118376 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [Capital Advantage, Inc.](https://advisorcensus.com/firm/capital-advantage-inc-walnut-creek-ca-108985) ([md](https://advisorcensus.com/firm/capital-advantage-inc-walnut-creek-ca-108985.md)) | 108985 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets |
| [Capital Management Advisor Group, LLC](https://advisorcensus.com/firm/capital-management-advisor-group-llc-walnut-creek-ca-304617) ([md](https://advisorcensus.com/firm/capital-management-advisor-group-llc-walnut-creek-ca-304617.md)) | 304617 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Casilio Leitch Investments](https://advisorcensus.com/firm/casilio-leitch-investments-walnut-creek-ca-173152) ([md](https://advisorcensus.com/firm/casilio-leitch-investments-walnut-creek-ca-173152.md)) | 173152 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Castle Rock Wealth Management, LLC](https://advisorcensus.com/firm/castle-rock-wealth-management-llc-walnut-creek-ca-199513) ([md](https://advisorcensus.com/firm/castle-rock-wealth-management-llc-walnut-creek-ca-199513.md)) | 199513 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [Cavu Wealth Advisors, LLC](https://advisorcensus.com/firm/cavu-wealth-advisors-llc-walnut-creek-ca-340677) ([md](https://advisorcensus.com/firm/cavu-wealth-advisors-llc-walnut-creek-ca-340677.md)) | 340677 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Clbi Investments Inc](https://advisorcensus.com/firm/clbi-investments-inc-walnut-creek-ca-105703) ([md](https://advisorcensus.com/firm/clbi-investments-inc-walnut-creek-ca-105703.md)) | 105703 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Concentric](https://advisorcensus.com/firm/concentric-walnut-creek-ca-321633) ([md](https://advisorcensus.com/firm/concentric-walnut-creek-ca-321633.md)) | 321633 | Walnut Creek, CA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets |
| [Dawson Investment Management](https://advisorcensus.com/firm/dawson-investment-management-walnut-creek-ca-312098) ([md](https://advisorcensus.com/firm/dawson-investment-management-walnut-creek-ca-312098.md)) | 312098 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly |
| [Destination Wealth Management](https://advisorcensus.com/firm/destination-wealth-management-walnut-creek-ca-110365) ([md](https://advisorcensus.com/firm/destination-wealth-management-walnut-creek-ca-110365.md)) | 110365 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Hourly, Fixed fee |
| [Dhamma Capital](https://advisorcensus.com/firm/dhamma-capital-walnut-creek-ca-302037) ([md](https://advisorcensus.com/firm/dhamma-capital-walnut-creek-ca-302037.md)) | 302037 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Diablo Vista Capital, LLC](https://advisorcensus.com/firm/diablo-vista-capital-llc-walnut-creek-ca-155830) ([md](https://advisorcensus.com/firm/diablo-vista-capital-llc-walnut-creek-ca-155830.md)) | 155830 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Performance fee |
| [Earned Wealth Advisors, LLC](https://advisorcensus.com/firm/earned-wealth-advisors-llc-walnut-creek-ca-108052) ([md](https://advisorcensus.com/firm/earned-wealth-advisors-llc-walnut-creek-ca-108052.md)) | 108052 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Hourly, Fixed fee |
| [ECHO45 Advisors LLC](https://advisorcensus.com/firm/echo45-advisors-llc-walnut-creek-ca-307265) ([md](https://advisorcensus.com/firm/echo45-advisors-llc-walnut-creek-ca-307265.md)) | 307265 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Elevation Wealth Partners, LLC](https://advisorcensus.com/firm/elevation-wealth-partners-llc-walnut-creek-ca-123971) ([md](https://advisorcensus.com/firm/elevation-wealth-partners-llc-walnut-creek-ca-123971.md)) | 123971 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Evergreen Wealth Advisors, Inc.](https://advisorcensus.com/firm/evergreen-wealth-advisors-inc-walnut-creek-ca-136947) ([md](https://advisorcensus.com/firm/evergreen-wealth-advisors-inc-walnut-creek-ca-136947.md)) | 136947 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly |
