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Financial Advisors in Oakland, California

Our hand-picked list of 8 financial advisors serving Oakland, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Oakland

Financial professionals in Oakland should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Oakland

AK GLOBAL ASSET MANAGEMENT, LLC

1300 CLAY STREET, OAKLAND, CA 94612

📞 (510) 466-••••

AUTHENTIC VENTURES INVESTMENT MANAGER, LLC

93 LINDEN STREET, OAKLAND, CA 94607

📞 (510) 877-••••

BERKELEY PARTNERS MANAGEMENT, LLC

1111 BROADWAY, OAKLAND, CA 94607

📞 (415) 295-••••

BROOKER WEALTH MANAGEMENT

7677 OAKPORT STREET, OAKLAND, CA 94621

📞 (510) 638-••••

CARBON COLLECTIVE INVESTING, LLC

2648 INTERNATIONAL BLVD, OAKLAND, CA 94601

📞 (925) 268-••••

CI GLOBAL INVESTMENTS INC.

1111 BROADWAY, OAKLAND, CA 94607

📞 (416) 364-••••

CONTANGO WEALTH MANAGEMENT LLC

1901 HARRISON STREET, OAKLAND, CA 94612

📞 (415) 794-••••

FALCON BRIDGE CAPITAL

1999 HARRISON STREET, SUITE 1575, OAKLAND, CA 94612

📞 (925) 979-••••

Frequently Asked Questions

Where can I find financial advisors in Oakland, California?

Oakland, California has 8 financial advisors listed in our directory. AK GLOBAL ASSET MANAGEMENT, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Oakland?

Financial professionals in Oakland should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Oakland?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Oakland-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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