Top 10 advisors in Oakland
We’ve curated a list of the best financial advisors in Oakland, take a look at it below
Find an advisor in Oakland| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,742,919,862 | 2 advisors | ||
| 2 | $1,934,858,193 | 41 advisors | ||
| 3 | $1,151,563,930 | 14 advisors | ||
| 4 | $875,939,408 | 22 advisors | ||
| 5 | $787,502,505 | 60 advisors | ||
| 6 | $530,101,290 | 11 advisors | ||
| 7 | $507,587,809 | 4 advisors | ||
| 8 | $417,668,972 | 4 advisors | ||
| 9 | $213,304,935 | 7 advisors | ||
| 10 | $118,129,861 | 36 advisors |
How we came up with this list
To generate our top financial advisors list in Oakland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Oakland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Ci Global Investments Inc.
Assets under management
$3,742,919,862
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Dragonfly Digital Management, LLC
Assets under management
$1,934,858,193
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Btr Capital Management Inc
Assets under management
$1,151,563,930
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Liberty Wealth Management, LLC
Assets under management
$875,939,408
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR - THIRD-PARTY MANAGEMENT PROGRAM
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Solicitors - Third-party Marketer Program
5. Berkeley Partners Management, LLC
Assets under management
$787,502,505
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Bell Investment Advisors Inc
Assets under management
$530,101,290
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Career Counseling
- Not sure which one to choose?Use our smart matching tool
7. Brooker Wealth Management
Assets under management
$507,587,809
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Dhr Investment Counsel Ltd
Assets under management
$417,668,972
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
9. Ginsburg Financial Advisors
Assets under management
$213,304,935
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Expert Witness Service
- Not sure which one to choose?Use our smart matching tool
10. Infinity Financial Services Advisory
Assets under management
$118,129,861
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.