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🤫 Directory · consent-first

Near 94704. Berkeley.

24 financial advisors & firms and 22 insurance agents verified near Berkeley, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 94704

Voleon Capital Management LP0 mi

RIA firm · Berkeley, CA 94704 · Registered investment adviser · $29.4B AUM

CRD 147443 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Willow Grove Advisors, LLC0 mi

RIA firm · Berkeley, CA 94704 · Registered investment adviser · $370M AUM

CRD 151993 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Honte Advisors LLC0 mi

RIA firm · Berkeley, CA 94704 · Registered investment adviser · $418M AUM

CRD 308341 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Blume Capital Management, INC.0.9 mi

RIA firm · Berkeley, CA 94709 · Registered investment adviser · $857M AUM

CRD 111768 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
D.A. Flowers & Company, LLC0.9 mi

RIA firm · Berkeley, CA 94709 · Registered investment adviser · $50M AUM

CRD 149154 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sasser Investment Management, INC.1.2 mi

RIA firm · Berkeley, CA 94705 · Registered investment adviser · $120M AUM

CRD 110886 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Clayton Partners LLC1.2 mi

RIA firm · Berkeley, CA 94705 · Registered investment adviser · $172M AUM

CRD 127546 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Topel & Distasi Wealth Management, LLC1.2 mi

RIA firm · Berkeley, CA 94705 · Registered investment adviser · $312M AUM

CRD 285538 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ro2 Wealth1.4 mi

RIA firm · Berkeley, CA 94702 · Registered investment adviser · $2M AUM

CRD 335232 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ella Financial Advising1.9 mi

RIA firm · Oakland, CA 94618 · Registered investment adviser · $107M AUM

CRD 307357 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Liberty Wealth Management, LLC2.2 mi

RIA firm · Oakland, CA 94609 · Registered investment adviser · $1.7B AUM

CRD 286001 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
North Berkeley Wealth Management, LLC2.4 mi

RIA firm · Berkeley, CA 94707 · Registered investment adviser · $830M AUM

CRD 136431 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Dragonfly Digital Management, LLC2.4 mi

RIA firm · San Francisco, CA 94707 · Registered investment adviser · $3.4B AUM

CRD 300750 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Elmwood Wealth Management2.5 mi

RIA firm · Berkeley, CA 94710 · Registered investment adviser · $478M AUM

CRD 165639 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Affinity Capital Advisors LLC2.5 mi

RIA firm · Berkeley, CA 94710 · Registered investment adviser · $851M AUM

CRD 166226 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Farm Girl Capital LLC2.5 mi

RIA firm · Albany, CA 94706 · Registered investment adviser · $20M AUM

CRD 314384 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fog City Advisors, LLC2.5 mi

RIA firm · Albany, CA 94706 · Registered investment adviser · $144M AUM

CRD 321822 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Interfunds2.6 mi

RIA firm · Emeryville, CA 94608 · Registered investment adviser · $9M AUM

CRD 136177 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stryker Financial2.6 mi

RIA firm · Emeryville, CA 94608 · Registered investment adviser · $16M AUM

CRD 146273 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
IN Touch Financial Services2.6 mi

RIA firm · Oakland, CA 94608 · Registered investment adviser · $88M AUM

CRD 153249 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Trillium Investments2.6 mi

RIA firm · Emeryville, CA 94608 · Registered investment adviser · $123M AUM

CRD 300353 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Trigofi2.6 mi

RIA firm · Emeryville, CA 94608 · Registered investment adviser · $395k AUM

CRD 315922 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Selby Wealth Management2.6 mi

RIA firm · Emeryville, CA 94608 · Registered investment adviser · $545M AUM

CRD 334084 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Defilade Capital Management, L.P.2.6 mi

RIA firm · Emeryville, CA 94608 · Registered investment adviser · $1.5B AUM

CRD 337997 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 94704

David E. Quan Agency, Insurance Brokers, Inc.4.3 mi

Insurance · Oakland, CA · Earthquake insurance across SF Bay Area counties

This is you? Claim itclaimable & removable by its owner
Woodruff Sawyer — Private Client8.9 mi

