VANGUARD PERSONALIZED INDEXING MANAGEMENT
Oakland, CA
AUM
$11.35B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
844-317-5190
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, OAKLAND
12 advisers found
BERKELEY PARTNERS MANAGEMENT, LLC
Oakland, CA
AUM
$3.06B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-295-8075
VERIS WEALTH PARTNERS, LLC
Oakland, CA
AUM
$2.86B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(415) 814-0580
LIBERTY WEALTH MANAGEMENT, LLC
Oakland, CA
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
510-903-5489
MERRITT POINT PARTNERS LLC
Oakland, CA
AUM
$636.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(510) 244-0170
CARBON COLLECTIVE INVESTING, LLC
Oakland, CA
AUM
$348.4M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
925-268-8041
GRANITE CAPITAL
Oakland, CA
AUM
$314.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
510-336-9120
INFINITY FINANCIAL SERVICES ADVISORY
Oakland, CA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
35 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
510-588-8000
CANDIDE GROUP
Oakland, CA
AUM
$123.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(510) 761-8150
IN TOUCH FINANCIAL SERVICES
Oakland, CA
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(510) 653-8968
GLOBAL INVESTMENT COMPANY
Oakland, CA
AUM
$16.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
510-835-8300
INTERNET SECURITIES
Oakland, CA
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
510-444-5240