How many financial advisors are in Emeryville, California?

Falists lists 7 registered investment advisers with a principal office or filing address in Emeryville, California, based on public SEC IAPD data.

How do financial advisors in Emeryville charge fees?

Fee structures vary by firm. In Emeryville, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Emeryville?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 7 advisers

Financial Advisors in Emeryville, California

Looking for a financial advisor in Emeryville, California? Falists indexes 7 SEC-registered and state-registered investment advisers in Emeryville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $1.55B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.55B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning2 Trusts3 Retirement1 Institutional

Top advisors in Emeryville

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

DEFILADE CAPITAL MANAGEMENT, L.P.

Emeryville, CA

AUM

$1.55B

Wealth Mgmt

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

415 849 9478

Full profile Visit site →

SELBY WEALTH MANAGEMENT

Emeryville, CA

AUM

$544.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

Fees

Percentage of AUM; Hourly charges

415-857-9670

Full profile Visit site →

TRILLIUM INVESTMENTS

Emeryville, CA

AUM

$122.6M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

510-601-8800

Full profile Visit site →

STRYKER FINANCIAL

Emeryville, CA

AUM

$16.0M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM; INSURANCE ,LIFE, HEALTH,DISABILITY

800-770-2249

Full profile Visit site →

TRIGOFI

Emeryville, CA

AUM

$395K

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

415-322-9035

Full profile Visit site →

ARCHETYPE MGMT, LLC

Emeryville, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

6464507332

Full profile Visit site →

INTERFUNDS

Emeryville, CA

AUM

$9.1M

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

510-595-2233

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Emeryville, California?: 7 registered investment advisers are listed in our Emeryville directory, sourced from public SEC filings.
What types of advisors are in Emeryville?: 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 Emeryville?: 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.