Investment adviser firms in BERKELEY, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
10 firms · Source months shown: August 2026
- AFFINITY CAPITAL ADVISORS LLCCRD 166226 · BERKELEY, CA$851,336,597.00Regulatory AUM · August 2026
- BLUME CAPITAL MANAGEMENT, INC.CRD 111768 · BERKELEY, CA$856,631,801.00Regulatory AUM · August 2026
- CLAYTON PARTNERS LLCCRD 127546 · BERKELEY, CA$171,997,700.00Regulatory AUM · August 2026
- ELMWOOD WEALTH MANAGEMENT, INC.CRD 165639 · BERKELEY, CA$477,926,836.00Regulatory AUM · August 2026
- HONTE ADVISORS LLCCRD 308341 · BERKELEY, CA$417,664,646.00Regulatory AUM · August 2026
- NORTH BERKELEY WEALTH MANAGEMENT, LLCCRD 136431 · BERKELEY, CA$829,754,046.00Regulatory AUM · August 2026
- SASSER INVESTMENT MANAGEMENT, INC.CRD 110886 · BERKELEY, CA$120,092,164.00Regulatory AUM · August 2026
- TOPEL & DISTASI WEALTH MANAGEMENT, LLCCRD 285538 · BERKELEY, CA$312,109,603.00Regulatory AUM · August 2026
- VOLEON CAPITAL MANAGEMENT LPCRD 147443 · BERKELEY, CA$29,377,232,147.00Regulatory AUM · August 2026
- WILLOW GROVE ADVISORS, LLCCRD 151993 · BERKELEY, CA$369,783,619.00Regulatory AUM · August 2026