City
Wealth management firms in Oakland, California
As of October 2, 2026, 39 wealth management firms, including broker-dealer firms, with their main office in Oakland, California reported $7.0 billion in regulatory assets under management; the largest by assets was Veris Wealth Partners, LLC, with $2.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 39
- Regulatory assets under management
- $7.0 billion
- Average per firm
- $178.2 million
- SEC-registered, of those listed
- 12 of 39 (30.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Veris Wealth Partners, LLC | SEC | $2.9 billion | 2,475 |
| 2 | Liberty Wealth Management, LLC | SEC | $1.7 billion | 4,338 |
| 3 | Financial Avengers, Inc. | SEC | $488.4 million | 787 |
| 4 | Granite Capital | SEC | $314.6 million | 275 |
| 5 | Infinity Financial Services Advisory Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $174.0 million | 839 |
| 6 | Curtis Financial Planning | SEC | $163.5 million | 238 |
| 7 | Brooker Wealth Management | SEC | $136.4 million | 145 |
| 8 | Candide Group | SEC | $123.6 million | 16 |
| 9 | Contango Wealth Management LLC | SEC | $122.8 million | 260 |
| 10 | AK Global Asset Management, LLC | SEC | $117.8 million | 104 |
| 11 | Ella Financial Advising | SEC | $106.9 million | 226 |
| 12 | Christian Curry Batchelder, CFP | State | $96.0 million | 110 |
| 13 | In Touch Financial Services | State | $87.5 million | 290 |
| 14 | Focused Finances, LLC | State | $67.8 million | 144 |
| 15 | Financially Healthy, LLC | State | $57.0 million | 162 |
| 16 | Taibay Wealth Management LLC | State | $56.9 million | 190 |
| 17 | Balance Financial Planning, LLC | State | $38.0 million | 34 |
| 18 | PF Wealth Management Group, LLC | State | $35.2 million | 122 |
| 19 | Personal Best Financial LLC | State | $33.2 million | 71 |
| 20 | Tula Investment Group LLC | State | $26.2 million | 32 |
| 21 | Jane Financial, LLC | State | $20.4 million | 29 |
| 22 | Raise Financial Advisors LLC | State | $18.1 million | 171 |
| 23 | Global Investment Company | State | $16.7 million | 105 |
| 24 | Rockridge Money Management LLC | State | $15.6 million | 10 |
| 25 | Jla Investment Management | State | $15.0 million | 30 |
| 26 | Qubed Capital, LLC | State | $12.9 million | 7 |
| 27 | Pico Associates | State | $11.0 million | 21 |
| 28 | Gibson Monroe Wealth Advisors | State | $10.2 million | 189 |
| 29 | Wealth-Source Financial | State | $3.0 million | 58 |
| 30 | Hoodoo | State | $700,000 | 21 |
| 31 | Communitas Financial Planning PBC | State | $0 | 0 |
| 32 | Firn Advisors LLC | State | $0 | 0 |
| 33 | Global Predictions Inc | SEC | $0 | 0 |
| 34 | Greenbook Financial | State | $0 | 0 |
| 35 | Internet Securities | State | $0 | 0 |
| 36 | Lula Financial | State | $0 | 0 |
| 37 | Pinecone Financial | State | $0 | 0 |
| 38 | RC Wealth Management | State | $0 | 0 |
| 39 | Sharma Everyday Finance | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.