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The Voleon GroupFinancial advisor in Berkeley, CA

The Voleon Group is a financial advisor at 1919 Shattuck Ave. Suite 601, Berkeley, CA 94704, ranked #7 of 135 investment advisors in Berkeley and rated 2.9 from 27 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Berkeley, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about The Voleon Group
Address1919 Shattuck Ave. Suite 601, Berkeley, CA 94704Get directions
Phone(510) 704-9870
Websitevoleon.com
Google rating2.9 from 27 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Berkeley and 11 towns within 25 miles: Albany, Emeryville, El Cerrito, Piedmont, Oakland, Orinda, Richmond, Alameda, El Sobrante, San Pablo and Moraga.

Based in Berkeley, CAView on map

Questions about The Voleon Group

How is The Voleon Group ranked in Berkeley?

The Voleon Group is ranked #7 of 135 investment advisors in Berkeley by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does The Voleon Group serve?

Serves Berkeley and 11 towns within 25 miles: Albany, Emeryville, El Cerrito, Piedmont, Oakland, Orinda, Richmond, Alameda, El Sobrante, San Pablo and Moraga. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about The Voleon Group?

The Voleon Group has a rating of 2.9 from 27 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact The Voleon Group?

Call The Voleon Group on (510) 704-9870. The business is at 1919 Shattuck Ave. Suite 601, Berkeley, CA 94704. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

The Voleon Group compared with nearby businesses
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The Voleon Group (this business)—652.9 (27)——
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