Investment adviser firms in OAKLAND, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
18 firms · Source months shown: August 2026
- AK GLOBAL ASSET MANAGEMENT, LLCCRD 137530 · OAKLAND, CA$117,775,139.00Regulatory AUM · August 2026
- AUTHENTIC VENTURES INVESTMENT MANAGER, LLCCRD 304938 · OAKLAND, CA$201,179,040.00Regulatory AUM · August 2026
- BERKELEY PARTNERS MANAGEMENT, LLCCRD 284163 · OAKLAND, CA$3,055,617,704.00Regulatory AUM · August 2026
- CANDIDE GROUP, LLCCRD 286086 · OAKLAND, CA$123,571,267.00Regulatory AUM · August 2026
- CARBON COLLECTIVE INVESTING, LLCCRD 310129 · OAKLAND, CA$348,353,604.00Regulatory AUM · August 2026
- CI GLOBAL INVESTMENTS INC.CRD 156752 · OAKLAND, CA$14,736,159,117.00Regulatory AUM · August 2026
- CONTANGO WEALTH MANAGEMENT LLCCRD 337757 · OAKLAND, CA$122,757,483.00Regulatory AUM · August 2026
- ELLA FINANCIAL ADVISING LLCCRD 307357 · OAKLAND, CA$106,855,983.00Regulatory AUM · August 2026
- FALCON BRIDGE CAPITAL II, LLCCRD 156661 · OAKLAND, CA$192,748,384.00Regulatory AUM · August 2026
- FINANCIAL AVENGERS, INC.CRD 119636 · OAKLAND, CA$488,401,241.00Regulatory AUM · August 2026
- GILBERT GREG RIA, LLCCRD 304981 · OAKLAND, CA$173,954,611.00Regulatory AUM · August 2026
- GRANITE CAPITAL MANAGEMENT, LLCCRD 141743 · OAKLAND, CA$314,602,057.00Regulatory AUM · August 2026
- ILLUMEN CAPITAL MANAGEMENT, LLCCRD 305411 · OAKLAND, CA$294,856,723.00Regulatory AUM · August 2026
- JOHN W. BROOKER & CO., CPAS, PCCRD 105437 · OAKLAND, CA$136,383,187.00Regulatory AUM · August 2026
- LIBERTY WEALTH MANAGEMENT, LLCCRD 286001 · OAKLAND, CA$1,725,386,015.00Regulatory AUM · August 2026
- MERRITT POINT PARTNERS LLCCRD 298680 · OAKLAND, CA$636,104,895.00Regulatory AUM · August 2026
- VANGUARD PERSONALIZED INDEXING MANAGEMENTCRD 285366 · OAKLAND, CA$11,354,697,118.00Regulatory AUM · August 2026
- VERIS WEALTH PARTNERS, LLCCRD 143588 · OAKLAND, CA$2,856,890,935.00Regulatory AUM · August 2026