24 financial advisors & firms and 12 insurance agents verified near San Rafael, CA โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $942M AUM
CRD 106158 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $890M AUM
CRD 107049 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $366M AUM
CRD 117627 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $132M AUM
CRD 118538 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $403M AUM
CRD 134174 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $87M AUM
CRD 143766 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $235M AUM
CRD 145096 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $254M AUM
CRD 149549 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $789M AUM
CRD 152506 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $75M AUM
CRD 165536 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $427M AUM
CRD 172520 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $46M AUM
CRD 270010 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $1.1B AUM
CRD 285681 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $45M AUM
CRD 299116 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser
CRD 299894 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94901 ยท Registered investment adviser ยท $705M AUM
CRD 311984 ยท verify at the regulator
RIA firm ยท Corte Madera, CA 94925 ยท Registered investment adviser ยท $1.0B AUM
CRD 107903 ยท verify at the regulator
RIA firm ยท Corte Madera, CA 94925 ยท Registered investment adviser
CRD 136169 ยท verify at the regulator
RIA firm ยท Corte Madera, CA 94925 ยท Registered investment adviser ยท $44M AUM
CRD 144517 ยท verify at the regulator
RIA firm ยท Corte Madera, CA 94925 ยท Registered investment adviser
CRD 292580 ยท verify at the regulator
RIA firm ยท Corte Madera, CA 94925 ยท Registered investment adviser ยท $267M AUM
CRD 318883 ยท verify at the regulator
RIA firm ยท Corte Madera, CA 94925 ยท Registered investment adviser ยท $341M AUM
CRD 325431 ยท verify at the regulator
RIA firm ยท Larkspur, CA 94939 ยท Registered investment adviser ยท $198M AUM
CRD 109720 ยท verify at the regulator
RIA firm ยท Larkspur, CA 94939 ยท Registered investment adviser ยท $148M AUM
CRD 127513 ยท verify at the regulator
Insurance ยท State Farm ยท San Francisco, CA 94123 ยท Home, auto, renters & life (Marina district)
Insurance ยท San Francisco, CA 94109 ยท Home, earthquake, flood, umbrella, auto
Insurance ยท San Francisco, CA 94111 ยท Private client: homes, collections, executives' personal risk
Insurance ยท San Francisco, CA 94111 ยท Home, auto, condo, commercial
Insurance ยท San Francisco, CA 94115 ยท Earthquake insurance
Insurance ยท State Farm ยท San Francisco, CA 94115 ยท Home, auto & life (serves Pacific Heights & the Marina)
Insurance ยท San Francisco, CA 94104 ยท Homeowners, auto, health, business; risk management
Insurance ยท San Francisco, CA 94104 ยท Home, earthquake, umbrella, valuables, collector cars
Insurance ยท San Francisco, CA 94104 ยท High-net-worth: multiple properties, collections, auto/watercraft, private staff
Insurance ยท San Francisco, CA ยท Personal and business insurance
Insurance ยท San Francisco, CA 94122 ยท Home, auto, umbrella, life, business
Insurance ยท Oakland, CA ยท Earthquake insurance across SF Bay Area counties
Verified advisors and insurance agents in the places closest to San Rafael, CA.
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 โ always confirm licensure directly with the regulator.