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🤫 Directory · consent-first

Near 94941. Mill Valley.

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

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Financial

Advisors & firms near 94941

Relevant Wealth Advisors, LLC0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $799M AUM

CRD 1489 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Schmitz Capital Partners, LLC0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $132M AUM

CRD 105702 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Assembly Wealth0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $337M AUM

CRD 108834 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Violich Capital Management0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $1.0B AUM

CRD 111410 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Rising Capital INC.0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $30M AUM

CRD 123233 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wasi0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $71M AUM

CRD 131689 · verify at the regulator

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

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $1.9B AUM

CRD 133802 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Davenport Capital Management, LLC0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $140M AUM

CRD 159785 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sivia Capital Partners, LLC0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $1.2B AUM

CRD 170413 · verify at the regulator

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

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $233M AUM

CRD 173138 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Urban Investment Advisors0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $2.5B AUM

CRD 222524 · verify at the regulator

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

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $61M AUM

CRD 257787 · verify at the regulator

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

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $489M AUM

CRD 281775 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cambrian Asset Management, INC.0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $122M AUM

CRD 291953 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Aequim Alternative Investments LP0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $8.2B AUM

CRD 293127 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Boldin Advisors0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser

CRD 294881 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Groundforce Capital Management, LLC0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $439M AUM

CRD 299383 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cai Manager LP0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $2.2B AUM

CRD 310205 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Miller Avenue Advisors LLC0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $281M AUM

CRD 313523 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Austin Creek Capital, LLC0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $8M AUM

CRD 313554 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cypress Point Investment Management LP0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $512M AUM

CRD 316549 · verify at the regulator

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

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $520M AUM

CRD 323354 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Litfund0 mi

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $290M AUM

CRD 330517 · verify at the regulator

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

RIA firm · Mill Valley, CA 94941 · Registered investment adviser · $362M AUM

CRD 333514 · verify at the regulator

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

Insurance agents near 94941

Lynn Petrie Lange12.4 mi

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

This is you? Claim itclaimable & removable by its owner
Wang Insurance Agency, Inc.13 mi

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

This is you? Claim itclaimable & removable by its owner
R. Carrie Insurance Agency13.1 mi

Insurance · San Francisco, CA 94115 · Earthquake insurance

This is you? Claim itclaimable & removable by its owner
Thierry Hugand13.1 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
Express Service Insurance (ESI Insurance Brokers)13.2 mi

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

This is you? Claim itclaimable & removable by its owner
Woodruff Sawyer — Private Client14 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 Services14 mi

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

This is you? Claim itclaimable & removable by its owner
Pennbrook Insurance Services14.2 mi

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

This is you? Claim itclaimable & removable by its owner
Marina Associates Insurance Agency14.2 mi

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

This is you? Claim itclaimable & removable by its owner
Newfront — Private Client Services14.2 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
Robert E. Kennedy Insurance Agency, Inc.14.3 mi

Insurance · San Francisco, CA · Personal and business insurance

This is you? Claim itclaimable & removable by its owner
David E. Quan Agency, Insurance Brokers, Inc.19.8 mi

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

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

Nearby areas

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

  • Kentfield, CA3 mi
  • Larkspur, CA4 mi
  • Corte Madera, CA5 mi
  • San Rafael, CA7 mi
  • San Rafael, CA7 mi
  • Sausalito, CA7 mi
  • Tiburon, CA8 mi
  • San Francisco, CA12 mi
  • San Francisco, CA13 mi
  • San Francisco, CA13 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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