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Best Financial Advisors near Emeryville, California


To help Americans find the best financial advisors in Emeryville, California, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Emeryville, California.


1. Financial Connections Group
   (415) 924-1091
Multiple Locations

Financial Connections Group, registered in 2000, manages $328.3 million for 239 clients.

2. Savant Investment Group
   (415) 926-7200
555 12th Street, Suite 925. Oakland, CA

Savant Investment Group, registered in 1991, manages $650.6 million for 245 clients.

3. Parallel Advisors
   (866) 627-6984
Multiple Locations

Parallel Advisors, registered in 2007, manages $3.2 billion for 2,226 clients.

4. Grand Jean Capital Management
   (415) 512-5430
One Market-steuart Tower, Suite 1440. San Francisco, CA

Grand Jean Capital Management, registered in 1990, manages $344.7 million for 158 clients.

5. West Coast Financial
   (805) 962-9131
1111 Broadway 3rd Floor, Oakland, California

West Coast Financial, registered in 1983, manages $1.1 billion for 594 clients.

6. DHR Investment Counsel
   (510) 596-2580
5435 College Ave, Suite 200. Oakland, CA

DHR Investment Counsel, registered in 1998, manages $415.5 million for 171 clients.

7. Creekside Partners
   (707) 769-7820
220 Fourth Street Suite 200, Oakland, California

Creekside Partners, registered in 2008, manages $436.6 million for 261 clients.

8. Parkside Advisors
   (510) 883-1350
Multiple Locations

Parkside Advisors, registered in 2004, manages $461.8 million for 191 clients.

9. DCI
   (415) 764-1901
201 Spear Street, Suite 250. San Francisco, CA

DCI, registered in 2005, manages $6.2 billion for 17 clients.

10. Blume Capital Management
   (510) 549-3534
Multiple Locations

Blume Capital Management, registered in 1998, manages $419.5 million for 204 clients.

11. North Berkeley Wealth Management
   (510) 528-5820
Multiple Locations

North Berkeley Wealth Management, registered in 2005, manages $431.8 million for 322 clients.

12. Churchill Management Group
   (415) 766-3554
Multiple Locations

Churchill Management Group, registered in 1967, manages $6.6 billion for 7,276 clients.

13. Litman Gregory Asset Management
   (415) 461-8999
One Market Plaza Spear Tower, 36th Floor, San Francisco, California

Litman Gregory Asset Management, registered in 1995, manages $4.4 billion for 494 clients.

14. Ginsburg Financial Advisors
   (510) 339-3933
6201 Medau Place, Suite 101. Oakland, CA

Ginsburg Financial Advisors, registered in 2007, manages $216.0 million for 142 clients.

15. QIC
   (415) 633-1111
Four Embarcadero Center Suite 2460, San Francisco, California

QIC, registered in 2012, manages $4.2 billion for 5 clients.

16. Bell Investment Advisors
   (510) 433-1066
1111 Broadway, Suite 1630. Oakland, CA

Bell Investment Advisors, registered in 1999, manages $526.3 million for 438 clients.

17. Phocas Financial Corporation
   (510) 523-5800
980 Atlantic Avenue, Suite 106. Alameda, CA

Phocas Financial Corporation, registered in 2005, manages $905.7 million for 77 clients.

18. First Affirmative Financial Network
   (703) 245-5820
Multiple Locations

First Affirmative Financial Network, registered in 1999, manages $955.1 million for 4,476 clients.

19. Wespac Advisors
   (510) 287-5255
519 17th Street, 5th Floor. Oakland, CA

Wespac Advisors, registered in 2008, manages $1.0 billion for 650 clients.

20. Wespac Advisors
   (510) 287-5255
Multiple Locations

Wespac Advisors, registered in 2008, manages $1.0 billion for 650 clients.



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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Summit Portfolio Management
   (702) 838-9999

Summit Portfolio Management, registered in 1994, manages $112.2 million for 111 clients.

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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Top Cities for California


Alameda, California Albany, California Belvedere Tiburon, California Berkeley, California Emeryville, California Inglewood, California Oakland, California Piedmont, California San Francisco, California Sausalito, California

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