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Investment Advisors in Oakley, CA: 2026 rankings

51 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Oakley: William Rock Investments Inc, RFA Score 69/100; 5.0★ from 8 Google reviews; open 7 days a week.

  2. 2

    Most-reviewed: Insight Capital Management, 145 Google reviews at 5.0★, the most of 51 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

51 Oakley investment advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 51 rated firms.

Top 10 investment advisors in Oakley at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Oakley at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1William Rock Investments Inc695.0★ (8)OakleySat · Sun · EveningsTop score
2Insight Capital Management685.0★ (145)Concord, 19 mi away—Most reviews
3IPX1031: Teresa Fluegel655.0★ (13)Walnut Creek, 20 mi away——
4Bamboo Investment Management625.0★ (4)Pleasant Hill, 19 mi awayEvenings—
5Western & Southern Life613.7★ (6)Stockton, 20 mi away——
6Calturas Capital615.0★ (3)Stockton, 21 mi away——
7Voya Investment Management602.0★ (4)Walnut Creek, 19 mi away——
8Tilden Properties602.0★ (3)Danville, 20 mi away——
9IRA Resources, Inc., IRAR Trust Company594.5★ (93)Walnut Creek, 20 mi away——
10Insight Wealth Strategies575.0★ (23)San Ramon, 21 mi away——

All 51 investment advisors in Oakley, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Insight Capital Management

    Based in Concord, 19 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1390 Willow Pass Rd Ste 960, Concord, CA 94520
    View profile for Insight Capital Management(925) 362-9571

  3. #3 IPX1031: Teresa Fluegel

    Based in Walnut Creek, 20 mi away

    65/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 Ygnacio Valley Rd Ste 250, Walnut Creek, CA 94596
    View profile for IPX1031: Teresa Fluegel(415) 290-2814

  5. #5 Western & Southern Life

    Based in Stockton, 20 mi away

    61/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2389 W March Ln Unit 102, Stockton, CA 95207
    View profile for Western & Southern Life(209) 478-1654

  6. #6 Calturas Capital

    Based in Stockton, 21 mi away

    61/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 3 Google reviews
    Address
    1611 W March Ln, Stockton, CA 95207
    View profile for Calturas Capital(925) 226-2455

  8. #8 Tilden Properties

    Based in Danville, 20 mi away

    60/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 2.0★ from 3 Google reviews, listed on Google as “Investment company”.

    • 2.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    156 Diablo Rd, Danville, CA 94526
    View profile for Tilden Properties(925) 935-3036

  11. #11 EP Wealth Advisors

    Based in Walnut Creek, 20 mi away

    56/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1333 N California Blvd Ste 100, Walnut Creek, CA 94596
    View profile for EP Wealth Advisors(925) 283-2201

  15. #15 Allworth Financial

    Based in Walnut Creek, 20 mi away

    55/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1331 N California Blvd #350, Walnut Creek, CA 94596
    View profile for Allworth Financial(925) 472-0874

  17. #17 Burton Enright Welch

    Based in Walnut Creek, 20 mi away

    55/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1850 Mt Diablo Blvd #335, Walnut Creek, CA 94596
    View profile for Burton Enright Welch(925) 932-8010

  19. #19 MAI Capital Management

    Based in San Ramon, 21 mi away

    54/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6111 Bollinger Canyon Rd Ste 300, San Ramon, CA 94583
    View profile for MAI Capital Management(925) 790-2894

  20. #20 Alamo Capital

    Based in Walnut Creek, 20 mi away

    54/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.5★ from 12 Google reviews, listed on Google as “Financial consultant”.

    • 4.5★ from 12 Google reviews
    Hours
    Mon–Fri 6:30 AM–4 PM · Sat–Sun closed
    Address
    201 N Civic Dr Ste 180, Walnut Creek, CA 94596
    View profile for Alamo Capital(925) 472-5700

  23. #23 Edelman Financial Engines

    Based in Walnut Creek, 20 mi away

    53/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2175 N California Blvd Suite 800, Walnut Creek, CA 94596
    View profile for Edelman Financial Engines(925) 968-4602

  25. #25 Fidelity Investments

    Based in Walnut Creek, 20 mi away

    53/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.5★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 23 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2001 N Main St Ste 100, Walnut Creek, CA 94596
    View profile for Fidelity Investments(800) 544-8235

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 51 ranked investment advisors here; the rest are on their profiles.

