Find a Financial Advisor in Concord, CA

 

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We did the hard work of finding trustworthy partners in Concord, CA.

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We Only Work With The Best Concord Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Concord, CA


  • Financial Advisor Close to Concord, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Concord, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Concord, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Concord financial advisors.
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How Retirement-Friendly is Concord, CA?

  • Population: 129,183
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $569,400
  • Average Monthly Housing Cost: $1,844
  • Average Household Income: $107,211
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Concord, CA

 

HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.

Website

(805) 879-9536

2300 Clayton Road, Suite 300

Concord, CA 94520

SEC#: 801-111879
Years in Business: 3 years

ASSETMARK, INC.

Website

(800) 664-5345

1655 Grant Street
10th Floor
Concord, CA 94520

SEC#: 801-56323
Years in Business: 22 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(925) 671-2400

1220 Diamond Way
Suite 260
Concord, CA 94520

SEC#: 801-107913
Years in Business: 5 years

BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

Website

(415) 655-5500

1431 David Avenue
Suite 2A
Concord, CA 94518

SEC#: 801-113281
Years in Business: 3 years

CETERA ADVISOR NETWORKS LLC

Website

(925) 944-9644

1390 Willow Pass Rd, Suite 900

Concord, CA 94520

SEC#: 801-47342
Years in Business: 27 years

BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

Website

(415) 655-5500

1431 David Avenue
Suite 2A
Concord, CA 94518

SEC#: 801-113281
Years in Business: 3 years

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Website

(952) 609-5326

1390 Willow Pass Rd
Suite #800
Concord, CA 94520

SEC#: 801-110709
Years in Business: 4 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(925) 671-2400

1220 Diamond Way
Suite 260
Concord, CA 94520

SEC#: 801-107913
Years in Business: 5 years

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Website

(925) 798-8455

1390 Willow Pass Road
Ste 1040
Concord, CA 94520

SEC#: 801-61332
Years in Business: 19 years

 


Concord, CA Financial Advisor FAQs

Financial advisors may get paid through commission, a base salary or both.
Yes. Financial advisors offer products and services depending on how they assess your personal financial situation. They tailor fit everything according to your needs.
A financial advisor will provide advice on appropriate investing, managing risk, and building wealth through diversified investments that meet specific goals of clients.
The first step would be to make a list of advisors and ask about qualifications and experiences. Ask your advisor for references who you can speak to about their work.