Falists

California · 29 advisers

Financial Advisors in Berkeley, California

Looking for a financial advisor in Berkeley, California? Falists indexes 29 SEC-registered and state-registered investment advisers in Berkeley — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 27 firms list a website you can visit directly. Firms in this directory manage up to $29.38B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

29

With website

27

Largest AUM

$29.38B

Financial planning

7

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth12Planning7Trusts9Retirement3Institutional5

Top advisors in Berkeley

Ranked by AUM · Fees, team & specialties at a glance

View all 29 →
View all 29 advisors in Berkeley

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Berkeley, California?
29 registered investment advisers are listed in our Berkeley directory, sourced from public SEC filings.
What types of advisors are in Berkeley?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Berkeley?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.