Financial advisors in Berkeley, CA

108 match · page 1 of 4

Alison Davies
Financial advisor at Fruition Advisors LLC
Fruition Advisors LLC
CFP®VerifiedFinancial planning
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Allan Moskowitz
Financial advisor at Mason & Associates, Inc.
Mason & Associates, Inc. · $828.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amy Thacher
Financial advisor at Blume Capital Management, Inc.
Blume Capital Management, Inc. · $856.6M AUM
CFP®VerifiedFinancial planning
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Ariana Alisjahbana
Financial advisor at North Berkeley Wealth Management, LLC
North Berkeley Wealth Management, LLC · $829.8M AUM
CFP®VerifiedFinancial planning
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Audrey Grubman
Financial advisor at Northrock Partners, LLC
Northrock Partners, LLC · $12.19B AUM
CFP®VerifiedFinancial planning
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Brian Kozel
Financial advisor at North Berkeley Wealth Management, LLC
North Berkeley Wealth Management, LLC · $829.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caryn Augst
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Claudina Campbell
Financial advisor at Willow Grove Advisors, LLC
Willow Grove Advisors, LLC · $369.8M AUM
CFP®VerifiedFinancial planning
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David Flowers
Financial advisor at D.a. Flowers & Company, LLC
D.a. Flowers & Company, LLC · $50M AUM
CFP®VerifiedFinancial planning
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James Lowe
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Jarrett Topel
Financial advisor at Topel & Distasi Wealth Management, LLC
Topel & Distasi Wealth Management, LLC · $312.1M AUM
CFP®VerifiedFinancial planning
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John Kenny
Financial advisor at Illumination Wealth Management
Illumination Wealth Management · $471.1M AUM
CFP®VerifiedFinancial planning
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Juliana Moravy
Financial advisor at Elmwood Wealth Management
Elmwood Wealth Management · $477.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katherine King
Financial advisor at North Berkeley Wealth Management, LLC
North Berkeley Wealth Management, LLC · $829.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Gatt
Financial advisor at North Berkeley Wealth Management, LLC
North Berkeley Wealth Management, LLC · $829.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Wood-Bednarz
Financial advisor at North Berkeley Wealth Management, LLC
North Berkeley Wealth Management, LLC · $829.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shannon Lemon
Financial advisor at Elmwood Wealth Management
Elmwood Wealth Management · $477.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shilu Sheng
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tim Everhart
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Wing-Yin Kong
Financial advisor at Willow Grove Advisors, LLC
Willow Grove Advisors, LLC · $369.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Abby Honerkamp
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Ahamad Shaghassi
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Alejandro Segura
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ali Poswal
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Amanda Luong
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Andrew Klase
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Arleen-Grace Vatuvei
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Ashley Coons
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Brandon Cheng
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Matheney
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Berkeley, CA.

How this list works

Before you hire an advisor in Berkeley, CA