Investment Management Services locations near El Sobrante, CA

Showing 1–10 of 10 results

This page indexes 10 investment management services listings for El Sobrante, CA, covering 7 ZIP codes. Details on this page were last refreshed Oct 2026.

Deyoe Wealth Management

Investment Services ⭐ 5.0

📍 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.

Updated Oct 2026

Wada Capital Management

Investment Management Services

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

📞 510-236-6220

🌐 wadacapital.com

Wada Capital Management is an investment management service located in El Cerrito, California. It has an active online presence as of 2026, indicating ongoing engagement with clients. Individuals and businesses seeking investment guidance can reach out to this firm for assistance.

Updated Oct 2026

Asti Financial Management, LLC

Investment Management Services

📍 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.

Investment Management Services

📍 Serving Your Area, Berkeley, CA, 94702

📞 510-525-1125

Lobdell Investments & Wealth Management Management

Investment Services

📍 560 1st St, Benicia, CA, 94510

📞 707-745-3939

Updated Sep 2026

The Social Equity Group

Investment Management Services

📍 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.

Updated Sep 2026

Apex Capital LLC

Investment Management Services

📍 25 Orinda Way Ste 300, Orinda, CA, 94563

📞 925-253-1800

🌐 apexcap.com

Apex Capital LLC is an investment management service located in Orinda, California. The firm is noted for its recent online activity in 2025, indicating an active presence in the financial sector. Clients in the area can expect a range of investment management options tailored to their financial goals.