Top Financial Advisors in Berkeley, California
Finding the right financial advisor in Berkeley is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Berkeley, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Berkeley, CA.
Find the Best Financial Advisor Firms in Berkeley:
PARKSIDE ADVISORS LLC
CRD#: 125553
Address: 2040 Bancroft Way Suite 300, Berkeley, CA 94704
Clients: 48
Average Clients per Advisor: 12
AUM: $ 747M
NORTH BERKELEY WEALTH MANAGEMENT, LLC
CRD#: 136431
Address: 1820 Solano Ave, Suite C!, Berkeley, CA 94707
Clients: 198
Average Clients per Advisor: 24
AUM: $ 711M
BLUME CAPITAL MANAGEMENT, INC.
CRD#: 111768
Address: 1708 Shattuck Ave., Berkeley, CA 94709
Clients: 75
Average Clients per Advisor: 37
AUM: $ 696M
NIA IMPACT CAPITAL
CRD#: 286587
Address: Berkeley, CA
Clients: 76
Average Clients per Advisor: 19
AUM: $ 526M
ELMWOOD WEALTH MANAGEMENT
CRD#: 165639
Address: 2027 Fourth Street Suite 203, Berkeley, CA 94710-1912
Clients: 69
Average Clients per Advisor: 17
AUM: $ 333M
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
CRD#: 285538
Address: 2907 Claremont Avenue, Suite 111, Berkeley, CA 94705
Clients: 119
Average Clients per Advisor: 39
AUM: $ 300M
How We Chose the Top Financial Advisors in Berkeley, California
To create this list of top financial advisor firms in Berkeley, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Berkeley has to offer.
Search Financial Advisors in Berkeley, California
Curtis S Chen
Registered Affiliation(s):LPL FINANCIAL LLC
Michael Grant Matthews
Registered Affiliation(s):MORGAN STANLEY
Michael Richard Oster
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Michael Wilcox
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Rufus Theodore Williams
Registered Affiliation(s):SOLANO WEALTH MANAGEMENT, INC.
Lisa Anne Hughes
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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