Best Financial Advisors in OAKLAND, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in OAKLAND
CI GLOBAL INVESTMENTS INC.
OAKLAND, CA · Since 2011
LIBERTY WEALTH MANAGEMENT, LLC
OAKLAND, CA · Since 2018
FALCON BRIDGE CAPITAL
OAKLAND, CA · Since 2011
ILLUMEN CAPITAL MANAGEMENT, LLC
OAKLAND, CA · Since 2022
CARBON COLLECTIVE INVESTING, LLC
OAKLAND, CA · Since 2020
CANDIDE GROUP
OAKLAND, CA · Since 2020
CONTANGO WEALTH MANAGEMENT LLC
OAKLAND, CA · Since 2025
AK GLOBAL ASSET MANAGEMENT, LLC
OAKLAND, CA · Since 2025
VERIS WEALTH PARTNERS, LLC
OAKLAND, CA · Since 2007
BERKELEY PARTNERS MANAGEMENT, LLC
OAKLAND, CA · Since 2016
BROOKER WEALTH MANAGEMENT
OAKLAND, CA · Since 1983
FINANCIAL AVENGERS, INC.
OAKLAND, CA · Since 2013
MERRITT POINT PARTNERS LLC
OAKLAND, CA · Since 2026
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC
OAKLAND, CA · Since 2024
GRANITE CAPITAL
OAKLAND, CA · Since 2024
ELLA FINANCIAL ADVISING
OAKLAND, CA · Since 2026
VANGUARD PERSONALIZED INDEXING MANAGEMENT
OAKLAND, CA · Since 2019
INFINITY FINANCIAL SERVICES ADVISORY
OAKLAND, CA · Since 2019
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in OAKLAND?
The median advisory fee in OAKLAND, CA is 0.95% of assets under management per year, based on Form ADV filings from 18 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.