investment advisors in Oakley, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Attentive Investments535.0★ (8)22 mi
27The Tri-Valley Group - Morgan Stanley535.0★ (9)23 mi
28Charles Schwab533.8★ (11)20 mi
29PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist534.6★ (10)24 mi
30Mission Wealth524.7★ (6)20 mi
31Charles Schwab523.8★ (16)24 mi
32Charles Schwab523.1★ (26)20 mi
33Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS®525.0★ (3)17 mi
34Shad Roundy - Seascape Wealth525.0★ (6)23 mi
35Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®525.0★ (3)17 mi
36Del Monte Group, LLC - Financial Planner525.0★ (3)18 mi
37Charles Schwab513.2★ (9)21 mi
38Fidelity Investments513.0★ (26)22 mi
39Mercer Advisors - Walnut Creek514.0★ (4)20 mi
40Edward Jones - Financial Advisor: Joel L Carignan, CFP®|ChFC®515.0★ (3)20 mi
41Edward Jones - Financial Advisor: Richard Disho515.0★ (3)20 mi
42RBC Wealth Management Branch - Walnut Creek515.0★ (3)20 mi
43Morgan Stanley Financial Advisors503.7★ (3)20 mi
44Wallace Advisory Group505.0★ (3)24 mi
45Merrill Lynch Wealth Management505.0★ (3)24 mi
46Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC505.0★ (3)25 mi
47Edward Jones - Financial Advisor: Amber F Lynn, CFP®505.0★ (3)25 mi
48Khiet Vo - Private Client Advisor503.7★ (3)23 mi
49Morgan Stanley Financial Advisors503.0★ (4)23 mi
50Lincoln Financial Group492.3★ (3)21 mi

Also serving Oakley

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Oakley
BusinessGoogle ratingDistance
Bedell Frazier Investment Counselling, LLC3.0★ (2)20 mi
BMO Bank N.A Branches2.8★ (16)In Oakley
Canyon Wealth Management - Ameriprise Financial Services, LLC5.0★ (2)21 mi
Capital Advantage, Inc.5.0★ (2)20 mi
CAPTRUST5.0★ (2)21 mi
Edward Jones - Financial Advisor: Jeremy P Lenser, AAMS®5.0★ (2)24 mi
Edward Jones - Financial Advisor: Lawrence R Kolka, CFP®|AAMS®5.0★ (2)20 mi
Edward Jones - Financial Advisor: Mike Phan5.0★ (2)24 mi
Edward Jones - Financial Advisor: Reijer G Groenveld5.0★ (2)22 mi
Gallagher Wealth Management4.5★ (2)20 mi
Kevin Olison - Owner of Olison & Company - Financial Planning & Wealth Management5.0★ (2)22 mi
Loomba Investment GroupIn Oakley
Magnus DuBorg - RBC Wealth Management Financial Advisor5.0★ (2)20 mi
Merrill Investment & Retirement Financial Center3.0★ (2)23 mi
Merrill Lynch Wealth Management3.0★ (2)20 mi
Money Tree ADU and Backyard Rentals5.0★ (2)3 mi
Mutual of Omaha® Advisors - Concord5.0★ (2)19 mi
New Evolution Ventures1.0★ (2)24 mi
Pearl Wealth Advisors5.0★ (2)19 mi
Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)24 mi

How we ranked Oakley investment advisors

We scored 51 Oakley investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Oakley data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Oakley: frequently asked questions

Which investment advisor has the highest RFA Score in Oakley?

By RFA Score, the highest-ranked investment advisor in Oakley, CA is William Rock Investments Inc with an RFA Score of 69/100. It has 5.0★ from 8 Google reviews. It is open 7 days a week. Insight Capital Management (#2) and IPX1031: Teresa Fluegel (#3) follow. We ranked 51 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Oakley?

RankedFinancialAdvisors ranks 51 investment advisors serving Oakley, CA. 1 of them is based in Oakley; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Oakley work on weekends?

1 of 51 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is William Rock Investments Inc (#1). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oakley investment advisors have?

The median Google rating among 51 rated investment advisors in Oakley is 5.0★, with a median of 8 reviews. Insight Capital Management has the most, 145 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Oakley count in this ranking?

Yes, if they are within 25 mi of the Oakley city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Oakley ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Oakley a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Oakley

  1. November 2026: RFA Scores recalculated for 51 investment advisors serving Oakley.

More investment advisors and Oakley pages