Transamerica Financial Advisors
37yrs
Top 2% by experience in Berkeley
Financial advisors in Berkeley, CA
Looking for a financial advisor in Berkeley, CA? We list 117 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
117Advisors with offices here
11Median years of experience
87%Fiduciary advisors?
35Firms represented
Largest firms here: Strategic Advisers LLC (37), North Berkeley Wealth Management, LLC (11), J.p. Morgan Securities LLC (8).
Nearby: Albany, Emeryville, El Cerrito, Piedmont, Oakland, Orinda, Richmond, El Sobrante.
Cetera Investment Advisers
37yrs
Top 2% by experience in Berkeley
Mason & Associates
36yrs
Top 3% by experience in Berkeley
Wells Fargo Advisors
33yrs
Top 3% by experience in Berkeley
Clayton Partners
33yrs
Top 4% by experience in Berkeley
Elmwood Wealth Management
32yrs
Top 5% by experience in Berkeley
North Berkeley Wealth Management
32yrs
Top advisor by experience at North Berkeley Wealth Management
Topel & Distasi Wealth Management
32yrs
Top 7% by experience in Berkeley
D.a. Flowers &
31yrs
Top 8% by experience in Berkeley
Clayton Partners
31yrs
Top 9% by experience in Berkeley
Northrock Partners
30yrs
Top 11% by experience in Berkeley
Blume Capital Management
30yrs
Top 11% by experience in Berkeley
Trailhead Pacific
30yrs
Top 11% by experience in Berkeley
Willow Grove Advisors
29yrs
Top advisor by experience at Willow Grove Advisors
EP Wealth Advisors
29yrs
Top 13% by experience in Berkeley
LPL Financial
27yrs
Top 14% by experience in Berkeley
Topel & Distasi Wealth Management
27yrs
Top 15% by experience in Berkeley
State Farm Investment Management
26yrs
Top 13% by experience at State Farm Investment Management
J.p. Morgan Securities
26yrs
Top 10% by experience at J.p. Morgan Securities
Cetera Investment Advisers
24yrs
Top 17% by experience in Berkeley
Adasina Social Capital
24yrs
Top 18% by experience in Berkeley
J.p. Morgan Securities
24yrs
Top 12% by experience at J.p. Morgan Securities
Topel & Distasi Wealth Management
23yrs
Top 20% by experience in Berkeley
Wells Fargo Advisors
23yrs
Top 21% by experience in Berkeley
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.