The 10 best financial advisors in Concord in 2026

1. 1

   Shah Financial Planning Inc.

   financial planning, mutual funds, insurance · yes · yes · 5 ★, 57 reviews

   46/100
2. 2

   Andrew Lee, CPA, CA, CIM

   investments · team website · CPA, CIM

   31/100
3. 3

   Anthony Fernandopulle

   investments · team website · CFA

   31/100
4. 4

   Delgado Private Wealth

   investments · team website · CLU

   31/100
5. 5

   Graziano Galloro

   investments · team website · CFP, CIM

   31/100
6. 6

   Hiten Mandaliya

   investments · team website · CIM

   31/100
7. 7

   Iljan Nadimi

   investments · team website · CFP

   31/100
8. 8

   Richard Pillitteri

   investments · team website · CFA

   31/100
9. 9

   The Fazal Private Wealth Group

   investments · team website · CIM

   31/100
10. 10

    Will Chaaya

    investments · team website · CFP

    31/100

The criteria

Frequently asked questions

Who is the best financial advisor in Concord?

On our public criteria, Shah Financial Planning Inc. ranks first in Concord, ahead of Andrew Lee, CPA, CA, CIM and Anthony Fernandopulle. The best choice is the firm whose services fit your situation.

How is this ranking built?

Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).

Can a firm pay to rank higher?

No. No firm pays to be listed or for its position.

Ranking recalculated at each register update. A firm can correct its details from its profile. Our method