{ "path": "/advisors/ca/san-francisco/oakland", "url": "https://advisorcensus.com/advisors/ca/san-francisco/oakland", "page_type": "metro_city", "title": "Financial advisors in Oakland, CA", "filters": {}, "scope_total": 54, "faq": [ { "q": "How many financial advisory firms are there in Oakland, CA?", "a": "AdvisorCensus lists 54 investment advisory firms with a principal office in Oakland, California (part of the San Francisco metro area), from Form ADV filings as of October 2026: 20 SEC-registered, 14 state-registered, and 20 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Oakland, CA?", "a": "13 of the 54 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Oakland, CA offer financial planning?", "a": "19 of the 34 firms in Oakland, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Oakland, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 13 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 54 investment advisory firms with a principal office in Oakland, California (part of the San Francisco metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Francisco metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Oakland, CA: 54 firms from Form ADV filings as of October 2026.", "total_firms": 54, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 20, "state": 14, "exempt": 20 }, "fee_model_mix": [ { "code": "fee-only", "count": 13 }, { "code": "percentage_of_aum", "count": 31 }, { "code": "hourly", "count": 15 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 20 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 8 }, { "code": "other", "count": 5 }, { "code": "not_reported", "count": 20 } ], "years_registered_distribution": [ { "code": "under_5", "count": 25 }, { "code": "5_to_9", "count": 12 }, { "code": "10_to_19", "count": 13 }, { "code": "20_plus", "count": 4 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 9 }, { "code": "25m_100m", "count": 4 }, { "code": "100m_500m", "count": 13 }, { "code": "500m_1b", "count": 1 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 21 } ], "firms": [ { "crd_number": 305442, "name": "Aditum BIO Management Company, LLC", "name_as_filed": "ADITUM BIO MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/aditum-bio-management-company-llc-oakland-ca-305442", "city": "Oakland", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 137530, "name": "AK Global Asset Management, LLC", "name_as_filed": "AK GLOBAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ak-global-asset-management-llc-oakland-ca-137530", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 344400, "name": "Arthaus Subordinate Class IIB Manager, LLC", "name_as_filed": "ARTHAUS SUBORDINATE CLASS IIB MANAGER, LLC", "url": "https://advisorcensus.com/firm/arthaus-subordinate-class-iib-manager-llc-oakland-ca-344400", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304938, "name": "Authentic Ventures Investment Manager, LLC", "name_as_filed": "AUTHENTIC VENTURES INVESTMENT MANAGER, LLC", "url": "https://advisorcensus.com/firm/authentic-ventures-investment-manager-llc-oakland-ca-304938", "city": "Oakland", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284163, "name": "Berkeley Partners Management, LLC", "name_as_filed": "BERKELEY PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/berkeley-partners-management-llc-oakland-ca-284163", "city": "Oakland", "state": "CA", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 170793, "name": "Better Ventures Central LLC", "name_as_filed": "BETTER VENTURES CENTRAL LLC", "url": "https://advisorcensus.com/firm/better-ventures-central-llc-oakland-ca-170793", "city": "Oakland", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105437, "name": "Brooker Wealth Management", "name_as_filed": "BROOKER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/brooker-wealth-management-oakland-ca-105437", "city": "Oakland", "state": "CA", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 286086, "name": "Candide Group", "name_as_filed": "CANDIDE GROUP", "url": "https://advisorcensus.com/firm/candide-group-oakland-ca-286086", "city": "Oakland", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 321213, "name": "Canonical Crypto Management, LLC", "name_as_filed": "CANONICAL CRYPTO MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/canonical-crypto-management-llc-oakland-ca-321213", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310129, "name": "Carbon Collective Investing, LLC", "name_as_filed": "CARBON COLLECTIVE INVESTING, LLC", "url": "https://advisorcensus.com/firm/carbon-collective-investing-llc-oakland-ca-310129", "city": "Oakland", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 321741, "name": "Castle Creek Launchpad", "name_as_filed": "CASTLE CREEK LAUNCHPAD", "url": "https://advisorcensus.com/firm/castle-creek-launchpad-oakland-ca-321741", "city": "Oakland", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156752, "name": "CI Global Investments Inc.", "name_as_filed": "CI GLOBAL INVESTMENTS INC.", "url": "https://advisorcensus.com/firm/ci-global-investments-inc-oakland-ca-156752", "city": "Oakland", "state": "CA", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 162803, "name": "Claremont Creek Ventures", "name_as_filed": "CLAREMONT CREEK VENTURES", "url": "https://advisorcensus.com/firm/claremont-creek-ventures-oakland-ca-162803", "city": "Oakland", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337757, "name": "Contango Wealth Management LLC", "name_as_filed": "CONTANGO WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/contango-wealth-management-llc-oakland-ca-337757", "city": "Oakland", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325520, "name": "Creative Ventures Management, LLC", "name_as_filed": "CREATIVE VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/creative-ventures-management-llc-oakland-ca-325520", "city": "Oakland", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307357, "name": "Ella Financial Advising", "name_as_filed": "ELLA FINANCIAL ADVISING", "url": "https://advisorcensus.com/firm/ella-financial-advising-oakland-ca-307357", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156661, "name": "Falcon Bridge Capital", "name_as_filed": "FALCON BRIDGE CAPITAL", "url": "https://advisorcensus.com/firm/falcon-bridge-capital-oakland-ca-156661", "city": "Oakland", "state": "CA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 119636, "name": "Financial Avengers, Inc.", "name_as_filed": "FINANCIAL AVENGERS, INC.", "url": "https://advisorcensus.com/firm/financial-avengers-inc-oakland-ca-119636", "city": "Oakland", "state": "CA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156022, "name": "Financially