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Financial advisory firms
in Oakland, CA.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

32 financial advisors15 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

15 advisory firmsCompare public facts. Verify experience directly.
32 financial advisors15 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

AUTHENTIC VENTURES INVESTMENT MANAGER, LLCCRD 304938

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BERKELEY PARTNERS MANAGEMENT, LLCCRD 284163

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

Corporations or other businessesPooled investment vehicles (other than ICs)State or municipal government entitiesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BROOKER WEALTH MANAGEMENTCRD 105437

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CANDIDE GROUPCRD 286086

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsEducational seminars/workshopsOther: RESEARCH SERVICES
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CARBON COLLECTIVE INVESTING, LLCCRD 310129

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

Individuals (other than HNW)Investment companiesPension and profit sharing plansPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CI GLOBAL INVESTMENTS INC.CRD 156752

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

Charitable organizationsPooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CONTANGO WEALTH MANAGEMENT LLCCRD 337757

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ELLA FINANCIAL ADVISINGCRD 307357

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FALCON BRIDGE CAPITALCRD 156661

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FINANCIAL AVENGERS, INC.CRD 119636

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ILLUMEN CAPITAL MANAGEMENT, LLCCRD 305411

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INFINITY FINANCIAL SERVICES ADVISORYCRD 304981

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LIBERTY WEALTH MANAGEMENT, LLCCRD 286001

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MERRITT POINT PARTNERS LLCCRD 298680

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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VANGUARD PERSONALIZED INDEXING MANAGEMENTCRD 285366

Advisory firm

Filed advisory firm office: Oakland, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsOther investment advisersOther: CONSULTING SERVICES, SUBADVISORY SERVICES
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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