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Wealth Managers in Walnut Creek, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Walnut Creek: Tomren & Sullivan Wealth Management, RFA Score 71/100; 5.0★ from 59 Google reviews.

  2. 2

    Most-reviewed: Summit Wealth & Retirement Partners, 44 Google reviews at 5.0★, the most of 66 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

66 Walnut Creek wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 66 rated firms.

Top 10 wealth managers in Walnut Creek 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 Walnut Creek at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Tomren & Sullivan Wealth Management715.0★ (59)San Ramon, 11 mi awayTop score
2Summit Wealth & Retirement Partners705.0★ (44)San Ramon, 10 mi awayMost reviews
3EP Wealth Advisors695.0★ (20)Walnut Creek—
4Owl and Ore Wealth Planning694.8★ (25)Pleasant Hill, 2 mi away—
5Monroe Wealth Management685.0★ (40)San Francisco, 20 mi away—
6Insight Wealth Strategies675.0★ (23)San Ramon, 11 mi away—
7Farther Finance - Michael Lee - Principal, Wealth Advisor & Focus Team Lead with the Focus Team at Farther675.0★ (26)Alameda, 15 mi away—
8Frontier Wealth Strategies LP664.6★ (11)Walnut Creek—
9Dogpatch Wealth665.0★ (23)San Francisco, 20 mi away—
10Wealth Script Advisors LLC665.0★ (22)San Francisco, 20 mi away—

All 66 wealth managers in Walnut Creek, 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.

  3. #3 EP Wealth Advisors

    Based in Walnut Creek

    69/100RFA Score

    Ranked #3 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

  5. #5 Monroe Wealth Management

    Based in San Francisco, 20 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1160 Battery St suite 100, San Francisco, CA 94111
    View profile for Monroe Wealth Management(510) 990-1803

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

    Based in Alameda, 15 mi away

    67/100RFA 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

  9. #9 Dogpatch Wealth

    Based in San Francisco, 20 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 6 AM–3 PM · Sat–Sun closed
    Address
    555 20th St Ste 2 & 3, San Francisco, CA 94107
    View profile for Dogpatch Wealth(415) 464-7533

  13. #13 Traveka Wealth

    Based in Los Altos, 37 mi away

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    175 S San Antonio Rd #101, Los Altos, CA 94022
    View profile for Traveka Wealth(650) 397-2225

  14. #14 Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor

    Based in San Francisco, 20 mi away

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111
    View profile for Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor(415) 733-6705

  15. #15 Sonoma Wealth Advisors

    Based in Sonoma, 34 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 33 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 33 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    539 Broadway Ste A, Sonoma, CA 95476
    View profile for Sonoma Wealth Advisors(707) 938-7414

  16. #16 Mission Wealth

    Based in Walnut Creek

    64/100RFA Score

    Ranked #16 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

Wealth managers 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 66 ranked wealth managers here; the rest are on their profiles.

wealth managers in Walnut Creek, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26EntreFolio Wealth Management635.0★ (6)13 mi
27Diamond Oak Wealth Partners - James Bassett625.0★ (5)10 mi
28Skylark Wealth625.0★ (8)20 mi
29Journey Strategic Wealth, Kristin Bartlow625.0★ (3)4 mi
30Sierra Pacific Private Wealth, LLC624.9★ (7)19 mi
31Farther Finance - Parker O'Sullivan, CRPS® - Senior Vice President, Wealth Advisor625.0★ (7)20 mi
32Aspiriant Wealth Management625.0★ (7)20 mi
33MA Private Wealth, Financial Advisors625.0★ (11)30 mi
34Topel & DiStasi Wealth Management625.0★ (4)10 mi
35Falcon Wealth Planning614.8★ (16)37 mi
36Rydge Wealth Management615.0★ (8)27 mi
37Summit Wealth Group615.0★ (6)22 mi
38Farther Finance - Michael DeSantis, CFP® - Vice President, Wealth Advisor615.0★ (5)20 mi
39EP Wealth Advisors615.0★ (5)20 mi
40Marin Wealth Advisors LLC614.5★ (8)27 mi
41EP Wealth Advisors605.0★ (7)29 mi
42TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP®605.0★ (4)20 mi
43Merrill Lynch Wealth Management605.0★ (3)17 mi
44Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC605.0★ (5)26 mi
45UBS Private Wealth Management603.6★ (5)20 mi
46Brentwood Wealth Alliance- World Financial Group603.4★ (5)20 mi
47Wealthspire604.8★ (5)27 mi
48Proprietor Wealth Management595.0★ (4)25 mi
49HCM Wealth593.8★ (6)26 mi
50Baker Avenue Wealth Management595.0★ (3)20 mi

Also serving Walnut Creek

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 Walnut Creek
BusinessGoogle ratingDistance
Alamo Capital4.5★ (12)In Walnut Creek
Allworth Financial5.0★ (13)In Walnut Creek
Becker Financial Group4.2★ (5)In Walnut Creek
Burton Enright Welch5.0★ (12)In Walnut Creek
Charles Schwab3.1★ (26)In Walnut Creek
Echo45 Advisors5.0★ (5)In Walnut Creek
Edelman Financial Engines5.0★ (8)In Walnut Creek
Edward Jones - Financial Advisor: Richard Disho5.0★ (3)In Walnut Creek
Fidelity Investments3.5★ (23)In Walnut Creek
Ginsberg Financial Strategies4.3★ (24)In Walnut Creek
IPX1031: Teresa Fluegel5.0★ (13)In Walnut Creek
IRA Resources, Inc., IRAR Trust Company4.5★ (93)In Walnut Creek
Mark Palmer - Edelman Financial Engines4.7★ (13)In Walnut Creek
Mercer Advisors - Walnut Creek4.0★ (4)In Walnut Creek
Morgan Stanley Financial Advisors3.7★ (3)In Walnut Creek
O'Donnell Financial Group3.7★ (3)In Walnut Creek
Scott Stewart, CFP® - Principal Financial5.0★ (4)In Walnut Creek
Trent Larsen, CFP®5.0★ (4)In Walnut Creek
Vitucci Integrated Planning4.0★ (4)In Walnut Creek
Voya Investment Management2.0★ (4)In Walnut Creek

How we ranked Walnut Creek wealth managers

We scored 66 Walnut Creek 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 Walnut Creek 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 Walnut Creek: frequently asked questions

Which wealth manager has the highest RFA Score in Walnut Creek?

By RFA Score, the highest-ranked wealth manager in Walnut Creek, CA is Tomren & Sullivan Wealth Management with an RFA Score of 71/100. It has 5.0★ from 59 Google reviews. Summit Wealth & Retirement Partners (#2) and EP Wealth Advisors (#3) follow. We ranked 66 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Walnut Creek?

RankedFinancialAdvisors ranks 66 wealth managers serving Walnut Creek, CA. 7 of them are based in Walnut Creek; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Walnut Creek work on weekends?

2 of 66 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Walnut Creek wealth managers have?

The median Google rating among 66 rated wealth managers in Walnut Creek 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 Walnut Creek count in this ranking?

Yes, if they are within 40 mi of the Walnut Creek 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 Walnut Creek 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 Walnut Creek 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 Walnut Creek

  1. November 2026: RFA Scores recalculated for 66 wealth managers serving Walnut Creek.

More wealth managers and Walnut Creek pages