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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
36Companies
787Contacts tracked
567Verified emails
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The 15 largest investment firms based in Walnut Creek, United States

Ranked by team size
Top 15 of 36 investment firms based in Walnut Creek, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Walnut Creek, CA, United StatesHQ checked Sep 4, 202651-20051

“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, 2026
2
Capital Advantage, INCStrong evidence
Walnut Creek, CA, United StatesHQ checked Sep 4, 202611-5019

“100% Fee Only | Fiduciary Advisors | Investment Management | Financial Planning | Celebrating 40+ Years in the East Bay Area!”

Source: company website · checked Sep 4, 2026
3
Gemmer Asset Management LLCIndirect evidence
Walnut Creek, CA, United StatesHQ checked Sep 4, 20261-1012

“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, 2026
4Walnut Creek, CA, United StatesHQ checked Sep 4, 20261-1012

“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, 2026
5
Element Wealth ManagementIndirect evidence
Walnut Creek, CA, United StatesHQ checked Sep 4, 20261-108

“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, 2026
6Walnut Creek, CA, United StatesHQ checked Sep 4, 20261-107

“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, 2026
7Walnut Creek, CA, United StatesHQ checked Sep 4, 202611-507

“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, 2026
8
Laurus Financial Group LLCIndirect evidence
Walnut Creek, CA, United StatesHQ checked Sep 4, 20261-107

“Together, Laurus advisors draw from a collective 67 years of experience managing assets.”

Source: company website · checked Sep 4, 2026
9
Echo45 AdvisorsIndirect evidence
Walnut Creek, CA, United StatesHQ checked Sep 4, 20261-105

“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, 2026
10Walnut Creek, CA, United StatesHQ checked Sep 4, 20261-104

“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, 2026
11Walnut Creek, CA, United StatesHQ checked Sep 4, 20261-104

“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, 2026
12Walnut Creek, CA, United StatesHQ checked Sep 4, 20261-103

“OMEGA Investment Management offers fair and objective retirement planning counsel to clients.”

Source: company website · checked Sep 4, 2026
13Walnut Creek, CA, United StatesHQ checked Sep 4, 20261-102

“Our team is dedicated to helping you make good financial decisions.”

Source: company website · checked Sep 4, 2026
14
Moranville & AssociatesIndirect evidence
Walnut Creek, CA, United StatesHQ checked Sep 4, 20261-101

“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, 2026
15
Acclaro Wealth ManangementIndirect evidence
Walnut Creek, CA, United StatesHQ checked Sep 4, 20261-101

“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, 2026

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, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
27
11-50
6
51-200
2
501-1,000
1

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

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.