# Financial advisors in Oakland, CA > 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. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/oakland ## At a glance - Investment advisory firms: 54 - Registration: SEC-registered investment adviser: 20, State-registered investment adviser: 14, Exempt reporting adviser: 20 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 13 (38%); Percentage of assets 31 (91%); Hourly charges 15 (44%); Subscription fees (newsletter or periodical) 2 (6%); Fixed fees 20 (59%); Performance-based fees 8 (24%); Other 5 (15%); No compensation arrangements reported 20 - Regulatory assets under management (Item 5.F): Under $25 million 9 (17%); $25 million to $100 million 4 (7%); $100 million to $500 million 13 (24%); $500 million to $1 billion 1 (2%); $1 billion to $5 billion 4 (7%); Over $5 billion 2 (4%); Not reported 21 (39%) - Years registered: Under 5 years 25 (46%); 5 to 9 years 12 (22%); 10 to 19 years 13 (24%); 20 years or more 4 (7%) ## Firms (page 1 of 2, 1 to 50 of 54, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Aditum BIO Management Company, LLC](https://advisorcensus.com/firm/aditum-bio-management-company-llc-oakland-ca-305442) ([md](https://advisorcensus.com/firm/aditum-bio-management-company-llc-oakland-ca-305442.md)) | 305442 | Oakland, CA | Exempt reporting adviser | Not reported | 7 | Not reported | | [AK Global Asset Management, LLC](https://advisorcensus.com/firm/ak-global-asset-management-llc-oakland-ca-137530) ([md](https://advisorcensus.com/firm/ak-global-asset-management-llc-oakland-ca-137530.md)) | 137530 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets | | [Arthaus Subordinate Class IIB Manager, LLC](https://advisorcensus.com/firm/arthaus-subordinate-class-iib-manager-llc-oakland-ca-344400) ([md](https://advisorcensus.com/firm/arthaus-subordinate-class-iib-manager-llc-oakland-ca-344400.md)) | 344400 | Oakland, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Authentic Ventures Investment Manager, LLC](https://advisorcensus.com/firm/authentic-ventures-investment-manager-llc-oakland-ca-304938) ([md](https://advisorcensus.com/firm/authentic-ventures-investment-manager-llc-oakland-ca-304938.md)) | 304938 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets | | [Berkeley Partners Management, LLC](https://advisorcensus.com/firm/berkeley-partners-management-llc-oakland-ca-284163) ([md](https://advisorcensus.com/firm/berkeley-partners-management-llc-oakland-ca-284163.md)) | 284163 | Oakland, CA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee | | [Better Ventures Central LLC](https://advisorcensus.com/firm/better-ventures-central-llc-oakland-ca-170793) ([md](https://advisorcensus.com/firm/better-ventures-central-llc-oakland-ca-170793.md)) | 170793 | Oakland, CA | Exempt reporting adviser | Not reported | 3 | Not reported | | [Brooker Wealth Management](https://advisorcensus.com/firm/brooker-wealth-management-oakland-ca-105437) ([md](https://advisorcensus.com/firm/brooker-wealth-management-oakland-ca-105437.md)) | 105437 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 43 | % of assets, Hourly | | [Candide Group](https://advisorcensus.com/firm/candide-group-oakland-ca-286086) ([md](https://advisorcensus.com/firm/candide-group-oakland-ca-286086.md)) | 286086 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Performance fee | | [Canonical Crypto Management, LLC](https://advisorcensus.com/firm/canonical-crypto-management-llc-oakland-ca-321213) ([md](https://advisorcensus.com/firm/canonical-crypto-management-llc-oakland-ca-321213.md)) | 321213 | Oakland, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Carbon Collective Investing, LLC](https://advisorcensus.com/firm/carbon-collective-investing-llc-oakland-ca-310129) ([md](https://advisorcensus.com/firm/carbon-collective-investing-llc-oakland-ca-310129.md)) | 310129 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee | | [Castle Creek Launchpad](https://advisorcensus.com/firm/castle-creek-launchpad-oakland-ca-321741) ([md](https://advisorcensus.com/firm/castle-creek-launchpad-oakland-ca-321741.md)) | 321741 | Oakland, CA | Exempt reporting adviser | Not