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Investment Advisors in Pinole, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Pinole: IPX1031: James Callejas, CES, RFA Score 72/100; 5.0★ from 88 Google reviews.

  2. 13

    Most-reviewed: The Entrust Group, 179 Google reviews at 4.5★, the most of 121 ranked; ranked #13.

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

121 Pinole investment advisors are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.6★ across 121 rated firms.

Top 10 investment advisors in Pinole 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 Pinole at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1IPX1031: James Callejas, CES725.0★ (88)San Francisco, 16 mi away—Top score
2Insight Capital Management685.0★ (145)Concord, 14 mi away——
3Williesha Lee675.0★ (14)Hayward, 11 mi awaySat · Sun—
4IPX1031: Teresa Fluegel655.0★ (13)Walnut Creek, 15 mi away——
5Doorvest643.5★ (82)San Francisco, 16 mi away——
6Roofstock634.8★ (151)Oakland, 14 mi away——
7The Voleon Group632.9★ (27)Berkeley, 9 mi away——
8Forge Global633.8★ (13)San Francisco, 15 mi away——
9Juniper Square634.3★ (8)San Francisco, 16 mi away——
10Bamboo Investment Management625.0★ (4)Pleasant Hill, 14 mi awayEvenings—

All 121 investment advisors in Pinole, 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.

  2. #2 Insight Capital Management

    Based in Concord, 14 mi away

    68/100RFA Score

    Ranked #2 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 Williesha Lee

    Based in Hayward, 11 mi away

    67/100RFA Score

    Ranked #3 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

  4. #4 IPX1031: Teresa Fluegel

    Based in Walnut Creek, 15 mi away

    65/100RFA Score

    Ranked #4 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 Doorvest

    Based in San Francisco, 16 mi away

    64/100RFA Score

    Ranked #5 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

  6. #6 Roofstock

    Based in Oakland, 14 mi away

    63/100RFA Score

    Ranked #6 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

  7. #7 The Voleon Group

    Based in Berkeley, 9 mi away

    63/100RFA Score

    Ranked #7 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

  8. #8 Forge Global

    Based in San Francisco, 15 mi away

    63/100RFA Score

    Ranked #8 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

  9. #9 Juniper Square

    Based in San Francisco, 16 mi away

    63/100RFA Score

    Ranked #9 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

  11. #11 Macroaxis

    Based in San Francisco, 16 mi away

    62/100RFA Score

    Ranked #11 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

  12. #12 Main Management

    Based in San Francisco, 16 mi away

    62/100RFA Score

    Ranked #12 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

  13. #13 The Entrust Group

    Based in Oakland, 14 mi away

    62/100RFA Score

    Ranked #13 because of its Google rating and review volume: 4.5★ from 179 Google reviews, the most in Pinole.

    • 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

  14. #14 ATEL Capital Group

    Based in San Francisco, 16 mi away

    62/100RFA Score

    Ranked #14 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

  15. #15 CNote

    Based in Oakland, 13 mi away

    62/100RFA Score

    Ranked #15 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

  16. #16 ICONIQ

    Based in San Francisco, 16 mi away

    62/100RFA Score

    Ranked #16 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

  17. #17 FutureAdvisor

    Based in San Francisco, 16 mi away

    61/100RFA Score

    Ranked #17 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

  22. #22 Meritage Group LP

    Based in San Francisco, 15 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.3★ from 4 Google reviews, listed on Google as “Investment company”.

