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Financial Advisors in Berkeley, California

Our hand-picked list of 8 financial advisors serving Berkeley, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Berkeley

Financial professionals in Berkeley should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Berkeley

AFFINITY CAPITAL ADVISORS LLC

825 PAGE STREET, BERKELEY, CA 94710

📞 (510) 984-••••

BLUME CAPITAL MANAGEMENT, INC.

1708 SHATTUCK AVE., BERKELEY, CA 94709

📞 (510) 549-••••

CLAYTON PARTNERS LLC

3160 COLLEGE AVENUE, BERKELEY, CA 94705

📞 (415) 296-••••

ELMWOOD WEALTH MANAGEMENT

2027 FOURTH STREET, BERKELEY, CA 94710

📞 (510) 858-••••

HONTE ADVISORS LLC

2001 ADDISON STREET, BERKELEY, CA 94704

📞 (415) 801-••••

NORTH BERKELEY WEALTH MANAGEMENT, LLC

1995 EL DORADO AVE, BERKELEY, CA 94707

📞 (510) 528-••••

SASSER INVESTMENT MANAGEMENT, INC.

2907 CLAREMONT AVE, BERKELEY, CA 94705

📞 (510) 835-••••

TOPEL & DISTASI WEALTH MANAGEMENT, LLC

2907 CLAREMONT AVENUE, SUITE 111, BERKELEY, CA 94705

📞 (510) 898-••••

Frequently Asked Questions

Where can I find financial advisors in Berkeley, California?

Berkeley, California has 8 financial advisors listed in our directory. AFFINITY CAPITAL ADVISORS LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Berkeley?

Financial professionals in Berkeley should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Berkeley?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Berkeley-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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