Top 10 financial advisors in Oakland, CA
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.
Ci Global Investments Inc.
Ci Global Investments Inc. is a financial advisory firm based in Oakland, California. It currently has approximately $3,742,919,862 of assets under management and employs about 2 people. Ci Global Investments Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$3,742,919,862
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-72494
Services offered
Portfolio Management For Pooled Investment Vehicles
Dragonfly Digital Management, LLC
Dragonfly Digital Management, LLC is a financial advisory firm based in Oakland, California. It currently has approximately $1,934,858,193 of assets under management and employs about 41 people. Dragonfly Digital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,934,858,193
Headcount
41 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-124921
Services offered
Portfolio Management For Pooled Investment Vehicles
Btr Capital Management Inc
Btr Capital Management Inc is a financial advisory firm based in Oakland, California. It currently has approximately $1,151,563,930 of assets under management and employs about 14 people. Btr Capital Management Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,151,563,930
Headcount
14 advisors
Fee structure
A percentage of assets under your management
SEC number
801-34890
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)
Liberty Wealth Management, LLC
Liberty Wealth Management, LLC is a financial advisory firm based in Oakland, California. It currently has approximately $875,939,408 of assets under management and employs about 22 people. Liberty Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor - third-party management program.
Assets under management
$875,939,408
Headcount
22 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR - THIRD-PARTY MANAGEMENT PROGRAM
SEC number
801-112351
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
Berkeley Partners Management, LLC
Berkeley Partners Management, LLC is a financial advisory firm based in Oakland, California. It currently has approximately $787,502,505 of assets under management and employs about 60 people. Berkeley Partners Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$787,502,505
Headcount
60 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-108092
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)
Bell Investment Advisors Inc
Bell Investment Advisors Inc is a financial advisory firm based in Oakland, California. It currently has approximately $530,101,290 of assets under management and employs about 11 people. Bell Investment Advisors Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$530,101,290
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-56417
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
Brooker Wealth Management
Brooker Wealth Management is a financial advisory firm based in Oakland, California. It currently has approximately $507,587,809 of assets under management and employs about 4 people. Brooker Wealth Management uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$507,587,809
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-19247
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Dhr Investment Counsel Ltd
Dhr Investment Counsel Ltd is a financial advisory firm based in Oakland, California. It currently has approximately $417,668,972 of assets under management and employs about 4 people. Dhr Investment Counsel Ltd uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$417,668,972
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-55162
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
Ginsburg Financial Advisors
Ginsburg Financial Advisors is a financial advisory firm based in Oakland, California. It currently has approximately $213,304,935 of assets under management and employs about 7 people. Ginsburg Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$213,304,935
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-68289
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
Infinity Financial Services Advisory
Infinity Financial Services Advisory is a financial advisory firm based in Oakland, California. It currently has approximately $118,129,861 of assets under management and employs about 36 people. Infinity Financial Services Advisory uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$118,129,861
Headcount
36 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-117719
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.