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.
47 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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