Financial advisors in Oakland, CA

192 financial advisors listed in Oakland, California. 151 with a phone number and 169 with a website.

Oakland accounts for 1% of the financial advisors listed in California and ranks #20 among California cities for financial advisors.

Quick answer

Oakland, CA has 192 financial advisors listed on USA Business Search. 151 list a phone number and 169 list a website. The most listings are in ZIP codes 94612, 94607, 94621.

Updated October 2026

ACE Cash Express

3229 International Blvd, Oakland, CA 94601 · Claim or fix

Call (510) 533-1772 Website Map

Best Collateral

2025 Telegraph Ave, Oakland, CA 94612 · Claim or fix

Call (510) 444-7296 Website Map

H&R Block

4750 TELEGRAPH AVE, Oakland, CA 94609 · Claim or fix

Call (510) 652-0297 Website Map

Charles Schwab

180 Grand Ave, Oakland, CA 94612 · Claim or fix

Call (510) 986-6010 Website Map

Marqeta

180 Grand Ave, Oakland, CA 94612 · Claim or fix

Call (877) 962-7738 Website Map

ACE Cash Express

2700 San Pablo Ave, Oakland, CA 94612 · Claim or fix

Call (510) 891-9466 Website Map

12 Mc Ventures, Llc.

1111 Broadway Ste 300, Oakland, CA 94607 · Claim or fix

Call (415) 301-8605 Map

1sharpe Capital

2201 Broadway Ste 100, Oakland, CA 94612 · Claim or fix

Call (510) 214-6239 Website Map

Ability Customs Brokers

7901 Oakport St # 3850, Oakland, CA 94621 · Claim or fix

Call (510) 347-5555 Website Map

Aditum Bio Management Company, Llc.

1111 Broadway Ste 1300, Oakland, CA 94607 · Claim or fix

Website Map

Ak Global Asset Management

1300 Clay St, Oakland, CA 94612 · Claim or fix

Call (510) 466-6338 Website Map

American Express Financial Advisors

6101 Colby St, Oakland, CA 94618 · Claim or fix

Call (510) 655-4500 Website Map

Ameriprise Financial Advisors

600 W Grand Ave, Oakland, CA 94612 · Claim or fix

Call (510) 839-6683 Website Map

Ameriprise Financial Advisors

6101A Colby St, Oakland, CA 94618 · Claim or fix

Call (510) 655-4400 Website Map

Armkea

4701 Coliseum Way, Oakland, CA 94601 · Claim or fix

Call (510) 261-1668 Map

Armor Loan And Credit Modification

1300 Clay St Ste 600, Oakland, CA 94612 · Claim or fix

Call (510) 645-1514 Map

B2B Funding Now

10900 Lochard St, Oakland, CA 94605 · Claim or fix

Call (510) 629-2071 Website Map

Balance Financial

4200 Park Blvd PMB 270, Oakland, CA 94602 · Claim or fix

Call (510) 836-0411 Map

Bar None

580 2nd St Ste 230, Oakland, CA 94607 · Claim or fix

Call (800) 900-9562 Map

Bay Area Credit Repair Nerds

410 Pendleton Way Ste 7, Oakland, CA 94621 · Claim or fix

Call (510) 736-3426 Website Map

Bay Area Tax Break

5844 Bancroft Ave Ste 2, Oakland, CA 94605 · Claim or fix

Call (510) 345-0405 Website Map

Bell Investment Advisors

1111 Broadway Ste 1630, Oakland, CA 94607 · Claim or fix

Call (510) 433-1066 Website Map

Blaylock Beal Van, Llc

350 Frank H Ogawa Plz Fl 10, Oakland, CA 94612 · Claim or fix

Call (510) 208-6100 Map

Blue Star Pizza

4496 Broadway, Oakland, CA 94611 · Claim or fix

Website Map

Brightpath Capital Partners, Lp.

