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, 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 14 largest investment management law 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 | 51 | ||||
“Burnham Brown is an established law firm with offices in California.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 37 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | Sellar Hazard & LuciaPartial evidence | 6 | |||
“Sellar Hazard & Lucia is one of the oldest law firms in the San Francisco Bay Area.” 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 | 3 | ||||
“At Horst Legal Counsel, clients receive consistent, exceptional service, strategically tailored to their individual goals.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | Weston LAW Group, PCPartial evidence | 3 | |||
“AREAS OF PRACTICE- Business & Investments - Personal Injury - Real Estate/Landlord - Estate Planning - Litigation - Insurance Defense - Pro-Per Limited Engagement Agreements - So…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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. | |||||
Showing 14 of 29 investment management law firms based in Walnut Creek, United States
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Investment management law 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 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 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 management law 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 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 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, 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
- Investment management law firms in New York747
- Investment management law firms in Chicago258
- Investment management law firms in Atlanta186
- Investment management law firms in Miami186
- Investment management law firms in Dallas183
- Investment management law firms in Houston170
- Investment management law firms in Los Angeles166
- Investment management law firms in Boston162
- Investment management law firms in San Diego136
- Investment management law firms in Austin126
- Investment management law firms in San Francisco126
- Investment management law firms in Washington118
- Investment management law firms in Denver106
- Investment management law firms in Tampa81
- Investment management law firms in Portland75
- Investment management law firms in Irvine73
- Investment management law firms in Newport Beach73
- Investment management law firms in Scottsdale73
- Investment management law firms in Charlotte70
- Investment management law firms in Seattle67
- Investment management law firms in Coral Gables59
- Investment management law firms in Minneapolis57
- Investment management law firms in Phoenix56
- Investment management law firms in Boca Raton53
- Investment management law firms in Indianapolis53
- Investment management law firms in Las Vegas52
- Investment management law firms in Birmingham51
- Investment management law firms in Columbus51
- Investment management law firms in Wilmington48
- Investment management law firms in Pittsburgh47
- Investment management law firms in Philadelphia44
- Investment management law firms in Nashville43
- Investment management law firms in Raleigh42
- Investment management law firms in Fort Lauderdale41
- Investment management law firms in Naples40
- Investment management law firms in San Antonio40
- Investment management law firms in Cincinnati39
- Investment management law firms in Orlando38
- Investment management law firms in Columbia36
- Investment management law firms in Jacksonville36
- Investment management law firms in Salt Lake City36
- Investment management law firms in Omaha35
- Investment management law firms in Overland Park33
- Investment management law firms in Milwaukee32
- Investment management law firms in Richmond32
- Investment management law firms in Springfield32
- Investment management law firms in Cleveland31
- Investment management law firms in Grand Rapids31
- Investment management law firms in Greenville31
- Investment management law firms in New Orleans31
- Investment management law firms in Rochester31
- Investment management law firms in Beverly Hills29
- Investment management law firms in Colorado Springs29
- Investment management law firms in Fort Worth29
- Investment management law firms in Pasadena29
- Investment management law firms in Providence29
- Investment management law firms in Sacramento29
- Investment management law firms in Walnut Creek29
- Investment management law firms in White Plains29
- Investment management law firms in Baltimore28
- Investment management law firms in Sarasota28
- Investment management law firms in Tulsa28
- Investment management law firms in Bellevue27
- Investment management law firms in Buffalo27
- Investment management law firms in Greenwood Village27
- Investment management law firms in Lexington27
- Investment management law firms in Louisville27
- Investment management law firms in Bethesda26
- Investment management law firms in Madison26
- Investment management law firms in Alpharetta25
- Investment management law firms in Greensboro25
- Investment management law firms in Lafayette25
Frequently asked
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.
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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.
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