Company lists · Data refreshed September 2026
Top 15 Investment firms based in Walnut Creek, United States
RevenueBase identified 36 investment firms headquartered in Walnut Creek, United States as of September 2026 and tracks 787 professional contacts across them, including 567 with verified work emails. New York is the largest hub.
This list covers investment firms headquartered in Walnut Creek, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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.
The 15 largest investment firms based in Walnut Creek, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 51 | ||||
“Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 19 | ||||
“100% Fee Only | Fiduciary Advisors | Investment Management | Financial Planning | Celebrating 40+ Years in the East Bay Area!” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 12 | ||||
“Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 | ||||
“Bedell Frazier Investment Counselling is an independent SEC registered investment firm that customizes and actively manages individual portfolios based on our clients needs.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 | ||||
“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.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 | ||||
“The financial advisors at Broadway Wealth Management are registered representatives with, and securities and advisory services offered through LPL Financial, a registered…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 | ||||
“Over 50 years of experience in the financial services industry has shown us that clients want to be responsible stewards of their wealth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | Laurus Financial Group LLCIndirect evidence | 7 | |||
“Together, Laurus advisors draw from a collective 67 years of experience managing assets.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 | ||||
“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.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 | ||||
“Established in 1986, Boltwood Capital Management is a privately held independent investment advisory firm focused on delivering customized financial advice to individuals…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | Lafayette Square Financial AdvisorsIndirect evidence | 4 | |||
“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.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | Omega Investment ManagementStrong evidence | 3 | |||
“OMEGA Investment Management offers fair and objective retirement planning counsel to clients.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | Walnut Creek Wealth ManagementIndirect evidence | 2 | |||
“Our team is dedicated to helping you make good financial decisions.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | Moranville & AssociatesIndirect evidence | 1 | |||
“PROVIDING CUSTOMIZED FINANCIAL SERVICES FOR DISCERNING CLIENTS We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 | ||||
“Acclaro Wealth Management helps you take a disciplined approach to decisions about your money and your financial life with the goal that your dreams become reality.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 15 of 36 investment firms based in Walnut Creek, United States
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Investment firms based in Walnut Creek, United States at a glance
As of Sep 4, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Walnut Creek, over 36 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.
- 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
- Companies headquartered in Walnut Creek, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Walnut Creek are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 567 across the full list. 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 4, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Investment firms by metro in the United States
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Frequently asked
How many investment firms are there based in Walnut Creek, United States?
RevenueBase identified 36 investment firms headquartered in Walnut Creek, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Destination Wealth Management, headquartered in Walnut Creek, tops this list with the largest team on record.
Which city has the most investment firms?
New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 567 verified decision-maker contacts tracked across these 36 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 4, 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.