← Top 100 Financial Advisors in the San Francisco Bay Area

Financial Advisors Companies in East Bay — Graded

All 144 graded financial advisors companies in East Bay, California, in market rank order. Same published formula, no paid placements. Data current as of 2026-10-25.

1
97AI ScoreTop 1%
De La Torre Financial Group
Livermore · Website
Legitimacy96
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-25
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6
95AI ScoreTop 2%
Liberty Tax
San Leandro · Website
Legitimacy96
Online action94
Reviewsno data yet
Coverage 35% · 2026-10-25
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8
88AI ScoreTop 2%
H&R Block
Livermore · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-25
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15
75AI ScoreTop 3%
Fidelity Investments
Dublin · Website
Legitimacy96
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-25
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28
73AI ScoreTop 6%
Core Finance Advisor
San Ramon · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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31
73AI ScoreTop 6%
Marilyn Suey
San Ramon · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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32
73AI ScoreTop 7%
Marqeta
Oakland · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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36
73AI ScoreTop 7%
Peak360 Wealth Management, Llc.
San Ramon · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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39
73AI ScoreTop 8%
Upscale Financial Solutions LLC
Oakland · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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43
71AI ScoreTop 9%
Accretive Wealth Management
San Ramon · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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55
71AI ScoreTop 11%
DCN Wealth Management
Fremont · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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59
71AI ScoreTop 12%
Global Investment Company
Oakland · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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60
71AI ScoreTop 12%
In Touch Financial Services
Oakland · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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72
71AI ScoreTop 14%
Prosperity Financial Group
San Ramon · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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73
71AI ScoreTop 14%
Shone Asset Management
Walnut Creek · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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74
71AI ScoreTop 15%
Spiegelman Wealth Management
Lafayette · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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75
71AI ScoreTop 15%
Tax Ninja
Oakland · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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80
70AI ScoreTop 16%
Berkeley YMCA
Berkeley · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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81
70AI ScoreTop 16%
Blackhawk Network Holdings
Pleasanton · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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85
70AI ScoreTop 17%
Luso American Financial
Dublin · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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88
70AI ScoreTop 17%
Wells Fargo Home Mortgage
Union City · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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89
69AI ScoreTop 18%
Farmers Insurance
Fremont · Website
Legitimacy96
Online action49
Reviewsno data yet
Coverage 35% · 2026-10-25
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94
64AI ScoreTop 19%
Carpenter Funds Administrative Office Of Northern California, Inc.
Oakland · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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97
64AI ScoreTop 19%
Defined Financial Planning, Llc
Alameda · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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101
64AI ScoreTop 20%
North Berkeley Wealth Management
Berkeley · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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102
64AI ScoreTop 20%
Raymer Business Services
Livermore · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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103
64AI ScoreTop 20%
World Financial Group
Fremont · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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105
63AI ScoreTop 21%
Citibank
Berkeley · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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109
63AI ScoreTop 21%
Lafayette Square Financial Advisors
Walnut Creek · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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111
63AI ScoreTop 22%
Marin Wealth Advisors LLC
Walnut Creek · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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112
63AI ScoreTop 22%
Marin Wealth Advisors LLC
Oakland · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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113
63AI ScoreTop 22%
New Insight Accounting
Oakland · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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122
59AI ScoreTop 24%
Excel Signs
Oakland · Website
Legitimacy93
Online action34
Reviewsno data yet
Coverage 35% · 2026-10-25
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129
57AI ScoreTop 25%
New Tech Law Group
Fremont · Website
Legitimacy100
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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133
56AI ScoreTop 26%
Rudney Associates
Alamo · Website
Legitimacy97
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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135
55AI ScoreTop 26%
Access & Mobility Finance, Inc.
Lafayette · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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137
55AI ScoreTop 27%
Acre Investment Company, Llc
Pleasanton · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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140
55AI ScoreTop 27%
Advisor Partners Llc
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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141
55AI ScoreTop 28%
Affinity Capital Advisors Llc
Berkeley · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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143
55AI ScoreTop 28%
Alamo Capital
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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148
55AI ScoreTop 29%
Austral Financial Services
Fremont · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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149
55AI ScoreTop 29%
Babylon Wealth Management
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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154
55AI ScoreTop 30%
Baybridge Capital Group, Llc.
Pleasanton · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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155
55AI ScoreTop 30%
Bell Investment Advisors
Oakland · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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161
55AI ScoreTop 31%
Boltwood Capital Management
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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165
55AI ScoreTop 32%
Burton Enright Welch
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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167
55AI ScoreTop 32%
Cal Cap Planning Inc
Hayward · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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168
55AI ScoreTop 33%
Calbay Investments Inc
Danville · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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169
55AI ScoreTop 33%
California Retirement Plans
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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171
55AI ScoreTop 33%
Carr Wealth Management, Llc
Pleasanton · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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172
55AI ScoreTop 33%
Casilio Leitch Investments
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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174
55AI ScoreTop 34%
Ccyp.com 舊金山灣區華人工商資訊網
Fremont · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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175
55AI ScoreTop 34%
Cents & Sensibility, Inc.
Pleasanton · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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176
55AI ScoreTop 34%
Certified Planners, Inc.
San Ramon · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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177
55AI ScoreTop 34%
Charles Schwab
Oakland · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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179
55AI ScoreTop 35%
Cjm Association Services
Pleasanton · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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182
55AI ScoreTop 35%
Communitas Financial Planning
Oakland · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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183
55AI ScoreTop 36%
Concentric Wealth Management
Lafayette · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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184
55AI ScoreTop 36%
Consumer Credit Counseling Foundation
Livermore · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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185
55AI ScoreTop 36%
Csc Fiduciaries, Inc.
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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188
55AI ScoreTop 37%
David Stern Cfo
Berkeley · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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191
55AI ScoreTop 37%
Derivative Logic
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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192
55AI ScoreTop 37%
Destination Wealth Management
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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193
55AI ScoreTop 37%
Devine & Gong
Oakland · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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194
55AI ScoreTop 38%
Deyoe Wealth Management
Berkeley · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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195
55AI ScoreTop 38%
Dinapoli Capital Partners
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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196
55AI ScoreTop 38%
Dunlap Equity Management, Llc
Oakland · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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200
55AI ScoreTop 39%
Econoday
Lafayette · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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201
55AI ScoreTop 39%
Effective Assets
Berkeley · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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203
55AI ScoreTop 39%
Equilife Llc
San Ramon · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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205
55AI ScoreTop 40%
Evoshare, Inc.
Berkeley · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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206
55AI ScoreTop 40%
Falcon Bridge Capital Llc
