Best Financial Advisors near Antioch, CA
We have 2 firms in Antioch on file, and both are on this list, along with 9 from Walnut Creek (4, 14 mi), Concord (3, 11 mi) and Pleasant Hill (2, 15 mi).
1 open weekends · 8 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Pacific Pension & Benefit Services
Mt Diablo Tax Pros
“Jeff by far is the most responsive and is diligent in understanding all of the details that go with filing.”
Fortune & Fortune, Cpas
“Paul and Bonnie are very knowledgeable, professional and up to date on the tax laws and regulations.”
Ginsberg Financial Strategies
“I would highly recommend Ginsberg Financial Strategies to anyone considering becoming a client due to their expertise, reliability, and commitment to client success.”
SID Consulting Group
The 11 firms listed for Antioch, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Antioch, CA
10 of the 11 firms on this page have a rating, from 4.0 to 5.0 across 76 reviews; 8 are rated 4.5 or higher. 1 is open on weekends. 2 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans. We have a website on file for all 11 of the firms on this page; 9 publish a contact page; 10 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Antioch listed here?
2 of the 11 firms are located in Antioch. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Owl and Ore Wealth Planning
“Greg works tirelessly on behalf of his clients, and his breadth of knowledge makes us feel confident and assured in the final decisions we make.”
Van Kesteren Capital Management
“I have entrusted my investments to Greg Van Kesteren for years.”
Forney Accountancy
“He's always eager to help, he has a great grasp on all of the features and functionality of Quick Books and his insight on accounting concepts is such an asset to our team.”
GKV Capital Management
Assetmark
Why these companies made our list
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