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
Danielle Lyons
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Hugh Warren Beecher
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Yvonne Poblete Mesia
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Shane Anthony Brisbin
Registered Affiliation(s):MORGAN STANLEY
Eugene Edward Redding
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Candice Grace Wiegand
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Clark Leonard Miller
Registered Affiliation(s):TITUS WEALTH MANAGEMENT
Alphonse Alexandre
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Selina Elaine Soo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Judith Lynn Allione
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James P Sheffield
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Mark James Morasky
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kimberly Sue Rosati
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Michael Lipkins
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Valerie Garcia Houts
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Louis Laporte
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
James Edward With
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lawrence C Olin
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Scott Nicolas Horton
Registered Affiliation(s):J.P. KING ADVISORS, INC.
Barbara Elizabeth Bachelder
Registered Affiliation(s):WEALTH BY DESIGN, LLC
Brannan Paul Vaughan
Registered Affiliation(s):MORGAN STANLEY
Hilary Phillips Giles
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Juan Bosco Dos Santos Concepcion
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Daniel Timothy Jew
Registered Affiliation(s):EDWARD JONES
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.
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