Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 you 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 registrations check. 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.
Oakland has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Oakland, California have an average of 21 years of experience.
Kristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Fee-Based, Based on Assets
David 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
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.
Fee-Based, Hourly, Commissions, Based on Assets
David Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Shad Roundy
Merrill Lynch
Qualifications
CRD# 6180525
Firm CRD# 7691
Series 7, 66
Minimum Assets Required
$500,000
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.
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CI GLOBAL INVESTMENTS INC. 1111 Broadway, Suite 300 Oakland, CA, 94607 | $3,742,919,862 | 19 | 2 | A Percentage of AUM |
2 | VANGUARD PERSONALIZED INDEXING MANAGEMENT 1611 Telegraph Ave., Suite 1100, Oakland, CA, 94612 | $2,733,810,259 | 1174 | 25 | A Percentage of AUM, Hourly charges |
3 | BERKELEY PARTNERS MANAGEMENT, LLC 1111 Broadway, Suite 1670 Oakland, CA, 94607 | $2,171,032,209 | 4 | 60 | A Percentage of AUM, Performance Based |
4 | DRAGONFLY DIGITAL MANAGEMENT, LLC 66 Franklin St, Suite 300 Oakland, CA, 94607 | $1,934,858,193 | 16 | 41 | A Percentage of AUM, Performance Based |
5 | LIBERTY WEALTH MANAGEMENT, LLC 411 30th Street, 2nd Floor Oakland, CA, 94609 | $986,640,795 | 3199 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR - THIRD-PARTY MANAGEMENT PROGRAM) |
6 | BELL INVESTMENT ADVISORS INC 1111 Broadway, Suite 1630 Oakland, CA, 94607-4007 | $577,553,614 | 1167 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | BROOKER WEALTH MANAGEMENT 7677 Oakport Street, Suite 300 Oakland, CA, 94621 | $507,587,809 | 570 | 4 | A Percentage of AUM, Hourly charges |
8 | FINANCIAL AVENGERS, INC. 505 Fourteenth Street, #310, Oakland, CA, 94612 | $312,066,586 | 708 | 2 | A Percentage of AUM |
9 | ILLUMEN CAPITAL MANAGEMENT, LLC 2323 Broadway, Oakland, CA, 94612 | $243,264,124 | 5 | 8 | A Percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER) |
10 | CANDIDE GROUP 1721 Broadway, Suite 201 Oakland, CA, 94612 | $174,600,552 | 18 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
11 | SASSER INVESTMENT MANAGEMENT, INC. 436 14th Street, Suite 805 Oakland, CA, 94612-2726 | $137,879,000 | 285 | 3 | A Percentage of AUM, Other (3RD PARTY COMPENSATION IS RECEIVED FOR TRUST DEED INVESTMENTS.) |
12 | FALCON BRIDGE CAPITAL 1999 Harrison Street, Suite 1575, Oakland, CA, 94612 | $129,788,300 | 1 | 7 | A Percentage of AUM, Performance Based |
13 | INFINITY FINANCIAL SERVICES ADVISORY 212 9th Street, Suite 202 Oakland, CA, 94607 | $118,129,861 | 722 | 36 | A Percentage of AUM, Hourly charges |
14 | CARBON COLLECTIVE INVESTING, LLC 2648 International Blvd, Ste 115 Oakland, CA, 94601 | $83,516,284 | 1040 | 6 | A Percentage of AUM, Fixed Fees |
15 | HERON FINANCE 1111 Broadway, Oakland, CA, 94607 | $0 | 0 | 2 | A Percentage of AUM |
QualificationsFirm CRD# 156752
Assets Under Management $3,742,919,862
No. Of Clients19
Clients Per Financial Advisor10
CI GLOBAL INVESTMENTS INC. 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 19 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285366
Assets Under Management $2,733,810,259
No. Of Clients1174
Clients Per Financial Advisor47
VANGUARD PERSONALIZED INDEXING MANAGEMENT is a financial advisory firm situated in Oakland, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1174 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284163
Assets Under Management $2,171,032,209
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 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 300750
Assets Under Management $1,934,858,193
No. Of Clients16
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 16 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286001
Assets Under Management $986,640,795
No. Of Clients3199
Clients Per Financial Advisor145
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 3199 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108383
Assets Under Management $577,553,614
No. Of Clients1167
Clients Per Financial Advisor106
BELL INVESTMENT ADVISORS INC is a financial advisory firm situated in Oakland, California. With a nearly $578M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1167 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105437
Assets Under Management $507,587,809
No. Of Clients570
Clients Per Financial Advisor143
BROOKER WEALTH MANAGEMENT is a financial advisory firm situated in Oakland, California. With a nearly $508M assets under management, the firm specializes in crafting personalized retirement planning solutions for 570 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119636
Assets Under Management $312,066,586
No. Of Clients708
Clients Per Financial Advisor354
FINANCIAL AVENGERS, INC. is a financial advisory firm situated in Oakland, California. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 708 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 305411
Assets Under Management $243,264,124
No. Of Clients5
Clients Per Financial Advisor1
ILLUMEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Oakland, California. With a nearly $243M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286086
Assets Under Management $174,600,552
No. Of Clients18
Clients Per Financial Advisor1
CANDIDE GROUP is a financial advisory firm situated in Oakland, California. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110886
Assets Under Management $137,879,000
No. Of Clients285
Clients Per Financial Advisor95
SASSER INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Oakland, California. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 285 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156661
Assets Under Management $129,788,300
No. Of Clients1
Clients Per Financial Advisor0
FALCON BRIDGE CAPITAL is a financial advisory firm situated in Oakland, California. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 304981
Assets Under Management $118,129,861
No. Of Clients722
Clients Per Financial Advisor20
INFINITY FINANCIAL SERVICES ADVISORY is a financial advisory firm situated in Oakland, California. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 722 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310129
Assets Under Management $83,516,284
No. Of Clients1040
Clients Per Financial Advisor173
CARBON COLLECTIVE INVESTING, LLC is a financial advisory firm situated in Oakland, California. With a nearly $84M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1040 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 327608
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
HERON FINANCE is a financial advisory firm situated in Oakland, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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