reported | 4 | Not reported | | [CI Global Investments Inc.](https://advisorcensus.com/firm/ci-global-investments-inc-oakland-ca-156752) ([md](https://advisorcensus.com/firm/ci-global-investments-inc-oakland-ca-156752.md)) | 156752 | Oakland, CA | SEC-registered investment adviser | Over $5 billion | 15 | Other | | [Claremont Creek Ventures](https://advisorcensus.com/firm/claremont-creek-ventures-oakland-ca-162803) ([md](https://advisorcensus.com/firm/claremont-creek-ventures-oakland-ca-162803.md)) | 162803 | Oakland, CA | Exempt reporting adviser | Not reported | 14 | Not reported | | [Contango Wealth Management LLC](https://advisorcensus.com/firm/contango-wealth-management-llc-oakland-ca-337757) ([md](https://advisorcensus.com/firm/contango-wealth-management-llc-oakland-ca-337757.md)) | 337757 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee | | [Creative Ventures Management, LLC](https://advisorcensus.com/firm/creative-ventures-management-llc-oakland-ca-325520) ([md](https://advisorcensus.com/firm/creative-ventures-management-llc-oakland-ca-325520.md)) | 325520 | Oakland, CA | Exempt reporting adviser | Not reported | 3 | Not reported | | [Ella Financial Advising](https://advisorcensus.com/firm/ella-financial-advising-oakland-ca-307357) ([md](https://advisorcensus.com/firm/ella-financial-advising-oakland-ca-307357.md)) | 307357 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee | | [Falcon Bridge Capital](https://advisorcensus.com/firm/falcon-bridge-capital-oakland-ca-156661) ([md](https://advisorcensus.com/firm/falcon-bridge-capital-oakland-ca-156661.md)) | 156661 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Performance fee | | [Financial Avengers, Inc.](https://advisorcensus.com/firm/financial-avengers-inc-oakland-ca-119636) ([md](https://advisorcensus.com/firm/financial-avengers-inc-oakland-ca-119636.md)) | 119636 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets | | [Financially Healthy, LLC](https://advisorcensus.com/firm/financially-healthy-llc-oakland-ca-156022) ([md](https://advisorcensus.com/firm/financially-healthy-llc-oakland-ca-156022.md)) | 156022 | Oakland, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee | | [FM Capital Group](https://advisorcensus.com/firm/fm-capital-group-oakland-ca-170285) ([md](https://advisorcensus.com/firm/fm-capital-group-oakland-ca-170285.md)) | 170285 | Oakland, CA | State-registered investment adviser | Under $25 million | 12 | Fixed fee, Performance fee | | [Focused Finances, LLC](https://advisorcensus.com/firm/focused-finances-llc-oakland-ca-130911) ([md](https://advisorcensus.com/firm/focused-finances-llc-oakland-ca-130911.md)) | 130911 | Oakland, CA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee | | [Forusall](https://advisorcensus.com/firm/forusall-oakland-ca-167241) ([md](https://advisorcensus.com/firm/forusall-oakland-ca-167241.md)) | 167241 | Oakland, CA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Fixed fee | | [Full Spectrum Capital Management Company, LLC](https://advisorcensus.com/firm/full-spectrum-capital-management-company-llc-oakland-ca-321990) ([md](https://advisorcensus.com/firm/full-spectrum-capital-management-company-llc-oakland-ca-321990.md)) | 321990 | Oakland, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Gibson Monroe Wealth Advisors](https://advisorcensus.com/firm/gibson-monroe-wealth-advisors-oakland-ca-324146) ([md](https://advisorcensus.com/firm/gibson-monroe-wealth-advisors-oakland-ca-324146.md)) | 324146 | Oakland, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee | | [Global Investment Company](https://advisorcensus.com/firm/global-investment-company-oakland-ca-281316) ([md](https://advisorcensus.com/firm/global-investment-company-oakland-ca-281316.md)) | 281316 | Oakland, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Subscription, Fixed fee | | [Granite Capital](https://advisorcensus.com/firm/granite-capital-oakland-ca-141743) ([md](https://advisorcensus.com/firm/granite-capital-oakland-ca-141743.md)) | 141743 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets | | [Greenbook