City
Wealth management firms in Berkeley, California
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Berkeley, California reported $4.5 billion in regulatory assets under management; the largest by assets was Blume Capital Management, Inc., with $856.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $4.5 billion
- Average per firm
- $320.0 million
- SEC-registered, of those listed
- 9 of 14 (64.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Blume Capital Management, Inc. | SEC | $856.6 million | 903 |
| 2 | Affinity Capital Advisors LLC | SEC | $851.3 million | 1,766 |
| 3 | North Berkeley Wealth Management, LLC | SEC | $829.8 million | 1,502 |
| 4 | Elmwood Wealth Management | SEC | $477.9 million | 676 |
| 5 | Nia Impact Capital | SEC | $459.0 million | 313 |
| 6 | Willow Grove Advisors, LLC | SEC | $369.8 million | 782 |
| 7 | Topel & Distasi Wealth Management, LLC | SEC | $312.1 million | 638 |
| 8 | Clayton Partners LLC | SEC | $172.0 million | 80 |
| 9 | Sasser Investment Management, Inc. | SEC | $120.1 million | 119 |
| 10 | Northern California Fiduciary Advisors, LLC | State | $16.0 million | 46 |
| 11 | Tilden Path Capital LLC | State | $12.8 million | 25 |
| 12 | RO2 Wealth | State | $2.1 million | 1 |
| 13 | Effective Finance LLC | State | $0 | 0 |
| 14 | Fruition Advisors LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.