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Investment Advisors in Concord, CA: 2026 rankings

103 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Concord: Insight Capital Management, RFA Score 72/100; 5.0★ from 145 Google reviews.

  2. 12

    Most-reviewed: The Entrust Group, 179 Google reviews at 4.5★, the most of 103 ranked; ranked #12.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

103 Concord investment advisors are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.7★ across 103 rated firms.

Top 10 investment advisors in Concord at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Concord at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Insight Capital Management725.0★ (145)Concord—Top score
2IPX1031: James Callejas, CES705.0★ (88)San Francisco, 24 mi away——
3IPX1031: Teresa Fluegel675.0★ (13)Walnut Creek, 5 mi away——
4Bamboo Investment Management645.0★ (4)Pleasant Hill, 3 mi awayEvenings—
5Williesha Lee635.0★ (14)Hayward, 22 mi awaySat · Sun—
6William Rock Investments Inc625.0★ (8)Oakley, 17 mi awaySat · Sun · Evenings—
7Roofstock624.8★ (151)Oakland, 17 mi away——
8Voya Investment Management622.0★ (4)Walnut Creek, 4 mi away——
9IRA Resources, Inc., IRAR Trust Company624.5★ (93)Walnut Creek, 5 mi away——
10Doorvest623.5★ (82)San Francisco, 24 mi away——

All 103 investment advisors in Concord, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Concord

    #1 Insight Capital Management

    Based in Concord

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1390 Willow Pass Rd Ste 960, Concord, CA 94520
    View profile for Insight Capital Management(925) 362-9571

  3. #3 IPX1031: Teresa Fluegel

    Based in Walnut Creek, 5 mi away

    67/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 Ygnacio Valley Rd Ste 250, Walnut Creek, CA 94596
    View profile for IPX1031: Teresa Fluegel(415) 290-2814

  5. #5 Williesha Lee

    Based in Hayward, 22 mi away

    63/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Sun 9 AM–5 PM
    View profile for Williesha Lee(510) 402-6597

  7. #7 Roofstock

    Based in Oakland, 17 mi away

    62/100RFA Score

    Ranked #7 because of its Google rating and review volume: 4.8★ from 151 Google reviews.

    • 4.8★ from 151 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    2001 Broadway Ste 400, Oakland, CA 94612
    View profile for Roofstock(800) 466-4116

  10. #10 Doorvest

    Based in San Francisco, 24 mi away

    62/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.5★ from 82 Google reviews, listed on Google as “Investment service”.

    • 3.5★ from 82 Google reviews
    Address
    564 Market St Ste 150, San Francisco, CA 94104
    View profile for Doorvest(281) 729-4229

  11. #11 The Voleon Group

    Based in Berkeley, 15 mi away

    61/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 2.9★ from 27 Google reviews, listed on Google as “Investment service”.

    • 2.9★ from 27 Google reviews
    Address
    1919 Shattuck Ave. Suite 601, Berkeley, CA 94704
    View profile for The Voleon Group(510) 704-9870

  12. #12 The Entrust Group

    Based in Oakland, 18 mi away

    61/100RFA Score

    Ranked #12 because of its Google rating and review volume: 4.5★ from 179 Google reviews, the most in Concord.

    • 4.5★ from 179 Google reviews
    Hours
    Mon 8:30 AM–5 PM · Tue 8:30 AM–3 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    555 12th St Ste 900, Oakland, CA 94607
    View profile for The Entrust Group(800) 392-9653

  13. #13 Felson Companies, Inc

    Based in Hayward, 21 mi away

    60/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.4★ from 16 Google reviews, listed on Google as “Investment company”.

    • 3.4★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1290 B St #212, Hayward, CA 94541
    View profile for Felson Companies, Inc(510) 538-1150

  14. #14 Forge Global

    Based in San Francisco, 24 mi away

    60/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.8★ from 13 Google reviews, listed on Google as “Investment company”.

    • 3.8★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4 Embarcadero Ctr Fl 15, San Francisco, CA 94111
    View profile for Forge Global(800) 279-7754

  15. #15 Tilden Properties

    Based in Danville, 11 mi away

    60/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 2.0★ from 3 Google reviews, listed on Google as “Investment company”.

    • 2.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    156 Diablo Rd, Danville, CA 94526
    View profile for Tilden Properties(925) 935-3036

  16. #16 Juniper Square

    Based in San Francisco, 24 mi away

    60/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.3★ from 8 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    555 Montgomery St #1400, San Francisco, CA 94111
    View profile for Juniper Square(415) 841-2722

  17. #17 CNote

    Based in Oakland, 17 mi away

    60/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment company”.

    • 4.0★ from 4 Google reviews
    Address
    2323 Broadway, Oakland, CA 94612
    View profile for CNote

  19. #19 Macroaxis

    Based in San Francisco, 24 mi away

    59/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 5 Google reviews
    Hours
    Mon–Fri 12 AM–12 AM · Sat closed · Sun 12 AM–12 AM
    Address
    505 Montgomery St Fl 10, San Francisco, CA 94111
    View profile for Macroaxis(415) 655-6756

  20. #20 Main Management

    Based in San Francisco, 24 mi away

    59/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 5 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    601 California St #300, San Francisco, CA 94108
    View profile for Main Management(415) 217-5800

  21. #21 ATEL Capital Group

    Based in San Francisco, 24 mi away

    59/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 2.9★ from 16 Google reviews, listed on Google as “Investment service”.

