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Best financial advisors in Oakland, CA

Registered advisers within 25 miles of Oakland, CA.

Offices
3,074
Firms
1,906
Combined AUM
$34.8T
Firm-wide filings, not assets booked only here
Clients
3.86M
3,861,671 clients when Item 5C has a number
Avg / client
$9.02M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CARBON COLLECTIVE INVESTING, LLC
PICO ASSOCIATES
FIRESIDE FINANCES, LLC
GIBSON MONROE WEALTH ADVISORS
PLANMEMBER SECURITIES CORPORATION
OSAIC WEALTH, INC.
REDHAWK WEALTH ADVISORS, INC.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
KEVIN KENNEDY, LLC
LEGACY WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BCN FINANCIAL, INC.

Investors

WAHID ABDUL HAIDARI
TONY PICO
JASON SHAUNDRE MATTHEWS
Michael T. Britton
EDWARD AARON KOFMAN
EVAN MCKINLEY GLENMORE THOMAS
Steven Kiefer Burke
Clark Cole
Victoria Jane Watson
Richelle Denice Wilkerson
Todd Richard Wellnitz
KEVIN ROBERT KENNEDY
Sanam Chaudhary
Nirmal Rout
JAIN LAVERN WILLIAMS
E F Ryan Sullivan Hughes
Jeffry Glenn Bratzler
DAWN ONEAL HALE
DELBERT ADAM WHITE
MICHAEL ROMANCHAK
Kirk Cowan
KRISTEN LYNNE LAW
LIEN LAY
JIMIN CHEN
Askar Habybayli
Zachary R Ginsburg
Todd J. Evans
BITALS MAHARJAN

Within 25 miles of Oakland, CA, Best Investors lists 1,906 registered investment advisory firms with 3,074 offices nearby, managing about $34.8T in combined regulatory AUM across 3,861,671 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Oakland

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 BLACKROCK FUND ADVISORS 1 clients · 9 advisers $4.28T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM