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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 - April 25, 2025

Oakland 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

advisor
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Parker 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

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advisor

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

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advisor
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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

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Hetal 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

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David 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 15 Retirement Planning firms in Oakland, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1111 Broadway, Suite 300
Oakland, CA, 94607
$10,894,079,248242
Other (APPROXIMATELY 110% OF THE ADVISOR'S EXPENSES)
2

1611 Telegraph Ave., Suite 1100,
Oakland, CA, 94612
$4,346,465,506175227
A percentage of AUM, Hourly charges
3

1111 Broadway, Suite 1670
Oakland, CA, 94607
$2,473,927,341456
A percentage of AUM, Performance Based
4

66 Franklin St, Suite 300
Oakland, CA, 94607
$2,466,635,5021136
A percentage of AUM, Performance Based
5

411 30th Street, 2nd Floor
Oakland, CA, 94609
$1,222,778,986341422
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (THIRD-PARTY MANAGEMENT PROGRAM)
6

1111 Broadway, Suite 1630
Oakland, CA, 94607-4007
$644,537,129115611
A percentage of AUM, Hourly charges, Fixed fees
7

7677 Oakport Street, Suite 300
Oakland, CA, 94621
$592,401,7935808
A percentage of AUM, Hourly charges
8

505 Fourteenth Street, #310,
Oakland, CA, 94612
$366,797,8657452
A percentage of AUM
9

2323 Broadway,
Oakland, CA, 94612
$277,602,529510
A percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)
10

1999 Harrison Street, Suite 1575,
Oakland, CA, 94612
$263,337,16167
A percentage of AUM, Performance Based
11

5707 Redwood Rd., Suite 3,
Oakland, CA, 94619
$215,324,0112362
A percentage of AUM
12

1721 Broadway, Suite 201
Oakland, CA, 94612
$212,438,0721415
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
13

93 Linden Street, Suite 6
Oakland, CA, 94607
$151,179,608135
A percentage of AUM
14

212 9th Street, Suite 202
Oakland, CA, 94607
$145,046,77790137
A percentage of AUM, Hourly charges
15

2648 International Blvd, Ste 115
Oakland, CA, 94601
$122,867,42511367
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
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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)
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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
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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
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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)
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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)
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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
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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
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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
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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
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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
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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
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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
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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
View Full Profile

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
View Full Profile

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