Financial advisors in Berkeley, CA

124 advisors · page 2 of 5

Brandon Cheng
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Brian Lancaster
Financial advisor at Clayton Partners LLC
Clayton Partners LLC · $172M AUM
Verified
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Bryan Matheney
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Cagatay Koc
Financial advisor at North Berkeley Wealth Management, LLC
North Berkeley Wealth Management, LLC · $829.8M AUM
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Daniel Nakahara
Financial advisor at North Berkeley Wealth Management, LLC
North Berkeley Wealth Management, LLC · $829.8M AUM
VerifiedFinancial planning
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Daoud Kayoumi
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Darren Taggart
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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David Weed
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Debra Ellisen
Financial advisor at North Berkeley Wealth Management, LLC
North Berkeley Wealth Management, LLC · $829.8M AUM
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Devenaire Wright
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Diana Espinoza
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Diann Robinson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Eli Sakov
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
VerifiedFinancial planning
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Ella Plotkin-Oren
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Eric Goodbar
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Eric Kho
Financial advisor at Ro2 Wealth
Ro2 Wealth · $2.1M AUM
VerifiedFinancial planning
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Erin Escobar
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Frank Bliss
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Gabriel Gutierrez Rodriguez
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Gagan Pathak
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Gaurav Kumar
Financial advisor at Tilden Path Capital LLC
Tilden Path Capital LLC · $12.8M AUM
Verified
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Gavin Distasi
Financial advisor at Topel & Distasi Wealth Management, LLC
Topel & Distasi Wealth Management, LLC · $312.1M AUM
VerifiedFinancial planning
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Hamed Rashidpour
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Jake Birnberg
Financial advisor at Empowering Financial
Empowering Financial · $1.3M AUM
VerifiedFinancial planning
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Jason Stankowski
Financial advisor at Clayton Partners LLC
Clayton Partners LLC · $172M AUM
Verified
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Jeffrey Petersen
Financial advisor at Willow Grove Advisors, LLC
Willow Grove Advisors, LLC · $369.8M AUM
VerifiedFinancial planning
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Jeffrey St. Claire
Financial advisor at Blume Capital Management, Inc.
Blume Capital Management, Inc. · $856.6M AUM
VerifiedFinancial planning
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Jessica Pincus
Financial advisor at Earned Wealth Advisors, LLC
Earned Wealth Advisors, LLC · $3.11B AUM
VerifiedFinancial planning
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John Blatter
Financial advisor at Affinity Capital Advisors LLC
Affinity Capital Advisors LLC · $851.3M AUM
Verified
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Jonathan Deyoe
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Berkeley, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Berkeley, CA.

How this list works

Before you hire an advisor in Berkeley, CA