Highest Rated · Oakland
Top-Rated Financial Advisors in Oakland, CA
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Oakland, CA by verified customer ratings and review volume. The highest-rated is LampPost Planning with a 5.0-star rating from 29 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
LampPost Planning
20 Knoll Ridge Way Suite 2, Oakland, CA 94619, USA
Modern Family Finance
1999 Harrison St #1800, Oakland, CA 94612, USA
Modern Financial Planning
344 Thomas L Berkley Way M10, Oakland, CA 94612, USA
Financial 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 | Liberty Group411 30th St Second Floor, Oakland, CA 94609, USA | 4.7★ | 13 |
| #5 | Merrill Lynch Wealth Management1111 Broadway 22nd Floor, Oakland, CA 94607, USA | 5.0★ | 1 |
| #6 | Matthews Financial & insurance Solutions2100 Embarcadero E #105, Oakland, CA 94606, USA | 5.0★ | 4 |
| #7 | Morgan Stanley Financial Advisors1999 Harrison St Suite 2200, Oakland, CA 94612, USA | 5.0★ | 1 |
| #8 | Lula Financial66 Franklin St 3rd Floor, Oakland, CA 94607, USA | 4.2★ | 20 |
| #9 | Infinity Financial Services212 9th St STE 202, Oakland, CA 94607, USA | 3.3★ | 3 |
| #10 | Falcon Wealth Planning1999 Harrison St #1800, Oakland, CA 94612, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Oakland
Liberty Group
411 30th St Second Floor, Oakland, CA 94609, USA
Merrill Lynch Wealth Management
1111 Broadway 22nd Floor, Oakland, CA 94607, USA
Matthews Financial & insurance Solutions
2100 Embarcadero E #105, Oakland, CA 94606, USA
Morgan Stanley Financial Advisors
1999 Harrison St Suite 2200, Oakland, CA 94612, USA
Lula Financial
66 Franklin St 3rd Floor, Oakland, CA 94607, USA
Infinity Financial Services
212 9th St STE 202, Oakland, CA 94607, USA
Falcon Wealth Planning
1999 Harrison St #1800, Oakland, CA 94612, USA
In Touch Financial Services LLC
6465 San Pablo Ave # 1-1, Oakland, CA 94608, USA
Edward Jones - Financial Advisor: Benjamin Blake, CFP®|CAP®
5330 College Ave Suite 230, Oakland, CA 94618, USA
Tiffany Groode Financial
1939 Harrison St Suite 908, Oakland, CA 94612, USA
EntreFolio Wealth Management
344 20th St, Oakland, CA 94611, USA
Marin Wealth Advisors LLC Oakland
1901 Harrison St Ste 1100, Oakland, CA 94612, USA
Personal Best Financial LLC
4263 Gilbert St, Oakland, CA 94611, USA
Wealth Enhancement Group
6201 Medau Pl Suite 101, Oakland, CA 94611, USA
Sierra Pacific Financial Advisors, LLC
1300 Clay St Suite 600, Oakland, CA 94612, USA
First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA
235 Wildwood Ave, Piedmont, CA 94610, USA
Ella Financial Advising LLC
5237 College Ave, Oakland, CA 94618, USA
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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: May 17, 2026.
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