#1Infinity Financial Services Advisory
GILBERT GREG RIA, LLC
Based in Oakland, CA
Retirement Plan Advisors in Oakland, CA
The top-ranked retirement plan advisors serving Oakland, CA are Infinity Financial Services Advisory, Liberty Wealth Management, LLC and Veris Wealth Partners, LLC. We list 107 retirement plan advisors serving Oakland, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Oakland, CA (Alameda County). 107 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Oakland
#2Liberty Wealth Management, LLC
LIBERTY WEALTH MANAGEMENT, LLCBased in Oakland, CA#3Veris Wealth Partners, LLC
VERIS WEALTH PARTNERS, LLCBased in Oakland, CA#4Forusall
FORUSALL ADVISORS, LLCServes this area from Oakland, CA (5 mi)#5Selby Wealth Management
SELBY WEALTH MANAGEMENT, LLCServes this area from Emeryville, CA (6 mi)#6Topel & Distasi Wealth Management, LLC
TOPEL & DISTASI WEALTH MANAGEMENT, LLCServes this area from Berkeley, CA (6 mi)#7Penserra Wealth Management
PENSERRA WEALTH MANAGEMENT LLCServes this area from Orinda, CA (8 mi)#8Wespac Advisors, LLC
WESPAC ADVISORS, LLCServes this area from Orinda, CA (8 mi)#9Affinity Capital Advisors LLC
AFFINITY CAPITAL ADVISORS LLCServes this area from Berkeley, CA (8 mi)#10Gusto Investment Services, LLC
GUSTO INVESTMENT SERVICES, LLCServes this area from San Francisco, CA (9 mi)
20 more providers serving this area
- Bingham Private Wealth, LLC, San Francisco, CA (9 mi)
- Mission Creek Capital Partners, Inc., San Francisco, CA (9 mi)
- Parallel Advisors, LLC, San Francisco, CA (9 mi)
- Garhwal, Chan & Williams Inc., San Francisco, CA (9 mi)
- Perigon Wealth Management, LLC, San Francisco, CA (9 mi)
- Bpm Wealth Advisors, LLC, San Francisco, CA (10 mi)
- Double Bay Management & Planning, San Francisco, CA (10 mi)
- Nwk Group, San Francisco, CA (10 mi)
- Callan, San Francisco, CA (10 mi)
- Camelotta Advisors, San Francisco, CA (10 mi)
- Prospettiva Financial, San Francisco, CA (10 mi)
- Robertson Stephens, San Francisco, CA (10 mi)
- Brio Financial Group, San Francisco, CA (10 mi)
- Chrome Advisors, San Francisco, CA (10 mi)
- Farther, San Francisco, CA (10 mi)
- Farther Asset Management, LLC, San Francisco, CA (10 mi)
- Just Futures, San Francisco, CA (10 mi)
- Roof Eidam Maycock Peralta LLC, San Francisco, CA (10 mi)
- The Advisory Group Of San Francisco, LLC, San Francisco, CA (10 mi)
- Albourne America LLC, San Francisco, CA (10 mi)
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Frequently asked questions
How many retirement plan advisors serve Oakland?
We list 107 retirement plan advisors serving Oakland, CA: 3 based there and 104 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Oakland?
The top-ranked retirement plan advisors serving Oakland, CA are Infinity Financial Services Advisory, Liberty Wealth Management, LLC, Veris Wealth Partners, LLC, Forusall and Selby Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Oakland are verified against official records?
10 of the top 10 match an active official record: Infinity Financial Services Advisory (U.S. Securities and Exchange Commission), Liberty Wealth Management, LLC (U.S. Securities and Exchange Commission), Veris Wealth Partners, LLC (U.S. Securities and Exchange Commission), Forusall (U.S. Securities and Exchange Commission) and Selby Wealth Management (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .