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Find Retirement Advisors for Retirement Planning in Walnut Creek, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Walnut Creek, California
Last Updated - April 25, 2025Walnut Creek has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 33 non-vetted advisors in your local area. These retirement advisors in Walnut Creek, California have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Walnut Creek, California
VERIFIEDDavid Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDParker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDThe Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDHetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Walnut Creek, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 101 Ygnacio Vally Road, Suite 300 Walnut Creek, CA, 94596-4061 | $5,560,333,510 | 113 | 9 | A percentage of AUM |
| 2 | 1646 N. California Blvd., Suite 320 Walnut Creek, CA, 94596 | $4,035,668,036 | 3511 | 51 | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS) |
| 3 | 1255 Treat Boulevard, Suite 900 Walnut Creek, CA, 94597 | $3,701,661,223 | 5567 | 53 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 2185 North California Blvd, Suite 290 Walnut Creek, CA, 94596 | $3,382,642,421 | 1929 | 12 | A percentage of AUM |
| 5 | 1655 North Main St, Suite 360 Walnut Creek, CA, 94596 | $1,704,981,494 | 3319 | 14 | A percentage of AUM |
| 6 | 165 Lennon Lane, Suite 200 Walnut Creek, CA, 94598 | $1,415,615,957 | 2614 | 25 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 1850 Mt. Diablo Boulevard, Suite 335 Walnut Creek, CA, 94596 | $1,245,864,655 | 644 | 17 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 1855 Olympic Blvd., Ste 300 Walnut Creek, CA, 94596 | $1,002,166,936 | 2120 | 13 | A percentage of AUM |
| 9 | 1333 N. California Blvd., Suite 520 Walnut Creek, CA, 94596 | $882,649,044 | 4 | 13 | A percentage of AUM, Performance Based |
| 10 | 200 Pringle Avenue, Suite 555 Walnut Creek, CA, 94596 | $722,341,026 | 1749 | 13 | A percentage of AUM |
| 11 | 1600 South Main Street, Suite 275 Walnut Creek, CA, 94596-8810 | $654,200,000 | 1377 | 7 | A percentage of AUM, Fixed fees |
| 12 | 2001 North Main Street, Suite 650 Walnut Creek, CA, 94596 | $615,714,461 | 16 | 15 | A percentage of AUM, Fixed fees, Performance Based |
| 13 | 1990 N California Blvd, Ste 600 Walnut Creek, CA, 94596 | $521,000,000 | 80 | 5 | A percentage of AUM |
| 14 | 1777 Botelho Dr., Suite 105 Walnut Creek, CA, 94596 | $485,778,980 | 1604 | 9 | A percentage of AUM |
| 15 | 2099 Mt. Diablo Blvd, Suite 202 Walnut Creek, CA, 94596 | $380,890,508 | 421 | 2 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Walnut Creek, California
QualificationsFirm CRD# 110954
Assets Under Management $5,560,333,510
No. Of Clients113
Clients Per Financial Advisor13
SIERRA INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Walnut Creek, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 297808
Assets Under Management $4,035,668,036
No. Of Clients3511
Clients Per Financial Advisor69
ADERO PARTNERS, LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3511 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (REVENUE SHARING WITH OUR AFFILIATE
- FOCUS RISK SOLUTIONS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (INSURANCE SOLUTIONS, CASH MANAGEMENT SOLUTIONS)
QualificationsFirm CRD# 110365
Assets Under Management $3,701,661,223
No. Of Clients5567
Clients Per Financial Advisor105
DESTINATION WEALTH MANAGEMENT is a financial advisory firm situated in Walnut Creek, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5567 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 321633
Assets Under Management $3,382,642,421
No. Of Clients1929
Clients Per Financial Advisor161
ADVISOR PARTNERS is a financial advisory firm situated in Walnut Creek, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1929 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CONSTRUCTION OF MODEL SECURITIES PORTFOLIOS)
QualificationsFirm CRD# 109034
Assets Under Management $1,704,981,494
No. Of Clients3319
Clients Per Financial Advisor237
GEMMER ASSET MANAGEMENT LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3319 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 108052
Assets Under Management $1,415,615,957
No. Of Clients2614
Clients Per Financial Advisor105
EARNED WEALTH ADVISORS, LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2614 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 118376
Assets Under Management $1,245,864,655
No. Of Clients644
Clients Per Financial Advisor38
BURTON ENRIGHT WELCH is a financial advisory firm situated in Walnut Creek, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 644 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 108985
Assets Under Management $1,002,166,936
No. Of Clients2120
Clients Per Financial Advisor163
CAPITAL ADVANTAGE, INC. is a financial advisory firm situated in Walnut Creek, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2120 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 169772
Assets Under Management $882,649,044
No. Of Clients4
Clients Per Financial Advisor0
INSIGNIA CAPITAL GROUP, L.P. is a financial advisory firm situated in Walnut Creek, California. With a nearly $883M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 107326
Assets Under Management $722,341,026
No. Of Clients1749
Clients Per Financial Advisor135
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. is a financial advisory firm situated in Walnut Creek, California. With a nearly $722M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1749 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 112109
Assets Under Management $654,200,000
No. Of Clients1377
Clients Per Financial Advisor197
J.P. KING ADVISORS, INC. is a financial advisory firm situated in Walnut Creek, California. With a nearly $654M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1377 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 293841
Assets Under Management $615,714,461
No. Of Clients16
Clients Per Financial Advisor1
SBJ CAPITAL is a financial advisory firm situated in Walnut Creek, California. With a nearly $616M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 108911
Assets Under Management $521,000,000
No. Of Clients80
Clients Per Financial Advisor16
HAHN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $521M assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 199513
Assets Under Management $485,778,980
No. Of Clients1604
Clients Per Financial Advisor178
CASTLE ROCK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $486M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1604 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 110293
Assets Under Management $380,890,508
No. Of Clients421
Clients Per Financial Advisor211
BOLTWOOD CAPITAL MANAGEMENT is a financial advisory firm situated in Walnut Creek, California. With a nearly $381M assets under management, the firm specializes in crafting personalized retirement planning solutions for 421 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
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