Falists

California · 47 advisers

Financial Advisors in Oakland, California

Looking for a financial advisor in Oakland, California? Falists indexes 47 SEC-registered and state-registered investment advisers in Oakland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 42 firms list a website you can visit directly. Firms in this directory manage up to $14.74B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

47

With website

42

Largest AUM

$14.74B

Financial planning

16

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth29Planning16Trusts20Retirement9Institutional12

Top advisors in Oakland

Ranked by AUM · Fees, team & specialties at a glance

View all 47 →
View all 47 advisors in Oakland

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Oakland, California?
47 registered investment advisers are listed in our Oakland directory, sourced from public SEC filings.
What types of advisors are in Oakland?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Oakland?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.