Ways to browse High-net-worth advisors serving Berkeley, CA

Pick a specialty to browse more High-net-worth advisors serving Berkeley, CA.

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	1,927
Executive	1,273
Private / alternative investments	843
Retired	829
Retirement plans for business owners (SEP, solo 401k)	538
General retirement planning	491
Wealth management	477
Cash flow / budgeting	474
Tax-loss harvesting	465
ESG / Sustainable investing	444
Approaching retirement	436
Mid-Career Professionals	398
Options & derivatives strategies	391
Equity compensation tax strategy	371
Concentrated stock management	329
Active portfolio management	310
Charitable giving & philanthropy	209
Retirement income strategy	209
Real estate investing	179
Business exit / sale strategy	151
Established Professionals	126
Social Security optimization	110
College savings (529s, UTMA, etc.)	102
Passive / index investing	102
Technology Professional	101
Long-term care insurance	99
General estate planning guidance	82
General tax planning	78
Divorce financial planning	74
Income planning	66
Planning for children with special needs	55
Women Professionals	43
Values-based investing	42
Elder care planning	39
Business succession planning	36
Debt management	34
Annuities	33
Equity Recipients (RS/RSU, SOP, ESPP)	26
Business ownership considerations	21
Life insurance needs analysis	20
Tax strategies for small businesses	20
Disability insurance	18
Business sale tax planning	14
Stock option exercise strategy	12
HENRY (High Earners, Not Rich Yet)	11
Charitable giving tax strategies	10
Factor investing / smart beta	9
Self-Employed	9
Retirement withdrawal strategies	7
Doctor or Medical Professional	6
Women's Finance	5

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