Alamo Capital
“Alamo Capital is big enough to get the job done well and small enough to care!”
Best Financial Advisors in Walnut Creek, CA
23 firms listed · all 23 in Walnut Creek · 4 open weekends · 12 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Fortune & Fortune, Cpas
“They always do a great job and still continue to do my tax services even though I no longer live in the area.”
Ginsberg Financial Strategies
“We wanted someone who could give us a wide range of financial options from conservative funds to a little better returns with slightly more risk.”
Hunter & Company Cpas
“I have done business with him over 15 years and have very much appreciated his knowledge and expertise.”
Capital Advantage
Becker Financial Group
“He has been so helpful to me and always gives me great advice.”
The 23 firms listed for Walnut Creek, 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: Walnut Creek, CA
All 23 firms we list here are in Walnut Creek itself. We have 52 firms in Walnut Creek on file; this page shows the highest-rated 23. 15 of the firms on this page have a rating, from 4.0 to 5.0 across 69 reviews; 12 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 (6), retirement planning (4), investment management (2), portfolio management (2) and wealth management (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 63 years. We have a website on file for all 23 of the firms on this page; all 23 publish a contact page; 19 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Walnut Creek take financial planning bookings online?
5 of the 23 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.
Terry Allen CFP - Financial Advisor
Van Kesteren Capital Management
“I have entrusted my investments to Greg Van Kesteren for years.”
GKV Capital Management
Echo45 Advisors
“We know that whenever we have any questions or requests, Jon and his team are there for us!”
Attain Wealth Protection
“Julia is very detailed and takes the time to explain the information and I appreciate all of her knowledge and expertise with planning mine and my families future and protection.”
Destination Wealth Management
“Our whole family is with DWM, and have all had excellent results!”
Castle Rock Wealth Management
Wen Capital Advisory Group
Thomas Doll
“He is a true professional and always promptly responds to all communication.”
Vitucci Integrated Planning
“I have only been a client of theirs for a year, but I am very happy with the service and personal attention that they provide!”
Grace Financial Services
Mercer Partners Wealth Management
Acap Trading
On the Trail Financial Planning
Cedar Wealth Management
Hawley Advisors
Integrity Wealth Partners
Why these companies made our list
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