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Best Financial Advisors in Berkeley

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Berkeley, CABerkeley, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Berkeley, CABerkeley, CA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

825 Page Street, Berkeley, CA 94710
Berkeley, CA 94710
  • Estate Planning
  • Financial Planning
  • Wealth Management

Affinity Capital Advisors is an independent financial planning and investment advisory firm that serves clients in the Berkeley area. It examines its clients' income, assets, and debt to create strategic financial plans for them to reach their long-term goals. It also prepares tax returns and uses this process to guide its financial planning recommendations. Affinity Capital Advisors' co-founder, Sean Kenmore, has been in the investment field for more than 12 years. He is a Certified Financial Planner.

825 Page Street, Berkeley, CA 94710
Berkeley, CA 94710

Website(510) 984-0261

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5438 Shafter Avenue, Oakland, CA 94618
Oakland, CA 94618
  • Certified Financial Planner (CFP)

Balance Financial Planning offers risk management solutions in the Berkeley metro and nearby areas. Catering to families and individuals, the company provides a wide range of financial planning services, which cover debt management, employee benefits, and education funding. It also handles matters involving real estate investments and tax planning. Balance Financial Planning determines clients' risk tolerance to help them achieve their financial goals. Its founder, Cheryl Vesely, is a CFP who is a member of the NAPFA and the FPA.

5438 Shafter Avenue, Oakland, CA 94618
Oakland, CA 94618

Website(510) 847-7432

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

535 Mission Street, 14th Floor, San Francisco, CA 94105
San Francisco, CA 94105
  • Financial Planning
  • Wealth Management

Citrine Capital is a San Francisco-based wealth management firm that serves clients throughout Berkeley and the neighboring areas. The company assists high-net-worth clients, including entrepreneurs, business owners, and tech professionals, in managing their finances and investments. It also helps clients in prioritizing their goals, mitigating taxes, and planning for their retirement. Its team conducts financial planning meetings through videoconferencing, enabling the company to serve clients across the globe. Additionally, the team utilizes a secure online client portal for efficient file sharing.

535 Mission Street, 14th Floor, San Francisco, CA 94105
San Francisco, CA 94105

Website(415) 494-8262

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

37 (Best)

Score Consistency:

Consistent (Best)

1400 Shattuck Ave., Ste 5, Berkeley, CA 94710
Berkeley, CA 94710
  • Certified Financial Planner (CFP)

D. A. Flowers & Company, LLC offers financial advising services to individuals in Berkeley. It has financial planning services that address different areas, including personal financial situations, investments, risk management, tax strategies, and retirement planning. It supports customers in determining their goals and developing strategies to achieve those goals. It follows three principles in investment management, including diversifications, minimizing costs, and minimizing taxes. Its founder, David A. Flowers, is a CFP who has been in the financial industry for over 20 years.

1400 Shattuck Ave., Ste 5, Berkeley, CA 94710
Berkeley, CA 94710

Website(510) 868-2648

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1569 Solano Ave. #538, Berkeley, CA 94708
Berkeley, CA 94708
  • Finance Planning

Since its inception in 2004, DABK Financial Planning Services has been helping clients in Berkeley achieve their financial goals. It handles fund selection, investment portfolio review, risk analysis and insurance coverage review, tax planning, and retirement funding adequacy analysis. It also provides a holistic approach to financial planning by emphasizing the integration of not just the clients' goals, but also their values. The firm's financial advisor is a Certified Financial Planner and a member of the National Association of Personal Financial Advisors.

1569 Solano Ave. #538, Berkeley, CA 94708
Berkeley, CA 94708

Website(510) 558-9208

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

516 El Cerrito Plaza, El Cerrito, CA 94530
El Cerrito, CA 94530
  • Certified Financial Planner (CFP)

HarborLight Investments is an independent firm that assists individuals and families in Berkeley with wealth management services. It offers full-service financial planning and personalized investment management, and each client is partnered with their own wealth manager. It helps with budgeting, cash flow, and asset planning strategies. The firm handles different areas of personal finance, including retirement planning, estate planning, college funding, and charitable giving. HarborLight Investments has a team of Certified Financial Planner professionals. It is in partnership with TD Ameritrade.

