The 7 Largest Financial Consulting Firm in California

California is home to a large number of financial consulting firms, many of which are headquartered in the state’s major cities. These firms provide a wide range of services to clients, including financial planning, investment management, risk management, and mergers and acquisitions advice. The five largest financial consulting firms in California are:

• Charles Schwab
• Fidelity Investments
• Vanguard Group
• Morgan Stanley
• Wells Fargo Advisors

These firms are all publicly traded companies with market capitalizations in the hundreds of billions of dollars. They have a global reach, with offices in major financial centers around the world. Their clients include individuals, families, businesses, and institutions.

• Charles Schwab is the largest financial consulting firm in California, with over trillion in client assets. The firm was founded in 1971 and is headquartered in San Francisco. It offers a wide range of financial services, including brokerage accounts, retirement accounts, and investment management.
• Fidelity Investments is the second-largest financial consulting firm in California, with over trillion in client assets. The firm was founded in 1946 and is headquartered in Boston. It offers a wide range of financial services, including mutual funds, ETFs, and brokerage accounts.
• Vanguard Group is the third-largest financial consulting firm in California, with over trillion in client assets. The firm was founded in 1975 and is headquartered in Valley Forge, Pennsylvania. It offers a wide range of financial services, including mutual funds, ETFs, and brokerage accounts.
• Morgan Stanley is the fourth-largest financial consulting firm in California, with over trillion in client assets. The firm was founded in 1935 and is headquartered in New York City. It offers a wide range of financial services, including investment banking, wealth management, and retail brokerage.
• Wells Fargo Advisors is the fifth-largest financial consulting firm in California, with over trillion in client assets. The firm was founded in 1913 and is headquartered in San Francisco. It offers a wide range of financial services, including investment management, retirement planning, and insurance.

The 7 Biggest Financial Consulting Firm near California

Wealth Cairn – An Investor Coaching Company

• Address: 910 E Hamilton Ave Suite 350, Campbell, CA 95008, United States
• Map: Click here
• Rating: 5 (29)
• Phone: +1 408-520-1518
• Website: Link
• Opening hours:
  
  Monday: 7:30 AM – 5:00 PM

  Tuesday: 7:30 AM – 5:00 PM

  Wednesday: 7:30 AM – 5:00 PM

  Thursday: 7:30 AM – 5:00 PM

  Friday: 7:30 AM – 12:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Débora Silveira✭✭✭✭✭

  a month ago

  I had a highly positive experience with Peter Mu at Wealth Cairn. His teaching approach made complex financial topics easy to understand. Peter genuinely has the heart of a teacher, and I gained valuable insights during our time together. I’m confident that my financial future is on the right track, and I highly recommend Wealth Cairn.

  Carolyn Placente✭✭✭✭✭

  2 months ago

  Working with Peter Mu & the team at Wealth Cairn has been absolutely transformative for me and my family. He has a unique capacity to take complex economic matters combined with the many layers of human dynamics that impact finances and make them readily understandable and — even more important to me — he co-creates pathways to activating those understandings for a more sound financial reality today while developing and implementing a strategy for a strong financial future for me and my family. I wholeheartedly recommend him and the Wealth Cairn team.

  alivlog omar (alivlog)✭✭✭✭

  10 months ago

  this review is coming from someone who has zero knowledge never done it never even had the conversation investor and the reason I gave 4 stars is because I only started working with the company and Peter about 5 days ago so this is my feedback and experience so far

  I had a great experience working with Wealth Cairn and specifically with Peter as my investor coach. He was incredibly knowledgeable and patient in helping me understand all of my options when it came to building a portfolio that fit my budget and financial goals.

  What I appreciated most about Peter was that he never pressured me to work with his company or sell me a dream. Instead, he took the time to educate me on the pros and cons of different investment strategies and helped me make an informed decision that I was comfortable with.

  Overall, I highly recommend Wealth Cairn to anyone looking for investor coaching services. Their team is professional, knowledgeable, and truly cares about helping their clients succeed. Thank you, Peter, for all of your help and guidance!

  Raquel Lyn✭✭✭✭✭

  3 months ago

  Peter is a passionate financial coach who is not only dedicated to ensuring you plan wisely for your future but also kind, patient, flexible and readily available for questions, concerns or reassurance. I’m so happy to have found him and highly recommend his company.

  Johnny Placencia✭✭✭✭✭

  6 months ago

  What can I say about Mr Peter, he has done nothing but be very knowledgeable and supportive. Me and my gf have had soooo many questions about investing (everything was new to us) and Peter did nothing but guide us through all of it. Every question answered, every email replied back to. If i could give his company a 10 star, I would!! Highly recommend to people that are new or seasoned vets, to investing. Kudos to everyone at Cairn for all of their hard work!!

Above Consulting Inc.

