Alamo Capital
“Nancy and her team are so caring and concerned about you, not just your money.”
Best Financial Advisors near Pittsburg, CA
There are no firms listed in Pittsburg itself yet; the 15 below are the closest options, from towns including Walnut Creek (9, 11 mi), Concord (3, 7 mi) and Pleasant Hill (2, 10 mi).
3 open weekends · 10 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Mt Diablo Tax Pros
“And, when questions have come up, after filing, he is there to help us understand what needs to be done in order to resolve them.”
Fortune & Fortune, Cpas
“Paul and Bonnie are very knowledgeable, professional and up to date on the tax laws and regulations.”
Ginsberg Financial Strategies
“I appreciate the time he takes in person to explain the investment strategies, review the personalized plan, and go over any questions you may have at any point.”
SID Consulting Group
Owl and Ore Wealth Planning
“He always explains things in a way that we understand, and makes the daunting idea of planning for our future much easier.”
The 15 firms listed for Pittsburg, 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: Pittsburg, CA
14 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 98 reviews; 10 are rated 4.5 or higher. 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), financial consultation (2) and wealth management (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 14 list a public email and 2 take 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.
Do firms listed for Pittsburg take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Becker Financial Group
“The management rates are very competitive and once you achieve the lowest rate from going over their threshold it stays at that rate for the duration of the accounts!”
Van Kesteren Capital Management
“I have entrusted my investments to Greg Van Kesteren for years.”
Book onlineBook
Terry Allen CFP - Financial Advisor
Forney Accountancy
“He asked the right questions - questions I had not thought about - and helped me land on the proper business structure.”
GKV Capital Management
Assetmark
Destination Wealth Management
“They do provide great service & advice offering to us since 2003.”
Eldred Robert J
Wen Capital Advisory Group
Why these companies made our list
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