Financial advisors in Berkeley, CA

57 financial advisors listed in Berkeley, California. 38 with a phone number and 52 with a website.

Berkeley accounts for 0% of the financial advisors listed in California and ranks #92 among California cities for financial advisors.

Quick answer

Berkeley, CA has 57 financial advisors listed on USA Business Search. 38 list a phone number and 52 list a website. The most listings are in ZIP codes 94704, 94705, 94710.

Updated October 2026

North Berkeley Wealth Management

1995 El Dorado Ave, Berkeley, CA 94707 · Claim or fix

Call (510) 528-5820 Website Map

Fidelity Investments

1995 University Ave Suite 120, Berkeley, CA 94704 · Claim or fix

Call (800) 225-6447 Website Map

Safeword Tax Service

2081 Center St, Berkeley, CA 94704 · Claim or fix

Call (510) 863-4485 Website Map

Ep Carbon

2930 Shattuck Ave Ste 304, Berkeley, CA 94705 · Claim or fix

Call (415) 634-4650 Website Map

Effective Assets

1510 Walnut St Ste E, Berkeley, CA 94709 · Claim or fix

Call (510) 549-8780 Website Map

Bay Tax

3120 Telegraph Ave Ste 3B, Berkeley, CA 94705 · Claim or fix

Call (510) 717-6837 Website Map

Actualize Capital

1569 Solano Ave PMB 320, Berkeley, CA 94707 · Claim or fix

Website Map

Affinity Capital Advisors Llc

825 Page St, Berkeley, CA 94710 · Claim or fix

Call (510) 984-0261 Website Map

Aran Nafisi-Movaghar at Guaranteed Rate Affinity - NMLS #1020766

2987 College Ave Fl 2, Berkeley, CA 94705 · Claim or fix

Call (925) 708-8047 Website Map

Areté Wealth Strategists

2120 University Ave Fl 5, Berkeley, CA 94704 · Claim or fix

Call (888) 544-3250 Map

Berkeley Angel Network

2001 Addison St, Berkeley, CA 94704 · Claim or fix

Website Map

Berkeley Bunker Llc

2130 Center St Ste 9, Berkeley, CA 94704 · Claim or fix

Website Map

Berkeley Day Camp Inc

2016 Center St, Berkeley, CA 94704 · Claim or fix

Website Map

Berkeley Ventures

727 Allston Way, Berkeley, CA 94710 · Claim or fix

Website Map

Bizx

2140 Shattuck Ave Ste 601, Berkeley, CA 94704 · Claim or fix

Call (800) 939-2499 Website Map

Blackfemaleproject

2721 Shattuck Ave, Berkeley, CA 94705 · Claim or fix

Website Map

Christmas Corporation

2081 Center St Ste 120, Berkeley, CA 94704 · Claim or fix

Call (855) 962-7100 Website Map

Citi Pwm

2000 Shattuck Ave., Berkeley, CA 94704 · Claim or fix

Call (510) 848-2106 Website Map

Citibank

2101 University Ave, Berkeley, CA 94704 · Claim or fix

Call (510) 356-0278 Website Map

Currency Exchange International

2301 Shattuck Ave, Berkeley, CA 94704 · Claim or fix

Call (510) 704-1900 Website Map

D. A. Flowers & Company

1400 Shattuck Ave. Ste 5, Berkeley, CA 94709 · Claim or fix

Call (510) 868-2648 Website Map

David Stern Cfo

2111 San Pablo Ave # 2015, Berkeley, CA 94702 · Claim or fix

Call (510) 910-1637 Website Map

Deyoe Wealth Management

2150 Shattuck Ave Ste 700, Berkeley, CA 94704 · Claim or fix

Call (510) 848-0012 Website Map

Dornbusch Associates

2907 Claremont Ave Ste 120, Berkeley, CA 94705 · Claim or fix

Call (510) 841-1750 Website Map

Dosa

1812 University Ave Ste A, Berkeley, CA 94703 · Claim or fix

Call (415) 942-8304 Website Map

East Bay Sign Co

1226 9th St, Berkeley, CA 94710 · Claim or fix

Website Map

Elmwood Wealth Management

2027 4th St, Berkeley, CA 94710 · Claim or fix

Call (510) 858-2723 Website Map

Fruition Advisors

1159 Keith Ave, Berkeley, CA 94708 · Claim or fix

Call (510) 507-2220 Website Map

Gmo Llc

2150 Shattuck Ave Ste 900, Berkeley, CA 94704 · Claim or fix

Call (510) 649-6030 Map

H&R Block