Healthy, LLC", "name_as_filed": "FINANCIALLY HEALTHY, LLC", "url": "https://advisorcensus.com/firm/financially-healthy-llc-oakland-ca-156022", "city": "Oakland", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170285, "name": "FM Capital Group", "name_as_filed": "FM CAPITAL GROUP", "url": "https://advisorcensus.com/firm/fm-capital-group-oakland-ca-170285", "city": "Oakland", "state": "CA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 130911, "name": "Focused Finances, LLC", "name_as_filed": "FOCUSED FINANCES, LLC", "url": "https://advisorcensus.com/firm/focused-finances-llc-oakland-ca-130911", "city": "Oakland", "state": "CA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167241, "name": "Forusall", "name_as_filed": "FORUSALL", "url": "https://advisorcensus.com/firm/forusall-oakland-ca-167241", "city": "Oakland", "state": "CA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 321990, "name": "Full Spectrum Capital Management Company, LLC", "name_as_filed": "FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/full-spectrum-capital-management-company-llc-oakland-ca-321990", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324146, "name": "Gibson Monroe Wealth Advisors", "name_as_filed": "GIBSON MONROE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/gibson-monroe-wealth-advisors-oakland-ca-324146", "city": "Oakland", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281316, "name": "Global Investment Company", "name_as_filed": "GLOBAL INVESTMENT COMPANY", "url": "https://advisorcensus.com/firm/global-investment-company-oakland-ca-281316", "city": "Oakland", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 141743, "name": "Granite Capital", "name_as_filed": "GRANITE CAPITAL", "url": "https://advisorcensus.com/firm/granite-capital-oakland-ca-141743", "city": "Oakland", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341212, "name": "Greenbook Financial", "name_as_filed": "GREENBOOK FINANCIAL", "url": "https://advisorcensus.com/firm/greenbook-financial-oakland-ca-341212", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170227, "name": "HHPF Capital LLC", "name_as_filed": "HHPF CAPITAL LLC", "url": "https://advisorcensus.com/firm/hhpf-capital-llc-oakland-ca-170227", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291372, "name": "Hoodoo", "name_as_filed": "HOODOO", "url": "https://advisorcensus.com/firm/hoodoo-oakland-ca-291372", "city": "Oakland", "state": "CA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 293720, "name": "Hyla Fund Management LLC", "name_as_filed": "HYLA FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hyla-fund-management-llc-oakland-ca-293720", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305411, "name": "Illumen Capital Management, LLC", "name_as_filed": "ILLUMEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/illumen-capital-management-llc-oakland-ca-305411", "city": "Oakland", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 153249, "name": "In Touch Financial Services", "name_as_filed": "IN TOUCH FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/in-touch-financial-services-oakland-ca-153249", "city": "Oakland", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 304981, "name": "Infinity Financial Services Advisory", "name_as_filed": "INFINITY FINANCIAL SERVICES ADVISORY", "url": "https://advisorcensus.com/firm/infinity-financial-services-advisory-oakland-ca-304981", "city": "Oakland", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 283982, "name": "Intercept Venture Management, LLC", "name_as_filed": "INTERCEPT VENTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/intercept-venture-management-llc-oakland-ca-283982", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 102800, "name": "Internet Securities", "name_as_filed": "INTERNET SECURITIES", "url": "https://advisorcensus.com/firm/internet-securities-oakland-ca-102800", "city": "Oakland", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 288419, "name": "Jane Financial, LLC", "name_as_filed": "JANE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/jane-financial-llc-oakland-ca-288419", "city": "Oakland", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 317692, "name": "Kapor Capital Management Company L.L.C.", "name_as_filed": "KAPOR CAPITAL MANAGEMENT COMPANY L.L.C.", "url": "https://advisorcensus.com/firm/kapor-capital-management-company-l-l-c-oakland-ca-317692", "city": "Oakland", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313486, "name": "Launchpad Capital Management Company LLC", "name_as_filed": "LAUNCHPAD CAPITAL MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/launchpad-capital-management-company-llc-oakland-ca-313486", "city": "Oakland", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286001, "name": "Liberty Wealth Management, LLC", "name_as_filed": "LIBERTY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/liberty-wealth-management-llc-oakland-ca-286001", "city": "Oakland", "state": "CA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 298680, "name": "Merritt Point Partners LLC", "name_as_filed": "MERRITT POINT PARTNERS LLC", "url": "https://advisorcensus.com/firm/merritt-point-partners-llc-oakland-ca-298680", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162019, "name": "National Venture Development", "name_as_filed": "NATIONAL VENTURE DEVELOPMENT", "url": "https://advisorcensus.com/firm/national-venture-development-oakland-ca-162019", "city": "Oakland", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286587, "name": "NIA Impact Capital", "name_as_filed": "NIA IMPACT CAPITAL", "url": "https://advisorcensus.com/firm/nia-impact-capital-oakland-ca-286587", "city": "Oakland", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316868, "name": "Oneirology Fund I GP, LLC", "name_as_filed": "ONEIROLOGY FUND I GP, LLC", "url": "https://advisorcensus.com/firm/oneirology-fund-i-gp-llc-oakland-ca-316868", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 140015, "name": "PF Wealth Management Group, LLC", "name_as_filed": "PF WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/pf-wealth-management-group-llc-oakland-ca-140015", "city": "Oakland", "state": "CA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136611, "name": "Pico Associates", "name_as_filed": "PICO ASSOCIATES", "url": "https://advisorcensus.com/firm/pico-associates-oakland-ca-136611", "city": "Oakland", "state": "CA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325919, "name": "Powerhouse 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