Financial advisors in Berkeley, CA

The largest firms in Berkeley

Ranked by the assets they manage.

• Blackrock Fund Advisors7 advisors · $4.3T
• T. Rowe Price Associates, Inc.17 advisors · $2.2T
• Morgan Stanley3,423 advisors · $2.0T
• Merrill Lynch, Pierce, Fenner & Smith Incorporated2,972 advisors · $1.8T
• Strategic Advisers LLC1,546 advisors · $1.4T
• Captrust35 advisors · $1.2T
• Pgim, Inc.1 advisor · $1.1T
• Dimensional Fund Advisors LP5 advisors · $1.0T
• Edward Jones1,153 advisors · $1.0T
• UBS Financial Services Inc.1,216 advisors · $916B
• LPL Financial LLC3,179 advisors · $819B
• Alliancebernstein L.P.59 advisors · $763B

Advisors on file

• Abby Dawn HonerkampCharles Schwab & CO., Inc. · Berkeley
• Ahamad ShaghassiStrategic Advisers LLC · Berkeley
• Alejandro Solorzano SeguraCharles Schwab & CO., Inc. · Berkeley
• Ali PoswalStrategic Advisers LLC · Berkeley
• Amanda LuongStrategic Advisers LLC · Berkeley
• Andrew F KlaseStrategic Advisers LLC · Berkeley
• Arleen-Grace Santos VatuveiU.S. Bancorp Advisors, LLC · Berkeley
• Ashley CoonsStrategic Advisers LLC · Berkeley
• Brandon Fong ChengStrategic Advisers LLC · Berkeley
• Bryan S MatheneyJ.P. Morgan Securities LLC · Berkeley
• Caryn Annik Sophie AugstLPL Financial LLC · Berkeley
• Daoud KayoumiStrategic Advisers LLC · Berkeley
• Darren Scott TaggartCitigroup Global Markets Inc. · Berkeley
• David WeedStrategic Advisers LLC · Berkeley
• Devenaire Delayne WrightCharles Schwab & CO., Inc. · Berkeley
• Diana EspinozaStrategic Advisers LLC · Berkeley
• Diann Rebecca RobinsonWells Fargo Advisors · Berkeley
• Ella Jeanette Plotkin-OrenEagle Strategies LLC · Berkeley
• Eric Stanton GoodbarCitigroup Global Markets Inc. · Berkeley
• Erin EscobarStrategic Advisers LLC · Berkeley