Firms by city
Registered investment advisers in Oakland, CA
2 SEC-registered advisers headquartered in Oakland, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Ci Global InvestmentsCRD 156752 | Oakland, CA | $14.74B | 2 | 27 |
| Vanguard Personalized Indexing ManagementCRD 285366 | Oakland, CA | $11.35B | 6 | 205 |
Ci Global InvestmentsCRD 156752$14.74B
- Headquarters
- Oakland, CA
- Advisory staff
- 2
- Clients
- 27
Vanguard Personalized Indexing ManagementCRD 285366$11.35B
- Headquarters
- Oakland, CA
- Advisory staff
- 6
- Clients
- 205
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Oakland on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.