• Address: 315 Montgomery St 10th Floor, San Francisco, CA 94104, United States
• Map: Click here
• Rating: 5 (5)
• Phone: +1 415-723-6513
• Website: Link
• Opening hours:
  
  Monday: 10:00 AM – 6:00 PM

  Tuesday: 10:00 AM – 6:00 PM

  Wednesday: 10:00 AM – 6:00 PM

  Thursday: 10:00 AM – 6:00 PM

  Friday: 10:00 AM – 5:30 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Bryan Alexander✭✭✭✭✭

  a year ago

  Eddie is a phenomenal entrepreneur and master of the craft.

  I attended the nine-week cohort that he taught, and it was a great experience. I learned so much from him on business strategy, and he helped me create my business plan. He continues to be a source for new contacts, and also helped me get a city grant. In short, he is talented and knowledgeable about doing business, and will lead you well. I would definitely recommend his services.

  Priyanka Lalwani✭✭✭✭✭

  a year ago

  I was stuck about the next steps in my business and was looking for some guidance from a strategic point of view and with a 360 degree lens.

  Eddie helped me to identify some critical gaps in my sales process. He offered his time and attention to understand my situation and patiently listened to me. He identified steps which I was taking for granted in my business but which are important to achieve success.

  His insights are highly actionable and relevant to my business. He has a lot of knowledge and wisdom which he is open to sharing.

  Eddie’s advice has reduced my stress and anxiety. I have clarity about my next steps. His strategic guidance has added confidence in me to fearlessly move forward.

  I will definitely recommend Eddie to business owners and look forward to opportunities to work with him again.

  Norman Prince✭✭✭✭✭

  a year ago

  Eddie Tang is a business consultant who’s helped keep my tutoring business afloat during 2+ years of the pandemic. He’s provided helpful advice on managing, organizing, developing, and marketing my business in both small business workshops and, even more so, in individual consultations. I’m certain that without Eddie’s extremely useful recommendations, I wouldn’t have been able to remain in business. It seems like my business is recovering, and I attribute this largely to the invaluable support I’ve received from Eddie.

  Benjamin Ellis✭✭✭✭✭

  a year ago

  Above Consulting is a magnificent resource for any small business startup. The knowledge, experience, patience and network that A.C. brings to the table is something out of a business self-help book come to life. I worked with them over the course of three months and my business acumen grew by leaps and bounds, and the follow up sessions have helped me to ready for my own small-business launch. Forever grateful.

  Alyssa DeBruyne✭✭✭✭✭

  3 years ago

Sierra Pacific Financial Advisors, LLC – Fee Only Financial Advisory Firm

• Address: 7077 Koll Center Pkwy #120, Pleasanton, CA 94566, United States
• Map: Click here
• Rating: 4.8 (5)

Abundance Wealth Planning, a Financial Life Focus company

• Address: 39899 Balentine Dr #200, Newark, CA 94560, United States
• Map: Click here
• Rating: 5 (3)

Payne Financial Consulting

• Address: 1900 S Norfolk St # 215, San Mateo, CA 94403, United States
• Map: Click here
• Rating: 5 (3)

Analysis Group

• Address: 1010 El Camino Real STE 310, Menlo Park, CA 94025, United States
• Map: Click here
• Rating: 3 (2)

Wellspring Consulting Group

• Address: 2635 N First St #201, San Jose, CA 95134, United States
• Map: Click here
• Rating: 5 (2)

Discover top consulting firms in various states, like those mentioned in Texas, Florida and New York, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning California, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in California

California is home to some of the top financial consulting firms in the United States. These firms provide a range of services such as financial planning, investment management, and risk management to individuals and businesses. Here are three popular financial consulting firms in California:

• Deloitte: Deloitte is one of the “Big Four” accounting firms and is well-known for its financial consulting services. The firm offers a wide range of services including corporate finance, M&A advisory, and risk management. Deloitte has a strong presence in California with offices in major cities such as Los Angeles, San Francisco, and San Diego.
• Capgemini: Capgemini is a global consulting firm that offers financial consulting services to clients in various industries. The firm helps clients optimize their financial processes, implement financial systems, and develop effective strategies for growth. Capgemini has a significant presence in California, with offices located in Silicon Valley and Los Angeles.
• McKinsey & Company: McKinsey & Company is a renowned management consulting firm that provides financial consulting services to clients around the world. The firm helps clients in areas such as mergers and acquisitions, corporate finance, and risk management. McKinsey has multiple offices in California, including those in San Francisco and Los Angeles.

These three financial consulting firms are known for their expertise, experience, and a wide range of services they offer. They have a strong presence in California and cater to clients across various industries. Choosing the right financial consulting firm can greatly benefit individuals and businesses in achieving their financial goals and making informed decisions.

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