Ways to browse advisors serving Berkeley, CA

Pick a specialty or descriptor to browse more advisors serving Berkeley, CA.

By how they work

Type	Advisors
Large-firm	5,222
Flat-fee	3,075
Seasoned	2,457
Independent	2,006
CFP®-certified	1,159

By who they serve

Type	Advisors
High-net-worth	2,544
Baby Boomer	122
Gen X	10
Millennial	10

Browse by specialty

Find advisors serving Berkeley, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	4,391
Executive	3,167
Wealth management	2,281
Retired	1,930
Tax-loss harvesting	1,559
Private / alternative investments	1,479
Retirement plans for business owners (SEP, solo 401k)	1,330
Active portfolio management	1,110
General estate planning guidance	1,039
General retirement planning	955
Mid-Career Professionals	896
Retirement income strategy	834
Approaching retirement	801
College savings (529s, UTMA, etc.)	777
Options & derivatives strategies	747
ESG / Sustainable investing	717
HENRY (High Earners, Not Rich Yet)	689
Cash flow / budgeting	688
Concentrated stock management	561
Charitable giving & philanthropy	547
Real estate investing	501
Equity compensation tax strategy	411
Annuities	410
Passive / index investing	338
Income planning	334
Financial Professional	304
Social Security optimization	266
Business exit / sale strategy	265
Family Business	167
Retirement withdrawal strategies	163
Established Professionals	155
General tax planning	149
Attorney	139
Divorce financial planning	133
Multi-generational wealth transfer	127
Long-term care insurance	119
Technology Professional	115
Business succession planning	110
Women Professionals	106
Business ownership considerations	97
Consultant	96
Self-Employed	84
Equity Recipients (RS/RSU, SOP, ESPP)	76
Values-based investing	72
Debt management	71
Planning for children with special needs	62
Parents	58
Factor investing / smart beta	55
Dentist	49
Tax strategies for small businesses	47
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	46
Divorced	44
Life insurance needs analysis	43
Elder care planning	40
Doctor or Medical Professional	38
Liquidity event planning	30
Stock option exercise strategy	27
Women's Finance	27
Roth conversion strategy	24
Business sale tax planning	22
Disability insurance	20
Charitable giving tax strategies	19
LGBTQIA	16
Educators, Teachers, and Academics	13
Retired	11
Startup equity planning	11
Exec comp design	10
Young Families	10
Intergenerational Families	9
Young Professionals	9
Religious/faith focused	7
Inheritance planning	5
Divorced Women	3
Sandwich Generation	3
Single Women	3
Widow/Widower	3
Work/Life Balance	3

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