Fiduciary advisors in Berkeley, CA

10 registered advisers

Berkeley is a university city where UC Berkeley faculty wealth and East Bay tech-sector income drive advisory demand. Roughly 90% of registered fiduciary firms here are fee-only, totaling 9 practices. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.

AFFINITY CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #166226
Typical Fee--
AUM$636M
Minimum--
Clients4,338

BLUME CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #111768
Typical Fee--
AUM$696M
Minimum--
Clients871

CLAYTON PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #127546
Typical Fee--
AUM$169M
Minimum--
Clients88

ELMWOOD WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #165639
Typical Fee--
AUM$333M
Minimum--
Clients566

HONTE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #308341
Typical Fee--
AUM$704M
Minimum--
Clients2

NORTH BERKELEY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #136431
Typical Fee--
AUM$711M
Minimum--
Clients1,482

SASSER INVESTMENT MANAGEMENT, INC.

Clean RecordAlso Compensated via Insurance
Berkeley, CaliforniaCRD #110886
Typical Fee--
AUM$111M
Minimum--
Clients117

TOPEL & DISTASI WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #285538
Typical Fee--
AUM$300M
Minimum--
Clients610

VOLEON CAPITAL MANAGEMENT LP

Fee-OnlyAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #147443
Typical Fee--
AUM$16.4B
Minimum--
Clients21

WILLOW GROVE ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Berkeley, CaliforniaCRD #151993
Typical Fee--
AUM$300M
Minimum--
Clients720
Fiduciary Advisors in Berkeley, California | FiduciaryListings