Ways to browse advisors serving Oakland, CA

Pick a specialty or descriptor to browse more advisors serving Oakland, CA.

By how they work

Type	Advisors
Large-firm	6,238
Flat-fee	3,412
Seasoned	2,816
Independent	2,183
CFP®-certified	1,284

By who they serve

Type	Advisors
High-net-worth	2,892
Baby Boomer	120
Gen X	14
Millennial	10

Browse by specialty

Find advisors serving Oakland, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	4,936
Executive	3,529
Wealth management	2,594
Retired	2,152
Tax-loss harvesting	1,716
Private / alternative investments	1,702
General estate planning guidance	1,459
Retirement plans for business owners (SEP, solo 401k)	1,445
Active portfolio management	1,302
General retirement planning	1,061
Mid-Career Professionals	1,008
Retirement income strategy	934
College savings (529s, UTMA, etc.)	864
Approaching retirement	858
ESG / Sustainable investing	852
Options & derivatives strategies	846
Cash flow / budgeting	769
HENRY (High Earners, Not Rich Yet)	762
Concentrated stock management	642
Charitable giving & philanthropy	596
Real estate investing	577
Equity compensation tax strategy	459
Annuities	440
Income planning	385
Passive / index investing	377
Financial Professional	327
Business exit / sale strategy	302
Social Security optimization	283
Established Professionals	204
Retirement withdrawal strategies	188
Attorney	169
Family Business	167
Multi-generational wealth transfer	163
Divorce financial planning	161
General tax planning	154
Technology Professional	137
Women Professionals	128
Long-term care insurance	119
Business succession planning	116
Business ownership considerations	109
Consultant	105
Equity Recipients (RS/RSU, SOP, ESPP)	90
Self-Employed	90
Values-based investing	86
Parents	81
Debt management	76
Dentist	74
Divorced	64
Planning for children with special needs	64
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	58
Factor investing / smart beta	52
Tax strategies for small businesses	46
Life insurance needs analysis	44
Elder care planning	43
Doctor or Medical Professional	42
Liquidity event planning	39
Women's Finance	32
Business sale tax planning	31
Roth conversion strategy	23
Stock option exercise strategy	23
Charitable giving tax strategies	21
Disability insurance	20
LGBTQIA	19
Educators, Teachers, and Academics	17
Young Families	17
Retired	14
Startup equity planning	14
Exec comp design	11
Intergenerational Families	11
Young Professionals	9
Medicare planning	8
Biotech Professional	7
Religious/faith focused	7
Cross-border & expatriate issues	6
Widow/Widower	5
Inheritance planning	4
Sandwich Generation	4
Divorced Women	3
Single Women	3
Work/Life Balance	3

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