Top Asset Management Companies in Berkeley
21 Companies
1 Leaders 15 Contenders
List of the Top Berkeley Wealth and Asset Management Companies
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Eqvista
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$1,000+$50 - $99 / hr10 - 49San Francisco, CAServices provided
10% Financial Advising & Planning80% Business Valuation Services10% Funding & InvestmentFocus Areas
10% Wealth & Asset Management40% Securities Brokerage40% Stocks Portfolio Management +110% Debt ConsultingEqvista provides valuation services, including 409A valuations and equity valuation assessments, often used for financial audits and compliance with regulations. The reviews highlight their swift, professional service delivery and responsive communication, with most clients praising their timely execution and good value for cost. While generally positive, one review noted issues with data input accuracy.
Detail-orientedGreat project managementReviewed 4 times in the past 6 monthsHigh-quality work -
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
40% Financial Advising & Planning25% Accounting25% Commercial Financing +110% RecruitingFocus Areas
100% Wealth & Asset ManagementVasl is a small San Francisco, California-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
100% Financial Advising & PlanningFocus Areas
100% Wealth & Asset ManagementWetherby Asset Management is a Financial Advising & Planning company. The San Francisco, California-based agency was established in 1990. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
40% Financial Advising & Planning30% Commercial Financing30% Funding & InvestmentFocus Areas
100% Wealth & Asset ManagementKKR is a large Financial Advising & Planning company. Launched in 1976, the team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
20% Financial Advising & Planning20% Accounting20% Business Consulting +220% Business Valuation Services20% Finance & Accounting Outsourcing (FAO)Focus Areas
50% Wealth & Asset Management50% Retirement PlanningLaunched in 1986, BPM LLP is a large Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Financial Advising & Planning25% Accounting25% Commercial FinancingFocus Areas
50% Wealth & Asset Management50% Retirement PlanningBakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
80% Financial Advising & Planning10% Business Consulting10% Financial ConsultingFocus Areas
100% Wealth & Asset ManagementVeris Wealth Partners, LLC, a Financial Advising & Planning company, was launched in 2007. The team focuses on Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentFocus Areas
100% Wealth & Asset ManagementLaunched in 2001, Castle Crow & Company is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Financial Advising & Planning50% Commercial FinancingFocus Areas
100% Wealth & Asset ManagementImpactAdvisor LLC is a Commercial Financing and Financial Advising & Planning company. Established in 2014, the agency specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Financial Advising & Planning40% Financial Consulting10% Business ConsultingFocus Areas
50% Wealth & Asset Management50% Retirement PlanningThe Advisory Group, a small Financial Advising & Planning company, is in San Francisco, California. The team offers Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Financial Advising & Planning50% Commercial FinancingFocus Areas
100% Wealth & Asset ManagementFounded in 2018, Fire Capital Management is a Commercial Financing and Financial Advising & Planning company. The team specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentFocus Areas
100% Wealth & Asset ManagementMontcalm TCR is a Financial Advising & Planning company headquartered in San Francisco, California. They provide Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Corte Madera, CA
Services provided
25% Financial Advising & Planning50% Accounting25% Business Valuation ServicesFocus Areas
50% Wealth & Asset Management50% Retirement PlanningJones, Schiller & Littman LLP is an Accounting company. Established in 1957, their team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999Pleasanton, CA
Services provided
10% Financial Advising & Planning55% Accounting15% Finance & Accounting Outsourcing (FAO) +210% Business Consulting10% Financial ConsultingFocus Areas
20% Wealth & Asset Management20% Actuarial Services20% Debt Consulting +220% Mortgage & Loan Brokerage20% Retirement PlanningSensiba LLP is an Accounting company launched in 1977. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Palo Alto, CA
Services provided
20% Financial Advising & Planning50% Accounting30% BI & Big Data Consulting & SIFocus Areas
100% Wealth & Asset ManagementSMB Services offers website development, web design, and web application services. The overall feedback from reviews on Clutch.co highlights their collaborative approach and timely delivery, with clients appreciating their high ratings and effective virtual communication. The company received high praise for meeting project goals and delivering measurable outcomes.
