Best Value · Concord
Affordable Financial Advisors in Concord, CA
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As of June 2026, RatingsNearMe ranks 16 financial advisors in Concord, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Insight Capital Management with a 5.0-star rating from 142 Google reviews and an RNM Score of 85/100. Also in the top tier: Brent Herrera - Mutual of Omaha Advisor and EP Wealth Advisors. The average rating across all listed financial advisors in Concord is 4.2 stars from 20 reviews per business on average.
Financial advisors in Concord typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Concord, CA is home to a variety of financial advisors who can assist consumers with investment planning, retirement strategies, and other personal finance needs. Residents should research local advisors' credentials, services, and fee structures when selecting a financial professional to work with.
- ✓Concord has a range of financial advisors, from national firms to independent practitioners
- ✓Consumers should compare advisors' qualifications, services offered, and fee models
- ✓Financial planning can cover investments, retirement, insurance, and other personal finance areas
Best Overall
Brent Herrera - Mutual of Omaha Advisor
Brent Herrera is top-ranked due to his comprehensive financial planning and strong client relationships through a trusted national provider.
Most Reviewed
Dave Wilson - Financial Advisor, Ameriprise Financial Services, LLC
A high review count suggests widespread client experience and reliability in the Concord area.
When choosing a financial advisor in Concord, consider your specific needs—such as retirement planning or investment management—and check credentials, fee structures, and client reviews before committing.
How to Choose a Financial Advisor in Concord
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Concord, CA area
- • Fee-only compensation structure rather than commission-based
- • Strong communication skills and ability to explain financial concepts clearly
Questions to ask
- • What is your investment philosophy and approach to managing client portfolios?
- • How do you determine the appropriate financial products and strategies for my specific needs and goals?
- • Can you provide references from other clients in the Concord area?
Red flags
- ⚠ Pressure to invest in specific financial products or services
- ⚠ Lack of transparency around fees and compensation
- ⚠ Unwillingness to provide detailed information about their qualifications and experience
In California, financial advisors must be registered with the California Department of Financial Protection and Innovation and hold the appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's licensing and registration before engaging their services.
Local Market Snapshot
16
Businesses listed
4.2★
Avg rating
20
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Earned a perfect 5.0-star rating from over 140 local Google reviews.
1390 Willow Pass Rd Suite #960, Concord, CA 94520, USAConsistently earns perfect 5.0-star ratings from dozens of local client reviews.
1390 Willow Pass Rd Suite 1040, Concord, CA 94520, USATrusted Concord financial advisor with a perfect 5.0 rating from 14 Google reviews.
1333 N California Blvd Suite 100, Walnut Creek, CA 94596, USAFinancial Advisors Rankings in Concord, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Insight Capital Management1390 Willow Pass Rd Suite #960, Concord, CA 94520, USA | 5.0★ | 142 |
| #2 | Brent Herrera - Mutual of Omaha Advisor1390 Willow Pass Rd Suite 1040, Concord, CA 94520, USA | 5.0★ | 17 |
| #3 | EP Wealth Advisors1333 N California Blvd Suite 100, Walnut Creek, CA 94596, USA | 5.0★ | 14 |
| #4 | Javier Ly Martinez: Primerica - Financial Services1333 Willow Pass Rd # 212, Concord, CA 94520, USA | 5.0★ | 11 |
| #5 | Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC1320 Willow Pass Rd Fl 6th, Concord, CA 94520, USA | 2.0★ | 4 |
| #6 | Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC1333 N California Blvd #630, Walnut Creek, CA 94596, USA | 5.0★ | 1 |
| #7 | Archvest Wealth Advisors1390 Willow Pass Rd # 930, Concord, CA 94520, USA | — | — |
| #8 | World Financial Group Inc2280 Diamond Blvd #350, Concord, CA 94520, USA | 3.5★ | 2 |
| #9 | BAR Financial, LLC1390 Willow Pass Rd Suite 900, Concord, CA 94520, USA | 1.0★ | 1 |
| #10 | Dave Wilson - Financial Advisor, Ameriprise Financial Services, LLC101 Gregory Ln #36, Pleasant Hill, CA 94523, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Concord
Praised by clients, this Concord financial advisor holds a flawless 5.0-star rating from 11 reviews.
1333 Willow Pass Rd # 212, Concord, CA 94520, USA
A local financial advisor with a 2.0-star average from 4 Google reviews.
1320 Willow Pass Rd Fl 6th, Concord, CA 94520, USA
Earns a perfect 5.0-star rating from its early client reviews.
1333 N California Blvd #630, Walnut Creek, CA 94596, USA
This financial advisor has no Google reviews yet, so client feedback is unavailable.
1390 Willow Pass Rd # 930, Concord, CA 94520, USA
Mixed 3.5-star rating from 2 Google reviews suggests varied client experiences.
2280 Diamond Blvd #350, Concord, CA 94520, USA
A single 1.0-star rating suggests very low client satisfaction.
1390 Willow Pass Rd Suite 900, Concord, CA 94520, USA
5.0 stars from early clients, showing strong local trust and satisfaction.
101 Gregory Ln #36, Pleasant Hill, CA 94523, USA
A local financial advisor in Concord, CA with no online reviews yet.
1390 Willow Pass Rd #900, Concord, CA 94520, USA
No reviews yet; contact this Concord financial advisor to share your experience.
1875 Willow Pass Rd, Concord, CA 94520, USA
New business with no customer reviews yet in Concord, CA.
1053 Sunvalley Blvd, Concord, CA 94520, USA
Financial advisor in Concord, CA with no customer reviews on Google yet.
1001 Galaxy Way Suite 203, Concord, CA 94520, USA
Boasts a perfect 5.0-star rating from three local Google reviews.
3021 Citrus Cir Ste 275, Walnut Creek, CA 94598, USA
A new financial advisor in Concord, CA with no online reviews yet.
1875 Willow Pass Rd, Concord, CA 94520, USA
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Financial Advisors in Concord, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Insight Capital Management | 85/100 | 5.0 ★ | 142 |
| 2 | Brent Herrera - Mutual of Omaha Advisor | 74/100 | 5.0 ★ | 17 |
| 3 | EP Wealth Advisors | 73/100 | 5.0 ★ | 14 |
| 4 | Javier Ly Martinez: Primerica - Financial Services | 72/100 | 5.0 ★ | 11 |
| 5 | Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC | 26/100 | 2.0 ★ | 4 |
| 6 | Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 7 | Archvest Wealth Advisors | 3/100 | — | 0 |
| 8 | World Financial Group Inc | 39/100 | 3.5 ★ | 2 |
| 9 | BAR Financial, LLC | 14/100 | 1.0 ★ | 1 |
| 10 | Dave Wilson - Financial Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Concord
What is a fiduciary financial advisor and why does it matter in Concord?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Concord, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Concord?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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