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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

WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
UBS FINANCIAL SERVICES INC.
ALLIANCEBERNSTEIN L.P.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GOLDMAN SACHS WEALTH SERVICES, L.P.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CALAMOS ADVISORS LLC

Investors

ANA RAZEL SANTARINA
JEFFREY CHOW
CANDICE ELLEN SOUTAS
JULIAN S QUASHA
MARK JOSEPH TREMAINE
EREKLE CHANTURIA
JASON THOMAS WHITEHEAD
SAMANTHA JAZMINE SHUBERT
SANFORD MICHAEL KATZ
JOSEPH LAWRENCE CONNER
PATRICK PAUL SHANNON
Matthew Shriber
STEPHANIE B WERDEN
NICOLO RAY MANLAPAZ
CYNTHIA T PICHA
DAVID MUCHA
EDDIE ZALAYET
APRIL LAHOMA THOMPSON
ANTONIO RIVERA
MICHAEL EDWARD EICHINGER
DAVID PAUL JONAS
MICHELLE JOAN WENDLING
JOHN W KELLY
MELODY LYNN WILEY
PATRICK PAUL SHANNON JR
CHASE AUSTIN STACKER
ERIC MAXIMILIAN KOENKER
KATTIE YEIN PHAM
CRAIG ALAN BEATTIE
MONICA MARIE AMBROSE
TONY LARRY SMITH
ROSANNA TOKAR
SHANNON GARTLAND PIDGEON
Daniella K Jordan
JAKE AUSTIN HARRISON
DANIELLA CHRISTINE MAAG
JOHN WALSH
ANN MARIE FITZPATRICK
KATHERINE LENA LEE
ROBERT PAUL GEHLEN
LORI SIU KWOK
CRAIG ERIC ISAACSON
AARON MICHAEL CANALE
MICHAEL THOMAS MEYERS
BERIT SUBA
JESSICA E WEISS
JOHN PATRICK GARTLAND
STEPHEN JAMES DONELAN
ANDY MURPHY
WILLIAM XENOPHON GEORGIADIS
ROBERT FRANCIS HAMILL
FIONA A LAM
KATELYN OWEN GIAMPAOLI
MICHELLE CHAVEZ
DANIEL LAYTON HENKE
ANTHONY ALEXANDER CLIFFORD
JUDY MATHEW
BRUCE THOMAS MCMILLAN
ALICE DOUGLAS PIDGEON
SCOTT JONATHAN SINCLAIR
LESLIE RACHEL TYLER
AIMEE ELLEN KAROL
HOWARD ADLER
BAHRAM BEHRAY
WILLIAM TERRELL
KEVIN JOSEPH SCHAEFER
ANN VALERIE WONG-KRUSE
LAWRENCE HENRY SMITH
ROHIT DHAWAN
THOMAS DENNY BOYS
JAMES FIRTH DOWLEY
ALEXEY BULANKOV
Gavin S Resnick
JENNIFER LEE BENSON
ANTON CAMILLE DELATEUR
KYLE MCKENZIE
TAYLOR NICOLE VAN VLACK
FUNG YEE GEORGIANA SUEN
ALICE W. CHAN
SHIRLEY CHU
OMAR BRYANT LIU
James Chen
Leslie Wan
VIVIAN JUN LU
Harry Zhang
Yiting Wang
VICTOR KAY TAN
AARON JOEL MENDELSON
KHALIL CURI HANNA
ALICIA W LOO
CARLA M CHEN
SHELLY Xiao Yan HUANG
ANITA En LAM
STEVEN XIAOGUANG SUN
ECHO MJ CHEN
SANDRA Y CHIU
SANDY FUNGSHAN CHAN
ANA DIAZ
DEBI C CHEN
PAULINE PUI YUEN CHU
YUPAN WEN
DAPHNE CHI
XI QIAO
PATRICK JOSEPH FILICE
CHIUHANG CHAN
SINGMAN SIU
Danyi Gu
Shouquan Huang
Jing Guo
Veronica L Wang
YU ZHANG
GUOAN LIU
Chung Yan Ho
ZI WANG
Yujun Qian
JULIA WAN
Susan Hon
HSIN-YEN SUNNY NEILON
HSIU-HSIN YAO
Graham Hunter Peek
MEGAN ZHANG
JIA LIANG ZHOU
Jiaxing Huo
Ruonan Hu
Xiaolin Cai
BENJAMIN YINGHANG LAM
CONNIE HONG CHENG
Bryan Sanchez
Sabrina Suen
JOHN KWANG
Wing Sze Wincy Yung
Owen Yiran Xie
JAMES JOSEPH SHEA
Allison Hart
Yuqing Zhang
Xin Li
Kin Kwan Man
LUIS ALBERTO ROBLES
Sivan Loren Sack
ALEC C LEVY
Caroline Gartland
JEFFREY JOHN KRAGEL
RUCHI VINOD PATEL
Ian Patrick Matthias Schaser
Emily Trinh Jacobsen
Robert James Kraut
Stephany Omote Swisher
Arnoldo Trionfi
KYLE FREDRICK LUSTENBERGER
RYAN MATTHEW REHNKE
Rases Maryam Habra
MICHAEL RICHARD WILLIAMS
Charles George Faurot
Baran Alaeehosseini
Cullen D Kafka
Trenton Matthew Dardick
Kevin Thomas Fryc
Timothy Jay Humphries
Katherine Marie King
Tatiana S Cluver
Michael Monick Goodman
ROBERT HENRY PRION
SALMA G ZAHR
CLAIRE MARIE GUIDO
DENNIS NEPOMUCENO
STEPHEN S SCHILLING
DANIEL BERNARD EAGAN
KEVIN DAUSCH
STEVEN GENE MORGAN
PETER CHURCH TURNER
KAREN MIRAN PARK
EDWARD J WENRICK
JOSEPH DYLAN MALOT
NICHOLAS TONY TARRAB
DANIELLE BROUDE YOKELL
Erin M Storey
ANDREW MICHAEL HESS
JAMES HUDSON LLOYD
GRANT A EINHORN
JASON JOSEPH NOSSITER
BRIAN CHARLES BLAGDON

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