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🤫 Directory · consent-first

Near 94549. Lafayette.

24 financial advisors & firms and 12 insurance agents verified near Lafayette, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 94549

Garner Financial Management0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $153M AUM

CRD 131628 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Asage Financial LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $28M AUM

CRD 140805 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gebhardt Group, INC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $346M AUM

CRD 142903 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gifford Fong Associates0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $517M AUM

CRD 142917 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lewis Asset Management0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $387M AUM

CRD 143409 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Argent Wealth Advisors, LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $47M AUM

CRD 172856 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wallace Advisory Group, LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $269M AUM

CRD 281049 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Empowering Financial0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $1M AUM

CRD 289866 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mosher Financial Advisors LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser

CRD 291088 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Olympia Wealth Management0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $20M AUM

CRD 300261 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
the Foundation Investment Group0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $286M AUM

CRD 318369 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lloyd Tevis Investments, LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $435k AUM

CRD 323061 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Jackson Peak Capital LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $3M AUM

CRD 324352 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Invantage Capital LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $4M AUM

CRD 337627 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Hyphen Wealth Management0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $126M AUM

CRD 338134 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gkv Capital Management CO INC2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $357M AUM

CRD 108767 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Destination Wealth Management2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $4.9B AUM

CRD 110365 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ginsberg Financial Strategies2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $75M AUM

CRD 161151 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
361 Financial Planning, INC.2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $5M AUM

CRD 283581 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Barentsen Advisory Services, LLC2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser

CRD 285676 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vista Advisor Group, LLC2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $315M AUM

CRD 307268 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Dawson Investment Management2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $40M AUM

CRD 312098 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Terrafirma Wealth Partners2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $118M AUM

CRD 331568 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Capital Management Advisor Group, LLC3.4 mi

RIA firm · Walnut Creek, CA 94595 · Registered investment adviser · $234M AUM

CRD 304617 · verify at the regulator

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

Insurance agents near 94549

David E. Quan Agency, Insurance Brokers, Inc.10.7 mi

Insurance · Oakland, CA · Earthquake insurance across SF Bay Area counties

This is you? Claim itclaimable & removable by its owner
Woodruff Sawyer — Private Client16.8 mi

Insurance · San Francisco, CA 94111 · Private client: homes, collections, executives' personal risk

This is you? Claim itclaimable & removable by its owner
Heffernan Barbary Insurance Services16.8 mi

Insurance · San Francisco, CA 94111 · Home, auto, condo, commercial

This is you? Claim itclaimable & removable by its owner
Pennbrook Insurance Services17.2 mi

Insurance · San Francisco, CA 94104 · Homeowners, auto, health, business; risk management

This is you? Claim itclaimable & removable by its owner
Marina Associates Insurance Agency17.2 mi

Insurance · San Francisco, CA 94104 · Home, earthquake, umbrella, valuables, collector cars

This is you? Claim itclaimable & removable by its owner
Newfront — Private Client Services17.2 mi

Insurance · San Francisco, CA 94104 · High-net-worth: multiple properties, collections, auto/watercraft, private staff

This is you? Claim itclaimable & removable by its owner
Express Service Insurance (ESI Insurance Brokers)18.1 mi

Insurance · San Francisco, CA 94109 · Home, earthquake, flood, umbrella, auto

This is you? Claim itclaimable & removable by its owner
Lynn Petrie Lange18.5 mi

Insurance · State Farm · San Francisco, CA 94123 · Home, auto, renters & life (Marina district)

This is you? Claim itclaimable & removable by its owner
Robert E. Kennedy Insurance Agency, Inc.18.6 mi

Insurance · San Francisco, CA · Personal and business insurance

This is you? Claim itclaimable & removable by its owner
R. Carrie Insurance Agency19.1 mi

Insurance · San Francisco, CA 94115 · Earthquake insurance

This is you? Claim itclaimable & removable by its owner
Thierry Hugand19.1 mi

Insurance · State Farm · San Francisco, CA 94115 · Home, auto & life (serves Pacific Heights & the Marina)

This is you? Claim itclaimable & removable by its owner
Wang Insurance Agency, Inc.22.2 mi

Insurance · San Francisco, CA 94122 · Home, auto, umbrella, life, business

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

Nearby areas

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

  • Walnut Creek, CA3 mi
  • Pleasant Hill, CA4 mi
  • Walnut Creek, CA5 mi
  • Moraga, CA5 mi
  • Orinda, CA5 mi
  • Walnut Creek, CA6 mi
  • Alamo, CA7 mi
  • Berkeley, CA7 mi
  • Concord, CA8 mi
  • Berkeley, CA8 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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