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🤫 Directory · consent-first

Near 94040. Mountain View.

24 financial advisors & firms and 24 insurance agents verified near Mountain View, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 94040

Wealth Architects, LLC0 mi

RIA firm · Mountain View, CA 94040 · Registered investment adviser · $2.4B AUM

CRD 135373 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Waverley Wealth Management LLC0 mi

RIA firm · Mountain View, CA 94040 · Registered investment adviser · $201M AUM

CRD 156023 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Disruptiveseculargrowth Corporation0 mi

RIA firm · Mountain View, CA 94040 · Registered investment adviser · $35M AUM

CRD 300867 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
AP Investment Management0 mi

RIA firm · Mountain View, CA 94040 · Registered investment adviser · $42M AUM

CRD 334805 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Northern Star Generational Wealth0 mi

RIA firm · Mountain View, CA 94040 · Registered investment adviser · $6M AUM

CRD 335323 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Arta Finance0.8 mi

RIA firm · Mountain View, CA 94041 · Registered investment adviser · $153M AUM

CRD 318714 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Aaron Chung, CRPC1.6 mi

Advisor · Edward Jones · Los Altos, CA · Individual investors

This is you? Claim itclaimable & removable by its owner
Pwjohnson Wealth & Legacy, LLC2.2 mi

RIA firm · Los Altos, CA 94024 · Registered investment adviser · $62M AUM

CRD 133538 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Infanger Investment Technology, LLC2.4 mi

RIA firm · Mountain View, CA 94043 · Registered investment adviser · $495M AUM

CRD 112328 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pariveda Investment Management2.4 mi

RIA firm · Mountain View, CA 94043 · Registered investment adviser · $48M AUM

CRD 123471 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ardent Capital2.4 mi

RIA firm · Mountain View, CA 94043 · Registered investment adviser · $59M AUM

CRD 134105 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Zanbato Advisors LLC2.4 mi

RIA firm · Mountain View, CA 94043 · Registered investment adviser · $2.1B AUM

CRD 311620 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Inri2.4 mi

RIA firm · Mountain View, CA 94043 · Registered investment adviser

CRD 333007 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
London House Capital3.3 mi

RIA firm · Sunnyvale, CA 94087 · Registered investment adviser · $27M AUM

CRD 305794 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mark Beach3.5 mi

Advisor · J.P. Morgan · Palo Alto, CA 94306 · Wealth management (Beach DuPont Team)

This is you? Claim itclaimable & removable by its owner
The JMT Group3.5 mi

Advisor · J.P. Morgan · Palo Alto, CA 94306 · Complex wealth management (2100 El Camino Real)

This is you? Claim itclaimable & removable by its owner
Reynolds Ospina (Coastline Partners)3.5 mi

Advisor · J.P. Morgan · Palo Alto, CA 94306 · Wealth management

This is you? Claim itclaimable & removable by its owner
Aaron Nichols3.5 mi

Advisor · J.P. Morgan · Palo Alto, CA 94306 · Wealth management

This is you? Claim itclaimable & removable by its owner
Mayfield Advisors, INC.3.5 mi

RIA firm · Palo Alto, CA 94306 · Registered investment adviser · $143M AUM

CRD 144072 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Meyers Wealth Management3.5 mi

RIA firm · Palo Alto, CA 94306 · Registered investment adviser · $96M AUM

CRD 148734 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Whitespace Financial, LLC3.5 mi

RIA firm · Palo Alto, CA 94306 · Registered investment adviser · $63M AUM

CRD 149069 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Red Crane Wealth Management, LLC3.5 mi

RIA firm · Palo Alto, CA 94306 · Registered investment adviser · $152M AUM

CRD 284006 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insights Investments3.5 mi

RIA firm · Palo Alto, CA 94306 · Registered investment adviser · $46M AUM

CRD 309727 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sylebra Capital LLC3.5 mi