1 Kaiser Plz Ste 650, Oakland, CA 94612 · Claim or fix

Call (510) 488-4140 Website Map

Cal-homes Aid, Llc

1300 Clay St, Oakland, CA 94612 · Claim or fix

Call (510) 520-4310 Map

California Check Cashing

7300 MacArthur Blvd, Oakland, CA 94605 · Claim or fix

Call (510) 569-2274 Website Map

Califrance Corporation

440 Grand Ave Ste 320, Oakland, CA 94610 · Claim or fix

Call (510) 452-4711 Website Map

Capology

1528 Webster St, Oakland, CA 94612 · Claim or fix

Website Map

Carpenter Funds Administrative Office of Northern California

265 Hegenberger Rd #100, Oakland, CA 94621 · Claim or fix

Call (888) 547-2054 Website Map

Catalyst Financial Planning & Investment Management

70 Washington St Ste 203, Oakland, CA 94607 · Claim or fix

Call (510) 547-5711 Map

CBA Tax Service

6681 Foothill Blvd, Oakland, CA 94605 · Claim or fix

Call (510) 219-0788 Website Map

Cedercreutz Company, Llc

1951 Webster St, Oakland, CA 94612 · Claim or fix

Website Map

Center for Tax Relief Oakland

333 Hegenberger Rd, Oakland, CA 94621 · Claim or fix

Call (855) 338-1800 Website Map

Chargehound

1212 Broadway, Oakland, CA 94612 · Claim or fix

Website Map

Chavas Tax

959 45th St, Oakland, CA 94608 · Claim or fix

Call (510) 428-1403 Website Map

Christopher Ransom Investments Llc

1300 Clay St Ste 600, Oakland, CA 94612 · Claim or fix

Call (510) 345-9144 Website Map

Cinha

555 12th St, Oakland, CA 94607 · Claim or fix

Call (510) 832-8400 Map

Coinme

5100 Broadway, Oakland, CA 94611 · Claim or fix

Website Map

Compass Valuation, Llc

1714 Franklin St, Oakland, CA 94612 · Claim or fix

Website Map

Condor Funding

610 16th St Ste 222, Oakland, CA 94612 · Claim or fix

Call (510) 839-7666 Website Map

Confluence Capital

1901 Harrison St, Oakland, CA 94612 · Claim or fix

Call (412) 471-1875 Website Map

Creative Ventures Gp, Llc.

66 Franklin St Ste 300, Oakland, CA 94607 · Claim or fix

Call (203) 805-8790 Map

Crown Adjusting LLC

3758 Grand Ave Ste #43, Oakland, CA 94610 · Claim or fix

Call (415) 999-5519 Website Map

Custard Insurance Adjusters

360 Grand Ave PMB 337, Oakland, CA 94610 · Claim or fix

Website Map

D & L Payment Center

3439 International Blvd, Oakland, CA 94601 · Claim or fix

Call (510) 535-1271 Map

DCL Custom House Brokers

916 23rd Ave, Oakland, CA 94606 · Claim or fix

Call (510) 533-0127 Website Map

Deloitte Llp

180 Grand Ave, Oakland, CA 94612 · Claim or fix

Call (415) 738-4000 Website Map

Devine & Gong

1970 Broadway Ste 920, Oakland, CA 94612 · Claim or fix

Call (510) 925-3992 Website Map

Devlabs Ventures

1305 Franklin St Ste 250, Oakland, CA 94612 · Claim or fix

Website Map

Dimond Tax Services

2217 Coloma St, Oakland, CA 94602 · Claim or fix

Call (510) 531-0534 Website Map

DolEx Dollar Express, Inc.

