Best Investors Account Sign in

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

ASHTON THOMAS PRIVATE WEALTH
LNW
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ASHTON THOMAS SECURITIES, LLC
CETERA INVESTMENT ADVISERS LLC
SIGNALFIRE
QUESTA CAPITAL MANAGEMENT, L.L.C.
PIVOTAL BIOVENTURE PARTNERS
PANTHEON INFRA ADVISORS, LLC
PANTHEON
HMI CAPITAL MANAGEMENT, L.P.
KKR CREDIT ADVISORS (US) LLC
DODGE & COX
CATTON CAPITAL PARTNERS, LLC
MOSAIK PARTNERS
SENTINEL GLOBAL

Investors

STEPHANIE MAYANN WEI
CALEB DUPREE
JOHN PETER LAURITANO
STEWART Driscoll PREZIOSE
ANASTASIA PAVLOVA
Rebecca Douglass
Nicholas Tomo Kanzaki
KYLE ALAN WINTERBOTHAM
Scott Reid Byrnes
JENNIFER JING CHAN
AMIN ARYA BARADARAN
LAURA ANN PANTALEO
MARIA PYATIGORSKY
JUSTINA TSE-EN LAI
Lyssa Holman
MICHAEL THEODORE PRODROMOU
REZA MANSHOURI
JUSTIN LYLE KOBE
PETER GIORGIO CAROLAN
JEFFREY BRUCE HOROWITZ
Ahna Tracy Azevedo
Briana Sophia Meyer
MARK FRANCIS CAVALIER
ALLEN C LU
KEVIN DARNELL JOHNSON
STEPHEN L CATTON
William Matthew Catton

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