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Home Wealth & Asset Management United States California Berkeley

Top Asset Management Companies in Berkeley

Ratings Updated: April 2, 2026
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0 Leaders 15 Contenders

19 Companies

Country: United States
State: California
City: Berkeley

List of the Top Berkeley Wealth and Asset Management Companies

  • Vasl Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Services provided

    40% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing +1
    10% Recruiting

    Focus Areas

    100% Wealth & Asset Management

    Vasl 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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  • Wetherby Asset Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Wealth & Asset Management

    Wetherby 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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  • KKR Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    San Francisco, CA

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    KKR is a large Financial Advising & Planning company. Launched in 1976, the team offers Financial Advising & Planning and Commercial Financing.

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    San Francisco, CA

    555 California Street 50th Floor
    San Francisco, CA 94104

    151 - 200

    (415) 315-3620

    See All Locations (3)
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  • Sensiba LLP Logotype

    5.0 10 reviews
    Undisclosed
    Undisclosed
    250 - 999
    San Ramon, CA

    Services provided

    10% Financial Advising & Planning
    25% Accounting
    20% Cybersecurity +4
    15% Finance & Accounting Outsourcing (FAO)
    10% Business Consulting
    10% Compliance Consulting
    10% Financial Consulting

    Focus Areas

    20% Wealth & Asset Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Retirement Planning

    Sensiba LLP is an audit and compliance firm specializing in SOC and ISO certifications, with a strong focus on SOC 2 compliance. The firm consistently receives high praise for its professionalism, timely delivery, and personalized support, with approximately 100% of reviews highlighting their effective project management and strong communication skills. Clients frequently commend their exceptional service and cultural alignment.

    See all 10 projects

    Reviews mention Communicative

    Clients consistently praised Sensiba LLP for their strong communication skills, highlighting the team's reliability and responsiveness. One client noted, 'The team was reliable and easy to communicate with,' while another emphasized, 'Their communication and speed to meet our timelines were excellent.' Overall, the sentiment regarding communication is highly positive, with clients expressing satisfaction with the professionalism and execution of the team's communication strategies.
    • Compliance Consulting for Financial Services Platform
      5.0 May 22, 2025

      The primary form of communication with Sensiba LLP was through Virtual Meetings and Email or Messaging App. The reviewer highlighted that Sensiba LLP's communication and speed to meet their timelines were excellent, indicating a strong ability to communicate effectively and promptly. There were no areas noted for improvement, suggesting that their communicative approach was well-received.

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    • Compliance Consulting for Payroll Software Company
      5.0 Jun 25, 2025

      Professional communication and execution. Highly recommend. The team was reliable and easy to communicate with.

      Read Full Review
    Read All Reviews
    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    Recent reviews for Sensiba LLP reflect a positive overall sentiment, highlighting their effective support in achieving SOC 2 compliance. Clients praised their availability and guidance throughout the process, noting that deliverables were consistently met on time. One client from Trainual emphasized the company's cultural alignment and personal involvement, stating it was a 'very good start to finish.' Overall, Sensiba LLP is viewed as a reliable partner with good value for cost.
    Read 1 Recent Review

    View projects from:

    United States (6) Canada (1) Germany (1) South Korea (1)

    Review Rating from Clients

    4.8/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    4.5

    Willing to Refer

    4.5

    California-based Sensiba LLP specializes in audit and certification services, including ISO 27001 and SOC 2. Clients commend their professionalism, timely delivery, and thorough guidance, enabling organizations to achieve and prove compliance, with a focus on security enhancements and effective project execution.
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  • BakerAvenue Wealth Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Services provided

    50% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    BakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.

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  • Veris Wealth Partners, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Services provided

    80% Financial Advising & Planning
    10% Business Consulting
    10% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Veris 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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  • Castle Crow & Company Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Launched in 2001, Castle Crow & Company is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.

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  • ImpactAdvisor LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

    ImpactAdvisor LLC is a Commercial Financing and Financial Advising & Planning company. Established in 2014, the agency specializes in Commercial Financing and Financial Advising & Planning.

    Read more
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  • The Advisory Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Services provided

    50% Financial Advising & Planning
    40% Financial Consulting
    10% Business Consulting

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    The 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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  • Fire Capital Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

    Founded in 2018, Fire Capital Management is a Commercial Financing and Financial Advising & Planning company. The team specializes in Commercial Financing and Financial Advising & Planning.

    Read more
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  • Montcalm TCR Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Montcalm TCR is a Financial Advising & Planning company headquartered in San Francisco, California. They provide Financial Advising & Planning and Commercial Financing.

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  • Jones, Schiller & Littman LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Corte Madera, CA

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Business Valuation Services

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Jones, Schiller & Littman LLP is an Accounting company. Established in 1957, their team focuses on Accounting and Financial Advising & Planning.

