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 MANAGMENT, LLC
CRD#: 285366
Address: 1611 Telegraph Ave., Suite 1100, Oakland, CA 94612
Clients: 47
Average Clients per Advisor: 11
AUM: $ 2.7B
LIBERTY WEALTH MANAGEMENT, LLC
CRD#: 286001
Address: 411 30th Street 2nd Floor, Oakland, CA 94609
Clients: 2,953
Average Clients per Advisor: 196
AUM: $ 987M
BELL INVESTMENT ADVISORS INC
CRD#: 108383
Address: 1111 Broadway Suite 1630, Oakland, CA 94607-4007
Clients: 79
Average Clients per Advisor: 8
AUM: $ 578M
BROOKER WEALTH MANAGEMENT
CRD#: 105437
Address: 7677 Oakport Street Suite 300, Oakland, CA 94621
Clients: 87
Average Clients per Advisor: 29
AUM: $ 508M
DHR INVESTMENT COUNSEL LTD
CRD#: 109546
Address: 5435 College Ave Suite 200, Oakland, CA 94618
Clients: 68
Average Clients per Advisor: 34
AUM: $ 470M
FINANCIAL AVENGERS, INC.
CRD#: 119636
Address: 505 Fourteenth Street, #310, Oakland, CA 94612
Clients: 112
Average Clients per Advisor: 56
AUM: $ 312M
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
Roman Felix Quisol
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Diana R Chan
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Robert John Gronski
Registered Affiliation(s):TITUS WEALTH MANAGEMENT
Gregory S Onken
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Debra Lee Wetherby
Registered Affiliation(s):WETHERBY ASSET MANAGEMENT
Mark Alan Jongeward
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Keith Peter Virnoche
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Michael Bizzack
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jeffrey David Traum
Registered Affiliation(s):MORGAN STANLEY
Theo Taft Schwabacher
Registered Affiliation(s):MORGAN STANLEY
Mark S. Douglass
Registered Affiliation(s):MORGAN STANLEY
Jonathan Anongos Lucas
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jocelyn Reitzel Sullivan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Paul Oscar Solorzano
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Brad Rutledge
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Kent Lunsford Johansson
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Kirk Martin Ludwig
Registered Affiliation(s):WESTHILL FINANCIAL ADVISORS, INC.
Thomas Alan Ransohoff
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Michael Wilcox
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Laurean Sue Nardone
Registered Affiliation(s):SHIRA RIDGE WEALTH MANAGEMENT
Thomas Harry Simanek
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Pamela Davies
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Dan Lee Flores
Registered Affiliation(s):MORGAN STANLEY
Gregory Sean Murphy
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
