Investment advisers in Berkeley, CA
10 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Voleon Capital Management LP | $29.38 billion | 158 | 1 |
| Blume Capital Management, Inc. | $856.6 million | 7 | 0 |
| Affinity Capital Advisors LLC | $851.3 million | 11 | 0 |
| North Berkeley Wealth Management, LLC | $829.8 million | 16 | 0 |
| Elmwood Wealth Management | $477.9 million | 6 | 0 |
| Honte Advisors LLC | $417.7 million | 7 | 0 |
| Willow Grove Advisors, LLC | $369.8 million | 7 | 0 |
| Topel & Distasi Wealth Management, LLC | $312.1 million | 3 | 0 |
| Clayton Partners LLC | $172.0 million | 4 | 0 |
| Sasser Investment Management, Inc. | $120.1 million | 3 | 0 |