Investment advisers in Oakland, CA
18 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Ci Global Investments Inc. | $14.74 billion | 2 | 1 |
| Vanguard Personalized Indexing Management | $11.35 billion | 39 | 7 |
| Berkeley Partners Management, LLC | $3.06 billion | 57 | 0 |
| Veris Wealth Partners, LLC | $2.86 billion | 31 | 0 |
| Liberty Wealth Management, LLC | $1.73 billion | 43 | 0 |
| Merritt Point Partners LLC | $636.1 million | 4 | 0 |
| Financial Avengers, Inc. | $488.4 million | 2 | 0 |
| Carbon Collective Investing, LLC | $348.4 million | 4 | 0 |
| Granite Capital | $314.6 million | 2 | 0 |
| Illumen Capital Management, LLC | $294.9 million | 10 | 0 |
| Authentic Ventures Investment Manager, LLC | $201.2 million | 3 | 0 |
| Falcon Bridge Capital | $192.7 million | 6 | 0 |
| Infinity Financial Services Advisory | $174.0 million | 35 | 8 |
| Brooker Wealth Management | $136.4 million | 10 | 0 |
| Candide Group | $123.6 million | 13 | 1 |
| Contango Wealth Management LLC | $122.8 million | 2 | 0 |
| Ak Global Asset Management, LLC | $117.8 million | 2 | 0 |
| Ella Financial Advising | $106.9 million | 1 | 0 |