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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

AMERICAN INVESTORS COMPANY
CETERA INVESTMENT ADVISERS LLC
ILLUMEN CAPITAL MANAGEMENT, LLC
JUST FUTURES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BETTER VENTURES CENTRAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LIBERTY WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC
LINCOLN INVESTMENT
ELLA FINANCIAL ADVISING
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC

Investors

CHERYL LYNNE CHARNEY
LOIS ANN LEYNSE
Kathryn Elizabeth Clements Gilje
GREGORY PAUL ANDERSON
WILLIAM MERRILL FAY
Yun Cho Messina
Christopher Lightner
SAMIR M'BIOKA
Daniel Dean Ross
NICHOLAS ALEXANDER DEL JUNCO
Brett Michael Wippler
NICKOLAS BOWERS
Adam John McNulty
DAVID Sean GILLIMORE
CANDACE CAROLE HAMILTON
STEPHEN ERNEST MANTZOURIS
Steven SAMUEL Christensen
Stanislav Godsky
Claire Danielle Hollander
Adrian Marcel Azofeifa
Philip Rontell
Lucas McNulty
DAVID JAMES HOLLANDER
Matthew del Junco
Jordan Johal
KAMERON Ray JACKSON
Dylan Mann
KELVIN J KWAN
MICHAEL TERRENCE HULLEN
JOSEPH CARLYLE FRANK
FAY MICHELLE CLINTON
KARENA IRENE SCHWENK
Ann Chen
Jeff M Loventhal
Leon T Worthy
Douglas Nisen
Yudith Lizeth Macedo Jimenez
Ryan Stephen Leonard
SIULIENG CHEA-JEREZ
ELIZABETH ELSA TAYLOR
Benjamin Dakota Blake
Rachel LeAnn Munson Kossler
NANCY BERMAN EPSTEIN
ROOSEVELT KIRK
SHERWIN HENRY COLEMAN
Chih Han Goh
EDWARD BENJAMIN HARRIS
PATRICK John PHILLIPS

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