Financial Advisors
San Ramon, CA
California Financial Advisors is a fiduciary registered investment advisory (RIA) firm based in San Ramon, serving affluent clients across over 40 states and internationally. With $2B+ in assets under management and recognition as one of America's top RIAs (ranked #21 nationally in 2024), they provide personalized investment management, portfolio strategy, and comprehensive financial planning. Their client-first approach is backed by a 99.45% average annual retention rate since 1998, reflecting deep relationships and consistent support for long-term wealth goals.
Ideal for: High-net-worth individuals, families seeking comprehensive wealth management, investors prioritizing fiduciary advisory relationships, clients planning long-term financial goals
Service area: San Ramon, CA and surrounding Bay Area; serves clients across 40+ U.S. states and internationally
Fiduciary Registered Investment Advisor: Legally bound to act in clients' best interest with a fiduciary standard, ensuring alignment of investment recommendations with individual client priorities.
Top-Ranked National Firm: Recognized as one of America's top RIAs in 2022-2024 and ranked #21 nationally, with $2B+ in assets under management and 99.45% client retention rate.
Personalized Wealth Strategy: Combines expertise in portfolio management and asset allocation with comprehensive financial planning to support client priorities beyond basic investment services.
Address: 12657 Alcosta Blvd #470, San Ramon, CA 94583
Phone: (925) 275-1000
Website: calfinad.com
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