Top 7 financial advisors in Berkeley, CA
We’ve curated a list of the best financial advisors in Berkeley, take a look at it below
Find an advisor in Berkeley| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $523,487,743 | 9 advisors | ||
| 2 | $490,622,593 | 15 advisors | ||
| 3 | $229,587,992 | 4 advisors | ||
| 4 | $200,081,767 | 5 advisors | ||
| 5 | $170,038,748 | 7 advisors | ||
| 6 | $141,154,000 | 3 advisors | ||
| 7 | $2,549,028 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Berkeley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Berkeley. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Parkside Advisors LLC
Parkside Advisors LLC is a financial advisory firm based in Berkeley, California. It currently has approximately $523,487,743 of assets under management and employs about 9 people. Parkside Advisors LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$523,487,743
Headcount
9 advisors
Fee structure
A percentage of assets under your management
SEC number
801-63021
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Tax Planning Services
North Berkeley Wealth Management, LLC
North Berkeley Wealth Management, LLC is a financial advisory firm based in Berkeley, California. It currently has approximately $490,622,593 of assets under management and employs about 15 people. North Berkeley Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$490,622,593
Headcount
15 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-64572
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Elmwood Wealth Management
Elmwood Wealth Management is a financial advisory firm based in Berkeley, California. It currently has approximately $229,587,992 of assets under management and employs about 4 people. Elmwood Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and minimum fee requirements & portal fees.
Assets under management
$229,587,992
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
MINIMUM FEE REQUIREMENTS & PORTAL FEES
SEC number
801-110782
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Willow Grove Advisors, LLC
Willow Grove Advisors, LLC is a financial advisory firm based in Berkeley, California. It currently has approximately $200,081,767 of assets under management and employs about 5 people. Willow Grove Advisors, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$200,081,767
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-117042
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Honte Advisors LLC
Honte Advisors LLC is a financial advisory firm based in Berkeley, California. It currently has approximately $170,038,748 of assets under management and employs about 7 people. Honte Advisors LLC uses a fee structure of a percentage of assets under your management, performance-based fees and performance allocation.
Assets under management
$170,038,748
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PERFORMANCE ALLOCATION
SEC number
801-119254
Services offered
Portfolio Management For Pooled Investment Vehicles
Sub-advisory Services
Clayton Partners LLC
Clayton Partners LLC is a financial advisory firm based in Berkeley, California. It currently has approximately $141,154,000 of assets under management and employs about 3 people. Clayton Partners LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$141,154,000
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-85190
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
Access Softek Advisory Services
Access Softek Advisory Services is a financial advisory firm based in Berkeley, California. It currently has approximately $2,549,028 of assets under management and employs about 3 people. Access Softek Advisory Services uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,549,028
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-116873
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.