Oakland · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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213
55AI ScoreTop 41%
Fisher & Wiens Wealth Management
Danville · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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218
55AI ScoreTop 42%
Gebhardt Group, Inc.
Lafayette · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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219
55AI ScoreTop 42%
Gifford Fong Associates
Lafayette · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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236
55AI ScoreTop 46%
Hunt Wealth Management
Concord · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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237
55AI ScoreTop 46%
Infinity Financial Services
Oakland · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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238
55AI ScoreTop 46%
Insmark Inc.
San Ramon · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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241
55AI ScoreTop 47%
Itineris Financial Advisors
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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242
55AI ScoreTop 47%
J.p. King Advisors, Inc.
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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243
55AI ScoreTop 47%
Jersin Financial Services, Inc.
Danville · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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247
55AI ScoreTop 48%
Kendall Financial Services
Pinole · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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252
55AI ScoreTop 49%
Lee Ng & Associates
Pleasanton · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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263
55AI ScoreTop 51%
Maxwell Wealth Strategies Inc.
Pleasanton · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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269
55AI ScoreTop 52%
Morgan Royce Industries Inc
Fremont · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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270
55AI ScoreTop 52%
Morling Financial Advisors
Fremont · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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275
55AI ScoreTop 53%
New Vintage Financial Services
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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281
55AI ScoreTop 54%
Pacific Insolvency Alliance
Fremont · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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282
55AI ScoreTop 55%
Pacific Pension & Benefit Services, Inc.
Antioch · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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287
55AI ScoreTop 55%
Perazul Capital
Pleasanton · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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295
55AI ScoreTop 57%
Progressive Asset Management
Castro Valley · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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301
55AI ScoreTop 58%
Rittmann Capital Management
Moraga · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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303
55AI ScoreTop 59%
Sasser Investment Management
Oakland · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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311
55AI ScoreTop 60%
Soloway Fiduciaries, Inc
Lafayette · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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314
55AI ScoreTop 61%
Sparkart Inc.
Oakland · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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316
55AI ScoreTop 61%
Sprague Wealth Solutions
Danville · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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317
55AI ScoreTop 61%
Stat Revenue
Emeryville · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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331
55AI ScoreTop 64%
The Arcview Group
Oakland · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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332
55AI ScoreTop 64%
The Law Offices Of William A. Massarweh
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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333
55AI ScoreTop 64%
The Stoller Company
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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350
55AI ScoreTop 68%
Vitucci & Associates
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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352
55AI ScoreTop 68%
Wallace Advisory Group
Lafayette · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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354
55AI ScoreTop 68%
Westhoff Cone & Holmstedt
Walnut Creek · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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361
54AI ScoreTop 70%
Curtis Financial Planning
Oakland · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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362
54AI ScoreTop 70%
Echo45 Advisors
Walnut Creek · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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373
54AI ScoreTop 72%
Lloyd Tevis Investments
Lafayette · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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380
54AI ScoreTop 73%
Skiptrace Judgement Recovery
Brentwood · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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382
54AI ScoreTop 74%
Tax Pros
Oakland · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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385
54AI ScoreTop 74%
Unlimited Business Loans
Danville · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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395
47AI ScoreTop 76%
Arakelian Wealth Management
San Ramon · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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396
47AI ScoreTop 76%
Ascendantfx Capital Usa, Inc
Pleasant Hill · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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404
47AI ScoreTop 78%
Bd Associates Llc
Newark · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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411
47AI ScoreTop 79%
Castle Rock Wealth Management
Walnut Creek · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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413
47AI ScoreTop 80%
Center Pillar Wealth Management Llc
Newark · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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419
47AI ScoreTop 81%
Daulat
Hayward · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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420
47AI ScoreTop 81%
Decent Capital Llc
Danville · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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423
47AI ScoreTop 82%
East Bay Natural Grocers, Inc
Alameda · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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425
47AI ScoreTop 82%
Falcon Point Capital Llc
Orinda · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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430
47AI ScoreTop 83%
Gpm Municipal Advisors Llc
Walnut Creek · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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435
47AI ScoreTop 84%
Integrity Wealth Partners Llc
Walnut Creek · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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436
47AI ScoreTop 84%
J Glynn And Company
Oakland · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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442
47AI ScoreTop 85%
Lodestar Private Asset Management Llc
Alamo · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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443
47AI ScoreTop 85%
Lovell Wealth Management
Walnut Creek · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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449
47AI ScoreTop 87%
Noori Financial Services Corp
Fremont · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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455
47AI ScoreTop 88%
Pepper Investments Inc
Brentwood · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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458
47AI ScoreTop 88%
Prosperity Wealth Management Inc
San Ramon · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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459
47AI ScoreTop 88%
Ramsey Associates, Inc
Berkeley · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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461
47AI ScoreTop 89%
Reising Financial Inc
Pleasanton · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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463
47AI ScoreTop 89%
Sb Pacific Group
Berkeley · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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477
47AI ScoreTop 92%
Truenote Investment Advisors, Inc
El Cerrito · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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488
43AI ScoreTop 94%
The Hudson Companies, Llc
Alamo
Legitimacy100
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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493
41AI ScoreTop 95%
Bcn Financial Inc
Alameda
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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494
41AI ScoreTop 95%
Berean Wealth Management
Brentwood
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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496
41AI ScoreTop 96%
Claremont Retirement Management Services
San Ramon
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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500
41AI ScoreTop 96%
Knn Public Finance
Oakland
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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504
41AI ScoreTop 97%
National Collection Agency, Inc.
Walnut Creek
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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506
41AI ScoreTop 97%
Pearl Wealth Advisors
Walnut Creek
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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508
41AI ScoreTop 98%
Progressive Acquisitions
San Ramon
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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509
41AI ScoreTop 98%
Restorcap
Oakland
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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515
41AI ScoreTop 99%
True Wealth Advisory Group
Walnut Creek
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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516
41AI ScoreTop 99%
We Heart Finance
Oakland
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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518
41AI ScoreTop 100%
William Wright Associates
Walnut Creek
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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520
40AI ScoreTop 100%
Auxi Asset Management
Danville
Legitimacy93
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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522
40AI ScoreTop 100%
Life and Wealth Advisors
Walnut Creek
Legitimacy93
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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How the AI Score works

