At Best Startup California we track over 300,000 Californian startups and over 1,500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 5 Wealth Management companies in Oakland, California. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Wealth Management Companies & Startups (Oakland, California)
John W. Brooker & Co., CPAs
John W. Brooker & Co., CPAs offers tax planning, accounting, asset management, risk management, insurance, and retirement planning services.
Founder(s):
Location: Oakland, California, United States
Industries: Accounting, Financial Services, Insurance, Risk Management, Wealth Management
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Savant Investment Group
Savant Investment Group is an investment advisory company that provides wealth management and retirement plan services.
Founder(s):
Location: Oakland, California, United States
Industries: Advice, Financial Services, Retirement, Wealth Management
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Ginsburg Financial Advisors
Ginsburg Financial Advisors is a financial advisory firm that offers financial planning, investment, and wealth management services.
Founder(s):
Location: Oakland, California, United States
Industries: Consulting, Financial Services, Wealth Management
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Financial Avengers
Financial Avengers is a financial solutions company that provides consultation, fiscal planning, wealth and investment management services.
Founder(s):
Location: Oakland, California, United States
Industries: Consulting, Financial Services, Wealth Management
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OneCalifornia Bank
OneCalifornia Bank provides financial and banking solutions as well as partaking in community development.
Founder(s):
Location: Oakland, California, United States
Industries: Banking, Financial Services, Wealth Management
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