8824 International Blvd, Oakland, CA 94621 · Claim or fix

Call (510) 633-3048 Website Map

Dunlap Equity Management, Llc

1212 Broadway Ste 500b, Oakland, CA 94612 · Claim or fix

Call (415) 568-9600 Website Map

ECR Income Tax Services

3848 International Blvd, Oakland, CA 94601 · Claim or fix

Call (510) 842-8859 Website Map

Eddy Cash For Gold Oakland

7114 International Blvd, Oakland, CA 94621 · Claim or fix

Call (925) 301-3343 Website Map

Edward Jones - Financial Advisor: Bette Gadient

490 Grand Ave Ste 100, Oakland, CA 94610 · Claim or fix

Call (510) 663-0196 Website Map

Edward Jones - Financial Advisor: Doug Moss

490 Grand Ave Ste 100, Oakland, CA 94610 · Claim or fix

Call (510) 663-0196 Website Map

Edward Jones - Financial Advisor: RJ Martin, AAMS®

490 Grand Ave Ste 100, Oakland, CA 94610 · Claim or fix

Call (510) 663-0196 Website Map

Edward Jones - Financial Advisor: Robin L Patin

490 Grand Ave Ste 100, Oakland, CA 94610 · Claim or fix

Call (510) 663-0196 Website Map

Edward Jones - Financial Advisor: Robin L Patin, CFP®

2065 Mountain Blvd Ste 200, Oakland, CA 94611 · Claim or fix

Call (510) 339-1840 Website Map

Edward Jones - Financial Advisor: Samantha Dinh

2065 Mountain Blvd, Oakland, CA 94611 · Claim or fix

Call (510) 339-1840 Website Map

Egan Brown - Financial Advisor at Morgan Stanley

1999 Harrison St Suite 2200, Oakland, CA 94612 · Claim or fix

Call (510) 891-5215 Website Map

Ella Financial Advising Llc

5237 College Ave, Oakland, CA 94618 · Claim or fix

Call (510) 324-9487 Website Map

Emerge Financial Group

7677 Oakport St Ste 1060, Oakland, CA 94621 · Claim or fix

Call (707) 424-6032 Website Map

Entrefolio

344 20th St, Oakland, CA 94612 · Claim or fix

Website Map

Ethix Merchant Services

520 3rd St Ste 108, Oakland, CA 94607 · Claim or fix

Call (510) 844-5902 Website Map

Excel Signs

5348 Martin Luther King Jr Way, Oakland, CA 94609 · Claim or fix

Call (510) 350-7185 Website Map

Falcon Bridge Capital Llc

1999 Harrison St Ste 1575, Oakland, CA 94612 · Claim or fix

Call (925) 289-7601 Website Map

Fees4us

1305 Franklin St Ste 250, Oakland, CA 94612 · Claim or fix

Website Map

Fiducial Business Centers

5353 Claremont Ave Ste 2b, Oakland, CA 94618 · Claim or fix

Call (510) 450-9930 Map

Financial Avengers

505 14th St Ste 310, Oakland, CA 94612 · Claim or fix

Call (415) 773-2174 Website Map

Financial Freedom Security Services Inc

440 Grand Ave Ste 450, Oakland, CA 94610 · Claim or fix

Call (510) 653-3454 Map

Financial Network Investment

9074 Broadway Ter, Oakland, CA 94611 · Claim or fix

Call (510) 450-1744 Website Map

Financially Healthy

1999 Harrison St Ste 1800, Oakland, CA 94612 · Claim or fix

Call (510) 496-4567 Website Map

Focused Finances, Llc

1300 Clay St, Oakland, CA 94612 · Claim or fix

Call (877) 746-7914 Website Map

Frazier & Associates IRS Tax Lien Help

2900 Broadway, Oakland, CA 94611 · Claim or fix

Call (510) 962-3543 Map

Freedom Tax

6504 International Blvd, Oakland, CA 94621 · Claim or fix

Call (510) 564-4064 Website Map

Fund Good Jobs.

