What is Ginsburg Financial Advisors, Inc.'s NAICS code?

Ginsburg Financial Advisors, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Acquisition Opportunity Following the acquisition by Wealth Enhancement Group, there is potential to cross-sell advanced wealth management, planning services, and expanded investment capabilities to Ginsburg Financial Advisors' existing client base, leveraging WE Gibbs resources and broader RIAs' platform.

RIA Resource Expansion Wealth Enhancement Group affiliation suggests readiness to scale operations; a sales approach can emphasize enhanced technology, compliance support, and expanded product menus to enhance service delivery for small teams growing under larger platforms.

Tech Enablement Current tech stack is basic; opportunity exists to introduce modern financial planning tools, CRM enhancements, data security improvements, and client portal capabilities to boost efficiency and client experience for a small, high-touch advisory firm.

SMB Financial Health Revenue in the mid single digits with a 2–10 employee footprint indicates focus on high-margin, personalized services; propose scalable tech, practice management, and compliance solutions tailored for small teams seeking efficiency and regulatory adherence.

Market Positioning As a locally owned firm with national backing and a 41-year track record, there is a sales path to offer outsourced back-office support, marketing acceleration, and succession planning resources to reinforce client acquisition and retention in a competitive advisory landscape.

Similar companies to Ginsburg Financial Advisors, Inc.

Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
10K$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
28K$10B+
Lincoln Financial Network
787$1B - $10B
LPL Financial
15K$10B+
Merrill Lynch
35K$10B+
Morgan Stanley
101K$10B+
Raymond James
20K$10B+
Edward Jones
46K$10B+

Ginsburg Financial Advisors, Inc. Tech Stack

Ginsburg Financial Advisors, Inc. uses 6 technology products and services including Cloudflare CDN, Section.io, Microsoft Excel, and more. Explore Ginsburg Financial Advisors, Inc.'s tech stack below.

Cloudflare CDN
Content Delivery Network
Section.io
Content Delivery Network
Microsoft Excel
Editors
Microsoft Outlook
Email
Microsoft Office
Office Suites
Microsoft Word
Office Suites

Media & News

Wealth Enhancement Group acquires Ginsburgadvisors for $55.4B.
Wealth Enhancement Group, a national independent wealth management firm with more than $55.4 billion in total client assets, announced the acquisition of Ginsburg Financial Advisors, Inc., an independent RIA located in Oakland, California.
Dec 01, 2022 | www.prnewswire.com

Ginsburg Financial Advisors, Inc.'s Email Address Formats

Ginsburg Financial Advisors, Inc. uses at least 1 email format:

Ginsburg Financial Advisors, Inc. Email Formats	Example	Percentage
FLast@ginsburgadvisors.com	JDoe@ginsburgadvisors.com	100%

Frequently Asked Questions

What is Ginsburg Financial Advisors, Inc.'s phone number?

You can contact Ginsburg Financial Advisors, Inc.'s main corporate office by phone at

+1-510-339-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ginsburg Financial Advisors, Inc.'s official website and social media links?

Ginsburg Financial Advisors, Inc.'s official website is ginsburgadvisors.com and has social profiles on LinkedIn.

How much revenue does Ginsburg Financial Advisors, Inc. generate?

As of September 2026, Ginsburg Financial Advisors, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Ginsburg Financial Advisors, Inc.'s SIC code and NAICS code?

Ginsburg Financial Advisors, Inc.'s SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Ginsburg Financial Advisors, Inc. have currently?

As of September 2026, Ginsburg Financial Advisors, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Office Manager: D. A. Explore Ginsburg Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Ginsburg Financial Advisors, Inc. belong to?

Ginsburg Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Ginsburg Financial Advisors, Inc. use?

Ginsburg Financial Advisors, Inc.'s tech stack includes Cloudflare CDN, Section.io, Microsoft Excel, Microsoft Outlook, Microsoft Office and Microsoft Word.

What is Ginsburg Financial Advisors, Inc.'s email format?

Ginsburg Financial Advisors, Inc.'s email format typically follows the pattern of FLast@ginsburgadvisors.com. Find more Ginsburg Financial Advisors, Inc. email formats with LeadIQ.

When was Ginsburg Financial Advisors, Inc. founded?

Ginsburg Financial Advisors, Inc. was founded in 1981.

Ginsburg Financial Advisors, Inc.

Q: What technology does Ginsburg Financial Advisors, Inc. use?

Ginsburg Financial Advisors, Inc.'s tech stack includes Microsoft Outlook, Microsoft Office, Microsoft Word, Section.io, Microsoft Excel.

Financial ServicesCalifornia, United States2-10 Employees

Ginsburg Financial Advisors, Inc. is a small, independent financial services firm based in Oakland, California, with a history spanning about four decades. Its team includes CFP practitioners and professional associates who deliver a high level of service to a loyal client base, serving a limited number of client families. The firm operates from an office in the Montclair Village area of Oakland, reflecting its local clientele and community focus.

Operationally, the firm functions as an independent registered investment adviser, with securities carried through LPL Financial and advisory services provided through Wealth Enhancement Advisory Services. In December 2022, Ginsburg Financial Advisors joined Wealth Enhancement Group, a national RIA, a move that expanded resources available to its clients while preserving the local, independent nature of its advice.