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Find Retirement Advisors for Retirement Planning in Oakland, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Oakland, California
Last Updated - May 24, 2025Oakland has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Oakland, California have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Oakland, California
VERIFIEDParker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDThe Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDavid Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDHetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Oakland, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1111 Broadway, Suite 300 Oakland, CA, 94607 | $10,894,079,248 | 24 | 2 | Other (APPROXIMATELY 110% OF THE ADVISOR'S EXPENSES) |
| 2 | 1611 Telegraph Ave., Suite 1100, Oakland, CA, 94612 | $4,346,465,506 | 1752 | 27 | A percentage of AUM, Hourly charges |
| 3 | 1111 Broadway, Suite 1670 Oakland, CA, 94607 | $2,473,927,341 | 4 | 56 | A percentage of AUM, Performance Based |
| 4 | 66 Franklin St, Suite 300 Oakland, CA, 94607 | $2,466,635,502 | 11 | 36 | A percentage of AUM, Performance Based |
| 5 | 411 30th Street, 2nd Floor Oakland, CA, 94609 | $1,222,778,986 | 3414 | 22 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (THIRD-PARTY MANAGEMENT PROGRAM) |
| 6 | 1111 Broadway, Suite 1630 Oakland, CA, 94607-4007 | $644,537,129 | 1156 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 7677 Oakport Street, Suite 300 Oakland, CA, 94621 | $592,401,793 | 580 | 8 | A percentage of AUM, Hourly charges |
| 8 | 505 Fourteenth Street, #310, Oakland, CA, 94612 | $366,797,865 | 745 | 2 | A percentage of AUM |
| 9 | 2323 Broadway, Oakland, CA, 94612 | $277,602,529 | 5 | 10 | A percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER) |
| 10 | 1999 Harrison Street, Suite 1575, Oakland, CA, 94612 | $263,337,161 | 6 | 7 | A percentage of AUM, Performance Based |
| 11 | 5707 Redwood Rd., Suite 3, Oakland, CA, 94619 | $215,324,011 | 236 | 2 | A percentage of AUM |
| 12 | 1721 Broadway, Suite 201 Oakland, CA, 94612 | $212,438,072 | 14 | 15 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 13 | 93 Linden Street, Suite 6 Oakland, CA, 94607 | $151,179,608 | 13 | 5 | A percentage of AUM |
| 14 | 212 9th Street, Suite 202 Oakland, CA, 94607 | $145,046,777 | 901 | 37 | A percentage of AUM, Hourly charges |
| 15 | 2648 International Blvd, Ste 115 Oakland, CA, 94601 | $122,867,425 | 1136 | 7 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Oakland, California
QualificationsFirm CRD# 156752
Assets Under Management $10,894,079,248
No. Of Clients24
Clients Per Financial Advisor12
CI GLOBAL INVESTMENTS INC. is a financial advisory firm situated in Oakland, California. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (APPROXIMATELY 110% OF THE ADVISOR'S EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 285366
Assets Under Management $4,346,465,506
No. Of Clients1752
Clients Per Financial Advisor65
VANGUARD PERSONALIZED INDEXING MANAGEMENT is a financial advisory firm situated in Oakland, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1752 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING SERVICES, SUBADVISORY SERVICES)
QualificationsFirm CRD# 284163
Assets Under Management $2,473,927,341
No. Of Clients4
Clients Per Financial Advisor0
BERKELEY PARTNERS MANAGEMENT, LLC is a financial advisory firm situated in Oakland, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 300750
Assets Under Management $2,466,635,502
No. Of Clients11
Clients Per Financial Advisor0
DRAGONFLY DIGITAL MANAGEMENT, LLC is a financial advisory firm situated in Oakland, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 286001
Assets Under Management $1,222,778,986
No. Of Clients3414
Clients Per Financial Advisor155
LIBERTY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Oakland, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3414 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
- Other (THIRD-PARTY MANAGEMENT PROGRAM)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (THIRD-PARTY MANAGEMENT PROGRAM)
QualificationsFirm CRD# 108383
Assets Under Management $644,537,129
No. Of Clients1156
Clients Per Financial Advisor105
BELL INVESTMENT ADVISORS INC is a financial advisory firm situated in Oakland, California. With a nearly $645M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1156 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CAREER COUNSELING)
QualificationsFirm CRD# 105437
Assets Under Management $592,401,793
No. Of Clients580
Clients Per Financial Advisor73
BROOKER WEALTH MANAGEMENT is a financial advisory firm situated in Oakland, California. With a nearly $592M assets under management, the firm specializes in crafting personalized retirement planning solutions for 580 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 119636
Assets Under Management $366,797,865
No. Of Clients745
Clients Per Financial Advisor373
FINANCIAL AVENGERS, INC. is a financial advisory firm situated in Oakland, California. With a nearly $367M assets under management, the firm specializes in crafting personalized retirement planning solutions for 745 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 305411
Assets Under Management $277,602,529
No. Of Clients5
Clients Per Financial Advisor1
ILLUMEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Oakland, California. With a nearly $278M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 156661
Assets Under Management $263,337,161
No. Of Clients6
Clients Per Financial Advisor1
FALCON BRIDGE CAPITAL is a financial advisory firm situated in Oakland, California. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 141743
Assets Under Management $215,324,011
No. Of Clients236
Clients Per Financial Advisor118
GRANITE CAPITAL is a financial advisory firm situated in Oakland, California. With a nearly $215M assets under management, the firm specializes in crafting personalized retirement planning solutions for 236 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 286086
Assets Under Management $212,438,072
No. Of Clients14
Clients Per Financial Advisor1
CANDIDE GROUP is a financial advisory firm situated in Oakland, California. With a nearly $212M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 304938
Assets Under Management $151,179,608
No. Of Clients13
Clients Per Financial Advisor3
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC is a financial advisory firm situated in Oakland, California. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 304981
Assets Under Management $145,046,777
No. Of Clients901
Clients Per Financial Advisor24
INFINITY FINANCIAL SERVICES ADVISORY is a financial advisory firm situated in Oakland, California. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 901 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 310129
Assets Under Management $122,867,425
No. Of Clients1136
Clients Per Financial Advisor162
CARBON COLLECTIVE INVESTING, LLC is a financial advisory firm situated in Oakland, California. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1136 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
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