| [Fleming Financial Advising](https://advisorcensus.com/firm/fleming-financial-advising-walnut-creek-ca-134146) ([md](https://advisorcensus.com/firm/fleming-financial-advising-walnut-creek-ca-134146.md)) | 134146 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |
| [Gemmer Asset Management LLC](https://advisorcensus.com/firm/gemmer-asset-management-llc-walnut-creek-ca-109034) ([md](https://advisorcensus.com/firm/gemmer-asset-management-llc-walnut-creek-ca-109034.md)) | 109034 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 27 | % of assets |
| [Ginsberg Financial Strategies](https://advisorcensus.com/firm/ginsberg-financial-strategies-walnut-creek-ca-161151) ([md](https://advisorcensus.com/firm/ginsberg-financial-strategies-walnut-creek-ca-161151.md)) | 161151 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [GKV Capital Management Co Inc](https://advisorcensus.com/firm/gkv-capital-management-co-inc-walnut-creek-ca-108767) ([md](https://advisorcensus.com/firm/gkv-capital-management-co-inc-walnut-creek-ca-108767.md)) | 108767 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 50 | % of assets, Fixed fee |
| [Globe & Anchor Wealth Management & Financial Planning, LLC](https://advisorcensus.com/firm/globe-and-anchor-wealth-management-and-financial-planning-llc-walnut-creek-ca-287722) ([md](https://advisorcensus.com/firm/globe-and-anchor-wealth-management-and-financial-planning-llc-walnut-creek-ca-287722.md)) | 287722 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Golden Gate Advisors, Inc](https://advisorcensus.com/firm/golden-gate-advisors-inc-walnut-creek-ca-133057) ([md](https://advisorcensus.com/firm/golden-gate-advisors-inc-walnut-creek-ca-133057.md)) | 133057 | Walnut Creek, CA | State-registered investment adviser | Not reported | 29 | Other |
| [Hahn Capital Management, LLC](https://advisorcensus.com/firm/hahn-capital-management-llc-walnut-creek-ca-108911) ([md](https://advisorcensus.com/firm/hahn-capital-management-llc-walnut-creek-ca-108911.md)) | 108911 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 38 | % of assets |
| [Hawley Advisors](https://advisorcensus.com/firm/hawley-advisors-walnut-creek-ca-139335) ([md](https://advisorcensus.com/firm/hawley-advisors-walnut-creek-ca-139335.md)) | 139335 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly |
| [Insignia Capital Group, L.P.](https://advisorcensus.com/firm/insignia-capital-group-l-p-walnut-creek-ca-169772) ([md](https://advisorcensus.com/firm/insignia-capital-group-l-p-walnut-creek-ca-169772.md)) | 169772 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee |
| [Integrity Wealth Partners, LLC](https://advisorcensus.com/firm/integrity-wealth-partners-llc-walnut-creek-ca-167314) ([md](https://advisorcensus.com/firm/integrity-wealth-partners-llc-walnut-creek-ca-167314.md)) | 167314 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [J.P. King Advisors, Inc.](https://advisorcensus.com/firm/j-p-king-advisors-inc-walnut-creek-ca-112109) ([md](https://advisorcensus.com/firm/j-p-king-advisors-inc-walnut-creek-ca-112109.md)) | 112109 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Fixed fee |
| [JCSD Capital, LLC](https://advisorcensus.com/firm/jcsd-capital-llc-walnut-creek-ca-163084) ([md](https://advisorcensus.com/firm/jcsd-capital-llc-walnut-creek-ca-163084.md)) | 163084 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Performance fee |
| [Kauzer Capital Management, LLC](https://advisorcensus.com/firm/kauzer-capital-management-llc-walnut-creek-ca-335715) ([md](https://advisorcensus.com/firm/kauzer-capital-management-llc-walnut-creek-ca-335715.md)) | 335715 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Klesis Advisors, LLC](https://advisorcensus.com/firm/klesis-advisors-llc-walnut-creek-ca-312793) ([md](https://advisorcensus.com/firm/klesis-advisors-llc-walnut-creek-ca-312793.md)) | 312793 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Lafayette Square Financial Advisors, Inc.](https://advisorcensus.com/firm/lafayette-square-financial-advisors-inc-walnut-creek-ca-343749) ([md](https://advisorcensus.com/firm/lafayette-square-financial-advisors-inc-walnut-creek-ca-343749.md)) | 343749 | Walnut Creek, CA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Monvia Financial