Rialytix insights

Top RIA Firms in Berkeley, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Berkeley, California. This hub covers 10 matching firms with $33.8B in total reported AUM and median AUM of $447.8M.

Firms

Matching current profiles

Total AUM

$33.8B

Reported regulatory AUM

Median AUM

$447.8M

Across firms with AUM

Largest firm

$29.4B

Voleon Capital Management LP

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Voleon Capital Management LP CRD 147443 · Limited Partnership	BERKELEY, CA	$29.4B May 2026	+$13.0B+79.5%	+$21.8B+285.6%	+$22.6B+333.4%	+$29.0B+8128.9%	+93 employees+143.1% over 3Y	+12 accounts+109.1% over 3Y
2. Blume Capital Management, INC. CRD 111768 · Corporation	BERKELEY, CA	$856.6M May 2026	+$160.5M+23.1%	+$330.4M+62.8%	+$383.5M+81.1%	+$645.1M+304.9%	+1 employees+16.7% over 3Y	+67 accounts+8.0% over 3Y
3. Affinity Capital Advisors LLC CRD 166226 · Limited Liability Company	BERKELEY, CA	$851.3M Mar 2026	+$371.2M+77.3%	+$406.0M+91.2%	+$435.0M+104.5%	—	+4 employees+57.1% over 3Y	+445 accounts+33.7% over 3Y
4. North Berkeley Wealth Management, LLC CRD 136431 · Limited Liability Company	BERKELEY, CA	$829.8M Mar 2026	+$216.6M+35.3%	+$253.5M+44.0%	+$398.0M+92.2%	+$583.0M+236.3%	+1 employees+6.7% over 3Y	+260 accounts+20.9% over 3Y
5. Elmwood Wealth Management CRD 165639 · Corporation	BERKELEY, CA	$477.9M May 2026	+$145.3M+43.7%	+$237.0M+98.3%	+$280.8M+142.5%	+$265.1M+124.6%	+2 employees+50.0% over 3Y	+80 accounts+13.4% over 3Y
6. Honte Advisors LLC CRD 308341 · Limited Liability Company	BERKELEY, CA	$417.7M Apr 2026	-$822.7M-66.3%	+$247.6M+145.6%	+$258.6M+162.5%	+$288.2M+222.5%	0 employees+0.0% over 3Y	-1 accounts-33.3% over 3Y
7. Willow Grove Advisors, LLC CRD 151993 · Limited Liability Company	BERKELEY, CA	$369.8M Mar 2026	+$142.3M+62.5%	+$184.7M+99.8%	+$255.6M+223.9%	+$334.6M+950.9%	+3 employees+75.0% over 3Y	+365 accounts+87.5% over 3Y
8. Topel & Distasi Wealth Management, LLC CRD 285538 · Limited Liability Company	BERKELEY, CA	$312.1M Mar 2026	+$11.7M+3.9%	+$15.5M+5.2%	+$180.4M+137.0%	—	0 employees+0.0% over 3Y	+55 accounts+9.4% over 3Y
9. Clayton Partners LLC CRD 127546 · Limited Liability Company	BERKELEY, CA	$172.0M Mar 2026	+$20.1M+13.3%	+$32.3M+23.1%	+$77.5M+82.1%	+$52.7M+44.1%	+1 employees+33.3% over 3Y	-1 accounts-1.2% over 3Y
10. Sasser Investment Management, INC. CRD 110886 · Corporation	BERKELEY, CA	$120.1M Apr 2026	+$19.8M+19.8%	-$17.8M-12.9%	+$86.9M+262.2%	+$86.2M+254.8%	0 employees+0.0% over 3Y	-166 accounts-58.2% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.