CLAYTON PARTNERS LLC

Tel: 415-296-5070 3160 College Avenue Suite 203 Berkeley, California 94705

About CLAYTON PARTNERS LLC

CLAYTON PARTNERS LLC is a Berkeley, California based financial advisory firm with nearly $151,868,950 in assets under management and provides investment advisory services for 94 clients. There are currently 3 financial advisors at the firm.

General Information
Firm CRD#:

127546

Firm SEC#:

801-85190

Assets Under Management:

$151,868,950

No. of Clients:

94

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Berkeley

FirmCRD#:147443
SEC#:801-78633
No. of Advisors:77
No. of Clients:17
AUM:$9,333,493,829
FirmCRD#:308341
SEC#:801-119254
No. of Advisors:7
No. of Clients:2
AUM:$1,240,328,651
FirmCRD#:125553
SEC#:801-63021
No. of Advisors:9
No. of Clients:928
AUM:$746,542,674
FirmCRD#:111768
SEC#:801-55922
No. of Advisors:6
No. of Clients:860
AUM:$639,914,572
FirmCRD#:136431
SEC#:801-64572
No. of Advisors:15
No. of Clients:1465
AUM:$613,126,684
FirmCRD#:166226
SEC#:801-81133
No. of Advisors:8
No. of Clients:1409
AUM:$480,108,681
FirmCRD#:285538
SEC#:801-120715
No. of Advisors:3
No. of Clients:610
AUM:$300,392,152
FirmCRD#:165639
SEC#:801-110782
No. of Advisors:4
No. of Clients:638
AUM:$277,245,805
FirmCRD#:151993
SEC#:801-117042
No. of Advisors:5
No. of Clients:581
AUM:$227,493,853

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.