Financial](https://advisorcensus.com/firm/greenbook-financial-oakland-ca-341212) ([md](https://advisorcensus.com/firm/greenbook-financial-oakland-ca-341212.md)) | 341212 | Oakland, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee | | [HHPF Capital LLC](https://advisorcensus.com/firm/hhpf-capital-llc-oakland-ca-170227) ([md](https://advisorcensus.com/firm/hhpf-capital-llc-oakland-ca-170227.md)) | 170227 | Oakland, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Hoodoo](https://advisorcensus.com/firm/hoodoo-oakland-ca-291372) ([md](https://advisorcensus.com/firm/hoodoo-oakland-ca-291372.md)) | 291372 | Oakland, CA | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee | | [Hyla Fund Management LLC](https://advisorcensus.com/firm/hyla-fund-management-llc-oakland-ca-293720) ([md](https://advisorcensus.com/firm/hyla-fund-management-llc-oakland-ca-293720.md)) | 293720 | Oakland, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Illumen Capital Management, LLC](https://advisorcensus.com/firm/illumen-capital-management-llc-oakland-ca-305411) ([md](https://advisorcensus.com/firm/illumen-capital-management-llc-oakland-ca-305411.md)) | 305411 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Other | | [In Touch Financial Services](https://advisorcensus.com/firm/in-touch-financial-services-oakland-ca-153249) ([md](https://advisorcensus.com/firm/in-touch-financial-services-oakland-ca-153249.md)) | 153249 | Oakland, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Other | | [Infinity Financial Services Advisory](https://advisorcensus.com/firm/infinity-financial-services-advisory-oakland-ca-304981) ([md](https://advisorcensus.com/firm/infinity-financial-services-advisory-oakland-ca-304981.md)) | 304981 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly | | [Intercept Venture Management, LLC](https://advisorcensus.com/firm/intercept-venture-management-llc-oakland-ca-283982) ([md](https://advisorcensus.com/firm/intercept-venture-management-llc-oakland-ca-283982.md)) | 283982 | Oakland, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Internet Securities](https://advisorcensus.com/firm/internet-securities-oakland-ca-102800) ([md](https://advisorcensus.com/firm/internet-securities-oakland-ca-102800.md)) | 102800 | Oakland, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Performance fee, Other | | [Jane Financial, LLC](https://advisorcensus.com/firm/jane-financial-llc-oakland-ca-288419) ([md](https://advisorcensus.com/firm/jane-financial-llc-oakland-ca-288419.md)) | 288419 | Oakland, CA | State-registered investment adviser | Under $25 million | 9 | Fixed fee | | [Kapor Capital Management Company L.L.C.](https://advisorcensus.com/firm/kapor-capital-management-company-l-l-c-oakland-ca-317692) ([md](https://advisorcensus.com/firm/kapor-capital-management-company-l-l-c-oakland-ca-317692.md)) | 317692 | Oakland, CA | Exempt reporting adviser | Not reported | 4 | Not reported | | [Launchpad Capital Management Company LLC](https://advisorcensus.com/firm/launchpad-capital-management-company-llc-oakland-ca-313486) ([md](https://advisorcensus.com/firm/launchpad-capital-management-company-llc-oakland-ca-313486.md)) | 313486 | Oakland, CA | Exempt reporting adviser | Not reported | 5 | Not reported | | [Liberty Wealth Management, LLC](https://advisorcensus.com/firm/liberty-wealth-management-llc-oakland-ca-286001) ([md](https://advisorcensus.com/firm/liberty-wealth-management-llc-oakland-ca-286001.md)) | 286001 | Oakland, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee, Performance fee, Other | | [Merritt Point Partners LLC](https://advisorcensus.com/firm/merritt-point-partners-llc-oakland-ca-298680) ([md](https://advisorcensus.com/firm/merritt-point-partners-llc-oakland-ca-298680.md)) | 298680 | Oakland, CA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Performance fee | | [National Venture Development](https://advisorcensus.com/firm/national-venture-development-oakland-ca-162019) ([md](https://advisorcensus.com/firm/national-venture-development-oakland-ca-162019.md)) | 162019 | Oakland, CA | Exempt reporting adviser | Not reported | 14 | Not reported | | [NIA Impact