SF Business Times ranks Capital Advantage in the Top 50

Largest Bay Area Wealth Management Firms

Ranked by Bay Area assets under management for individual clients.
Capital Advantage has surpassed $600 million in assets under management, cementing its spot as the largest wealth management firm* in Lamorinda and in the Top 50 in the entire Bay Area. *Wealth management firm is defined as a locally-headquartered, independently-owned fee-only advisory firm that provides both financial planning and investment management services (3/2017).

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With Capital Advantage you get

Over 35 Years of Experience

Capital Advantage is committed to helping you define, and then achieve, your financial goals. We provide personalized service, detailed planning, and the superior level of expertise that comes with decades of experience.

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At Capital Advantage

We Know Your Dog's Name

And your son-in-law’s and your mother’s, too. We value personal connection and real relationships. Our team cultivates a culture of family, and we believe that our clients continue to appreciate our commitment to their lives, their financial independence, and their futures.

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Explore our services

Investment Management

We are dedicated to helping you implement a personalized, reduced-risk investment strategy designed to make the most of your wealth.

Financial Planning

Our planning process looks beyond the numbers to get a clear understanding of your financial needs, goals and desired results.

Personalized Servicing

We are committed to providing you with outstanding service. You have high expectations, and we are dedicated to exceeding them.

Retirement Planning

Our advisors will help you craft a plan designed to balance your immediate financial concerns with your dreams for the future.

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Big city credentials without the commute.