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 Wealth Management advisors in CA, OAKLAND
29 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
FINANCIAL AVENGERS, INC.
Oakland, CA
AUM
$488.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(415) 773-2174
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
ILLUMEN CAPITAL MANAGEMENT, LLC
Oakland, CA
AUM
$294.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST PAID TO THE GENERAL PARTNER
510-250-1510
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC
Oakland, CA
AUM
$201.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
510-542-9596
FALCON BRIDGE CAPITAL
Oakland, CA
AUM
$192.7M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
925-979-4280
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
BROOKER WEALTH MANAGEMENT
Oakland, CA
AUM
$136.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
510-638-1815
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
AK GLOBAL ASSET MANAGEMENT, LLC
Oakland, CA
AUM
$117.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
510-466-6338
ELLA FINANCIAL ADVISING
Oakland, CA
AUM
$106.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
510-324-9487
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
FOCUSED FINANCES, LLC
Oakland, CA
AUM
$67.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(877) 746-7914
FINANCIALLY HEALTHY, LLC
Oakland, CA
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
510-496-4567
PF WEALTH MANAGEMENT GROUP, LLC
Oakland, CA
AUM
$35.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
510-986-0598
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
QUBED CAPITAL, LLC
Oakland, CA
AUM
$12.9M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
510-397-8332
PICO ASSOCIATES
Oakland, CA
AUM
$11.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
510-261-0700
GIBSON MONROE WEALTH ADVISORS
Oakland, CA
AUM
$10.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(510) 229-7608
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