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 4
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 3REPS 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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