Find a Financial Advisor in Oakland, CA

 

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We did the hard work of finding trustworthy partners in Oakland, CA.

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We Only Work With The Best Oakland Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Oakland, CA


  • Financial Advisor Close to Oakland, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Oakland, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Oakland, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Oakland financial advisors.
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How Retirement-Friendly is Oakland, CA?

  • Population: 425,097
  • % of Population 62 Years and Over: 16.1%
  • Average Home Value: $697,400
  • Average Monthly Housing Cost: $1,647
  • Average Household Income: $108,297
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Oakland, CA

 

FALCON BRIDGE CAPITAL

Website

(925) 979-4280

1999 Harrison Street, Suite 1575

Oakland, CA 94612

SEC#: 801-72513
Years in Business: 10 years

GINSBURG FINANCIAL ADVISORS

Website

(510) 339-3933

6201 Medau Place
Suite 101
Oakland, CA 94611

SEC#: 801-68289
Years in Business: 14 years

WESPAC ADVISORS, LLC

Website

(510) 287-5255

519 17th Street
5th Floor
Oakland, CA 94612

SEC#: 801-69552
Years in Business: 13 years

INFINITY FINANCIAL SERVICES ADVISORY

Website

(510) 588-8000

212 9th Street
Suite 202
Oakland, CA 94607

SEC#: 801-117719
Years in Business: 1 years

NIA IMPACT CAPITAL

Website

(510) 601-5575

1212 Preservation Park Way Suite 200

Oakland, CA 94612

SEC#: 801-117120
Years in Business: 2 years

JUSTINVEST, LLC

Website

(510) 925-2025

344 Thomas L Berkley Way

Oakland, CA 94612

SEC#: 801-114487
Years in Business: 2 years

BROOKER WEALTH MANAGEMENT

Website

(510) 638-1815

7677 Oakport Street
Suite 300
Oakland, CA 94621

SEC#: 801-19247
Years in Business: 38 years

FINANCIAL AVENGERS, INC.

Website

(415) 773-2174

505 Fourteenth Street, #310

Oakland, CA 94612

SEC#: 801-78015
Years in Business: 8 years

SAVANT INVESTMENT GROUP, LLC

Website

(415) 926-7200

555 12th Street
Suite 925
Oakland, CA 94607

SEC#: 801-40063
Years in Business: 29 years

 


Oakland, CA Financial Advisor FAQs

For better or for worse, most people will need a financial advisor at some point. In order to make informed decisions about money management and to avoid common mistakes, it's necessary to enlist the help of somebody who is qualified in this line of work.
A financial advisor is a person who organizes and plans investments, or advises people on how they should spend or invest their money.
Financial advisors may be compensated by the investment products they sell. Advisors also often fall into two categories: fee-only versus fee and commission.
There are a number of steps in the process of choosing an advisor for any type of investments. The first step is to determine your needs and goals. And the second step is deciding which investment professional best meets your needs.