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UndisclosedUndisclosed250 - 999Sunnyvale, CA
Services provided
50% Financial Advising & Planning25% Commercial Financing15% Financial Consulting +110% Business ConsultingFocus Areas
50% Wealth & Asset Management50% Retirement PlanningEdelman Financial Engines offers services in Financial Advising and Planning, Investment Advisory, and Wealth Management. Reviews highlight the company's ability to deliver value for cost through ongoing support and easy-to-follow strategies, contributing to stable business revenue and improved financial accounts. Clients appreciate the positive reviews, culture fit, and effective communication methods used by Edelman Financial Engines.
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$1,000+$100 - $149 / hr2 - 9San Carlos, CA
Services provided
25% Financial Advising & Planning50% Business Consulting25% Financial ConsultingFocus Areas
100% Wealth & Asset ManagementBusiness Consulting company Kuhn Capital focuses on Business Consulting and Financial Advising & Planning. They are located in San Carlos, California.
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$100,000+$150 - $199 / hrFreelancerSunnyvale, CA
Services provided
70% Financial Advising & Planning20% Business Consulting10% Financial ConsultingFocus Areas
15% Wealth & Asset Management20% Mortgage & Loan Brokerage15% Actuarial Services +415% Securities Brokerage15% Stocks Portfolio Management10% Debt Consulting10% Retirement PlanningFinancial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed250 - 999Sacramento, CA
Services provided
20% Financial Advising & Planning50% Business Consulting10% Commercial Financing +210% Corporate Training & Coaching10% Financial ConsultingFocus Areas
60% Wealth & Asset Management40% Retirement PlanningStraine is a Business Consulting company founded in 1988. In Sacramento, California, the team focuses on Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
20% Financial Advising & Planning80% Commercial FinancingFocus Areas
25% Wealth & Asset Management50% Debt Consulting25% Retirement PlanningVRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49San Mateo, CA
Services provided
25% Financial Advising & Planning25% Business Consulting20% AI Development +215% Blockchain15% IoT DevelopmentFocus Areas
25% Wealth & Asset Management25% Actuarial Services25% Debt Consulting +125% Retirement PlanningBusiness Consulting company Glenbrook Partners, LLC was established in 2001. The team provides Business Consulting and Financial Advising & Planning and is based in San Mateo, California.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 1 Berkeley Wealth and Asset Management Companies
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$1,000+$50 - $99 / hr10 - 49San Francisco, CA
Ability to deliver
37.4/40.018.8/20 Reviews8.9/10 Clients & Experience9.7/10 Market PresenceService focus
10% Financial Advising & Planning10% Wealth & Asset Management90% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
7.5/40.00/20 Reviews2.4/10 Clients & Experience5.2/10 Market PresenceService focus
40% Financial Advising & Planning100% Wealth & Asset Management60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Financial Advising & Planning100% Wealth & Asset Management -
UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
40% Financial Advising & Planning100% Wealth & Asset Management60% Other -
UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Financial Advising & Planning50% Wealth & Asset Management80% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Wealth & Asset Management50% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Financial Advising & Planning100% Wealth & Asset Management20% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning100% Wealth & Asset Management50% Other -
UndisclosedUndisclosed2 - 9San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning100% Wealth & Asset Management50% Other -
UndisclosedUndisclosed2 - 9San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Wealth & Asset Management50% Other -
UndisclosedUndisclosed2 - 9San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning100% Wealth & Asset Management50% Other -
UndisclosedUndisclosed2 - 9San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning100% Wealth & Asset Management50% Other -
UndisclosedUndisclosed10 - 49Corte Madera, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Financial Advising & Planning50% Wealth & Asset Management75% Other -
UndisclosedUndisclosed250 - 999Pleasanton, CA
Ability to deliver
7.5/40.00/20 Reviews0/10 Clients & Experience7.5/10 Market PresenceService focus
10% Financial Advising & Planning20% Wealth & Asset Management90% Other -
UndisclosedUndisclosed10 - 49Palo Alto, CA
Ability to deliver
8.1/40.00/20 Reviews1.8/10 Clients & Experience6.4/10 Market PresenceService focus
20% Financial Advising & Planning100% Wealth & Asset Management80% Other -
UndisclosedUndisclosed250 - 999Sunnyvale, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Wealth & Asset Management50% Other