516 El Cerrito Plaza, El Cerrito, CA 94530
El Cerrito, CA 94530

Website(510) 558-8272

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6333 Potrero Avenue, Suite 200, El Cerrito, CA 94530
El Cerrito, CA 94530
  • Retirement Planning
  • Financial Planning

Heritage Capital Private Asset Management offers financial guidance to clients in Berkeley. The firm offers customers a personalized approach to financial planning, creating long-term solutions that include cash flow assessment, risk management, estate transfers, and education funding. Clients who donate regularly can work with the company's advisors to create an efficient giving strategy. Tax planning, retirement planning, and investment management services are also offered. Heritage Capital Private Asset Management has been advising clients with their finances since 1991. President and Chief Investment Officer Kelly F. Crane has received his CFP, CLU, MBA and CFA designations.

6333 Potrero Avenue, Suite 200, El Cerrito, CA 94530
El Cerrito, CA 94530

Website(510) 235-1046

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

30 Liberty Ship Way Third Floor, Sausalito, CA 94965
Sausalito, CA 94965
  • Retirement Planning

Main Street Research provides custom wealth and retirement planning solutions to individuals and families in Berkeley. The firm offers risk and asset management services, as well as estate, trust, and tax guidance. It also serves institutions, such as foundations, nonprofits, and endowments, helping them achieve their investment goals. Its team of professionals manages over $1.5 billion in assets. The firm was established in 1993 by James E. Demmert, a member of Forbes Finance Council, The CFA Institute, and the Financial Planning Association.

30 Liberty Ship Way Third Floor, Sausalito, CA 94965
Sausalito, CA 94965

Website(415) 289-1010

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

2150 Shattuck Avenue, Suite 700, Berkeley, CA 94704
Berkeley, CA 94704
Instagram
  • Financial Planning
  • Wealth Management

Since 2001, Mindful Money has been providing a wide range of financial services to individuals, families, employers, and educational institutions in Berkeley and neighboring areas. Its financial advisors help clients in developing customized financial plans, designing portfolios backed by research, designing retirement plans, and providing financial education to employees. The firm has been featured in The Business Times, The New York Times, and The Wall Street Journal. Founder Jonathan K. DeYoe has AIF and CPWA designations.

2150 Shattuck Avenue, Suite 700, Berkeley, CA 94704
Berkeley, CA 94704

InstagramWebsite(510) 848-0012

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

17 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5940 College Ave, Oakland, CA 94618
Oakland, CA 94618

Modern Financial Planning provides services to clients in Berkeley and the surrounding areas. It focuses on assisting individuals in reaching their financial goals and needs by offering various financial planning and advising services. These services include retirement projections, stock options planning, independent financial analysis, and life event consulting. It helps clients in creating estate plans, managing their debts, and establishing employee benefits. The company's founder, Mike Troxell, is an investment advisor with a background in tax and wealth management.

5940 College Ave, Oakland, CA 94618
Oakland, CA 94618

Website(510) 519-7009

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

2001 Addison St Suite 300, Berkeley, CA 94704
Berkeley, CA 94704
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Wealth Management

Monroe Wealth Management is a financial planning firm serving the Berkeley community. It assists individuals and families with various aspects of debt management, retirement planning, investment management, estate planning, and cash flow management. Its team of financial advisors works with clients to analyze the impact of certain life transitions and financial situations, such as marriage, sale of their businesses, or new vacation homes, on their lifestyles. The firm's founder, Glen Monroe, is a Certified Financial Planner who utilizes his investment skills in guiding clients in developing comprehensive plans.

