Exhibit A
Financial Advisors work in Oakland
Oakland holds a dense mix of independent advisory practices, small registered investment advisers and insurance licensed planners, and the firms competing for local searches sit across downtown, the hills and the neighborhoods south of Lake Merritt. Paid search in this trade in Oakland is bought mostly by regional firms and national lead generation companies bidding on retirement and rollover terms, while the owner operated practices rely on referrals and rarely bid. The demand available is steady rather than seasonal at the top of the funnel, with people searching for fee only planners, fiduciary advisors and help with a pension or a 401k rollover. Searches tied to selling a business or exercising stock options cluster where Oakland households hold equity, and those searches carry high intent.
