Top Financial Advisors in Oakland, California
Finding the right financial advisor in Oakland is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Oakland, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Oakland, CA.
Find the Best Financial Advisor Firms in Oakland:
VANGUARD PERSONALIZED INDEXING MANAGEMENT
CRD#: 285366
Address: 1611 Telegraph Ave., Suite 1100, Oakland, CA 94612
AUM: $ 7.3B
VERIS WEALTH PARTNERS, LLC
CRD#: 143588
Address: 1111 Broadway Suite 300, Oakland, CA 94607
Clients: 75
Average Clients per Advisor: 5
AUM: $ 2.3B
LIBERTY WEALTH MANAGEMENT, LLC
CRD#: 286001
Address: 411 30th Street 2nd Floor, Oakland, CA 94609
Clients: 516
Average Clients per Advisor: 28
AUM: $ 1.5B
BROOKER WEALTH MANAGEMENT
CRD#: 105437
Address: 7677 Oakport Street Suite 300, Oakland, CA 94621
Clients: 86
Average Clients per Advisor: 21
AUM: $ 592M
FINANCIAL AVENGERS, INC.
CRD#: 119636
Address: 827 Broadway, Suite 210, Oakland, CA 94607
Clients: 79
Average Clients per Advisor: 39
AUM: $ 433M
GRANITE CAPITAL
CRD#: 141743
Address: 5707 Redwood Rd., Suite 3, Oakland, CA 94619
Clients: 15
Average Clients per Advisor: 7
AUM: $ 238M
How We Chose the Top Financial Advisors in Oakland, California
To create this list of top financial advisor firms in Oakland, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Oakland has to offer.
Search Financial Advisors in Oakland, California
John Israel
Ashkahn Moayedi
Jason Michael Cooke
Erin Sinclair
Dan Lee Flores
Scott J Kockos
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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