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Wealth Managers in Discovery Bay, CA: 2026 rankings

28 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Discovery Bay: Tomren & Sullivan Wealth Management, RFA Score 70/100; 5.0★ from 59 Google reviews.

  2. 2

    Most-reviewed: Summit Wealth & Retirement Partners, 44 Google reviews at 5.0★, the most of 28 ranked after Tomren & Sullivan Wealth Management; ranked #2.

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

28 Discovery Bay wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 28 rated firms.

Top 10 wealth managers in Discovery Bay 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 wealth managers in Discovery Bay at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Tomren & Sullivan Wealth Management705.0★ (59)San Ramon, 22 mi awayTop score
2Summit Wealth & Retirement Partners695.0★ (44)San Ramon, 22 mi awayMost reviews
3Insight Wealth Strategies675.0★ (23)San Ramon, 22 mi away—
4Owl and Ore Wealth Planning664.8★ (25)Pleasant Hill, 25 mi away—
5Journey Wealth Management, LLC665.0★ (17)Manteca, 22 mi away—
6EP Wealth Advisors665.0★ (20)Walnut Creek, 25 mi away—
7Farther Finance - Michael Lee - Principal, Wealth Advisor & Focus Team Lead with the Focus Team at Farther655.0★ (26)Alameda, 34 mi away—
8Shad Roundy - Seascape Wealth635.0★ (6)Tracy, 15 mi away—
9Brentwood Wealth Alliance- World Financial Group633.4★ (5)Brentwood, 6 mi away—
10Oliveira Wealth634.8★ (18)Modesto, 36 mi away—

All 28 wealth managers in Discovery Bay, 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.

  6. #6 EP Wealth Advisors

    Based in Walnut Creek, 25 mi away

    66/100RFA Score

    Ranked #6 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

  7. #7 Farther Finance - Michael Lee - Principal, Wealth Advisor & Focus Team Lead with the Focus Team at Farther

    Based in Alameda, 34 mi away

    65/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Farther Finance - Michael Lee - Principal, Wealth Advisor & Focus Team Lead with the Focus Team at Farther(510) 335-8808

  10. #10 Oliveira Wealth

    Based in Modesto, 36 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 18 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    810 Standiford Ave Ste 1, Modesto, CA 95350
    View profile for Oliveira Wealth(209) 579-2332

  15. #15 Mission Wealth

    Based in Walnut Creek, 25 mi away

    62/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.7★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 4.7★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1212 Broadway Plaza Suite 17 & 20, Walnut Creek, CA 94596
    View profile for Mission Wealth(925) 528-0282

  17. #17 Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC®

    Based in Walnut Creek, 25 mi away

    61/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–2 PM · Sat–Sun closed
    Address
    700 Ygnacio Valley Rd Ste 140 Floor 1, Walnut Creek, CA 94596
    View profile for Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC®(925) 478-5524

  24. #24 Summit Wealth Group

    Based in Fairfield, 37 mi away

    60/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–1 PM · Sat–Sun closed
    Address
    5030 Business Center Dr #110, Fairfield, CA 94534
    View profile for Summit Wealth Group(707) 439-3483

All 28 wealth managers

#1 to #25 are shown in full above. Here are #26 to #28, in RFA Score order; each links to its profile.

wealth managers in Discovery Bay, ranks 26 to 28
RankBusinessRFA ScoreGoogle ratingDistance
26Topel & DiStasi Wealth Management595.0★ (4)35 mi
27Abundance Wealth Planning, a Farther Finance company585.0★ (3)34 mi
28Merrill Lynch Wealth Management573.7★ (3)38 mi

Also serving Discovery Bay

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Discovery Bay
BusinessGoogle ratingDistance
Attain Wealth Protection, Inc.5.0★ (2)25 mi
Barrett Financial5.0★ (1)In Discovery Bay
Bfm Wealth Management5.0★ (2)23 mi
Canyon Wealth Management - Ameriprise Financial Services, LLC5.0★ (2)23 mi
Cojo Bay AdvisorsIn Discovery Bay
Element Wealth Management3.5★ (2)25 mi
Gallagher Wealth Management4.5★ (2)23 mi
Homeowners Financial GroupIn Discovery Bay
Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)37 mi
Kevin Olison - Owner of Olison & Company - Financial Planning & Wealth Management5.0★ (2)23 mi
Magnus DuBorg - RBC Wealth Management Financial Advisor5.0★ (2)25 mi
Mercer Partners Wealth Management5.0★ (2)25 mi
Merrill Lynch Wealth Management3.0★ (2)25 mi
Pacific Wealth Planning, Inc.5.0★ (2)22 mi
Pearl Wealth Advisors5.0★ (2)25 mi
Pleasanton WealthPleasanton Wealth Advisors5.0★ (2)23 mi
Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)23 mi
Smart Path Wealth Management5.0★ (2)22 mi
True Wealth Advisory Group5.0★ (2)25 mi
Wasser Wealth Management3.0★ (2)26 mi

How we ranked Discovery Bay wealth managers

We scored 28 Discovery Bay wealth managers 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 Discovery Bay 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 a wealth manager

  1. Confirm the wealth manager 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 a wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Discovery Bay: frequently asked questions

Which wealth manager has the highest RFA Score in Discovery Bay?

By RFA Score, the highest-ranked wealth manager in Discovery Bay, CA is Tomren & Sullivan Wealth Management with an RFA Score of 70/100. It has 5.0★ from 59 Google reviews. Summit Wealth & Retirement Partners (#2) and Insight Wealth Strategies (#3) follow. We ranked 28 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Discovery Bay?

RankedFinancialAdvisors ranks 28 wealth managers serving Discovery Bay, CA. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Discovery Bay wealth managers have?

The median Google rating among 28 rated wealth managers in Discovery Bay is 5.0★, with a median of 6 reviews. Tomren & Sullivan Wealth Management has the most, 59 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Discovery Bay count in this ranking?

Yes, if they are within 40 mi of the Discovery Bay city center, our service radius for wealth managers. 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 wealth managers 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 a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Discovery Bay ranked?

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

How do I check a wealth manager’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 wealth manager in Discovery Bay 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 wealth managers 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 Discovery Bay

  1. November 2026: RFA Scores recalculated for 28 wealth managers serving Discovery Bay.

More wealth managers and Discovery Bay pages