RIA firm · Palo Alto, CA 94306 · Registered investment adviser · $2.9B AUM

CRD 316856 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 94040

Dwight Matthews1.6 mi

Insurance · State Farm · Los Altos, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Michael Tirabassi1.6 mi

Insurance · State Farm · Los Altos, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Jack Flesher1.6 mi

Insurance · State Farm · Los Altos, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Josh Anderson1.6 mi

Insurance · State Farm · Los Altos, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Al Ward1.6 mi

Insurance · State Farm · Los Altos, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Jim Flynn1.6 mi

Insurance · State Farm · Los Altos, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Naomi Hayashi1.6 mi

Insurance · Farmers · Los Altos, CA · Auto & home insurance

This is you? Claim itclaimable & removable by its owner
Candice Kistner5.3 mi

Insurance · State Farm · Palo Alto, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Amanda Martin5.3 mi

Insurance · State Farm · Palo Alto, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Marketside Insurance Services5.6 mi

Insurance · Palo Alto, CA 94303 · Personal and commercial lines, full-service brokerage

This is you? Claim itclaimable & removable by its owner
Allied Brokers Insurance Agency, Inc.5.7 mi

Insurance · Palo Alto, CA 94301 · High-net-worth homeowners, commercial property, business insurance

This is you? Claim itclaimable & removable by its owner
WHINS Insurance Agency5.7 mi

Insurance · Palo Alto, CA 94301 · Home, auto, umbrella, business owners policies

This is you? Claim itclaimable & removable by its owner
Harold Lorber5.7 mi

Insurance · Allstate · Palo Alto, CA 94301 · Auto & home; serves Palo Alto, Menlo Park, Atherton, Stanford

This is you? Claim itclaimable & removable by its owner
Mark Butler5.7 mi

Insurance · Farmers · Palo Alto, CA 94301 · Auto, home & business insurance

This is you? Claim itclaimable & removable by its owner
Jay Schmidt5.7 mi

Insurance · Farmers · Palo Alto, CA 94301 · Auto, home & business insurance

This is you? Claim itclaimable & removable by its owner
Philip Porter7.2 mi

Insurance · Farmers · Menlo Park, CA 94025 · Auto & home; serves Palo Alto, Atherton, Los Altos

This is you? Claim itclaimable & removable by its owner
Zhen Qin7.2 mi

Insurance · Farmers · Menlo Park, CA 94025 · Auto & home; serves the Peninsula and SF

This is you? Claim itclaimable & removable by its owner
Bob Anderson7.3 mi

Insurance · State Farm · Menlo Park, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Bill Cohen7.3 mi

Insurance · State Farm · Menlo Park, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Emily Chapman7.3 mi

Insurance · State Farm · Menlo Park, CA · Home, earthquake quotes, umbrella liability

This is you? Claim itclaimable & removable by its owner
James K. Mason Insurance Services LLC18.6 mi

Insurance · San Mateo, CA 94401 · Earthquake, umbrella/excess liability, business insurance on the Peninsula

This is you? Claim itclaimable & removable by its owner
Haslam Insurance20.7 mi

Insurance · Burlingame, CA 94010 · Personal and business insurance

This is you? Claim itclaimable & removable by its owner
Limitless Insurance Solutions20.7 mi

Insurance · Burlingame, CA 94010 · Auto, home, life, business; boat/marine

This is you? Claim itclaimable & removable by its owner
Brandon Yim20.7 mi

Insurance · State Farm · Burlingame, CA 94010 · Home & auto; serves Burlingame and Hillsborough

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Mountain View, CA.

  • Mountain View, CA2 mi
  • Palo Alto, CA4 mi
  • Los Altos, CA4 mi
  • Palo Alto, CA5 mi
  • Cupertino, CA5 mi
  • Palo Alto, CA6 mi
  • Palo Alto, CA6 mi
  • Santa Clara, CA7 mi
  • San Jose, CA7 mi
  • Menlo Park, CA7 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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