283 4th St Ste 101, Oakland, CA 94607 · Claim or fix

Website Map

G7digibancusa National Fund Director

505 14th St, Oakland, CA 94612 · Claim or fix

Website Map

Global Investment Co

300 Frank H Ogawa Plz Ste 253, Oakland, CA 94612 · Claim or fix

Call (510) 832-8303 Website Map

Global Investment Co Inc

211 10th St, Oakland, CA 94607 · Claim or fix

Call (510) 835-8300 Website Map

Gp Capital, Inc

4200 Park Blvd PMB 200, Oakland, CA 94602 · Claim or fix

Call (510) 878-3300 Website Map

Grace Financial Services

7700 Edgewater Dr Ste 520, Oakland, CA 94621 · Claim or fix

Call (510) 635-7615 Website Map

Grand Slam Business Solutions

462 Elwood Ave Ste 6, Oakland, CA 94610 · Claim or fix

Call (510) 473-7556 Website Map

Granite Capital Management

5707 Redwood Rd Ste 3, Oakland, CA 94619 · Claim or fix

Call (510) 336-9120 Website Map

Grizzly Peak Group Llc

1300 Clay St, Oakland, CA 94612 · Claim or fix

Call (510) 428-9900 Website Map

H&R Block

3201 Grand Ave, Oakland, CA 94610 · Claim or fix

Call (510) 893-4384 Website Map

H&R Block

4125 MACARTHUR BLVD, Oakland, CA 94619 · Claim or fix

Call (510) 530-0444 Website Map

Harry's Income Tax Services

2667 Havenscourt Blvd, Oakland, CA 94605 · Claim or fix

Call (510) 562-9729 Map

Hello Divorce

490 43rd St Ste 141, Oakland, CA 94609 · Claim or fix

Call (800) 494-9133 Website Map

Hoodoo Financial

201 13th St # 28104, Oakland, CA 94604 · Claim or fix

Call (510) 472-2396 Website Map

Infinity Financial Services

212 9th St Ste 202, Oakland, CA 94607 · Claim or fix

Call (510) 588-8000 Website Map

Intercept Ventures

4200 Park Blvd PMB 120, Oakland, CA 94602 · Claim or fix

Website Map

Internet Securities

300 Frank H Ogawa Plz, Oakland, CA 94612 · Claim or fix

Call (510) 444-5240 Map

Inwood Credit Union

433 Hegenberger Rd, Oakland, CA 94621 · Claim or fix

Website Map

IRS Tax Attorney (Oakland, CA )

