Company lists · Data refreshed September 2026

Top 14 Investment management law firms based in Walnut Creek, United States

RevenueBase identified 29 investment management law firms headquartered in Walnut Creek, United States as of September 2026 and tracks 975 professional contacts across them, including 594 with verified work emails. New York is the largest hub.

This list covers investment management law 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, its RevenueBase Smart Search rating, 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 Smart Search, 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 RevenueBase Smart Search rating on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
29Companies
975Contacts tracked
594Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 14 largest investment management law firms based in Walnut Creek, United States

Ranked by team size
Top 14 of 29 investment management law firms based in Walnut Creek, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. RevenueBase Smart Search rates how each company's information relates to investment management law firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 202651-20051 contacts →

Strong evidence

“Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning…”

Source: RevenueBase Database · checked Sep 4, 2026
2Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 202611-5051 contacts →

Partial evidence

“Burnham Brown is an established law firm with offices in California.”

Source: RevenueBase Database · checked Sep 4, 2026
3Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 202611-5037 contacts →

Partial evidence

“The law firm of Brothers Smith LLP provides cutting edge, responsive, and results-oriented legal counsel across a diverse range of issues and opportunities affecting businesses…”

Source: RevenueBase Database · checked Sep 4, 2026
4Strong evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 202611-5019 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
5Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 20261-1012 contacts →

Partial evidence

“Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts.”

Source: RevenueBase Database · checked Sep 4, 2026
6Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 20261-1012 contacts →

Partial evidence

“Bedell Frazier Investment Counselling is an independent SEC registered investment firm that customizes and actively manages individual portfolios based on our clients needs.”

Source: RevenueBase Database · checked Sep 4, 2026
7Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 20261-108 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 4, 2026
8Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 202611-506 contacts →

Partial evidence

“Sellar Hazard & Lucia is one of the oldest law firms in the San Francisco Bay Area.”

Source: RevenueBase Database · checked Sep 4, 2026
9Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 20261-105 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 4, 2026
10Strong evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 20261-104 contacts →

Strong evidence

“Established in 1986, Boltwood Capital Management is a privately held independent investment advisory firm focused on delivering customized financial advice to individuals…”

Source: RevenueBase Database · checked Sep 4, 2026
11Indirect evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 20261-104 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 4, 2026
12Indirect evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 20261-103 contacts →

Indirect evidence

“At Horst Legal Counsel, clients receive consistent, exceptional service, strategically tailored to their individual goals.”

Source: RevenueBase Database · checked Sep 4, 2026
13Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 20261-103 contacts →

Partial evidence

“AREAS OF PRACTICE- Business & Investments - Personal Injury - Real Estate/Landlord - Estate Planning - Litigation - Insurance Defense - Pro-Per Limited Engagement Agreements - So…”

Source: RevenueBase Database · checked Sep 4, 2026
14Indirect evidenceWalnut Creek, CA, United StatesHQ checked Sep 4, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026

Showing 14 of 29 investment management law firms based in Walnut Creek, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 594 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment management law firms based in Walnut Creek, United States at a glance

As of Sep 4, 2026
60.9%Verified-email coverage
33.6Average contacts per company
1-10Median size (employees)
2575.9%Largest-city concentration · New York
Sep 4, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
7
51-200
2
501-1,000
1

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 29 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 management law firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, 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 management law firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment management law firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among investment management law 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 its RevenueBase Smart Search 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, 594 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 management law firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment management law firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment management law firms are there based in Walnut Creek, United States?

RevenueBase identified 29 investment management law 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 management law firms?

New York leads with 747 headquartered companies, followed by Chicago (258) and Atlanta (186).

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 594 verified decision-maker contacts tracked across these 29 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.

Ready to reach these companies? Verified emails and direct dials for all 29 investment management law firms based in Walnut Creek, United States. Start with a free account, no credit card.

Download this list →

Related lists

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 Smart Search, 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.