Find a Financial Advisor in Orinda, CA

 

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

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We Only Work With The Best Orinda 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 Orinda, CA


  • Financial Advisor Close to Orinda, 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 Orinda, 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 Orinda, CA

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

  • Population: 19,646
  • % of Population 62 Years and Over: 26.7%
  • Average Home Value: $1523,300
  • Average Monthly Housing Cost: $3,615
  • Average Household Income: $283,978
  • 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 Orinda, CA

 

MCM ADVISERS, LP

Website

(925) 631-9100

89 Davis Road
Suite 100
Orinda, CA 94563

SEC#: 801-50572
Years in Business: 26 years

PENSERRA CAPITAL MANAGEMENT LLC

Website

(800) 456-8850

4 Orinda Way
Suite 100-A
Orinda, CA 94563

SEC#: 801-80466
Years in Business: 7 years

AXA ROSENBERG INVESTMENT MANAGEMENT LLC

Website

(925) 254-6464

4 Orinda Way
Building E
Orinda, CA 94563

SEC#: 801-56080
Years in Business: 22 years

MCDONALD CAPITAL INVESTORS INC

Website

(925) 258-5401

4 Orinda Way
Suite 120-D
Orinda, CA 94563

SEC#: 801-17866
Years in Business: 39 years

URSA FUND MANAGEMENT LLC

Website

(415) 529-6040

51 Moraga Way
Suite 8
Orinda, CA 94563

SEC#: 801-110698
Years in Business: 4 years

SCP INVESTMENT, LP

Website

(925) 253-1800

4 Orinda Way
Suite 180-D
Orinda, CA 94563

SEC#: 801-108352
Years in Business: 4 years

MILLENNIUM MANAGEMENT LLC

Website

(510) 301-4772

4 Orinda Way
Office 270
Orinda, CA 94563

SEC#: 801-73884
Years in Business: 9 years

LOOMIS, SAYLES & COMPANY, L.P.

Website

(925) 255-8500

4 Orinda Way
Suite 200-A
Orinda, CA 94563

SEC#: 801-170
Years in Business: 44 years

BLUME CAPITAL MANAGEMENT, INC.

Website

(510) 549-3534

2 Theatre Square
Suite 230
Orinda, CA 94563

SEC#: 801-55922
Years in Business: 23 years

 


Orinda, CA Financial Advisor FAQs

How often will my investment accounts be reviewed and repositioned? Verify if this is done monthly, quarterly, or annually.
Financial advisors typically work on a flat-rate or fee-for-service basis, meaning you'll pay one rate no matter how much advice you need. In exchange, your advisor will offer comprehensive financial services, including portfolio management and other personal finance advice from various perspectives.
Yes. A financial advisor is an expert who can help you make good decisions with your money now, and make the future work for you. The right professional advisor will be able to give personalized advice on how to save enough money for retirement. They'll take into account not just where your investments are but also what they're invested in.
Find someone who can provide advice, education and resources to help reach your goals. A good way to screen advisors from different firms is by checking their certifications.