California · 4 advisers
Financial Advisors in El Cerrito, California
Looking for a financial advisor in El Cerrito, California? Falists indexes 4 SEC-registered and state-registered investment advisers in El Cerrito — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $105.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$105.8M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in El Cerrito
Ranked by AUM · Fees, team & specialties at a glance
HARBORLIGHT INVESTMENTS, LLC
El Cerrito, CA
AUM
$105.8M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
510-558-8272
WADA CAPITAL MANAGEMENT, LLC
El Cerrito, CA
AUM
$44.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(510) 236-6220
WEN CAPITAL ADVISORY GROUP, INC.
El Cerrito, CA
AUM
$26.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-916-9860
More cities in California
Common questions
- How many financial advisors are in El Cerrito, California?
- 4 registered investment advisers are listed in our El Cerrito directory, sourced from public SEC filings.
- What types of advisors are in El Cerrito?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in El Cerrito?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.