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:
BLUME CAPITAL MANAGEMENT, INC.
CRD#: 111768
Address: 1708 Shattuck Ave., Berkeley, CA 94709
Clients: 76
Average Clients per Advisor: 38
AUM: $ 526M
PARKSIDE ADVISORS LLC
CRD#: 125553
Address: 2040 Bancroft Way Suite 300, Berkeley, CA 94704
Clients: 48
Average Clients per Advisor: 12
AUM: $ 523M
NORTH BERKELEY WEALTH MANAGEMENT, LLC
CRD#: 136431
Address: 1820 Solano Ave Suite C1, Berkeley, CA 94707
Clients: 131
Average Clients per Advisor: 14
AUM: $ 508M
AFFINITY CAPITAL ADVISORS LLC
CRD#: 166226
Address: 825 Page Street, Berkeley, CA 94710
Clients: 282
Average Clients per Advisor: 70
AUM: $ 445M
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
CRD#: 285538
Address: 2907 Claremont Avenue, Suite 111, Berkeley, CA 94705
Clients: 126
Average Clients per Advisor: 42
AUM: $ 248M
ELMWOOD WEALTH MANAGEMENT
CRD#: 165639
Address: 2027 Fourth Street Suite 203, Berkeley, CA 94710-1912
Clients: 43
Average Clients per Advisor: 14
AUM: $ 241M
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
Marian Valerie Lenz
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven John Soja
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
George David Huertas
Registered Affiliation(s):MORGAN STANLEY
Gary Graham Pollock
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Jamie Kay Tjernagel
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Thomas Dunn
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Douglas Mclean Robbins
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Atul C Dubal
Registered Affiliation(s):PRUDENT PROSPERA PLANNING, INC.
Larry D. Thomas
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Judith Nobue Hirotaka
Registered Affiliation(s):GINSBURG FINANCIAL ADVISORS
James Thomas Wandzilak
Registered Affiliation(s):EDWARD JONES
Catherine Curtis
Registered Affiliation(s):CURTIS FINANCIAL PLANNING
Brian Vern Lewis
Registered Affiliation(s):MORGAN STANLEY
David Finci
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Eric Maynard Aanes
Registered Affiliation(s):TITUS WEALTH MANAGEMENT
Gerard Jan Zell JR
Registered Affiliation(s):MORGAN STANLEY
Louis Isaac Dagen
Registered Affiliation(s):AUSPICIOUS FINANCIAL PLANNING, LLC
Hallie Brier Hart
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Andrew James Andrikopoulos
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Andrew Trung Le
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Elisabeth Mae Andreason
Registered Affiliation(s):MORGAN STANLEY
Daniel Ira Deitrick
Registered Affiliation(s):MORGAN STANLEY
David Brent Yeske
Registered Affiliation(s):YESKE BUIE INC.
Michael Robert Mcgee
Registered Affiliation(s):MORGAN STANLEY
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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