Every company carries an AI Score from 1–100, computed by one published formula from the signals measurable today — legitimacy and online action, verified across at least two independent sources (open place datasets and public registries). The formula's other factors — blended reviews, complaint record, and responsiveness — carry no weight in the score until licensed data sources for them exist. When they land, the score re-spreads across the full formula.

One disclosed exception: a score of 100 is reserved for RankMyCompany clients; every other score is computed by the same formula for everyone. Scores are not spread artificially — companies with identical measured data share identical scores — and each listing also shows its rank and its percentile within its category.

Missing-data rule: when a factor has no lawful data source for a company yet, its weight redistributes proportionally across the factors that do have data, and every score shows its data-coverage %. Coverage rises as licensed sources are added; scores are recomputed monthly and score history is kept for every company.

No score is ever adjusted by hand, sold, or removed for payment. Companies marked RMC Client are scored by the exact same formula as everyone else — the 100 cap above is the only exception, and it is disclosed here rather than hidden. If your company's underlying data is wrong, file a correction on the dispute page — disputes fix the data, and the corrected data flows into the next ranking run.

Place data: © OpenStreetMap contributors (ODbL) and Overture Maps Foundation (CDLA Permissive 2.0). Listings are refreshed monthly; a score change from a refresh takes effect only after the new score holds for two consecutive runs. Formula changes are published as a new methodology version — never applied silently.

Read the full standard — The RMC Standard →