1900 UNIVERSITY AVE, Berkeley, CA 94704 · Claim or fix

Call (510) 548-1395 Website Map

Harborlight Investments, Llc

2081 Center St, Berkeley, CA 94704 · Claim or fix

Website Map

Jarrett Topel, Cfp

2907 Claremont Ave Ste 111, Berkeley, CA 94705 · Claim or fix

Call (510) 898-1270 Website Map

Knn Public Finance

2054 University Ave Ste 300, Berkeley, CA 94704 · Claim or fix

Call (510) 839-8200 Website Map

Kresge Engineering Library

1995 University Ave, Berkeley, CA 94704 · Claim or fix

Website Map

Launchtribe Berkeley

1200 5th St, Berkeley, CA 94710 · Claim or fix

Website Map

Life Stage Insights

2342 Shattuck Ave, Berkeley, CA 94704 · Claim or fix

Website Map

Merrill Investment & Retirement Financial Center

1536 Shattuck Ave, Berkeley, CA 94709 · Claim or fix

Call (510) 898-0819 Website Map

Monroe Wealth Management

2001 Addison St Ste 300, Berkeley, CA 94704 · Claim or fix

Website Map

Northrock Partners - Berkeley

2040 Bancroft Way, Berkeley, CA 94704 · Claim or fix

Call (510) 883-1350 Website Map

Pharaoh Financial Group

46 Shattuck Sq, Berkeley, CA 94704 · Claim or fix

Call (510) 704-9500 Website Map

Ramsey Associates, Inc

2001 Addison St Ste 275, Berkeley, CA 94704 · Claim or fix

Website Map

Roots Of Success

1231 2nd St, Berkeley, CA 94710 · Claim or fix

Website Map

Sb Pacific Group

2295 San Pablo Ave, Berkeley, CA 94702 · Claim or fix

Website Map

Schrogin Baar Investments

1400 Shattuck Ave Ste 6, Berkeley, CA 94709 · Claim or fix

Call (510) 548-9736 Website Map

Starlight Investments

2040 Bancroft Way Ste 400, Berkeley, CA 94704 · Claim or fix

Call (510) 527-6954 Website Map

The Social Equity Group

2550 9th St Ste 204, Berkeley, CA 94710 · Claim or fix

Call (510) 644-9484 Map

Three Bridges Venture Partners

1 Tunnel Rd, Berkeley, CA 94705 · Claim or fix

Website Map

Topel & Distasi Wealth Management

2907 Claremont Ave Ste 111, Berkeley, CA 94705 · Claim or fix

Call (510) 898-1270 Website Map

Tw Properties

2424 6th St, Berkeley, CA 94710 · Claim or fix

Website Map

UC Berkeley Financial Aid

211 Sproul Hall, Berkeley, CA 94720 · Claim or fix

Call (510) 642-6442 Website Map

Vel Refunds

1474 University Ave, Berkeley, CA 94702 · Claim or fix

Call (510) 345-3921 Website Map

Verdo Capital

2840 College Ave, Berkeley, CA 94705 · Claim or fix

Website Map

Vision Financial Planning

2150 Shattuck Ave Ste 135, Berkeley, CA 94704 · Claim or fix

Call (510) 358-8668 Website Map

Voleon Capital Management Lp

2484 Shattuck Ave Ste 300, Berkeley, CA 94704 · Claim or fix

Call (510) 704-9870 Map

Wang Brothers Investments

1117 Virginia St Ste D, Berkeley, CA 94702 · Claim or fix

Call (925) 386-0285 Map

West Coast Live

2288 Fulton St, Berkeley, CA 94704 · Claim or fix

Website Map

Zachary Griffin at Guaranteed Rate Affinity - NMLS #295438

2987 College Ave Fl 2, Berkeley, CA 94705 · Claim or fix

Call (510) 325-1095 Website Map

How to choose a financial advisor in Berkeley

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Berkeley, California?

USA Business Search shows 57 financial advisors in Berkeley. 38 list a phone number and 52 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 94704, 94705, 94710, 94709, 94702, 94707, 94703, 94708.

How do I choose a financial advisor in Berkeley?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Berkeley compare with the rest of California?

Berkeley has 0% of the 24,546 financial advisors listed in California, which ranks #92 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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