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🤫 Directory · consent-first

Near 95054. Santa Clara.

24 financial advisors & firms and 21 insurance agents verified near Santa Clara, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 95054

Edelman Financial Engines0 mi

RIA firm · Santa Clara, CA 95054 · Registered investment adviser · $326.3B AUM

CRD 104510 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
the Blakeley Group INC0 mi

RIA firm · Santa Clara, CA 95054 · Registered investment adviser · $96M AUM

CRD 150066 · verify at the regulator

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

RIA firm · Santa Clara, CA 95054 · Registered investment adviser · $310M AUM

CRD 162234 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Money Intelligence0 mi

RIA firm · Santa Clara, CA 95054 · Registered investment adviser · $171M AUM

CRD 164597 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sodium Advisors INC.0 mi

RIA firm · Santa Clara, CA 95054 · Registered investment adviser · $58M AUM

CRD 300087 · verify at the regulator

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

RIA firm · Santa Clara, CA 95054 · Registered investment adviser · $32M AUM

CRD 301517 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Viridian Way LLC0 mi

RIA firm · Santa Clara, CA 95054 · Registered investment adviser

CRD 335138 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Skysphere LLC2.8 mi

RIA firm · San Jose, CA 95134 · Registered investment adviser · $320k AUM

CRD 162967 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pegasus Tech Ventures, INC.2.8 mi

RIA firm · San Jose, CA 95134 · Registered investment adviser · $2.6B AUM

CRD 164588 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Naai Investment Management LLC2.8 mi

RIA firm · San Jose, CA 95134 · Registered investment adviser

CRD 336527 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mission Capital Advisors INC.2.9 mi

RIA firm · Sunnyvale, CA 94085 · Registered investment adviser

CRD 331522 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Altura Wealth Advisors INC.3 mi

RIA firm · Santa Clara, CA 95050 · Registered investment adviser · $250M AUM

CRD 309501 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cove3 mi

RIA firm · Santa Clara, CA 95050 · Registered investment adviser

CRD 329900 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Rogers Investment Advisors, LLC3.3 mi

RIA firm · Santa Clara, CA 95051 · Registered investment adviser · $71M AUM

CRD 132722 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Silicon Valley Retirement Services, LLC3.7 mi

RIA firm · San Jose, CA 95131 · Registered investment adviser · $1.4B AUM

CRD 154756 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Silicon Valley Capital Partners, L.P.4.4 mi

RIA firm · San Jose, CA 95110 · Registered investment adviser · $1.3B AUM

CRD 125114 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Legacy Wealth Advisors, LLC4.4 mi

RIA firm · San Jose, CA 95110 · Registered investment adviser · $178M AUM

CRD 127758 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Filice Retirement Services4.4 mi

RIA firm · San Jose, CA 95110 · Registered investment adviser

CRD 135984 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pantheon Wealth Planning4.4 mi

RIA firm · San Jose, CA 95110 · Registered investment adviser

CRD 166825 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Brightplan LLC4.4 mi

RIA firm · San Jose, CA 95110 · Registered investment adviser

CRD 283790 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Shalom Global Capital Group LLC4.4 mi

RIA firm · San Jose, CA 95110 · Registered investment adviser · $35M AUM

CRD 309315 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Nim Wealth Solutions4.4 mi

RIA firm · San Jose, CA 95110 · Registered investment adviser · $117M AUM

CRD 334754 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
London House Capital4.9 mi

RIA firm · Sunnyvale, CA 94087 · Registered investment adviser · $27M AUM

CRD 305794 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Family Wealth Consultants, INC.5.3 mi

RIA firm · San Jose, CA 95126 · Registered investment adviser · $17M AUM

CRD 128494 · verify at the regulator

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

Insurance agents near 95054

Dwight Matthews8.2 mi

Insurance · State Farm · Los Altos, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Michael Tirabassi8.2 mi

Insurance · State Farm · Los Altos, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Jack Flesher8.2 mi

Insurance · State Farm · Los Altos, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Josh Anderson8.2 mi

Insurance · State Farm · Los Altos, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Al Ward8.2 mi

Insurance · State Farm · Los Altos, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Jim Flynn8.2 mi

Insurance · State Farm · Los Altos, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Naomi Hayashi8.2 mi

Insurance · Farmers · Los Altos, CA · Auto & home insurance

This is you? Claim itclaimable & removable by its owner
Marketside Insurance Services9.4 mi

Insurance · Palo Alto, CA 94303 · Personal and commercial lines, full-service brokerage

This is you? Claim itclaimable & removable by its owner
Candice Kistner10.3 mi

Insurance · State Farm · Palo Alto, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Amanda Martin10.3 mi

Insurance · State Farm · Palo Alto, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Allied Brokers Insurance Agency, Inc.10.8 mi

Insurance · Palo Alto, CA 94301 · High-net-worth homeowners, commercial property, business insurance

This is you? Claim itclaimable & removable by its owner
WHINS Insurance Agency10.8 mi

Insurance · Palo Alto, CA 94301 · Home, auto, umbrella, business owners policies

This is you? Claim itclaimable & removable by its owner
Harold Lorber10.8 mi

Insurance · Allstate · Palo Alto, CA 94301 · Auto & home; serves Palo Alto, Menlo Park, Atherton, Stanford

This is you? Claim itclaimable & removable by its owner
Mark Butler10.8 mi

Insurance · Farmers · Palo Alto, CA 94301 · Auto, home & business insurance

This is you? Claim itclaimable & removable by its owner
Jay Schmidt10.8 mi

Insurance · Farmers · Palo Alto, CA 94301 · Auto, home & business insurance

This is you? Claim itclaimable & removable by its owner
Bob Anderson12.6 mi

Insurance · State Farm · Menlo Park, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Bill Cohen12.6 mi

Insurance · State Farm · Menlo Park, CA · Home, auto & life insurance

This is you? Claim itclaimable & removable by its owner
Emily Chapman12.6 mi

Insurance · State Farm · Menlo Park, CA · Home, earthquake quotes, umbrella liability

This is you? Claim itclaimable & removable by its owner
Philip Porter12.6 mi

Insurance · Farmers · Menlo Park, CA 94025 · Auto & home; serves Palo Alto, Atherton, Los Altos

This is you? Claim itclaimable & removable by its owner
Zhen Qin12.6 mi

Insurance · Farmers · Menlo Park, CA 94025 · Auto & home; serves the Peninsula and SF

This is you? Claim itclaimable & removable by its owner
James K. Mason Insurance Services LLC23.2 mi

Insurance · San Mateo, CA 94401 · Earthquake, umbrella/excess liability, business insurance on the Peninsula

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

Nearby areas

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

  • San Jose, CA3 mi
  • San Jose, CA4 mi
  • San Jose, CA5 mi
  • San Jose, CA6 mi
  • Mountain View, CA6 mi
  • Milpitas, CA6 mi
  • San Jose, CA6 mi
  • Mountain View, CA7 mi
  • San Jose, CA8 mi
  • Campbell, 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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