Best Financial Advisors near Brentwood, CA
We have 3 firms in Brentwood on file, and all of them are on this list, along with 7 from towns including San Ramon (3, 17 mi), Antioch (1, 5 mi) and Alamo (1, 15 mi).
1 open weekends · 8 rated 4.5+ · 4 show a license
Data verified October 18, 2026
Dan Torres- New York Life Insurance Company DBA Torres Financial
Apex Securities & Asset Management
Mt Diablo Tax Pros
“He responds quickly, answers questions throughly, and assures you of the right choices to take when filing taxes.”
Armanino
Reising Financial
The 10 firms listed for Brentwood, 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: Brentwood, CA
8 of the 10 firms on this page have a rating, from 4.6 to 5.0 across 40 reviews. 1 is open on weekends. 4 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 7 have ten or more years of experience, the longest 43 years. 1 offers payment plans. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 6 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 Brentwood listed here?
3 of the 10 firms are located in Brentwood. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Del Monte Group
“Not only are they experts in their field, but they are a joy to interact with.”
Eldred Robert J
Summit Wealth & Retirement Partners
“They took the time to explain complex financial concepts in a way that was easy to grasp, helping me to make informed decisions about my investments, retirement planning, and overall financial strategy.”
Thomson Reuters
Why these companies made our list
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