    • 2.3★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1 Ferry Building Ste 375, San Francisco, CA 94111
    View profile for Meritage Group LP(415) 399-5330

  23. #23 OctaveWealth

    Based in San Francisco, 16 mi away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    14 Mint Plaza Ste 500, San Francisco, CA 94103
    View profile for OctaveWealth

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 121 ranked investment advisors here; the rest are on their profiles.

investment advisors in Pinole, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wells Fargo Advisors595.0★ (3)22 mi
27Monroe Wealth Management595.0★ (40)15 mi
28Liberty Group595.0★ (33)14 mi
29Tilden Properties582.0★ (3)21 mi
30Redwood Credit Union584.3★ (90)17 mi
31Financial Zen585.0★ (29)16 mi
32Liberty Group584.8★ (28)13 mi
33Redwood Credit Union584.3★ (44)12 mi
34Redwood Credit Union574.6★ (55)20 mi
35True Root Financial575.0★ (24)16 mi
36Wealth Script Advisors LLC575.0★ (22)16 mi
37EP Wealth Advisors575.0★ (20)15 mi
38Dogpatch Wealth565.0★ (23)18 mi
39Sonoma Wealth Advisors564.9★ (33)22 mi
40True Capital Management563.7★ (9)16 mi
41Redwood Credit Union564.1★ (48)16 mi
42Emily S. Chan - Ameriprise Financial Services, LLC565.0★ (14)13 mi
43Citrine Capital565.0★ (17)16 mi
44Ginsberg Financial Strategies564.3★ (24)14 mi
45Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor565.0★ (16)16 mi
46KB FINANCIAL ADVISORS564.8★ (18)16 mi
47Redwood Credit Union554.4★ (57)25 mi
48Grotjahn Capital Management Co553.3★ (7)16 mi
49Allworth Financial555.0★ (13)15 mi
50Burton Enright Welch555.0★ (12)15 mi

Also serving Pinole

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 Pinole
BusinessGoogle ratingDistance
Bedell Frazier Investment Counselling, LLC3.0★ (2)14 mi
Bell Investment Advisors3.0★ (2)11 mi
BMO Bank N.A Branches3.1★ (21)In Pinole
Capital Advantage, Inc.5.0★ (2)15 mi
Delta Investment Management3.0★ (2)16 mi
Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS®|CRPS™5.0★ (2)15 mi
Edward Jones - Financial Advisor: Lawrence R Kolka, CFP®|AAMS®5.0★ (2)15 mi
Farallon Capital Management LLC5.0★ (2)15 mi
ICA Fund5.0★ (2)14 mi
Kendall Financial Services5.0★ (2)In Pinole
Magnus DuBorg - RBC Wealth Management Financial Advisor5.0★ (2)15 mi
Merrill Investment & Retirement Financial CenterIn Pinole
Merrill Lynch Wealth Management3.0★ (2)15 mi
Mutual of Omaha® Advisors - Concord5.0★ (2)14 mi
New Evolution Ventures1.0★ (2)12 mi
Pearl Wealth Advisors5.0★ (2)14 mi
Redwood Credit Union5.0★ (2)15 mi
Strategy Squad5.0★ (2)11 mi
Wealth Enhancement Group5.0★ (2)6 mi
Winship Wealth Partners4.5★ (2)12 mi

How we ranked Pinole investment advisors

We scored 121 Pinole 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 Pinole 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 Pinole: frequently asked questions

Which investment advisor has the highest RFA Score in Pinole?

By RFA Score, the highest-ranked investment advisor in Pinole, CA is IPX1031: James Callejas, CES with an RFA Score of 72/100. It has 5.0★ from 88 Google reviews. Insight Capital Management (#2) and Williesha Lee (#3) follow. We ranked 121 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Pinole?

RankedFinancialAdvisors ranks 121 investment advisors serving Pinole, CA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Pinole work on weekends?

13 of 121 ranked investment advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Williesha Lee (#3) and Travis Credit Union (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Pinole investment advisors have?

The median Google rating among 121 rated investment advisors in Pinole is 4.6★, with a median of 8 reviews. The Entrust Group has the most, 179 reviews, and ranks #13. 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 Pinole count in this ranking?

Yes, if they are within 25 mi of the Pinole 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 Pinole 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 Pinole 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 Pinole

  1. November 2026: RFA Scores recalculated for 121 investment advisors serving Pinole.

More investment advisors and Pinole pages