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Insight Capital ManagementFinancial advisor in Concord, CA

Insight Capital Management is a financial advisor at 1390 Willow Pass Rd Ste 960, Concord, CA 94520, ranked #1 of 324 financial advisors in Concord and rated 5.0 from 145 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Concord, CAUpdated 0 paid placements in any rankingHow we rank

Call (925) 362-9571Website ↗

Key facts

Key facts about Insight Capital Management
Address1390 Willow Pass Rd Ste 960, Concord, CA 94520Get directions
Phone(925) 362-9571
Websiteinsightcapmgmt.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 4 PM
Google rating5.0 from 145 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Concord and 11 towns within 25 miles: Pleasant Hill, Walnut Creek, Martinez, Bay Point, Clayton, Lafayette, Benicia, Alamo, Orinda, Pittsburg and Moraga.

Based in Concord, CAView on map

Opening hours

Opening hours for Insight Capital Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Insight Capital Management

How is Insight Capital Management ranked in Concord?

Insight Capital Management is ranked #1 of 324 financial advisors in Concord by RFA Score, with 74 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Insight Capital Management’s hours?

Insight Capital Management is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Insight Capital Management serve?

Serves Concord and 11 towns within 25 miles: Pleasant Hill, Walnut Creek, Martinez, Bay Point, Clayton, Lafayette, Benicia, Alamo, Orinda, Pittsburg and Moraga. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Insight Capital Management?

Insight Capital Management has a rating of 5.0 from 145 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Insight Capital Management?

Call Insight Capital Management on (925) 362-9571. The business is at 1390 Willow Pass Rd Ste 960, Concord, CA 94520. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Insight Capital Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Insight Capital Management (this business)—745.0 (145)NoNo
Bank of America Financial Center#3674.5 (58)NoNo2.4 mi

See all 324 ranked financial advisors in Concord