24 financial advisors & firms and 9 insurance agents verified near Novato, CA โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Novato, CA 94945 ยท Registered investment adviser ยท $4.3B AUM
CRD 110770 ยท verify at the regulator
RIA firm ยท Novato, CA 94945 ยท Registered investment adviser ยท $171M AUM
CRD 136075 ยท verify at the regulator
RIA firm ยท Novato, CA 94945 ยท Registered investment adviser ยท $76M AUM
CRD 148649 ยท verify at the regulator
RIA firm ยท Novato, CA 94945 ยท Registered investment adviser ยท $158M AUM
CRD 308547 ยท verify at the regulator
RIA firm ยท Novato, CA 94945 ยท Registered investment adviser ยท $384M AUM
CRD 330807 ยท verify at the regulator
RIA firm ยท Novato, CA 94947 ยท Registered investment adviser
CRD 137405 ยท verify at the regulator
RIA firm ยท Novato, CA 94947 ยท Registered investment adviser
CRD 308385 ยท verify at the regulator
RIA firm ยท Novato, CA 94949 ยท Registered investment adviser ยท $320M AUM
CRD 163917 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $145M AUM
CRD 908 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $221M AUM
CRD 10603 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $93M AUM
CRD 16798 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $69M AUM
CRD 107474 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $205M AUM
CRD 111639 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $15M AUM
CRD 119798 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $69M AUM
CRD 123237 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $278M AUM
CRD 127746 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $65M AUM
CRD 136331 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser
CRD 136880 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $582M AUM
CRD 143425 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $619M AUM
CRD 148565 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $151M AUM
CRD 150667 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $2.8B AUM
CRD 158515 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $169.6B AUM
CRD 172011 ยท verify at the regulator
RIA firm ยท San Rafael, CA 94903 ยท Registered investment adviser ยท $10.9B AUM
CRD 294105 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
Verified advisors and insurance agents in the places closest to Novato, 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.