Best Financial Advisors in BERKELEY, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BERKELEY
SASSER INVESTMENT MANAGEMENT, INC.
BERKELEY, CA · Since 2021
CLAYTON PARTNERS LLC
BERKELEY, CA · Since 2015
WILLOW GROVE ADVISORS, LLC
BERKELEY, CA · Since 2019
ELMWOOD WEALTH MANAGEMENT
BERKELEY, CA · Since 2017
HONTE ADVISORS LLC
BERKELEY, CA · Since 2020
BLUME CAPITAL MANAGEMENT, INC.
BERKELEY, CA · Since 1998
NORTH BERKELEY WEALTH MANAGEMENT, LLC
BERKELEY, CA · Since 2005
VOLEON CAPITAL MANAGEMENT LP
BERKELEY, CA · Since 2013
AFFINITY CAPITAL ADVISORS LLC
BERKELEY, CA · Since 2015
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
BERKELEY, CA · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BERKELEY?
The median advisory fee in BERKELEY, CA is 0.95% of assets under management per year, based on Form ADV filings from 10 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.