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).
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.Learn More
Explore our services
We are dedicated to helping you implement a personalized, reduced-risk investment strategy designed to make the most of your wealth.
Our planning process looks beyond the numbers to get a clear understanding of your financial needs, goals and desired results.
We are committed to providing you with outstanding service. You have high expectations, and we are dedicated to exceeding them.
Our advisors will help you craft a plan designed to balance your immediate financial concerns with your dreams for the future.