    • 2.9★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    505 Montgomery St Ste 700, San Francisco, CA 94111
    View profile for ATEL Capital Group(415) 989-8800

  22. #22 ICONIQ

    Based in San Francisco, 24 mi away

    59/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 4 Google reviews
    Address
    300 Mission St, San Francisco, CA 94105
    View profile for ICONIQ(415) 967-7763

  23. #23 EP Wealth Advisors

    Based in Walnut Creek, 6 mi away

    58/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1333 N California Blvd Ste 100, Walnut Creek, CA 94596
    View profile for EP Wealth Advisors(925) 283-2201

  24. #24 FutureAdvisor

    Based in San Francisco, 24 mi away

    58/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.2★ from 6 Google reviews, listed on Google as “Investment service”.

    • 3.2★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    400 Howard St, San Francisco, CA 94105
    View profile for FutureAdvisor(800) 975-7199

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 103 ranked investment advisors here; the rest are on their profiles.

investment advisors in Concord, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wells Fargo Advisors573.7★ (3)24 mi
27OctaveWealth573.7★ (3)25 mi
28Meritage Group LP572.3★ (4)24 mi
29Allworth Financial575.0★ (13)6 mi
30Burton Enright Welch575.0★ (12)6 mi
31Insight Wealth Strategies565.0★ (23)15 mi
32Mark Palmer - Edelman Financial Engines564.7★ (13)5 mi
33Monroe Wealth Management565.0★ (40)24 mi
34Liberty Group564.8★ (28)17 mi
35Alamo Capital564.5★ (12)5 mi
36Frontier Wealth Strategies LP564.6★ (11)5 mi
37Jason Cooke - Edelman Financial Engines565.0★ (14)11 mi
38Travis Credit Union563.9★ (70)16 mi
39Edelman Financial Engines555.0★ (8)5 mi
40Fidelity Investments553.5★ (23)5 mi
41Financial Zen555.0★ (29)24 mi
42Babylon Wealth Management555.0★ (7)6 mi
43Cadence Capital Investments555.0★ (14)14 mi
44Edelman Financial Engines545.0★ (9)11 mi
45Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®545.0★ (3)In Concord
46Mission Wealth544.7★ (6)6 mi
47Charles Schwab543.1★ (26)6 mi
48Dogpatch Wealth545.0★ (23)25 mi
49Wealth Script Advisors LLC545.0★ (22)24 mi
50Mirador Capital Partners545.0★ (19)23 mi

Also serving Concord

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Concord
BusinessGoogle ratingDistance
Atlas Express4.0★ (4)In Concord
AXA AdvisorsIn Concord
Bank of America Financial Center2.5★ (62)In Concord
BAR Financial, LLC1.0★ (1)In Concord
BMO Bank N.A Branches2.7★ (26)In Concord
BSI Financial Services Inc1.0★ (13)In Concord
Campos Tax Services, Inc3.7★ (3)In Concord
Investment Growth Management, Inc.In Concord
Javier Ly Martinez: Primerica - Financial Services5.0★ (18)In Concord
Merrill Investment & Retirement Financial CenterIn Concord
Mutual of Omaha® Advisors - Concord5.0★ (2)In Concord
Patelco Credit Union Concord3.6★ (71)In Concord
Shauna Financial Service5.0★ (3)In Concord
Specialized Services5.0★ (2)In Concord
Topmosthub1.0★ (1)In Concord
U.S. Bancorp Advisors - Financial Advisors: ConcordIn Concord
U.S. Bancorp Advisors - Financial Advisors: Justin SayadaIn Concord
Wells Fargo Advisors1.0★ (1)In Concord
Wells Fargo AdvisorsIn Concord
World Financial Group Inc3.5★ (2)In Concord

How we ranked Concord investment advisors

We scored 103 Concord investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Concord data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Concord: frequently asked questions

Which investment advisor has the highest RFA Score in Concord?

By RFA Score, the highest-ranked investment advisor in Concord, CA is Insight Capital Management with an RFA Score of 72/100. It has 5.0★ from 145 Google reviews. IPX1031: James Callejas, CES (#2) and IPX1031: Teresa Fluegel (#3) follow. We ranked 103 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Concord?

RankedFinancialAdvisors ranks 103 investment advisors serving Concord, CA. 2 of them are based in Concord; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Concord work on weekends?

7 of 103 ranked investment advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Williesha Lee (#5) and William Rock Investments Inc (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Concord investment advisors have?

The median Google rating among 103 rated investment advisors in Concord is 4.7★, with a median of 8 reviews. The Entrust Group has the most, 179 reviews, and ranks #12. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Concord count in this ranking?

Yes, if they are within 25 mi of the Concord city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Concord ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Concord a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Concord

  1. November 2026: RFA Scores recalculated for 103 investment advisors serving Concord.

More investment advisors and Concord pages