Financial advisers in Berkeley, CA

10 registered investment adviser firms in Berkeley managing $33.8B in assets, based on public SEC Form ADV filings.

Voleon Capital Management LP

Berkeley, CA · Est. 2013

RegionalInternational

Fee-only

AUM: $29.4B
Per adviser: $1.0B
Advisers: 28

No reported disclosures

Blume Capital Management, INC.

Berkeley, CA · Est. 1998

Local

Fee-based

AUM: $857M
Per adviser: $428M
Advisers: 2

No reported disclosures

Affinity Capital Advisors LLC

Berkeley, CA · Est. 2015

LocalInternational

Fee-based

AUM: $851M
Per adviser: $170M
Advisers: 5

No reported disclosures

North Berkeley Wealth Management, LLC

Berkeley, CA · Est. 2005

LocalInternational

Fee-based

AUM: $830M
Per adviser: $75M
Advisers: 11

No reported disclosures

Elmwood Wealth Management

Berkeley, CA · Est. 2017

LocalInternational

Fee-based

AUM: $478M
Per adviser: $119M
Advisers: 4

No reported disclosures

Honte Advisors LLC

Berkeley, CA · Est. 2020

LocalInternational

Fee-only

AUM: $418M
Per adviser: $139M
Advisers: 3

No reported disclosures

Willow Grove Advisors, LLC

Berkeley, CA · Est. 2019

LocalInternational

Fee-only

AUM: $370M
Per adviser: $74M
Advisers: 5

No reported disclosures

Topel & Distasi Wealth Management, LLC

Berkeley, CA · Est. 2021

Local

Fee-based

AUM: $312M
Per adviser: $104M
Advisers: 3

No reported disclosures

Clayton Partners LLC

Berkeley, CA · Est. 2015

LocalInternational

Fee-only

AUM: $172M
Per adviser: $43M
Advisers: 4

No reported disclosures

Sasser Investment Management, INC.

Berkeley, CA · Est. 2021

Local

Fee-only

AUM: $120M
Per adviser: $60M
Advisers: 2

No reported disclosures