Rialytix insights
Top RIA Firms in Oakland, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Oakland, California. This hub covers 17 matching firms with $36.4B in total reported AUM and median AUM of $294.9M.
Firms
17
Matching current profiles
Total AUM
$36.4B
Reported regulatory AUM
Median AUM
$294.9M
Across firms with AUM
Largest firm
$14.7B
CI Global Investments INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. CI Global Investments INC. CRD 156752 · Corporation | OAKLAND, CA | $14.7B Mar 2026 | +$3.3B+29.1% | +$11.0B+293.7% | +$11.9B+411.6% | +$11.7B+377.9% | 0 employees+0.0% over 3Y | +8 accounts+42.1% over 3Y |
| 2. Vanguard Personalized Indexing Management CRD 285366 · Limited Liability Company | OAKLAND, CA | $11.4B Mar 2026 | +$4.1B+56.4% | +$9.4B+477.4% | +$10.6B+1435.5% | +$11.2B+6075.2% | +16 employees+69.6% over 3Y | +3,450 accounts+543.3% over 3Y |
| 3. Berkeley Partners Management, LLC CRD 284163 · Limited Liability Company | OAKLAND, CA | $3.1B Mar 2026 | +$581.7M+23.5% | +$984.2M+47.5% | +$2.5B+489.8% | — | +6 employees+11.8% over 3Y | +2 accounts+66.7% over 3Y |
| 4. Veris Wealth Partners, LLC CRD 143588 · Limited Liability Company | OAKLAND, CA | $2.9B Mar 2026 | +$838.0M+41.5% | +$733.9M+34.6% | +$1.4B+89.7% | +$2.4B+487.8% | +7 employees+29.2% over 3Y | +378 accounts+18.0% over 3Y |
| 5. Liberty Wealth Management, LLC CRD 286001 · Limited Liability Company | OAKLAND, CA | $1.7B May 2026 | +$255.5M+17.4% | +$738.7M+74.9% | +$869.8M+101.7% | — | +21 employees+95.5% over 3Y | +1,139 accounts+35.6% over 3Y |
| 6. Financial Avengers, INC. CRD 119636 · Corporation | OAKLAND, CA | $488.4M Mar 2026 | +$55.1M+12.7% | +$176.3M+56.5% | +$184.6M+60.7% | +$419.7M+611.2% | 0 employees+0.0% over 3Y | +79 accounts+11.2% over 3Y |
| 7. Carbon Collective Investing, LLC CRD 310129 · Limited Liability Company | OAKLAND, CA | $348.4M Mar 2026 | +$225.5M+183.5% | +$318.7M+1075.4% | +$347.0M+25185.2% | — | -2 employees-33.3% over 3Y | +582 accounts+82.0% over 3Y |
| 8. Granite Capital CRD 141743 · Limited Liability Company | OAKLAND, CA | $314.6M Apr 2026 | +$76.5M+32.1% | — | — | +$99.3M+46.1% | 0 employees+0.0% over 1Y | +18 accounts+7.0% over 1Y |
| 9. Illumen Capital Management, LLC CRD 305411 · Limited Liability Company | OAKLAND, CA | $294.9M Mar 2026 | +$20.4M+7.4% | +$51.6M+21.2% | — | +$144.8M+96.5% | +2 employees+25.0% over 3Y | +1 accounts+20.0% over 3Y |
| 10. Authentic Ventures Investment Manager, LLC CRD 304938 · Limited Liability Company | OAKLAND, CA | $201.2M Mar 2026 | +$50.0M+33.1% | — | — | +$50.0M+33.1% | -1 employees-20.0% over 1Y | +1 accounts+7.7% over 1Y |
| 11. Falcon Bridge Capital CRD 156661 · Limited Liability Company | OAKLAND, CA | $192.7M Mar 2026 | -$70.6M-26.8% | +$70.3M+57.4% | +$49.5M+34.6% | -$539.8M-73.7% | -1 employees-14.3% over 3Y | +1 accounts+100.0% over 3Y |
| 12. Infinity Financial Services Advisory CRD 304981 · Limited Liability Company | OAKLAND, CA | $174.0M May 2026 | +$23.9M+15.9% | +$55.8M+47.3% | +$34.0M+24.3% | — | -1 employees-2.8% over 3Y | +117 accounts+16.2% over 3Y |
| 13. Brooker Wealth Management CRD 105437 · Corporation | OAKLAND, CA | $136.4M Feb 2026 | -$426.5M-75.8% | -$430.4M-75.9% | -$342.7M-71.5% | -$99.5M-42.2% | +6 employees+150.0% over 3Y | -441 accounts-75.3% over 3Y |
| 14. Candide Group CRD 286086 · Limited Liability Company | OAKLAND, CA | $123.6M Mar 2026 | -$51.2M-29.3% | -$51.0M-29.2% | -$12.6M-9.3% | +$1.2M+1.0% | 0 employees+0.0% over 3Y | -2 accounts-11.1% over 3Y |
| 15. Contango Wealth Management LLC CRD 337757 · Limited Liability Company | OAKLAND, CA | $122.8M Feb 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 16. Ak Global Asset Management, LLC CRD 137530 · Limited Liability Company | OAKLAND, CA | $117.8M Feb 2026 | +$71.3M+153.4% | +$71.3M+153.4% | +$71.3M+153.4% | +$9.1M+8.4% | -1 employees-33.3% over 3Y | +4 accounts+4.0% over 3Y |
| 17. Ella Financial Advising CRD 307357 · Limited Liability Company | OAKLAND, CA | $106.9M Feb 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.