Insurance · San Francisco, CA 94111 · Private client: homes, collections, executives' personal risk

This is you? Claim itclaimable & removable by its owner
Heffernan Barbary Insurance Services8.9 mi

Insurance · San Francisco, CA 94111 · Home, auto, condo, commercial

This is you? Claim itclaimable & removable by its owner
Pennbrook Insurance Services9.3 mi

Insurance · San Francisco, CA 94104 · Homeowners, auto, health, business; risk management

This is you? Claim itclaimable & removable by its owner
Marina Associates Insurance Agency9.3 mi

Insurance · San Francisco, CA 94104 · Home, earthquake, umbrella, valuables, collector cars

This is you? Claim itclaimable & removable by its owner
Newfront — Private Client Services9.3 mi

Insurance · San Francisco, CA 94104 · High-net-worth: multiple properties, collections, auto/watercraft, private staff

This is you? Claim itclaimable & removable by its owner
Express Service Insurance (ESI Insurance Brokers)10.1 mi

Insurance · San Francisco, CA 94109 · Home, earthquake, flood, umbrella, auto

This is you? Claim itclaimable & removable by its owner
Lynn Petrie Lange10.4 mi

Insurance · State Farm · San Francisco, CA 94123 · Home, auto, renters & life (Marina district)

This is you? Claim itclaimable & removable by its owner
Robert E. Kennedy Insurance Agency, Inc.10.7 mi

Insurance · San Francisco, CA · Personal and business insurance

This is you? Claim itclaimable & removable by its owner
R. Carrie Insurance Agency11.1 mi

Insurance · San Francisco, CA 94115 · Earthquake insurance

This is you? Claim itclaimable & removable by its owner
Thierry Hugand11.1 mi

Insurance · State Farm · San Francisco, CA 94115 · Home, auto & life (serves Pacific Heights & the Marina)

This is you? Claim itclaimable & removable by its owner
Wang Insurance Agency, Inc.14.2 mi

Insurance · San Francisco, CA 94122 · Home, auto, umbrella, life, business

This is you? Claim itclaimable & removable by its owner
James K. Mason Insurance Services LLC20.4 mi

Insurance · San Mateo, CA 94401 · Earthquake, umbrella/excess liability, business insurance on the Peninsula

This is you? Claim itclaimable & removable by its owner
Haslam Insurance21.3 mi

Insurance · Burlingame, CA 94010 · Personal and business insurance

This is you? Claim itclaimable & removable by its owner
Limitless Insurance Solutions21.3 mi

Insurance · Burlingame, CA 94010 · Auto, home, life, business; boat/marine

This is you? Claim itclaimable & removable by its owner
Brandon Yim21.3 mi

Insurance · State Farm · Burlingame, CA 94010 · Home & auto; serves Burlingame and Hillsborough

This is you? Claim itclaimable & removable by its owner
Rona Stefani21.3 mi

Insurance · State Farm · Burlingame, CA 94010 · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Sammy Yim21.3 mi

Insurance · State Farm · Burlingame, CA 94010 · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Wen Ling Cheng21.3 mi

Insurance · State Farm · Burlingame, CA 94010 · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Trish Le21.3 mi

Insurance · Allstate · Burlingame, CA 94010 · Auto & home; serves Burlingame, San Mateo, SF Peninsula

This is you? Claim itclaimable & removable by its owner
Abraham Chiu21.3 mi

Insurance · Allstate · Burlingame, CA 94010 · Auto & home insurance

This is you? Claim itclaimable & removable by its owner
Steven Parker21.3 mi

Insurance · Farmers · Burlingame, CA 94010 · Auto, home & business insurance

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Berkeley, CA.

  • Berkeley, CA1 mi
  • Emeryville, CA3 mi
  • Orinda, CA3 mi
  • Oakland, CA4 mi
  • EL Cerrito, CA4 mi
  • Oakland, CA5 mi
  • Alameda, CA6 mi
  • Lafayette, CA8 mi
  • Moraga, CA9 mi
  • San Francisco, CA9 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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