Financial advisers in Oakland, CA
18 registered investment adviser firms in Oakland managing $37.0B in assets, based on public SEC Form ADV filings.
Ci Global Investments INC.
Oakland, CA · Est. 2011
- AUM
- $14.7B
- Per adviser
- $7.4B
- Advisers
- 2
No reported disclosures
Vanguard Personalized Indexing Management
Oakland, CA · Est. 2019
- AUM
- $11.4B
- Per adviser
- $2.3B
- Advisers
- 5
No reported disclosures
Berkeley Partners Management, LLC
Oakland, CA · Est. 2016
- AUM
- $3.1B
- Per adviser
- $180M
- Advisers
- 17
No reported disclosures
Veris Wealth Partners, LLC
Oakland, CA · Est. 2007
- AUM
- $2.9B
- Per adviser
- $238M
- Advisers
- 12
No reported disclosures
Liberty Wealth Management, LLC
Oakland, CA · Est. 2018
- AUM
- $1.7B
- Per adviser
- $75M
- Advisers
- 23
No reported disclosures
Merritt Point Partners LLC
Oakland, CA · Est. 2026
- AUM
- $636M
- Per adviser
- $212M
- Advisers
- 3
No reported disclosures
Financial Avengers, INC.
Oakland, CA · Est. 2013
- AUM
- $488M
- Per adviser
- $244M
- Advisers
- 2
No reported disclosures
Carbon Collective Investing, LLC
Oakland, CA · Est. 2020
- AUM
- $348M
- Per adviser
- $87M
- Advisers
- 4
No reported disclosures
Granite Capital
Oakland, CA · Est. 2024
- AUM
- $315M
- Per adviser
- $157M
- Advisers
- 2
No reported disclosures
Illumen Capital Management, LLC
Oakland, CA · Est. 2022
- AUM
- $295M
- Per adviser
- $74M
- Advisers
- 4
No reported disclosures
Authentic Ventures Investment Manager, LLC
Oakland, CA · Est. 2024
- AUM
- $201M
- Per adviser
- $101M
- Advisers
- 2
No reported disclosures
Falcon Bridge Capital
Oakland, CA · Est. 2011
- AUM
- $193M
- Per adviser
- $39M
- Advisers
- 5
No reported disclosures
Infinity Financial Services Advisory
Oakland, CA · Est. 2019
- AUM
- $174M
- Per adviser
- $5M
- Advisers
- 35
Brooker Wealth Management
Oakland, CA · Est. 1983
- AUM
- $136M
- Per adviser
- $27M
- Advisers
- 5
No reported disclosures
Candide Group
Oakland, CA · Est. 2020
- AUM
- $124M
- Per adviser
- $31M
- Advisers
- 4
No reported disclosures
Contango Wealth Management LLC
Oakland, CA · Est. 2025
- AUM
- $123M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures
Ak Global Asset Management, LLC
Oakland, CA · Est. 2025
- AUM
- $118M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Ella Financial Advising
Oakland, CA · Est. 2026
- AUM
- $107M
- Per adviser
- $107M
- Advisers
- 1
No reported disclosures