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Best financial advisors in Berkeley, CA

Registered advisers within 25 miles of Berkeley, CA.

Offices
2,571
Firms
1,550
Combined AUM
$33.9T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,730,632 clients when Item 5C has a number
Avg / client
$9.07M
Combined AUM ÷ clients

Nearby offices

Firms

MERCER GLOBAL ADVISORS INC.
CREATIVEONE WEALTH, LLC
EQUITABLE ADVISORS, LLC
BLACKROCK FUND ADVISORS
BLACKROCK INVESTMENT MANAGEMENT, LLC
ACREW DIVERSIFY CAPITAL MANAGEMENT, L.P.
ACREW CAPITAL MANAGEMENT, L.P.
TRIUM VENTURES GP I, LLC
SEA CLIFF PARTNERS MANAGEMENT, LP
ALVARADO MANAGEMENT COMPANY
HELLMAN & FRIEDMAN LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MAIDEN LANE VENTURES II , LLC
MAIDEN LANE VENTURES, LLC
J.P. MORGAN SECURITIES LLC
PHILADELPHIA FINANCIAL

Investors

TIMOTHY PAUL MCNAMARA
ZACHARY ALAN SCHILLER
Yi Zhou
Hannah La Nae Van Essen
Evgenii Shtrikov
CHRISTINE ELIZABETH GIBSON
YARON SHAMASH
GEORGE J CHAMMAS
ALLAN YUAN DONG
BRANDON MICHIYUKI NAKAMURA
DYLAN JAMES HOLBORN-WELSH
Austin Michael Todd
Travis Engler
Leo Proceso Jacobo
NATHAN SANFORD COBERT
PETER DORN DOBRUS
DANIEL LEO BECK
Alexander Dalton Wright
MARKUS A DE JESUS
Cicely E Jones
Julian William-John Beal
Kristopher Ho
RICARDO MEDRANO NARVAEZ
MICHAEL JAMES
Sean Francis Prior
WILLEM KRUSE
MATTHEW WANG
LUCAS SAM
Giuseppe Benedetti
Logan James Sutter
Thomas Barber
KURTIS AARON LOUIE
Christopher Hana Lee
Richard M. Patrick
Lisa Nelaphan Petz
Nicolas Adrian Perez
Stephan Garate
Bernhard Tyler Christianson
Jackson Roberts
Ana Maria De Loizaga
Ryan Christian Okamoto
Marc Lee Mcintosh
Bradley Frank
Michael Kenzo Damir
Samuel Chavez
Aidan Case
Coleman James Clemons
Hayden Walker Wellbeloved
ANNE C BRIGGS
BRENDAN PATRICK MCGRATH
ORION RICHARDSON
CAITLYN REED
Christopher Conklin-Moore
SIDNEY ALAN SALL
Rex Moar
Gianni Farese
Owen Egermayer
Matthew William Birchenough
Joshua Becker
Cristian Antonio Ureno
Damon Elias Haggans
Jake Alexander McLaughlin-Voien
Tristan L Kao
Kevin Suarez
Reece Walter Shaul
Anh Dien Vong
SAMM RODNEY HANNULA
Distefano Palma
Michelle Yuxin Chen
Joshua Jamieson
Ruhi Mistry
WILLIAM SCOTT BALENTINE
GREG JOHN ADAMS
MICHAEL F GRECO
BRIAN PATRICK TOWNS
JOHN PATRICK HYLAND
RISA MORIYAMA SISTOS
ALISON BLAIR HOFFMAN
William Brendan Bowe
HARSHAL V PATEL
MICHAEL D LEE
Avyay Ravi Gollabinnie
Aidan Reed Rodriguez
DELANEY BURKART
ZAHRA Kanani BHATTACHARYA
Katherine Tully Hawkins
Patrick Greenfield
SCOTT RICHARD DOHEMANN
OLAF FRIEDERICH VLIEKS
JAMES ALVIN MILLER
Herman H. Chang
Santpal Singh Brar
ERIC SLAWTER
HADLEY BLOCKER MOLONEY
TANVI SHANTANU PRADHAN
LINDSAY DIANE ZENTNER
Tiffany Iskandar Wibowo
Julia Brianne Steitz
Hope Redmond
Luis De Leon Brumer
Brady Clark Hoover
Sarah Jessica Rego
Joshua Samuel Lucas
Will Geza Tuhacek
REBECCA CLARA SCHUBERT
Megan Rose Mangines
Jordan Luke Dirks
NATHANIEL CARL GLAZIER
TING-AN CHAN
Matthew Austin Rigel
Joanie Cheung Ojascastro
DELAL ALI
Pascal Ambrose Lyon Brassey
Oliver Willingham Hering
Grady Newberg
Stefan Jiacheng Yu
Kendall Irene Cascell
Daniel Christian Michels
Jonathan Francis Dromlewicz
Jacob Morris Brandel
William Scott Legenzowski
Michael Nicholas Altomare
Jessica Lucille Elias
JOHN EDWARD LEE
BRADLEY SCOT FRISK
Miranda E Holmes
Brian T Chinn
Devon M Porpora
Andrew S Gibson
Omatseye Onajome Ugen
Nhi Nguyen
Aldo Raymond Severson
Timothy Filipi Cahyadi
Joseph L Co
Stephen Billowitch
Greg Matoba
Nasser Abdulkariem
Shelley Cairns
Catherine Evans
BERNARD EDWARD SHAW
Mikah M McCudden
Christina E Dwyer
Peter G Welch
Shelby Sterling
Alexander Jerome Bayer
Tricia Yu
TYLER MORITSUNE TONAKI
Mariah Cassandra Delgadillo
Andrew Burns
Katherine Ryan
Alex Meyers
Jocelyn Yang
David A Weitgenant
Robin Yoshimura
Linda E. Moran
Kandace M Lesher
YUBI LI
Erik Wilkowski
George Anagnostou
Carson TJ Schmick
Charles Lin
Thao Thi Atanasov
Edward Rice
Bob Austrian
Jacob M. Watkins
Kevin F Douglas
Bryce Scharf
JESSICA ROSE RIEDMANN
AUBREY ROSENTHAL
Laurel H Norris
Charles Thomas Egan
Barrett Fitzgerald Jackson
WILLIAM BENJAMIN SHAPIRO
Eleanor Sofia Jew
Jack Baird Gerson
Eduardo Pulido Mata
PHUONG KHANH THAI
Karina Datwani
Kevin W Hui
Kevin Nghia Truong
Clint A Tanner
Garrett Freysinger
Wallace E Lee
Wilfredo Oscar Nevarez
ROSHEEN MAJELLA ASHTIANI
Michael Zazzara
HAYK GRIGORYAN
masood niazi
Brad Waitrovich
Felipe A Angeles
ROZITA RAHAEI
Fei Fang
Xiaoxiao Chen
Nour Moussa
CARLOS ALFREDO REYES
Carrie Young
Steve Chanda McIntosh
Jorge Rocha
MARQUEZ JAMAAL PARNELL
Brian M McNamee
Michael J Ostby
JONATHAN MATTHEW THOMAS
STEPHEN WU
Jad Jaber
Brynne Andersen
Adriana Marlene Navarro
William W Hartshorne

Within 25 miles of Berkeley, CA, Best Investors lists 1,550 registered investment advisory firms with 2,571 offices nearby, managing about $33.9T in combined regulatory AUM across 3,730,632 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Berkeley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 BLACKROCK FUND ADVISORS 1 clients · 9 advisers $4.28T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM