Investment Management in Berkeley, CA

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34. DHR Investment Counsel Ltd.

DHR Investment Counsel Ltd.

5435 College Ave Ste 200, Oakland, CA 94618

CLOSED NOW:8:00 am - 5:00 pm

From Business: Founded in 1987, DHR Investment Counsel, Ltd. is a Registered Investment Advisor that provides investment management and counsel, financial planning and advice. We understand…

35. Wen Capital Advisory Group

Wen Capital Advisory Group

11100 San Pablo Ave Ste 210, El Cerrito, CA 94530

CLOSED NOW:9:00 am - 5:00 pm

From Business: High net worth private client services, Wealth Management, Investment Strategy and Advisory, Business Planning, Retirement Planning, Asset Protection, Tax Strategy, Estate…

36. Ba1 2201 Broadway

Ba1 2201 Broadway

2201 Broadway, Oakland, CA 94612

CLOSED NOW:9:00 am - 5:00 pm

37. Rosenberg Investment Management

Rosenberg Investment Management

4 Orinda Way, Orinda, CA 94563

CLOSED NOW:9:00 am - 5:00 pm

From Business: AXA Rosenberg Investment Mgmt. LLC is a global equity manager, providing investment solutions for clients, stimulating and rewarding careers for employees and returns for…

38. Litman Gregory Asset Mgt

Litman Gregory Asset Mgt

4 Orinda Way, Orinda, CA 94563

CLOSED NOW:8:00 am - 5:00 pm

From Business: Since 1987, Litman/Gregory Asset Management, LLC has been providing investment advisory services to individuals, family groups, non-profits and institutions. The firm offers…

39. Deluna Partners

Deluna Partners

15 La Vuelta, Orinda, CA 94563

CLOSED NOW:8:00 am - 6:00 pm

From Business: De Luna Partners has been raising capital for a select group of investment advisory, private equity, and venture capital firms since 2002. We represent a limited number of…

40. Wilson & Boucher Capital Management

Wilson & Boucher Capital Management

13 El Camino Moraga, Orinda, CA 94563

CLOSED NOW:9:00 am - 5:00 pm

From Business: Wilson & Boucher is a wealth management firm that offers a highly personalized and customized approach to asset management. We are a comprehensive, fee-based, Registered…

41. BG Asset Management

BG Asset Management

2801 Pinole Valley Rd Ste 210, Pinole, CA 94564

CLOSED NOW:9:00 am - 5:00 pm

From Business: BG Asset Management is your trusted property management partner based out of Pinole, CA. With 900+ successful transactions and expertise in diverse property types, we deliver…

43. Trainer Wortham & Co Inc

Trainer Wortham & Co Inc

475 14th St, Oakland, CA 94612

CLOSED NOW:9:00 am - 5:00 pm

47. Catalyst FPIM Corp

Catalyst FPIM Corp

70 Washington St Ste 203, Oakland, CA 94607

CLOSED NOW:9:00 am - 5:00 pm

51. Welty Capital Management

Welty Capital Management

3650 Mt Diablo Blvd, Lafayette, CA 94549

CLOSED NOW:9:00 am - 5:00 pm

53. Greenhood Investment Co.

Greenhood Investment Co.

3650 Mt Diablo Blvd, Lafayette, CA 94549

CLOSED NOW:9:00 am - 5:00 pm

54. CJB Capital Management

CJB Capital Management

250 Lafayette Cir, Lafayette, CA 94549

CLOSED NOW:9:00 am - 5:00 pm

56. Thomason Capital Management

Thomason Capital Management

300 Frank H Ogawa Plz Ste A10, Oakland, CA 94612

CLOSED NOW:9:00 am - 5:00 pm

60. Bay Area Investment Co.

Bay Area Investment Co.

2648 International Blvd Ste 800, Oakland, CA 94601

CLOSED NOW:9:00 am - 5:00 pm

We found 612 results for Investment Management in or near Berkeley, CA.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Investments. 4 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Northeast San Francisco, Financial District, and Downtown Walnut Creek. These businesses offer their services in one-or-more of the following languages: and Spanish.