24/7 Emergency · Oakland
Emergency Financial Advisors in Oakland, CA — Available 24/7
When you can't wait, these financial advisors in Oakland offer emergency response. Call now — most respond within the hour.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Oakland, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is LampPost Planning with a 5.0-star rating from 29 Google reviews and an RNM Score of 77/100. Also in the top tier: Modern Family Finance and Modern Financial Planning. The average rating across all listed financial advisors in Oakland is 4.8 stars from 8 reviews per business on average.
Financial advisors in Oakland typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Matthews Financial & insurance Solutions
Matthews Financial & insurance Solutions stands out as top-ranked due to its strong local reputation and comprehensive insurance-integrated financial planning.
Most Reviewed
Edward Jones - Financial Advisor: Benjamin Blake, CFP®|CAP®
High review counts indicate a broad base of client experiences, providing more reliable and representative feedback for prospective clients.
When choosing a financial advisor in Oakland, consider whether you prefer a large firm with extensive resources like Edward Jones or a local boutique firm for more personalized service. Always verify credentials and read recent reviews to ensure the advisor’s approach aligns with your financial goals.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0-star rating from 29 reviews, reflecting exceptional client satisfaction.
20 Knoll Ridge Way Suite 2, Oakland, CA 94619, USABoasting a flawless 5.0-star rating from 22 Google reviews, this Oakland advisor is highly trusted.
1999 Harrison St #1800, Oakland, CA 94612, USA4.9-star rating from 16 reviews, reflecting exceptional client satisfaction in Oakland.
344 Thomas L Berkley Way M10, Oakland, CA 94612, USAFinancial Advisors Rankings in Oakland, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | LampPost Planning20 Knoll Ridge Way Suite 2, Oakland, CA 94619, USA | 5.0★ | 29 |
| #2 | Modern Family Finance1999 Harrison St #1800, Oakland, CA 94612, USA | 5.0★ | 22 |
| #3 | Modern Financial Planning344 Thomas L Berkley Way M10, Oakland, CA 94612, USA | 4.9★ | 16 |
| #4 | Edward Jones - Financial Advisor: Benjamin Blake, CFP®|CAP®5330 College Ave Suite 230, Oakland, CA 94618, USA | 5.0★ | 2 |
| #5 | Lula Financial66 Franklin St 3rd Floor, Oakland, CA 94607, USA | 4.2★ | 20 |
| #6 | Liberty Group411 30th St Second Floor, Oakland, CA 94609, USA | 4.7★ | 13 |
| #7 | In Touch Financial Services LLC6465 San Pablo Ave # 1-1, Oakland, CA 94608, USA | 5.0★ | 6 |
| #8 | Matthews Financial & insurance Solutions2100 Embarcadero E #105, Oakland, CA 94606, USA | 5.0★ | 4 |
| #9 | Infinity Financial Services212 9th St STE 202, Oakland, CA 94607, USA | 3.3★ | 3 |
| #10 | Morgan Stanley Financial Advisors1999 Harrison St Suite 2200, Oakland, CA 94612, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Oakland
Earns a perfect 5.0-star rating from its early Google reviews in Oakland.
5330 College Ave Suite 230, Oakland, CA 94618, USA
A solid 4.2-star rating based on 20 Google reviews.
66 Franklin St 3rd Floor, Oakland, CA 94607, USA
4.7 stars from 13 reviews reflect strong client satisfaction for this Oakland advisor.
411 30th St Second Floor, Oakland, CA 94609, USA
Exceptional 5.0-star rating from six Google reviews in Oakland.
6465 San Pablo Ave # 1-1, Oakland, CA 94608, USA
Rated 5.0 stars from four Google reviews, this Oakland financial advisor is highly regarded.
2100 Embarcadero E #105, Oakland, CA 94606, USA
Mixed 3.3-star rating based on a limited number of reviews.
212 9th St STE 202, Oakland, CA 94607, USA
Trusted financial advisor with a perfect 5.0-star rating from local clients.
1999 Harrison St Suite 2200, Oakland, CA 94612, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
1999 Harrison St #1800, Oakland, CA 94612, USA
Exceptional 5.0-star rating from early clients in Oakland.
1111 Broadway 22nd Floor, Oakland, CA 94607, USA
Trusted by clients for a perfect 5.0 rating from 6 reviews in Oakland.
344 20th St, Oakland, CA 94611, USA
A financial advisor in Oakland, CA, with no online reviews yet to reference.
6201 Medau Pl Suite 101, Oakland, CA 94611, USA
This financial advisor in Oakland currently has no online customer reviews.
4263 Gilbert St, Oakland, CA 94611, USA
No reviews yet for this Oakland financial advisor.
1901 Harrison St Ste 1100, Oakland, CA 94612, USA
Exceptional 5.0-star rating based on a handful of Google reviews.
235 Wildwood Ave, Piedmont, CA 94610, USA
Earns a perfect 5.0-star rating from its early Google reviews in Oakland.
5237 College Ave, Oakland, CA 94618, USA
Earns a perfect 5.0-star rating from 8 local Google reviews in Oakland.
1939 Harrison St Suite 908, Oakland, CA 94612, USA
An Oakland financial advisor with no ratings yet, from 0 Google reviews.
1300 Clay St Suite 600, Oakland, CA 94612, USA
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Financial Advisors in Oakland, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | LampPost Planning | 77/100 | 5.0 ★ | 29 |
| 2 | Modern Family Finance | 75/100 | 5.0 ★ | 22 |
| 3 | Modern Financial Planning | 72/100 | 4.9 ★ | 16 |
| 4 | Edward Jones - Financial Advisor: Benjamin Blake, CFP®|CAP® | 64/100 | 5.0 ★ | 2 |
| 5 | Lula Financial | 61/100 | 4.2 ★ | 20 |
| 6 | Liberty Group | 68/100 | 4.7 ★ | 13 |
| 7 | In Touch Financial Services LLC | 69/100 | 5.0 ★ | 6 |
| 8 | Matthews Financial & insurance Solutions | 67/100 | 5.0 ★ | 4 |
| 9 | Infinity Financial Services | 37/100 | 3.3 ★ | 3 |
| 10 | Morgan Stanley Financial Advisors | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Oakland
What is a fiduciary financial advisor and why does it matter in Oakland?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Oakland, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Oakland?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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