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🤫 Directory · consent-first

Near 94607. Oakland.

24 financial advisors & firms and 22 insurance agents verified near Oakland, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 94607

Financial Avengers, INC.0 mi

RIA firm · Oakland, CA 94607 · Registered investment adviser · $488M AUM

CRD 119636 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Veris Wealth Partners, LLC0 mi

RIA firm · Oakland, CA 94607 · Registered investment adviser · $2.9B AUM

CRD 143588 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
CI Global Investments INC.0 mi

RIA firm · Oakland, CA 94607 · Registered investment adviser · $14.7B AUM

CRD 156752 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Berkeley Partners Management, LLC0 mi

RIA firm · Oakland, CA 94607 · Registered investment adviser · $3.1B AUM

CRD 284163 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Authentic Ventures Investment Manager, LLC0 mi

RIA firm · Oakland, CA 94607 · Registered investment adviser · $201M AUM

CRD 304938 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Infinity Financial Services Advisory0 mi

RIA firm · Oakland, CA 94607 · Registered investment adviser · $174M AUM

CRD 304981 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Internet Securities2.1 mi

RIA firm · Oakland, CA 94612 · Registered investment adviser

CRD 102800 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Focused Finances, LLC2.1 mi

RIA firm · Oakland, CA 94612 · Registered investment adviser · $68M AUM

CRD 130911 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Interfunds2.1 mi

RIA firm · Emeryville, CA 94608 · Registered investment adviser · $9M AUM

CRD 136177 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
AK Global Asset Management, LLC2.1 mi

RIA firm · Oakland, CA 94612 · Registered investment adviser · $118M AUM

CRD 137530 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
PF Wealth Management Group, LLC2.1 mi

RIA firm · Oakland, CA 94612 · Registered investment adviser · $35M AUM

CRD 140015 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stryker Financial2.1 mi

RIA firm · Emeryville, CA 94608 · Registered investment adviser · $16M AUM

CRD 146273 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
IN Touch Financial Services2.1 mi

RIA firm · Oakland, CA 94608 · Registered investment adviser · $88M AUM

CRD 153249 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Financially Healthy, LLC2.1 mi

RIA firm · Oakland, CA 94612 · Registered investment adviser · $57M AUM

CRD 156022 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Falcon Bridge Capital2.1 mi

RIA firm · Oakland, CA 94612 · Registered investment adviser · $193M AUM

CRD 156661 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
FM Capital Group2.1 mi

RIA firm · Oakland, CA 94612 · Registered investment adviser · $3M AUM

CRD 170285 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Global Investment Company2.1 mi

RIA firm · Oakland, CA 94612 · Registered investment adviser · $17M AUM

CRD 281316 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vanguard Personalized Indexing Management2.1 mi

RIA firm · Oakland, CA 94612 · Registered investment adviser · $11.4B AUM

CRD 285366 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Candide Group2.1 mi

RIA firm · Oakland, CA 94612 · Registered investment adviser · $124M AUM

CRD 286086 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Merritt Point Partners LLC2.1 mi

RIA firm · Oakland, CA 94612 · Registered investment adviser · $636M AUM

CRD 298680 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Trillium Investments2.1 mi

RIA firm · Emeryville, CA 94608 · Registered investment adviser · $123M AUM

CRD 300353 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Illumen Capital Management, LLC2.1 mi

RIA firm · Oakland, CA 94612 · Registered investment adviser · $295M AUM

CRD 305411 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Trigofi2.1 mi

RIA firm · Emeryville, CA 94608 · Registered investment adviser · $395k AUM

CRD 315922 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Selby Wealth Management2.1 mi

RIA firm · Emeryville, CA 94608 · Registered investment adviser · $545M AUM

CRD 334084 · verify at the regulator

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

Insurance agents near 94607

David E. Quan Agency, Insurance Brokers, Inc.1.9 mi

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

This is you? Claim itclaimable & removable by its owner
Woodruff Sawyer — Private Client5.2 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 Services5.2 mi

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

This is you? Claim itclaimable & removable by its owner
Pennbrook Insurance Services5.5 mi

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

This is you? Claim itclaimable & removable by its owner
Marina Associates Insurance Agency5.5 mi

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

This is you? Claim itclaimable & removable by its owner
Newfront — Private Client Services5.5 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)6.5 mi

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

This is you? Claim itclaimable & removable by its owner
Robert E. Kennedy Insurance Agency, Inc.6.7 mi

Insurance · San Francisco, CA · Personal and business insurance

This is you? Claim itclaimable & removable by its owner
Lynn Petrie Lange7.1 mi

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

This is you? Claim itclaimable & removable by its owner
R. Carrie Insurance Agency7.4 mi

Insurance · San Francisco, CA 94115 · Earthquake insurance

This is you? Claim itclaimable & removable by its owner
Thierry Hugand7.4 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.10.3 mi

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

This is you? Claim itclaimable & removable by its owner
James K. Mason Insurance Services LLC16.2 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 Insurance16.8 mi

Insurance · Burlingame, CA 94010 · Personal and business insurance

This is you? Claim itclaimable & removable by its owner
Limitless Insurance Solutions16.8 mi

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

This is you? Claim itclaimable & removable by its owner
Brandon Yim16.8 mi

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

This is you? Claim itclaimable & removable by its owner
Rona Stefani16.8 mi

Insurance · State Farm · Burlingame, CA 94010 · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Sammy Yim16.8 mi

Insurance · State Farm · Burlingame, CA 94010 · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Wen Ling Cheng16.8 mi

Insurance · State Farm · Burlingame, CA 94010 · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Trish Le16.8 mi

Insurance · Allstate · Burlingame, CA 94010 · Auto & home; serves Burlingame, San Mateo, SF Peninsula

This is you? Claim itclaimable & removable by its owner
Abraham Chiu16.8 mi

Insurance · Allstate · Burlingame, CA 94010 · Auto & home insurance

This is you? Claim itclaimable & removable by its owner
Steven Parker16.8 mi

Insurance · Farmers · Burlingame, CA 94010 · Auto, home & business insurance

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

Nearby areas

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

  • Oakland, CA2 mi
  • Emeryville, CA2 mi
  • Alameda, CA3 mi
  • Berkeley, CA5 mi
  • San Francisco, CA5 mi
  • San Francisco, CA5 mi
  • Berkeley, CA5 mi
  • San Francisco, CA5 mi
  • San Francisco, CA6 mi
  • San Francisco, CA6 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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