Mt Diablo Tax Pros
“He was able to fit me in around a full schedule, and take care of my return in under an hour.”
Best Financial Advisors in Concord, CA
15 firms listed · 12 in Concord · 3 open weekends · 5 rated 4.5+ · 4 show a license
Data verified October 31, 2026
SID Consulting Group
Assetmark
Saylor Financial Services
Investment Growth Management
Sabrina Julian Investment Services
The 15 firms listed for Concord, 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: Concord, CA
Of the 15 firms we list here, 12 are in Concord itself and 3 come from Walnut Creek (2, 5 mi) and Pleasant Hill (1, 4 mi). 7 of the firms on this page have a rating, from 4.0 to 5.0 across 73 reviews; 5 are rated 4.5 or higher. 3 are open on Saturdays and 2 on Sundays. 4 show a license on their websites and 1 has a BBB rating of A or A+. 9 have ten or more years of experience, the longest 63 years. 2 offer payment plans. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 14 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 Concord listed here?
12 of the 15 firms are located in Concord. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Archvest Wealth Advisors
Atlas Express
Woods Financial & Insurance Services
Hunt Wealth Management
GBA Wealth Group
AYA Wealth
Fortune & Fortune, Cpas
“Paul and Bonnie are very knowledgeable, professional and up to date on the tax laws and regulations.”
Ginsberg Financial Strategies
“While Michael is a strong advocate for his financial recommendations, he is very open to my disagreeing and in the end, I have made the final decisions.”
Owl and Ore Wealth Planning
“Owl and Ore has respected our financial goals and helped us reach them.”
Why these companies made our list
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