Company lists · Data refreshed September 2026

Top 25 Wealth management law firms based in Walnut Creek, United States

RevenueBase identified 58 wealth management law firms headquartered in Walnut Creek, United States as of September 2026 and tracks 381 professional contacts across them, including 231 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Walnut Creek has 58.

This list covers wealth 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 29, 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 29, 2026 86% judged on-target in blind review
58Companies
381Contacts tracked
231Verified emails
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The 25 largest wealth management law firms based in Walnut Creek, United States

Ranked by team size
Top 25 of 58 wealth management law firms based in Walnut Creek, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth 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
1Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 202651-20071 contacts →

Partial evidence

“Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices.”

Source: RevenueBase Database · checked Sep 29, 2026
2Strong evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 202651-20055 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 29, 2026
3Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 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 29, 2026
4Indirect evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 202651-20025 contacts →

Indirect evidence

“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 -…”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 202611-5019 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 202611-5019 contacts →

Partial evidence

“Candelaria LLP is a full service law firm that handles all aspects of family law and trust and estate administration.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 202611-5011 contacts →

Partial evidence

“Morrill Law is a San Francisco Bay Area-based boutique trust and estate litigation law firm.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 202611-5010 contacts →

Indirect evidence

“Throughout our six decades in business, we have observed a common theme.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-109 contacts →

Partial evidence

“Managing wealth can be complex.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-108 contacts →

Strong evidence

“Grant Private Wealth Management Inc, is a Registered Investment Advisor firm located in Walnut Creek, CA.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 202611-507 contacts →

Partial evidence

“Over 50 years of experience in the financial services industry has shown us that clients want to be responsible stewards of their wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“Headquartered in Walnut Creek, Feldman Law Group provides estate and special needs planning services.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“We are a Walnut Creek boutique law firm focused on business, real estate, and estate planning.”

Source: RevenueBase Database · checked Sep 29, 2026
14Strong evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-105 contacts →

Strong 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 29, 2026
15Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 202611-505 contacts →

Partial evidence

“A boutique law practice located in the heart of the East Bay.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 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 29, 2026
17Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“We are a boutique law firm in Walnut Creek, California serving the greater San Francisco East Bay community.”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Law Firm specializing in Trust and Estate Litigation, Estate Planning, Trust Administration and Probate.”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Weed Law Group, PC is a fierce group of attorneys who specialize in tax planning and preparation for both individuals and businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Blackstock & Barsell, P.C.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Robert (“Rob”) Silverman can help you protect your assets and enrich your legacy.”

Source: RevenueBase Database · checked Sep 29, 2026
23Strong evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“When you think about wealth management, you think of assets, investments, retirement, and routine financial matters, right?”

Source: RevenueBase Database · checked Sep 29, 2026
24Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“We are a law firm that specializes in Estate Planning & Administration and Tax.”

Source: RevenueBase Database · checked Sep 29, 2026
25Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Welcome to the ENSCONCE Wealth Partners.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 58 wealth management law firms based in Walnut Creek, United States

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

As of Sep 29, 2026
60.6%Verified-email coverage
6.6Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
45
11-50
9
51-200
4

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 58 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 wealth 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 “wealth 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 wealth 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 wealth 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, 231 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 29, 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.

Wealth 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 wealth 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 wealth management law firms are there based in Walnut Creek, United States?

RevenueBase identified 58 wealth 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?

Earned Thomas Doll, headquartered in Walnut Creek, tops this list with the largest team on record.

Which city in the United States has the most wealth management law firms?

New York leads the United States with 471 headquartered companies, followed by Houston (208) and Atlanta (199). Walnut Creek has 58.

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 231 verified decision-maker contacts tracked across these 58 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 29, 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 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.