Investment Management Services locations near Berkeley, CA

Showing 1–10 of 10 results

Berkeley, CA has 10 investment management services listings across 8 ZIP codes. Details on this page were last refreshed Sep 2026.

Deyoe Wealth Management

📍 1400 Shattuck Ave Suite 1 Ste 1, Berkeley, CA, 94709

📞 510-848-0012

Deyoe Wealth Management can help you think about all those places in your life where Love and Money overlap.

Asti Financial Management, LLC

📍 Serving Your Area, Berkeley, CA, 94706

📞 510-558-8557

🌐 www.astifinancial.com

Asti Financial Management, LLC is an independent, fee-based financial planning and investment management firm based in Berkeley, California. We provide financial planning and investment advisory services to individuals and small businesses in Northern California.

JMR Capital Management Inc.

📍 Serving Your Area, Berkeley, CA, 94702

📞 510-525-1125

Updated Sep 2026

The Social Equity Group

📍 2550 9th St Ste 204a, Berkeley, CA, 94710

📞 510-644-9484

🌐 socialequity.com

The Social Equity Group is an investment management service located in Berkeley, California. It focuses on providing financial strategies and support for clients interested in social equity investments. Recent online activity indicates that the firm is currently operational and engaging with its audience.

Financial Connections Group

📍 2608 9th St Ste 302, Berkeley, CA, 94710

📞 510-849-4667

🌐 financialconnections.com

Hollander Jill CFP

📍 2608 9th St Ste 302, Berkeley, CA, 94710

📞 510-849-4667

🌐 financialconnections.com

Carlson Financial Management

📍 1398 55th St, Emeryville, CA, 94608

📞 510-601-8800

Wada Capital Management

📍 11100 San Pablo Ave Ste 203, El Cerrito, CA, 94530

📞 510-236-6220

🌐 wadacapital.com

Discovery Investment Inc.

📍 3666 Grand Ave, Oakland, CA, 94610

📞 510-444-1812

Broadway Investments

📍 2201 Broadway, Oakland, CA, 94612

📞 510-834-6049