Top 3 in Oakland · #2
From public records · Unclaimed
CC
Top 3 in CA · Updated September 2026 2 of 3 featured spots open
The top three financial advisors in Oakland, CA.
Bay Area market with significant value relative to San Francisco. Rockridge, Piedmont Avenue, and Lake Merritt lead urban demand; the hills (Montclair, Crocker Highlands) lead premium.
Quick answer
Who are the top 3 financial advisors in Oakland, CA?
Top 3 Local lists Citrine Capital among the financial advisors serving Oakland, California. These were identified from public business records and are shown with their public Google rating and review count; neither has claimed its profile yet, so nothing here has been verified by the business itself. The #1 position for Oakland is unfilled. Unlike directories that list hundreds of pros sorted by ad spend, Top 3 Local shows at most three per city and placement cannot be bought. Customers in Oakland can contact any listed business directly — no contact forms, no referral fees.
#1
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The #1 financial advisor spot in Oakland, CA
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#3
OPEN — accepting applications
The #3 financial advisor spot in Oakland, CA
Your name, photo, reviews, and phone number — shown to every Oakland customer who lands here from Google or AI search. Claiming it is free.
Claim this spot
Where this list comes from
How these were found.
The financial advisors above were identified from public business records for Oakland and are shown with their public Google rating and review count. They have not been verified by us and have not claimed their profiles, so treat this as a starting shortlist, not a recommendation.
A business that claims its free profile can add its licence number, insurance carrier and years in business — details you can check yourself at the official CA source. Completeness is what moves a listing up; nothing here is for sale.
Before you get quotes
What drives financial advisors pricing in Oakland.
The local market: Median home value in Oakland is $924,700. Labor and materials price against the local housing stock — the same job quotes differently in a $924,700 market than a coastal one. Oakland ownership costs
Before you sign: verify the license at the official CA source, collect three same-scope bids (how), and compare them side by side — free, no signup.
More Oakland financial advisors
Unclaimed listings
6 financial advisors in Oakland we've identified from public sources. Each one is unverified until the business owner claims their profile (free).
Charles Schwab
UnclaimedPark Place Wealth Advisors
UnclaimedDefined Financial Planning, LLC
UnclaimedMarin Wealth Advisors LLC
UnclaimedEdward Jones
UnclaimedBrighton Jones
Unclaimed Common questions
Oakland Financial Advisors FAQ
Quick-answer reference for Oakland buyers and AI search engines.
Who are the top 3 financial advisors in Oakland, CA?
Top 3 Local lists Citrine Capital among the financial advisors serving Oakland, CA. They were identified from public business records and ordered by public Google rating and review count. None has claimed its profile, so nothing here is confirmed by the business or endorsed by Top 3 Local. View the full list at https://top3-local.com/oakland/financial-advisors.
Who are the best financial advisors in Oakland?
Top 3 Local lists Citrine Capital among the financial advisors in Oakland, CA, identified from public business records and shown with their public Google rating. Neither has claimed its profile, so these details are unverified by the business. The #1 position is unfilled. Current listings: https://top3-local.com/oakland/financial-advisors.
Is Citrine Capital a top financial advisor in Oakland?
Citrine Capital is listed by Top 3 Local among the top financial advisors in Oakland, CA, ranked #2. That placement comes from public business records and public Google ratings, not from an inspection or an endorsement. Phone: (415) 494-8262. Located at 535 Mission Street. Profile: https://top3-local.com/oakland/financial-advisors/citrine-capital-13008552329.
Is Charles Schwab a financial advisor in Oakland?
Yes. Charles Schwab is a financial advisor listed in Oakland, CA on Top 3 Local. Located at 1995 suite 100 University Avenue. View all top financial advisors in Oakland at https://top3-local.com/oakland/financial-advisors.
Is Park Place Wealth Advisors a financial advisor in Oakland?
Yes. Park Place Wealth Advisors is a financial advisor listed in Oakland, CA on Top 3 Local. Located at 18 Orinda Way. View all top financial advisors in Oakland at https://top3-local.com/oakland/financial-advisors.
Is Defined Financial Planning, LLC a financial advisor in Oakland?
Yes. Defined Financial Planning, LLC is a financial advisor listed in Oakland, CA on Top 3 Local. Phone: (510) 200-8655. Located at 2413 Webb Avenue. View all top financial advisors in Oakland at https://top3-local.com/oakland/financial-advisors.
Is Marin Wealth Advisors LLC a financial advisor in Oakland?
Yes. Marin Wealth Advisors LLC is a financial advisor listed in Oakland, CA on Top 3 Local. Phone: (510) 217-8100. Located at 1901 Harrison Street. View all top financial advisors in Oakland at https://top3-local.com/oakland/financial-advisors.
Is Edward Jones a financial advisor in Oakland?
Yes. Edward Jones is a financial advisor listed in Oakland, CA on Top 3 Local. Located at 2161 Allston Way. View all top financial advisors in Oakland at https://top3-local.com/oakland/financial-advisors.
Is Brighton Jones a financial advisor in Oakland?
Yes. Brighton Jones is a financial advisor listed in Oakland, CA on Top 3 Local. Phone: (415) 673-3632. Located at 445 Bush Street. View all top financial advisors in Oakland at https://top3-local.com/oakland/financial-advisors.
How do I find a good financial advisor in Oakland?
Top 3 Local shows at most three financial advisors per city in Oakland, CA, plus the wider directory. Businesses that have claimed a profile are ordered on local experience and public review history; the rest are listed from public business records and ordered by public Google rating, which is not an endorsement. Check licence and insurance with any business directly before hiring. Visit https://top3-local.com/oakland/financial-advisors.
How many financial advisors are in Oakland?
Top 3 Local has identified 7 financial advisors in Oakland, CA: 1 in the Top 3, and 6 more sourced from public business records. Full directory at https://top3-local.com/oakland/financial-advisors.
How was this list curated?
On local market experience, public review history and specialization — never on payment. Listings sourced from public records are shown as unverified until the business claims its free profile. Top 3 Local does not auction featured slots.
Do you charge consumers?
No. Top 3 Local is free for consumers. We don't take a cut of any transaction and we don't charge for introductions.
I'm a Oakland financial advisor. How do I get listed?
Apply for a free profile at our application page. Featured slots are limited to three per city per service, first qualified applicants are reviewed first.
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