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Financial Advisors Near You in Concord, CA
Find financial advisors close to you in Concord. All results are sorted by proximity and rated by real local customers.
As of June 2026, RatingsNearMe ranks 16 financial advisors in Concord, CA by verified customer ratings and review volume. The highest-rated is Insight Capital Management with a 5.0-star rating from 142 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
4.2★
Avg rating
20
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Insight Capital Management
1390 Willow Pass Rd Suite #960, Concord, CA 94520, USA
Brent Herrera - Mutual of Omaha Advisor
1390 Willow Pass Rd Suite 1040, Concord, CA 94520, USA
EP Wealth Advisors
1333 N California Blvd Suite 100, Walnut Creek, CA 94596, USA
Financial 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 | Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC1333 N California Blvd #630, Walnut Creek, CA 94596, USA | 5.0★ | 1 |
| #6 | Archvest Wealth Advisors1390 Willow Pass Rd # 930, Concord, CA 94520, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS®3021 Citrus Cir Ste 275, Walnut Creek, CA 94598, USA | 5.0★ | 3 |
| #8 | Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC1320 Willow Pass Rd Fl 6th, Concord, CA 94520, USA | 2.0★ | 4 |
| #9 | Dave Wilson - Financial Advisor, Ameriprise Financial Services, LLC101 Gregory Ln #36, Pleasant Hill, CA 94523, USA | 5.0★ | 1 |
| #10 | U.S. Bancorp Advisors - Financial Advisors: Eric Gruber1875 Willow Pass Rd, Concord, CA 94520, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Concord
Javier Ly Martinez: Primerica - Financial Services
1333 Willow Pass Rd # 212, Concord, CA 94520, USA
Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC
1333 N California Blvd #630, Walnut Creek, CA 94596, USA
Archvest Wealth Advisors
1390 Willow Pass Rd # 930, Concord, CA 94520, USA
Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS®
3021 Citrus Cir Ste 275, Walnut Creek, CA 94598, USA
Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC
1320 Willow Pass Rd Fl 6th, Concord, CA 94520, USA
Dave Wilson - Financial Advisor, Ameriprise Financial Services, LLC
101 Gregory Ln #36, Pleasant Hill, CA 94523, USA
U.S. Bancorp Advisors - Financial Advisors: Eric Gruber
1875 Willow Pass Rd, Concord, CA 94520, USA
World Financial Group Inc
2280 Diamond Blvd #350, Concord, CA 94520, USA
Violet Financial
1390 Willow Pass Rd #900, Concord, CA 94520, USA
BAR Financial, LLC
1390 Willow Pass Rd Suite 900, Concord, CA 94520, USA
U.S. Bancorp Advisors - Financial Advisors: Justin Sayada
1875 Willow Pass Rd, Concord, CA 94520, USA
Hunt Wealth Management
1001 Galaxy Way Suite 203, Concord, CA 94520, USA
Merrill Investment & Retirement Financial Center
1053 Sunvalley Blvd, Concord, CA 94520, USA
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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 1, 2026.
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