Home
Financial Advisor
California
Walnut Creek
BURTON ENRIGHT WELCH

BURTON ENRIGHT WELCH

Tel: (925) 932-8010 1850 Mt. Diablo Boulevard Suite 335 Walnut Creek, California 94596

About BURTON ENRIGHT WELCH

BURTON ENRIGHT WELCH is a Walnut Creek, California based financial advisory firm with nearly $1,245,864,655 in assets under management and provides investment advisory services for 644 clients. There are currently 17 financial advisors at the firm.

General Information
Firm CRD#:

118376

Firm SEC#:

801-68890

Assets Under Management:

$1,245,864,655

No. of Clients:

644

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Walnut Creek

FirmCRD#:110954
SEC#:801-48848
No. of Advisors:9
No. of Clients:113
AUM:$5,560,333,510
FirmCRD#:297808
SEC#:801-113671
No. of Advisors:51
No. of Clients:3511
AUM:$4,035,668,036
FirmCRD#:110365
SEC#:801-53077
No. of Advisors:53
No. of Clients:5567
AUM:$3,701,661,223
FirmCRD#:321633
SEC#:801-125744
No. of Advisors:12
No. of Clients:1929
AUM:$3,382,642,421
FirmCRD#:109034
SEC#:801-56517
No. of Advisors:14
No. of Clients:3319
AUM:$1,704,981,494
FirmCRD#:108052
SEC#:801-57727
No. of Advisors:25
No. of Clients:2614
AUM:$1,415,615,957
FirmCRD#:108985
SEC#:801-55896
No. of Advisors:13
No. of Clients:2120
AUM:$1,002,166,936
FirmCRD#:169772
SEC#:801-88186
No. of Advisors:13
No. of Clients:4
AUM:$882,649,044
FirmCRD#:107326
SEC#:801-57272
No. of Advisors:13
No. of Clients:1749
AUM:$722,341,026
FirmCRD#:112109
SEC#:801-60296
No. of Advisors:7
No. of Clients:1377
AUM:$654,200,000
FirmCRD#:293841
SEC#:801-126318
No. of Advisors:15
No. of Clients:16
AUM:$615,714,461
FirmCRD#:108911
SEC#:801-32487
No. of Advisors:5
No. of Clients:80
AUM:$521,000,000
FirmCRD#:199513
SEC#:801-110593
No. of Advisors:9
No. of Clients:1604
AUM:$485,778,980
FirmCRD#:110293
SEC#:801-27099
No. of Advisors:2
No. of Clients:421
AUM:$380,890,508

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.