SearchWrench Pros

Find the right financial advisor in Oakland, CA

15 local financial advisors in Oakland. Tell us how many years of experience you want, what matters most, and how close to your house, and we match you with the ones that fit. No star ratings, no paid rankings.

Financial advisors in Oakland

Checked pros are listed first; the rest rotate monthly. Nobody pays to be listed or ranked.

Ella Financial Advising LLC

5237 College Ave, Oakland, CA · (510) 324-9487 · ellafinancialadvising.com
Not checked by SearchWrench yet

Sierra Pacific Financial Advisors, LLC

1300 Clay St Suite 600, Oakland, CA · (925) 223-8868 · sierrapfa.com
Not checked by SearchWrench yet

In Touch Financial Services LLC

6465 San Pablo Ave # 1-1, Oakland, CA · (510) 653-8968 · intouchfinancialservices.com
Not checked by SearchWrench yet

Matthews Financial & insurance Solutions

2100 Embarcadero E #105, Oakland, CA · (510) 288-3268 · mfis.biz
Not checked by SearchWrench yet

Northern Trust

580 California Street, Oakland, CA · (415) 765-4400 · northerntrust.com
Not checked by SearchWrench yet

Lula Financial

66 Franklin St 3rd Floor, Oakland, CA · (415) 637-5087 · lulafinancial.com
Not checked by SearchWrench yet

Merrill Lynch Wealth Management

1111 Broadway 22nd Floor, Oakland, CA · (510) 208-3800 · advisor.ml.com
Not checked by SearchWrench yet

First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA

235 Wildwood Ave, Oakland, CA · (510) 601-1935 · firstandmainfinancial.com
Not checked by SearchWrench yet

Modern Family Finance

1999 Harrison St #1800, Oakland, CA · (415) 295-6206 · modernfamilyfinance.com
Not checked by SearchWrench yet

Infinity Financial Services

212 9th St STE 202, Oakland, CA · (510) 588-8000 · infinitysecurities.com
Not checked by SearchWrench yet

Morgan Stanley Financial Advisors

1999 Harrison St Suite 2200(510) 839-8080, Oakland, CA · (510) 839-8080 · advisor.morganstanley.com
Not checked by SearchWrench yet

Liberty Group

411 30th St Second Floor, Oakland, CA · (510) 658-1880 · libertygroupllc.com
Not checked by SearchWrench yet

Edward Jones - Financial Advisor: Benjamin Blake, CFP®|CAP®

5330 College Ave Suite 230, Oakland, CA · (510) 851-9064 · edwardjones.com
Not checked by SearchWrench yet

Falcon Wealth Planning

1999 Harrison St #1800, Oakland, CA · (855) 963-2526 · falconwealthplanning.com
Not checked by SearchWrench yet

Modern Financial Planning

344 Thomas L Berkley Way M10, Oakland, CA · (510) 519-7009 · modernfp.com
Not checked by SearchWrench yet

Get matched with the right financial advisor

Tell us what you need in Oakland and what matters to you. We check the pros and connect you with up to 3 who fit. Free, no obligation.

Please add your name, a 10-digit phone number, and tick the box.
Your must-haves

How we pick the best one (no star ratings)

1. We start with real local businessesEvery listing has a local address and a working phone number from public business records.
2. We call and askYears in business, licensing where your state requires it, insurance, and whether they actually answer and show up.
3. We match to your must-havesExperience, what matters most to you, and how close they are to your house.
4. We ask you how it wentAfter the job we check in with you. Pros who fall short stop getting our referrals.

We don't use Google or Yelp reviews. Ratings can be bought, gamed or years out of date; a phone call and your feedback can't. More on how we check pros.

Hired the wrong financial advisor before?

No-shows, a job left half done, a price that doubled. It happens a lot, and it's why we check financial advisors ourselves instead of trusting star ratings. Tell us what went wrong last time, tick "let down before" on the form, and we'll only send you pros who passed our check and fit your must-haves.

Get matched →

Questions to ask before you hire a financial advisor in Oakland

Common questions

How do I choose a financial advisor in Oakland?

Decide your must-haves first: how many years of experience, whether price or quality matters most, and how far you will let them travel. Then compare at least two written quotes using the questions on this page.

How does SearchWrench pick the best financial advisor?

We don't use Google or Yelp star ratings. We call local businesses ourselves to confirm years in business, licensing where required, and insurance, match them to your must-haves, and ask you how the job went afterwards.

Is it free?

Yes. Homeowners never pay us, and businesses cannot pay to rank higher on this page.

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