L.P.](https://advisorcensus.com/firm/monvia-financial-l-p-walnut-creek-ca-165932) ([md](https://advisorcensus.com/firm/monvia-financial-l-p-walnut-creek-ca-165932.md)) | 165932 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [Navolio & Tallman Advisors LLC](https://advisorcensus.com/firm/navolio-and-tallman-advisors-llc-walnut-creek-ca-318582) ([md](https://advisorcensus.com/firm/navolio-and-tallman-advisors-llc-walnut-creek-ca-318582.md)) | 318582 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [NSI Management, LLC](https://advisorcensus.com/firm/nsi-management-llc-walnut-creek-ca-331616) ([md](https://advisorcensus.com/firm/nsi-management-llc-walnut-creek-ca-331616.md)) | 331616 | Walnut Creek, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Orderly Finance](https://advisorcensus.com/firm/orderly-finance-walnut-creek-ca-306511) ([md](https://advisorcensus.com/firm/orderly-finance-walnut-creek-ca-306511.md)) | 306511 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [Pacific Excel Wealth Advisors, Inc.](https://advisorcensus.com/firm/pacific-excel-wealth-advisors-inc-walnut-creek-ca-172356) ([md](https://advisorcensus.com/firm/pacific-excel-wealth-advisors-inc-walnut-creek-ca-172356.md)) | 172356 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Park, Miller, LLC](https://advisorcensus.com/firm/park-miller-llc-walnut-creek-ca-146856) ([md](https://advisorcensus.com/firm/park-miller-llc-walnut-creek-ca-146856.md)) | 146856 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets |
| [Pathwise](https://advisorcensus.com/firm/pathwise-walnut-creek-ca-174215) ([md](https://advisorcensus.com/firm/pathwise-walnut-creek-ca-174215.md)) | 174215 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Prime Meridian Capital Management, LLC](https://advisorcensus.com/firm/prime-meridian-capital-management-llc-walnut-creek-ca-166003) ([md](https://advisorcensus.com/firm/prime-meridian-capital-management-llc-walnut-creek-ca-166003.md)) | 166003 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Performance fee |
| [Resolve Financial, LLC](https://advisorcensus.com/firm/resolve-financial-llc-walnut-creek-ca-142792) ([md](https://advisorcensus.com/firm/resolve-financial-llc-walnut-creek-ca-142792.md)) | 142792 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly |
| [Saranap Wealth Advisors](https://advisorcensus.com/firm/saranap-wealth-advisors-walnut-creek-ca-284277) ([md](https://advisorcensus.com/firm/saranap-wealth-advisors-walnut-creek-ca-284277.md)) | 284277 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [SBJ Capital](https://advisorcensus.com/firm/sbj-capital-walnut-creek-ca-293841) ([md](https://advisorcensus.com/firm/sbj-capital-walnut-creek-ca-293841.md)) | 293841 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee, Performance fee |

- Next page: https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek/page/2.md

## Questions people ask

**How many financial advisory firms are there in Walnut Creek, CA?**
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.

**How many fee-only financial advisors are in Walnut Creek, CA?**
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.

**How many financial advisors in Walnut Creek, CA offer financial planning?**
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.

**Are the financial advisors in Walnut Creek, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in Lafayette, CA](https://advisorcensus.com/advisors/ca/san-francisco/lafayette) (https://advisorcensus.com/advisors/ca/san-francisco/lafayette.md)
- [Financial advisors in San Ramon, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-ramon) (https://advisorcensus.com/advisors/ca/san-francisco/san-ramon.md)
- [Financial advisors in Sausalito, CA](https://advisorcensus.com/advisors/ca/san-francisco/sausalito) (https://advisorcensus.com/advisors/ca/san-francisco/sausalito.md)
- [Financial advisors in Redwood City, CA](https://advisorcensus.com/advisors/ca/san-francisco/redwood-city) (https://advisorcensus.com/advisors/ca/san-francisco/redwood-city.md)
- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Financial advisors in Walnut Creek, CA: 62 firms from Form ADV filings as of October 2026.