Financial Advisors in Oakland, CA

Managing your personal financial situation is a painstaking and time consuming process. Financial Advisors are trained specifically to help clients reach their goals in a variety of ways including portfolio management, retirement planning, and debt consolidation along with many others. Selecting the right financial professional for your situation can be equally challenging. Not all wealth management firms are created equal. Take a look at the results in your area below:

  • Medium Firm

    AK GLOBAL ASSET MANAGEMENT, LLC

    1300 Clay Street, Oakland CA

    (510) 466-6338

  • Large Firm

    BELL INVESTMENT ADVISORS INC

    1111 Broadway, Oakland CA

    (510) 433-1066

  • Large Firm

    BROOKER WEALTH MANAGEMENT

    7677 Oakport Street, Oakland CA

    (510) 638-1815

  • Large Firm

    CANDIDE GROUP

    1721 Broadway, Oakland CA

    (510) 761-8151

  • Large Firm

    CARBON COLLECTIVE INVESTING, LLC

    2648 International Blvd, Oakland CA

    (925) 268-8041

  • Large Firm

    CI GLOBAL INVESTMENTS INC.

    1111 Broadway, Oakland CA

    (416) 364-1145

  • Large Firm

    DRAGONFLY DIGITAL MANAGEMENT, LLC

    66 Franklin St, Oakland CA

    (415) 795-8868

  • Medium Firm

    ELLA FINANCIAL ADVISING

    5237 College Avenue, Oakland CA

    (510) 324-9487

  • Small FirmViolation Reported

    ENTREFOLIO WEALTH MANAGEMENT

    567 Oakland Ave # 111, Oakland CA

    (510) 427-3202

  • Large Firm

    FINANCIAL AVENGERS, INC.

    505 Fourteenth Street, #310, Oakland CA

    (415) 773-2174

  • Medium Firm

    FINANCIALLY HEALTHY, LLC

    1999 Harrison Street, Oakland CA

    (510) 496-4567

  • Medium Firm

    FOCUSED FINANCES, LLC

    1300 Clay Street, Oakland CA

    (877) 746-7914

  • Small Firm

    GIBSON MONROE WEALTH ADVISORS

    2100 Embarcadero, Oakland CA

    (510) 229-7608

  • Small Firm

    GLOBAL INVESTMENT COMPANY

    300 Frank H. Ogawa Plaza, Oakland CA

    (510) 835-8300

  • Large Firm

    GRANITE CAPITAL

    5707 Redwood Rd., Suite 3, Oakland CA

    (510) 336-9120

  • Medium Firm

    IN TOUCH FINANCIAL SERVICES

    6465 San Pablo Ave. 1-1, Oakland CA

    (510) 653-8968

  • Large FirmViolation Reported

    INFINITY FINANCIAL SERVICES ADVISORY

    212 9th Street, Oakland CA

    (510) 588-8000

  • Large Firm

    LIBERTY WEALTH MANAGEMENT, LLC

    411 30th Street, Oakland CA

    (510) 658-1880

  • Medium Firm

    MODERN FINANCIAL PLANNING

    344 Thomas L Berkley Way, Oakland CA

    (510) 519-7009

  • Medium FirmViolation Reported

    PF WEALTH MANAGEMENT GROUP, LLC

    1970 Broadway, Oakland CA

    (800) 750-5764

  • Small Firm

    PICO ASSOCIATES

    829 27th Avenue, Oakland CA

    (510) 261-0700

  • Small Firm

    QUBED CAPITAL, LLC

    6114 La Salle Ave, Oakland CA

    (510) 397-8332

  • Large Firm

    SASSER INVESTMENT MANAGEMENT, INC.

    436 14th Street, Oakland CA

    (510) 835-0960

  • Large Firm

    VANGUARD PERSONALIZED INDEXING MANAGEMENT

    1611 Telegraph Ave., Suite 1100, Oakland CA

    (510) 462-5230