RIAs in Oakland, California
Explore 18 RIAs headquartered in Oakland, with $37B in combined reported AUM.
RIAs18Headquartered here
Total AUM$37BReported regulatory AUM
Total Employees266Reported by these RIAs
% of Total State AUM0.2%% Of total State AUM Reported
All RIAs in Oakland
18 RIAsShowing 1–18 of 18 RIAs
Ci Global Investments Inc.
OAKLAND, CAReported AUM$14.7B
Employees2
39.8% of city AUMView RIA ↗
Vanguard Personalized Indexing Management
OAKLAND, CAReported AUM$11.4B
Employees39
30.7% of city AUMView RIA ↗
Berkeley Partners Management, LLC
OAKLAND, CAReported AUM$3.1B
Employees57
8.3% of city AUMView RIA ↗
Veris Wealth Partners, LLC
OAKLAND, CAReported AUM$2.9B
Employees31
7.7% of city AUMView RIA ↗
Liberty Wealth Management, LLC
OAKLAND, CAReported AUM$1.7B
Employees43
4.7% of city AUMView RIA ↗
Merritt Point Partners LLC
OAKLAND, CAReported AUM$636.1M
Employees4
1.7% of city AUMView RIA ↗
Financial Avengers, Inc.
OAKLAND, CAReported AUM$488.4M
Employees2
1.3% of city AUMView RIA ↗
Carbon Collective Investing, LLC
OAKLAND, CAReported AUM$348.4M
Employees4
0.9% of city AUMView RIA ↗
Granite Capital
OAKLAND, CAReported AUM$314.6M
Employees2
0.9% of city AUMView RIA ↗
Illumen Capital Management, LLC
OAKLAND, CAReported AUM$294.9M
Employees10
0.8% of city AUMView RIA ↗
Authentic Ventures Investment Manager, LLC
OAKLAND, CAReported AUM$201.2M
Employees3
0.5% of city AUMView RIA ↗
Falcon Bridge Capital
OAKLAND, CAReported AUM$192.7M
Employees6
0.5% of city AUMView RIA ↗
Infinity Financial Services Advisory
OAKLAND, CAReported AUM$174M
Employees35
0.5% of city AUMView RIA ↗
Brooker Wealth Management
OAKLAND, CAReported AUM$136.4M
Employees10
0.4% of city AUMView RIA ↗
Candide Group
OAKLAND, CAReported AUM$123.6M
Employees13
0.3% of city AUMView RIA ↗
Contango Wealth Management LLC
OAKLAND, CAReported AUM$122.8M
Employees2
0.3% of city AUMView RIA ↗
Ak Global Asset Management, LLC
OAKLAND, CAReported AUM$117.8M
Employees2
0.3% of city AUMView RIA ↗
Ella Financial Advising
OAKLAND, CAReported AUM$106.9M
Employees1
0.3% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.