Licensed · Berkeley
Licensed & Insured Financial Advisors in Berkeley, CA
Every financial advisors listed here carries proper licensing and insurance in CA. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 14 financial advisors in Berkeley, CA by verified customer ratings and review volume. The highest-rated is Topel & DiStasi Wealth Management with a 5.0-star rating from 5 verified reviews. Also in the top tier: DABK Financial Planning Services and Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®. The average rating across all listed financial advisors in Berkeley is 4.7 stars from 4 reviews per business on average.
Financial advisors in Berkeley typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
14
Businesses listed
4.7★
Avg rating
4
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Topel & DiStasi Wealth Management
2907 Claremont Ave #111, Berkeley, CA 94705, USA
DABK Financial Planning Services
1007 Villa Nueva Dr, El Cerrito, CA 94530, USA
Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®
1301 Solano Ave Suite 201, Albany, CA 94706, USA
Financial Advisors Rankings in Berkeley, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Topel & DiStasi Wealth Management2907 Claremont Ave #111, Berkeley, CA 94705, USA | 5.0★ | 5 |
| #2 | DABK Financial Planning Services1007 Villa Nueva Dr, El Cerrito, CA 94530, USA | 5.0★ | 5 |
| #3 | Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®1301 Solano Ave Suite 201, Albany, CA 94706, USA | 5.0★ | 5 |
| #4 | North Berkeley Wealth Management1995 El Dorado Ave, Berkeley, CA 94707, USA | 5.0★ | 1 |
| #5 | EP Wealth Advisors2150 Shattuck Ave. #700, Berkeley, CA 94704, USA | — | — |
| #6 | HFG Advisors2936 Domingo Ave #1, Berkeley, CA 94705, USA | 5.0★ | 1 |
| #7 | AFFINITY CAPITAL ADVISORS LLC825 Page St, Berkeley, CA 94710, USA | 5.0★ | 3 |
| #8 | Edward Jones - Financial Advisor: William Fried2161 Allston Way A, Berkeley, CA 94704, USA | 3.7★ | 3 |
| #9 | Charles Schwab1995 University Ave #100, Berkeley, CA 94704, USA | 3.5★ | 10 |
| #10 | NorthRock Partners - Berkeley2040 Bancroft Way, Berkeley, CA 94704, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Berkeley
North Berkeley Wealth Management
1995 El Dorado Ave, Berkeley, CA 94707, USA
EP Wealth Advisors
2150 Shattuck Ave. #700, Berkeley, CA 94704, USA
HFG Advisors
2936 Domingo Ave #1, Berkeley, CA 94705, USA
AFFINITY CAPITAL ADVISORS LLC
825 Page St, Berkeley, CA 94710, USA
Edward Jones - Financial Advisor: William Fried
2161 Allston Way A, Berkeley, CA 94704, USA
Charles Schwab
1995 University Ave #100, Berkeley, CA 94704, USA
NorthRock Partners - Berkeley
2040 Bancroft Way, Berkeley, CA 94704, USA
Elmwood Wealth Management
2027 Fourth St, Berkeley, CA 94710, USA
Willow Grove Advisors
1919 Addison St Suite 101, Berkeley, CA 94704, USA
Chang & Associates Financial Advisors
2820 Telegraph Ave, Berkeley, CA 94705, USA
KNN Public Finance
2001 Addison St Suite 100, Berkeley, CA 94704, USA
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Frequently Asked Questions — Financial Advisors in Berkeley
What is a fiduciary financial advisor and why does it matter in Berkeley?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Berkeley, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Berkeley?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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