Best Financial Advisors in Oakland, CA

The highest-rated Financial Planning & Wealth Management companies out of 105 vetted & reviewed in the Oakland area.

Tax and Business Services of Oakland

Tax and Business Services of Oakland

Services For Quickbooks, Business Services, Tax Services
“I am a bay area native, from Berkeley, CA. I graduated with a bachelor of Science in business with a concentration in accounting from San Francisco State University. I have been working in the tax field, prepping taxes and providing financial support...”
Free Initial Consultation
Transparent Fees & Pricing
1684 7th St, Oakland, CA
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Commins Knudsen

Commins Knudsen

(8)
Personal Injury, Mediation and Risk Management, Alcoholic Beverages Business
“They know the system(s) and subtle differences in the jurisdictions between each of the Bay Area nine counties---especially SF, Alameda, Marin and San Mateo counties.”
In Business Since 2001
492 9th St #200, Oakland, CA
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Law Office of Stan Riddle

Law Office of Stan Riddle

(1)
“The Best In The West”
Licensed, BBB Rating: A+
Accepts Cash
In Business Since 1997
1300 Clay St #600, Oakland, CA
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Modern Financial Planning

Modern Financial Planning

(5)
“Mike Troxell, founder of Modern Financial, is tremendously knowledgeable, an expert in his field and provides best in class client support and advising.”
Transparent Fees & Pricing
In Business Since 2018
5940 College Ave f, Oakland, CA
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Law Office of Arabelle Malinis

Law Office of Arabelle Malinis

(6)
  • Estate
“Easy to make an appointment, answered all of our questions with great patience, thoroughly explained everything, took care of everything so all we had to do was sign.”
In Business Since 2015
1720 Broadway, Oakland, CA
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Hollander & Hollander

Hollander & Hollander

(1)
Tax Planning, Charitable Planning and Family Foundation, Estate and Trust Litigation
“Great Job”
In Business Since 2006
411 30th St 2nd floor, Oakland, CA
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Savvy Tax

Savvy Tax

(1)
“Eva has saved us and our friends a great deal of money and she is wonderful to work with.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2013
4200 Park Blvd #531, Oakland, CA
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In Touch Financial Services

In Touch Financial Services

Eduction Center, Resources, Bay Area Cities
“In Touch Financial Services combines the expertise and power of Real Estate, Mortgage and Advisory & Investment services providing a well-rounded set of financial expertise.”
In Business Since 2015
6465 San Pablo Ave # 1-1, Oakland, CA
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Intention Advisors

Intention Advisors

(1)
“So much of our lives are touched by money, we can benefit from someone who has it down and can relieve stress, confusion or time wasting in the money aspect of our lives.”
In Business Since 2020
5564 Marshall St, Oakland, CA
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Falcon Bridge Capital

Falcon Bridge Capital

(1)
“FBC is the best: Great people, successful company.”
In Business Since 2006
1999 Harrison St Suite 1575, Oakland, CA
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Cavu Wealth Advisors

Cavu Wealth Advisors

(1)
“I continue to receive sound financial advice.”
In Business Since 2009
1220 Oakland Blvd #200, Walnut Creek, CA
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Cline Law Group

Cline Law Group

(6)
Bank Levies, Tax Issues, Repossessions
“Thank you”
In Business Since 2009
1970 Broadway # 1000, Oakland, CA
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Curtis Financial Planning

Curtis Financial Planning

(2)
Financial Planning
“Cathy Curtis is extremely knowledgeable on all aspects of personal finance and investing.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2006
2655 Haverhill Dr, Oakland, CA
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Entrefolio Wealth Management

Entrefolio Wealth Management

(2)
“We'll all need her help going forward.”
In Business Since 2018
344 20th St, Oakland, CA
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Nor-Cal FDC

Nor-Cal FDC

(1)
“Great place for loan guarantees for small business.”
In Business Since 2010
300 Frank H. Ogawa Plaza #175, Oakland, CA
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Financial Avengers

Financial Avengers

(1)
“Their advice has saved me thousands of dollars.”
In Business Since 2000
505 14th St #310, Oakland, CA
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DHR Investment Counsel

DHR Investment Counsel

“We base our investment recommendations on a deep understanding of financial economics, financial services, and the legal landscape. We're non-discretionary, meaning all investment decisions are made with the knowledge and participation of our clients...”
Licensed, BBB Rating: A+
In Business Since 1997
5435 College Ave # 200, Oakland, CA
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Progressive Asset Management

Progressive Asset Management

Sri/Esg
“Progressive Asset Management is a national, independent financial advisor network dedicated to building strong, enduring relationships with the individuals and organizations we serve. Our knowledgeable and certified advisors assist clients in working...”
Offers Financing Options
In Business Since 2000
1814 Franklin St #503, Oakland, CA
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Tiffany Groode Financial

Tiffany Groode Financial

(8)
  • Coaching
  • Debt
“We went in a bit in over our heads and one of the first things she said after reviewing our paperwork was that this was totally doable, but didn't sugarcoat what we had in front of us.”
1939 Harrison St Suite 908, Oakland, CA
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David H. Kim, CPA

David H. Kim, CPA

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
Transparent Fees & Pricing
In Business Since 2015
1415 Oakland Blvd Unit 103, Walnut Creek, CA
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Ella Financial Advising

Ella Financial Advising

Socially Responsible Investing, Financial Planning & Coaching
In Business Since 2019
5237 College Ave, Oakland, CA
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Focused Finances

Focused Finances

Benefits, Services
“Our intention is to provide just the right financial planning for you, and to build a satisfying long term relationship with you. We offer multiple options for financial planning and investment management services, customized to your unique needs. An...”
In Business Since 1997
1300 Clay St, Oakland, CA
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Ak Global Asset Management

Ak Global Asset Management

“AK Global Asset Management, LLC is an independently owned investment advisory firm. We specialize in creating tailor-made portfolios for investors specifically targeting their risk tolerance and investment preferences. We utilize techniques that are ...”
Transparent Fees & Pricing
In Business Since 2005
1300 Clay St, Oakland, CA
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P F Wealth Management Group

P F Wealth Management Group

Cash Management, Risk Management, Investment Planning
“Our team of financial advisors recognize that your time is valuable and should be spent pursuing new adventures not perfecting spreadsheets. That is why we work hard to get to know you, your goals, and your unique financial situation to facilitate th...”
In Business Since 2008
1970 Broadway #525, Oakland, CA
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Retirement Planning and Investment Management Services in Oakland, CA Cost Estimates

Minimum cost
$1238
Maximum cost
$10517
National Average
$3712
Avg Per Hour Rates
$372
$2475
$6805
Average price range is based on 314 cost profiles
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Average Cost $3712
Minimum cost $1238
Maximum cost $10517
Avg Per Hour Rates $372

Average range $2475 to $6805 is based on 314 cost profiles.

Why these companies made our list

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