VOLEON CAPITAL MANAGEMENT LP
Berkeley, CA
AUM
$29.38B
Wealth MgmtInstitutional
Team
28 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
510-704-9870
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, BERKELEY
12 advisers found
BLUME CAPITAL MANAGEMENT, INC.
Berkeley, CA
AUM
$856.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
510-549-3534
AFFINITY CAPITAL ADVISORS LLC
Berkeley, CA
AUM
$851.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
510-984-0261
NORTH BERKELEY WEALTH MANAGEMENT, LLC
Berkeley, CA
AUM
$829.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
510-528-5820
ELMWOOD WEALTH MANAGEMENT
Berkeley, CA
AUM
$477.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
510-858-2722
HONTE ADVISORS LLC
Berkeley, CA
AUM
$417.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-801-4250
WILLOW GROVE ADVISORS, LLC
Berkeley, CA
AUM
$369.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
510-705-1693
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
Berkeley, CA
AUM
$312.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
510-898-1270
CLAYTON PARTNERS LLC
Berkeley, CA
AUM
$172.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-296-5070
SASSER INVESTMENT MANAGEMENT, INC.
Berkeley, CA
AUM
$120.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; 3RD PARTY COMPENSATION IS RECEIVED FOR TRUST DEED INVESTMENTS.
510-835-0960
D.A. FLOWERS & COMPANY, LLC
Berkeley, CA
AUM
$50.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
510-868-2648
RO2 WEALTH
Berkeley, CA
AUM
$2.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
510 423 3203