6336 San Pablo Ave, Oakland, CA 94608 · Claim or fix

Call (888) 577-9083 Website Map

J Glynn And Company

1300 Clay St Ste 600, Oakland, CA 94612 · Claim or fix

Website Map

J T Financial Services

1425 23rd Ave, Oakland, CA 94606 · Claim or fix

Call (510) 533-5580 Website Map

Jackson Hewitt Tax Service

2014 Park Blvd, Oakland, CA 94606 · Claim or fix

Call (510) 922-1629 Website Map

Jackson Hewitt Tax Service

646 Hegenberger Rd, Oakland, CA 94621 · Claim or fix

Call (510) 567-3086 Website Map

John Torpey - Morgan Stanley

1999 Harrison St Ste 2200, Oakland, CA 94612 · Claim or fix

Call (510) 891-0504 Website Map

Just Invest

344 Thomas L Berkley Way, Oakland, CA 94612 · Claim or fix

Call (510) 925-2025 Website Map

Ktb Counsel, Apc

1300 Clay St Ste 600, Oakland, CA 94612 · Claim or fix

Website Map

Laborer Union Local 304

425 Roland Way, Oakland, CA 94621 · Claim or fix

Call (510) 562-2661 Website Map

Lakeside Investment Company

475 14th St, Oakland, CA 94612 · Claim or fix

Call (510) 336-4718 Website Map

Landb Capital Investments Llc

836 81st Ave, Oakland, CA 94621 · Claim or fix

Call (650) 495-9859 Map

Larry Mar CPA

475 14th St Ste 1200, Oakland, CA 94612 · Claim or fix

Call (510) 893-6908 Website Map

LaSalle Financial Services

6201 Antioch St #200, Oakland, CA 94611 · Claim or fix

Call (510) 339-4300 Website Map

Lending Yay

101 Broadway, Oakland, CA 94607 · Claim or fix

Call (510) 929-0077 Website Map

Liberty Tax

1206 Fruitvale Ave, Oakland, CA 94601 · Claim or fix

Call (510) 533-9000 Website Map

Liberty Tax

3207 Grand Ave, Oakland, CA 94610 · Claim or fix

Call (510) 680-3726 Website Map

Lula Financial

66 Franklin St Fl 3, Oakland, CA 94607 · Claim or fix

Call (415) 637-5087 Website Map

Maria's Income Tax Services

2182 38th Ave, Oakland, CA 94601 · Claim or fix

Call (510) 533-5256 Website Map

Marin Wealth Advisors

1901 Harrison St Ste 1100, Oakland, CA 94612 · Claim or fix

Call (510) 217-8100 Website Map

Marin Wealth Advisors LLC

1901 Harrison St., Suite 1100, Oakland, CA 94612 · Claim or fix

Call (510) 217-8100 Website Map

Matthews Financial and Insurance Solutions

2100 Embarcadero E #105, Oakland, CA 94606 · Claim or fix

Call (510) 288-3268 Website Map

McKenzie's Tax Services

1422 70th Ave, Oakland, CA 94621 · Claim or fix

Call (510) 381-3896 Map

Merrill Investment & Retirement Financial Center

496 Lake Park Ave, Oakland, CA 94610 · Claim or fix

Call (510) 457-9091 Website Map

Michael Clauson - Farmer's Insurance

859 Clay St, Oakland, CA 94607 · Claim or fix

Call (510) 839-3276 Website Map

Modern Family Finance

1999 Harrison St Ste 1800, Oakland, CA 94612 · Claim or fix

Call (415) 295-6206 Website Map

Modern Financial Planning

344 Thomas L Berkley Way # M10, Oakland, CA 94612 · Claim or fix

Call (510) 519-7009 Website Map

MoneyGram

3800 International Blvd., Oakland, CA 94601 · Claim or fix

Call (510) 532-7010 Website Map

Morgan Stanley

1999 Harrison St Ste 2200, Oakland, CA 94612 · Claim or fix

Call (510) 839-8080 Website Map

Mosaic

300 Lakeside Dr, Oakland, CA 94612 · Claim or fix

Call (510) 746-8602 Website Map

Mountain Valley Consultants

3400 MacArthur Blvd #3824, Oakland, CA 94602 · Claim or fix

Call (510) 479-1058 Website Map

Multiservicos Latino

3800 International Blvd, Oakland, CA 94601 · Claim or fix

Call (510) 532-5827 Website Map

Myron Zimmerman Investments

1330 Broadway Ste 1050, Oakland, CA 94612 · Claim or fix

Call (510) 451-5836 Map

New Insight Accounting

780 Santa Ray Ave, Oakland, CA 94610 · Claim or fix

Call (510) 288-6430 Website Map

North Venture Partners

2910 Ford St Ste D, Oakland, CA 94601 · Claim or fix

Website Map

Oak Impact Group

2340 Harrison St, Oakland, CA 94612 · Claim or fix

Website Map

Oakland Bloom

1721 Broadway Ste 201, Oakland, CA 94612 · Claim or fix

Website Map

Oh We Fancy

1901 Harrison St Ste 1100, Oakland, CA 94612 · Claim or fix

Call (800) 773-9603 Website Map

On Top Tax Oakland

939 35th St, Oakland, CA 94608 · Claim or fix

Call (866) 239-1116 Website Map

Onekred

1614 Campbell St, Oakland, CA 94607 · Claim or fix

Website Map

Online Title Loans Oakland CA

1605 Auseon Ave # B, Oakland, CA 94621 · Claim or fix

Call (510) 833-6897 Website Map

Order Express - Oakland Check Cashing

3546 International Blvd, Oakland, CA 94601 · Claim or fix

Call (888) 666-1602 Website Map

P F Wealth Management Group

1970 Broadway Ste 525, Oakland, CA 94612 · Claim or fix

Call (800) 750-5764 Website Map

Pan America

2648 International Blvd #110, Oakland, CA 94601 · Claim or fix

Call (510) 434-2011 Website Map

Phinanceus

1901 Harrison St, Oakland, CA 94612 · Claim or fix

Website Map

Pico Associates

829 27th Ave, Oakland, CA 94601 · Claim or fix

Call (510) 261-0700 Website Map

Piedmont Partners Group Ventures

555 12th St, Oakland, CA 94607 · Claim or fix

Website Map

Powerhouse

1528 Webster St #8, Oakland, CA 94612 · Claim or fix

Call (732) 672-1024 Website Map

Progressive Research

360 22nd St, Oakland, CA 94612 · Claim or fix

Website Map

Propertybridge

475 14th St Ste 600, Oakland, CA 94612 · Claim or fix

Website Map

Rachel Kossler

5330 College Ave Suite 230, Oakland, CA 94618 · Claim or fix

Website Map

Regents Of University Of Ca

1111 Broadway Ste 1400, Oakland, CA 94607 · Claim or fix

Website Map

Remithome Corp

360 22nd St Ste 730, Oakland, CA 94612 · Claim or fix

Website Map

Remithome Corporation

2201 Broadway, Oakland, CA 94612 · Claim or fix

Call (800) 919-0787 Website Map

Renew Financial

555 12th St #1650, Oakland, CA 94607 · Claim or fix

Call (844) 736-3934 Website Map

Resolve

1111 Broadway, Oakland, CA 94607 · Claim or fix

Call (415) 891-9445 Website Map

How to choose a financial advisor in Oakland

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Oakland, California?

USA Business Search shows 192 financial advisors in Oakland. 151 list a phone number and 169 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 94612, 94607, 94621, 94601, 94610, 94611, 94605, 94606.

How do I choose a financial advisor in Oakland?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Oakland compare with the rest of California?

Oakland has 1% of the 24,546 financial advisors listed in California, which ranks #20 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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