Company lists · Data refreshed September 2026

Top 25 Financial planning firms based in Walnut Creek, United States

Name: Financial planning firms based in Walnut Creek, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 59 companies tracked

RevenueBase identified 59 company matches for financial planning firms associated with Walnut Creek, United States as of September 2026 and tracks 298 professional contacts across them, including 170 with verified work emails. Across the United States, New York is the largest hub for this category (415 companies); Walnut Creek has 59.

This list covers company matches for financial planning firms associated with Walnut Creek, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

59Companies

298Contacts tracked

170Verified emails

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The 25 largest financial planning firms based in Walnut Creek, United States

Ranked by team size

Top 25 of 59 company matches for financial planning firms based in Walnut Creek, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Destination Wealth Management	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	51-200	55 contacts →
	Exact match “Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Adero Partners	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	51-200	25 contacts →
	Exact match “We have been providing independent financial counsel to individuals and families from Silicon Valley to New York since Adero is driven to- Provide world-class investment results -…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Burton Enright Welch	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “Since 1989, Burton Enright Welch has been offering financial planning and investment management services, straightforward and personalized.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Capital Advantage, INC	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “100% Fee Only \| Fiduciary Advisors \| Investment Management \| Financial Planning \| Celebrating 40+ Years in the East Bay Area!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Gemmer Asset Management LLC	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Morris & Boyle, An Alera Insurance Agency	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Throughout our six decades in business, we have observed a common theme.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Muirwood Private Wealth	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Managing wealth can be complex.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Treehouse Wealth Advisors	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “At Treehouse Wealth Advisors, we believe that envisioning the future requires big thinking and lofty dreams, coupled with the security of strong branches and stable roots.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Element Wealth Management	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Element Wealth Management was founded with a simple philosophy; to bring the pieces of your financial life together by creating a plan that’s all about you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Castle Rock Wealth Management, LLC	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Over 50 years of experience in the financial services industry has shown us that clients want to be responsible stewards of their wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Vitucci & Associates	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Vitucci & Associates has been helping clients in the Greater Bay Area plan ahead to achieve their financial dreams for over three decades.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Laurus Financial Group LLC	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Together, Laurus advisors draw from a collective 67 years of experience managing assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Hanna Insurance Financial Solutions, INC	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “What makes Hanna Insurance + Financial Solutions different from other financial advisors?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Echo45 Advisors	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Driven every day to help you achieve what’s most important in your life, Echo45 Advisors offers modern wealth management to tailor a plan and a portfolio that’s right for you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	True Wealth Advisory Group	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At True Wealth Advisory Group we have been partnering with families and individuals for over 28 years to help them make smart choices about their money and get what is truly…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Pring Turner	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Pring Turner Investment Mangement is a fee-only financial advisor based in Walnut Creek, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Boltwood Capital Management	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Established in 1986, Boltwood Capital Management is a privately held independent investment advisory firm focused on delivering customized financial advice to individuals…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Lafayette Square Financial Advisors	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “At Lafayette Square, we are your coach, planner, and guide for the biggest financial decisions of your life-both at home and with your business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Pacific Excel Wealth Advisors	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Pacific Excel is an independent financial planning and investment advisory firm, founded in 2011.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Ginsberg Financial Strategies	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Ginsberg Financial Strategies, led by Michael Ginsberg, a Certified Financial Planner™ and former Real Estate and Estate Planning Attorney, offers over 25 years of expertise in…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Omega Investment Management	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “OMEGA Investment Management offers fair and objective retirement planning counsel to clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Wright Wealth Management	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “When you think about wealth management, you think of assets, investments, retirement, and routine financial matters, right?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Dhamma Capital	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We are a wealth-management firm that provides comprehensive financial planning and investment-management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Walnut Creek Wealth Management	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Our team is dedicated to helping you make good financial decisions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Babylon Wealth Management	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Babylon Wealth Management is a fee-only financial advisor serving busy professionals and families in San Francisco Bay Area and nationally.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 59 financial planning firms based in Walnut Creek, United States

See the full list, filter by size, metro and specialty, and access 170 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning firms based in Walnut Creek, United States at a glance

As of Sep 20, 2026

57.0%Verified-email coverage

5.1Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Walnut Creek, so it is reported there. Company counts and contact totals on this page are exact for Walnut Creek, over 59 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Walnut Creek, United States whose business descriptions match “financial planning firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 170 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial planning firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning firms are there based in Walnut Creek, United States?

RevenueBase identified 59 company matches for financial planning firms associated with Walnut Creek, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Destination Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial planning firms?

New York leads the United States with 415 company records, followed by Houston (274) and Atlanta (272). Walnut Creek has 59.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 170 professional contacts with verified work emails tracked across these 59 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.