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WHITE OAK GLOBAL ADVISORS, LLC

SAN FRANCISCO, CA · CRD 149659 · IAPD ↗ · whiteoaksf.com · 415-644-4100

$5.11BRegulatory AUM
32Advisory reps
58Employees
0Clients
n/aPlanning clients
37Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — WHITE OAK GLOBAL ADVISORS, LLC shrank from 37 to 32 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — WHITE OAK GLOBAL ADVISORS, LLC shrank from 49 to 37 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
April 2024 — WHITE OAK GLOBAL ADVISORS, LLC grew from 44 to 49 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.