Capital](https://advisorcensus.com/firm/nia-impact-capital-oakland-ca-286587) ([md](https://advisorcensus.com/firm/nia-impact-capital-oakland-ca-286587.md)) | 286587 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee | | [Oneirology Fund I GP, LLC](https://advisorcensus.com/firm/oneirology-fund-i-gp-llc-oakland-ca-316868) ([md](https://advisorcensus.com/firm/oneirology-fund-i-gp-llc-oakland-ca-316868.md)) | 316868 | Oakland, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [PF Wealth Management Group, LLC](https://advisorcensus.com/firm/pf-wealth-management-group-llc-oakland-ca-140015) ([md](https://advisorcensus.com/firm/pf-wealth-management-group-llc-oakland-ca-140015.md)) | 140015 | Oakland, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee | | [Pico Associates](https://advisorcensus.com/firm/pico-associates-oakland-ca-136611) ([md](https://advisorcensus.com/firm/pico-associates-oakland-ca-136611.md)) | 136611 | Oakland, CA | State-registered investment adviser | Under $25 million | 20 | % of assets | | [Powerhouse Ventures](https://advisorcensus.com/firm/powerhouse-ventures-oakland-ca-325919) ([md](https://advisorcensus.com/firm/powerhouse-ventures-oakland-ca-325919.md)) | 325919 | Oakland, CA | Exempt reporting adviser | Not reported | 3 | Not reported | | [Qubed Capital, LLC](https://advisorcensus.com/firm/qubed-capital-llc-oakland-ca-173854) ([md](https://advisorcensus.com/firm/qubed-capital-llc-oakland-ca-173854.md)) | 173854 | Oakland, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee, Performance fee | | [RC Wealth Management](https://advisorcensus.com/firm/rc-wealth-management-oakland-ca-281300) ([md](https://advisorcensus.com/firm/rc-wealth-management-oakland-ca-281300.md)) | 281300 | Oakland, CA | State-registered investment adviser | Not reported | 10 | % of assets, Hourly, Subscription, Fixed fee | | [Runway Investment Advisory, LLC](https://advisorcensus.com/firm/runway-investment-advisory-llc-oakland-ca-331705) ([md](https://advisorcensus.com/firm/runway-investment-advisory-llc-oakland-ca-331705.md)) | 331705 | Oakland, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Savoia Investments LLC](https://advisorcensus.com/firm/savoia-investments-llc-oakland-ca-343144) ([md](https://advisorcensus.com/firm/savoia-investments-llc-oakland-ca-343144.md)) | 343144 | Oakland, CA | Exempt reporting adviser | Not reported | 0 | Not reported | - Next page: https://advisorcensus.com/advisors/ca/san-francisco/oakland/page/2.md ## Questions people ask **How many financial advisory firms are there in Oakland, CA?** 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. **How many fee-only financial advisors are in Oakland, CA?** 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. **How many financial advisors in Oakland, CA offer financial planning?** 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. **Are the financial advisors in Oakland, CA fiduciaries?** 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. **How do I check whether a financial advisor has disciplinary disclosures?** 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. **Does AdvisorCensus rate, verify, or recommend these firms?** 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. **What does regulatory assets under management mean?** 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. ## Related pages - [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md) - [Financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md) - [Fee-only financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/fee-only) (https://advisorcensus.com/advisors/ca/san-francisco/fee-only.md) - [Flat-fee financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/flat-fee) (https://advisorcensus.com/advisors/ca/san-francisco/flat-fee.md) - [Hourly financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/hourly) (https://advisorcensus.com/advisors/ca/san-francisco/hourly.md) - [Financial advisors for dentists in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/dentists) (https://advisorcensus.com/advisors/ca/san-francisco/dentists.md) - 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Financial advisors in Oakland, CA: 54 firms from Form ADV filings as of October 2026.