2001 Addison St Suite 300, Berkeley, CA 94704
Berkeley, CA 94704

Website(510) 990-1803

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

1820 Solano Avenue, Berkeley, CA 94707
Berkeley, CA 94707
Instagram
  • Certified Financial Planner (CFP)

Since 2005, North Berkeley Wealth Management has been helping clients throughout the Berkeley area. It drafts a comprehensive financial plan that incorporates the client's retirement, insurance, and tax goals. The company also constructs investment portfolios and regularly reviews asset performance. It uses the impact investing approach, which seeks to allocate capital to sustainable enterprises. Kate King, the company's chief investment officer, is the former president of the financial brokerage firm Protected Investors of America. She is a member of the San Francisco Financial Planning Association.

1820 Solano Avenue, Berkeley, CA 94707
Berkeley, CA 94707

InstagramWebsite(510) 528-5820

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2936 Domingo Avenue, Suite 1, Berkeley, CA 94705
Berkeley, CA 94705
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Prime Wealth Management provides financial solutions to individuals and families in Berkeley and the neighboring metros. Its professionals offer assistance with investment management, financial planning, and business retirement plans. The company strives to give guidance to clients throughout each aspect of their financial life. Its president, Rick Prime, is a Certified Financial Planner and has over a decade of industry experience. Prime is committed to helping families make informed decisions regarding their financial goals by paying attention to their concerns.

2936 Domingo Avenue, Suite 1, Berkeley, CA 94705
Berkeley, CA 94705

Website(510) 384-1009

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

539 Broadway Suite A, Sonoma, CA 95476
Sonoma, CA 95476
  • Certified Financial Planner (CFP)

Sonoma Wealth Advisors helps families and individuals achieve financial security. Serving the Berkeley metro and nearby areas, the company provides comprehensive wealth management solutions, including education funding and retirement planning. Its financial advisors also offer charitable giving and investment management services. In addition, they serve clients who want to acquire insurance policies. Sonoma Wealth Advisors maintains an affiliation with the FINRA. Its co-founder and managing principal, Daren Blonski, holds CFP, CRPS, CRPC, and AAMS designations.

539 Broadway Suite A, Sonoma, CA 95476
Sonoma, CA 95476

Website(707) 938-7414

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

2150 Shattuck Avenue, Ste 704, Berkeley, CA 94704
Berkeley, CA 94704
  • Certified Financial Planner (CFP)

Vision Financial Planning is an independent firm serving clients in Berkeley. It is headed by Lan J. Shaw, a Certified Financial Planner and Certified Exit Planning Advisor. She assists in creating comprehensive financial plans that support each client's financial goals and help manage their health for the long term. Her firm also handles retirement, estate, tax, and business planning, as well as risk management for assets and insurance. Clients can access their accounts using Investor360.

2150 Shattuck Avenue, Ste 704, Berkeley, CA 94704
Berkeley, CA 94704

Website(510) 358-8668

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

580 California Street, 8th Floor, San Francisco, CA 94104
San Francisco, CA 94104
  • Tax Planning
  • Chartered Financial Analyst (CFA)

Wetherby Asset Management is an independent advisory firm offering financial counsel centered on each client’s unique needs and priorities. It serves individuals and families with significant wealth in Berkeley and the surrounding communities. The firm offers a wide variety of services for investment management and wealth planning, including asset allocation, manager selection, impact investing, trust and estate planning, and consolidated, personalized reporting. As of January 2022, Wetherby Asset Management has joined forces with Laird Norton Wealth Management, expanding its expertise in various wealth management disciplines.

580 California Street, 8th Floor, San Francisco, CA 94104
San Francisco, CA 94104

Website(415) 399-9159

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2040 Bancroft Way, Suite 201, Berkeley, CA 94704
Berkeley, CA 94704
  • Financial Planning
  • Wealth Management
  • Investment Advisor

Willow Grove Advisors is an independent boutique wealth management firm that aims to help families and entrepreneurs be financially secure and independent through its broad range of financial services and investment strategies. The company's wealth advisors conduct a thorough analysis of a client's financial status to be able to develop personalized roadmaps that include investment management, tax planning, insurance review, estate planning, and asset allocation. Keley R. Petersen, president of Willow Grove Advisors, has over 29 years of global experience in the financial services industry.

2040 Bancroft Way, Suite 201, Berkeley, CA 94704
Berkeley, CA 94704

Website(510) 705-1693

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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