Fiduciary advisors in Oakland, CA

16 registered advisers

Oakland is a Bay Area city with its own growing tech scene and a cost-conscious professional class seeking fee-only alternatives. Roughly 100% of registered fiduciary firms here are fee-only, totaling 16 practices.

AK GLOBAL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #137530
Typical Fee--
AUM$118M
Minimum--
Clients104

AUTHENTIC VENTURES INVESTMENT MANAGER, LLC

Fee-Only, No ConflictsClean Record
Oakland, CaliforniaCRD #304938
Typical Fee--
AUM$163M
Minimum--
Clients13

BERKELEY PARTNERS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Oakland, CaliforniaCRD #284163
Typical Fee--
AUM$2.6B
Minimum--
Clients5

BROOKER WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #105437
Typical Fee--
AUM$136M
Minimum--
Clients145

CANDIDE GROUP

Fee-OnlyAlso Compensated via Product Sales
Oakland, CaliforniaCRD #286086
Typical Fee--
AUM$125M
Minimum--
Clients15

CARBON COLLECTIVE INVESTING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #310129
Typical Fee--
AUM$233M
Minimum--
Clients1,306

CI GLOBAL INVESTMENTS INC.

Fee-OnlyAlso Compensated via Product Sales
Oakland, CaliforniaCRD #156752
Typical Fee--
AUM$11.4B
Minimum--
Clients25

CONTANGO WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #337757
Typical Fee--
AUM$123M
Minimum--
Clients260

FALCON BRIDGE CAPITAL

Fee-Only, No ConflictsClean Record
Oakland, CaliforniaCRD #156661
Typical Fee--
AUM$249M
Minimum--
Clients6

FINANCIAL AVENGERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #119636
Typical Fee--
AUM$433M
Minimum--
Clients739

GRANITE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #141743
Typical Fee--
AUM$238M
Minimum--
Clients257

ILLUMEN CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Oakland, CaliforniaCRD #305411
Typical Fee--
AUM$274M
Minimum--
Clients5

INFINITY FINANCIAL SERVICES ADVISORY

Fee-OnlyAlso Compensated via Product Sales
Oakland, CaliforniaCRD #304981
Typical Fee--
AUM$150M
Minimum--
Clients918

LIBERTY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #286001
Typical Fee--
AUM$1.5B
Minimum--
Clients3,896

VANGUARD PERSONALIZED INDEXING MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Oakland, CaliforniaCRD #285366
Typical Fee--
AUM$7.3B
Minimum--
Clients2,864

VERIS WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #143588
Typical Fee--
AUM$2.3B
Minimum--
Clients2,654
Fiduciary Advisors in Oakland, California | FiduciaryListings