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Financial ADVSR advisor directory · SEC adviser records

Willow Grove Advisors, LLC financial advisors in Berkeley, CA

Every SEC-registered investment adviser representative at a Willow Grove Advisors, LLC office in Berkeley, A to Z.

The short answer

6 registered advisors work at Willow Grove Advisors, LLC in Berkeley, out of 7 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Willow Grove Advisors, LLC advisors in Berkeley, A to Z

Every Willow Grove Advisors, LLC advisor →

Willow Grove Advisors, LLC advisors in every city and state →Willow Grove Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Willow Grove Advisors, LLC advisors in other cities

Brier, WA 1

Other firms in Berkeley

All Berkeley advisors →

Strategic Advisers LLC 28North Berkeley Wealth Management, LLC 10Charles Schwab & Co., Inc. 8J.P. Morgan Securities LLC 7Affinity Capital Advisors LLC 5Blume Capital Management, Inc. 4Citigroup Global Markets Inc. 4Elmwood Wealth Management 4State Farm Investment Management Corp. 4Clayton Partners LLC 3

Questions

How many financial advisors does Willow Grove Advisors, LLC have in Berkeley?

6 investment adviser representatives are registered at Willow Grove Advisors, LLC offices in Berkeley, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Willow Grove Advisors, LLC one of the largest advisor employers in Berkeley?

Willow Grove Advisors, LLC ranks number 5 in Berkeley by registered advisors; Strategic Advisers LLC has the most, with 28.

How do I check a Willow Grove Advisors, LLC advisor in Berkeley?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Willow Grove Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.