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  • SMB Services Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Palo Alto, CA

    Services provided

    20% Financial Advising & Planning
    50% Accounting
    30% BI & Big Data Consulting & SI

    Focus Areas

    100% Wealth & Asset Management

    SMB 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.

    See all 1 projects
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  • Edelman Financial Engines Logotype

    3.8 4 reviews
    Undisclosed
    Undisclosed
    250 - 999
    Sunnyvale, CA

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    15% Financial Consulting +1
    10% Business Consulting

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Edelman 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.

    See all 4 projects
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  • Kuhn Capital Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    2 - 9
    San Carlos, CA

    Services provided

    25% Financial Advising & Planning
    50% Business Consulting
    25% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Business Consulting company Kuhn Capital focuses on Business Consulting and Financial Advising & Planning. They are located in San Carlos, California.

    Read more
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  • David Jacobs Business Broker Logotype

    Not yet reviewed

    $100,000+
    $150 - $199 / hr
    Freelancer
    Sunnyvale, CA

    Services provided

    70% Financial Advising & Planning
    20% Business Consulting
    10% Financial Consulting

    Focus Areas

    15% Wealth & Asset Management
    20% Mortgage & Loan Brokerage
    15% Actuarial Services +4
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Debt Consulting
    10% Retirement Planning

    Financial 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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  • Straine Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Sacramento, CA

    Services provided

    20% Financial Advising & Planning
    50% Business Consulting
    10% Commercial Financing +2
    10% Corporate Training & Coaching
    10% Financial Consulting

    Focus Areas

    60% Wealth & Asset Management
    40% Retirement Planning

    Straine is a Business Consulting company founded in 1988. In Sacramento, California, the team focuses on Business Consulting and Financial Advising & Planning.

    Read more
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  • VRC (Valuation Research Corporation) Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Services provided

    20% Financial Advising & Planning
    80% Commercial Financing

    Focus Areas

    25% Wealth & Asset Management
    50% Debt Consulting
    25% Retirement Planning

    VRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.

    Read more

    San Francisco, CA

    50 California Street, Suite 1300
    San Francisco, CA 94111

    See All Locations (5)
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  • Glenbrook Partners, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Mateo, CA

    Services provided

    25% Financial Advising & Planning
    25% Business Consulting
    20% AI Development +2
    15% Blockchain
    15% IoT Development

    Focus Areas

    25% Wealth & Asset Management
    25% Actuarial Services
    25% Debt Consulting +1
    25% Retirement Planning

    Business 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.

    Read more
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List of the Top Berkeley Wealth and Asset Management Companies

  1. Vasl Logotype

    Vasl

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Ability to deliver

    7.5/40.0
    0/20 Reviews
    2.4/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  2. Wetherby Asset Management Logotype

    Wetherby Asset Management

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    100% Wealth & Asset Management
    View Profile Visit Website
  3. KKR Logotype

    KKR

    Undisclosed
    Undisclosed
    1,000 - 9,999
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  4. Sensiba LLP Logotype

    Sensiba LLP

    Undisclosed
    Undisclosed
    250 - 999
    San Ramon, CA

    Ability to deliver

    27.2/40.0
    18.2/20 Reviews
    0/10 Clients & Experience
    9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    20% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  5. BakerAvenue Wealth Management Logotype

    BakerAvenue Wealth Management

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  6. Veris Wealth Partners, LLC Logotype

    Veris Wealth Partners, LLC

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    100% Wealth & Asset Management
    20% Other
    View Profile Visit Website
  7. Castle Crow & Company Logotype

    Castle Crow & Company

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  8. ImpactAdvisor LLC Logotype

    ImpactAdvisor LLC

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  9. The Advisory Group Logotype

    The Advisory Group

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  10. Fire Capital Management Logotype

    Fire Capital Management

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  11. Montcalm TCR Logotype

    Montcalm TCR

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  12. Jones, Schiller & Littman LLP Logotype

    Jones, Schiller & Littman LLP

    Undisclosed
    Undisclosed
    10 - 49
    Corte Madera, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    50% Wealth & Asset Management
    75% Other
    View Profile Visit Website
  13. SMB Services Logotype

    SMB Services

    Undisclosed
    Undisclosed
    10 - 49
    Palo Alto, CA

    Ability to deliver

    8.1/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    6.4/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  14. Edelman Financial Engines Logotype

    Edelman Financial Engines

    Undisclosed
    Undisclosed
    250 - 999
    Sunnyvale, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  15. Kuhn Capital Logotype

    Kuhn Capital

    $1,000+
    $100 - $149 / hr
    2 - 9
    San Carlos, CA

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    100% Wealth & Asset Management
    75% Other
    View Profile Visit Website

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