RIAs in OAKLAND, CA
29 RIAs based in OAKLAND, California managing a combined $37.3B.
CI GLOBAL INVESTMENTS INC.
RIAOAKLAND, CA
AUM $14.7BTEAM 2REPS 5
VANGUARD PERSONALIZED INDEXING MANAGEMENT
RIAOAKLAND, CA
AUM $11.4BTEAM 39REPS 11
BERKELEY PARTNERS MANAGEMENT, LLC
RIAOAKLAND, CA
AUM $3.1BTEAM 57REPS 5
VERIS WEALTH PARTNERS, LLC
RIAOAKLAND, CA
AUM $2.9BTEAM 31REPS 12
LIBERTY WEALTH MANAGEMENT, LLC
RIAOAKLAND, CA
AUM $1.7BTEAM 43REPS 25
MERRITT POINT PARTNERS LLC
RIAOAKLAND, CA
AUM $636MTEAM 4REPS 2
FINANCIAL AVENGERS, INC.
RIAOAKLAND, CA
AUM $488MTEAM 2REPS 2
CARBON COLLECTIVE INVESTING, LLC
RIAOAKLAND, CA
AUM $348MTEAM 4REPS 4
GRANITE CAPITAL
RIAOAKLAND, CA
AUM $315MTEAM 2REPS 2
ILLUMEN CAPITAL MANAGEMENT, LLC
RIAOAKLAND, CA
AUM $295MTEAM 10REPS 2
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC
RIAOAKLAND, CA
AUM $201MTEAM 4REPS 2
FALCON BRIDGE CAPITAL
RIAOAKLAND, CA
AUM $193MTEAM 6REPS 3
INFINITY FINANCIAL SERVICES ADVISORY
RIAOAKLAND, CA
AUM $174MTEAM 35REPS 36
BROOKER WEALTH MANAGEMENT
RIAOAKLAND, CA
AUM $136MTEAM 10REPS 6
CANDIDE GROUP
RIAOAKLAND, CA
AUM $124MTEAM 13REPS 3
CONTANGO WEALTH MANAGEMENT LLC
RIAOAKLAND, CA
AUM $123MTEAM 2REPS 2
AK GLOBAL ASSET MANAGEMENT, LLC
RIAOAKLAND, CA
AUM $118MTEAM 2REPS 3
ELLA FINANCIAL ADVISING
RIAOAKLAND, CA
AUM $107MTEAM 1REPS 1
IN TOUCH FINANCIAL SERVICES
RIAOAKLAND, CA
AUM $87.5MTEAM 3REPS 2
FOCUSED FINANCES, LLC
RIAOAKLAND, CA
AUM $67.8MTEAM 1REPS 1
FINANCIALLY HEALTHY, LLC
RIAOAKLAND, CA
AUM $57MTEAM 1REPS 1
PF WEALTH MANAGEMENT GROUP, LLC
RIAOAKLAND, CA
AUM $35.2MTEAM 1REPS 1
GLOBAL INVESTMENT COMPANY
RIAOAKLAND, CA
AUM $16.7MTEAM 3REPS 1
QUBED CAPITAL, LLC
RIAOAKLAND, CA
AUM $12.9MTEAM 1REPS 1
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