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🤫 Directory · consent-first

Near 95060. Santa Cruz.

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

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Financial

Advisors & firms near 95060

Wynn Capital Management, LLC0 mi

RIA firm · Santa Cruz, CA 95060 · Registered investment adviser · $102M AUM

CRD 119355 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Natural Bridges Financial Advisors0 mi

RIA firm · Santa Cruz, CA 95060 · Registered investment adviser · $156M AUM

CRD 148056 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wildflower Financial LLC0 mi

RIA firm · Santa Cruz, CA 95060 · Registered investment adviser · $12M AUM

CRD 289288 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fullguards Financial6.1 mi

RIA firm · Santa Cruz, CA 95062 · Registered investment adviser · $7M AUM

CRD 325399 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Newhouse Integrated Financial Advisors LLC9.8 mi

RIA firm · Soquel, CA 95073 · Registered investment adviser · $39M AUM

CRD 332939 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Financial Planning Associates12.2 mi

RIA firm · Aptos, CA 95003 · Registered investment adviser

CRD 317454 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
John H. Becker13.3 mi

RIA firm · Los Gatos, CA 95033 · Registered investment adviser

CRD 142085 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Scharf Investments, LLC16.9 mi

RIA firm · Los Gatos, CA 95032 · Registered investment adviser · $4.2B AUM

CRD 105508 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Asl Financial, LLC16.9 mi

RIA firm · Los Gatos, CA 95032 · Registered investment adviser · $187M AUM

CRD 115479 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kane Investment Management, INC.16.9 mi

RIA firm · Los Gatos, CA 95032 · Registered investment adviser · $241M AUM

CRD 127337 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Comprehensive Financial Management LLC16.9 mi

RIA firm · Los Gatos, CA 95032 · Registered investment adviser · $18.5B AUM

CRD 159641 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Future Wealth LLC16.9 mi

RIA firm · Los Gatos, CA 95032 · Registered investment adviser · $76M AUM

CRD 283911 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Libra Wealth LLC16.9 mi

RIA firm · Los Gatos, CA 95032 · Registered investment adviser · $640M AUM

CRD 288098 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cultivate Financial Group LLC16.9 mi

RIA firm · Los Gatos, CA 95032 · Registered investment adviser · $62M AUM

CRD 288980 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Orchard City Wealth Management, LLC16.9 mi

RIA firm · Los Gatos, CA 95032 · Registered investment adviser · $116M AUM

CRD 292274 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Olma Advisors16.9 mi

RIA firm · Los Gatos, CA 95032 · Registered investment adviser · $4M AUM

CRD 306220 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Proflex Finance16.9 mi

RIA firm · Los Gatos, CA 95032 · Registered investment adviser · $23M AUM

CRD 334262 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Legacy Capital Group California, INC.17 mi

RIA firm · Los Gatos, CA 95030 · Registered investment adviser · $536M AUM

CRD 111436 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mainstreet Financial Planning, INC.17 mi

RIA firm · Los Gatos, CA 95030 · Registered investment adviser

CRD 123189 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
React Investment Solutions, LLC17 mi

RIA firm · Los Gatos, CA 95030 · Registered investment adviser

CRD 150801 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Rice Financial Consulting, INC.17 mi

RIA firm · Los Gatos, CA 95030 · Registered investment adviser · $287M AUM

CRD 170346 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Partnership Capital Growth Investors Management, LLC17 mi

RIA firm · Los Gatos, CA 95030 · Registered investment adviser · $142M AUM

CRD 173288 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Consonance Wealth Management17 mi

RIA firm · Los Gatos, CA 95030 · Registered investment adviser · $12M AUM

CRD 285027 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Los Gatos Financial LLC17 mi

RIA firm · Los Gatos, CA 95030 · Registered investment adviser

CRD 329966 · verify at the regulator

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

Insurance agents near 95060

Dwight Matthews27.1 mi

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

This is you? Claim itclaimable & removable by its owner
Michael Tirabassi27.1 mi

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

This is you? Claim itclaimable & removable by its owner
Jack Flesher27.1 mi

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

This is you? Claim itclaimable & removable by its owner
Josh Anderson27.1 mi

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

This is you? Claim itclaimable & removable by its owner
Al Ward27.1 mi

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

This is you? Claim itclaimable & removable by its owner
Jim Flynn27.1 mi

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

This is you? Claim itclaimable & removable by its owner
Naomi Hayashi27.1 mi

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

This is you? Claim itclaimable & removable by its owner
Candice Kistner31.1 mi

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

This is you? Claim itclaimable & removable by its owner
Amanda Martin31.1 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.31.3 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 Agency31.3 mi

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

This is you? Claim itclaimable & removable by its owner
Harold Lorber31.3 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 Butler31.3 mi

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

This is you? Claim itclaimable & removable by its owner
Jay Schmidt31.3 mi

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

This is you? Claim itclaimable & removable by its owner
Philip Porter32 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 Qin32 mi

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

This is you? Claim itclaimable & removable by its owner
Marketside Insurance Services32.1 mi

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

This is you? Claim itclaimable & removable by its owner
Bob Anderson32.1 mi

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

This is you? Claim itclaimable & removable by its owner
Bill Cohen32.1 mi

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

This is you? Claim itclaimable & removable by its owner
Emily Chapman32.1 mi

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

This is you? Claim itclaimable & removable by its owner
James K. Mason Insurance Services LLC42 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 Insurance42.8 mi

Insurance · Burlingame, CA 94010 · Personal and business insurance

This is you? Claim itclaimable & removable by its owner
Limitless Insurance Solutions42.8 mi

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

This is you? Claim itclaimable & removable by its owner
Brandon Yim42.8 mi

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

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

Nearby areas

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

  • Los Gatos, CA17 mi
  • Los Gatos, CA17 mi
  • Saratoga, CA18 mi
  • Campbell, CA21 mi
  • Cupertino, CA22 mi
  • San Jose, CA22 mi
  • San Jose, CA24 mi
  • San Jose, CA25 mi
  • Los Altos, CA25 mi
  • San Jose, CA26 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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