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🤫 Directory · consent-first

Near 95070. Saratoga.

24 financial advisors & firms and 20 insurance agents verified near Saratoga, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 95070

Saratoga Research & Investment Management0 mi

RIA firm · Saratoga, CA 95070 · Registered investment adviser · $2.5B AUM

CRD 110506 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Evla Hills Equity Services LLC0 mi

RIA firm · Saratoga, CA 95070 · Registered investment adviser · $52M AUM

CRD 142446 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Aria Wealth Management0 mi

RIA firm · Saratoga, CA 95070 · Registered investment adviser · $130M AUM

CRD 288450 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vienna Asset Management LLC0 mi

RIA firm · Saratoga, CA 95070 · Registered investment adviser · $257M AUM

CRD 299725 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Agata Investments LLC0 mi

RIA firm · Saratoga, CA 95070 · Registered investment adviser

CRD 318275 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pruneyard Financial Group, INC.4 mi

RIA firm · Cupertino, CA 95014 · Registered investment adviser · $91M AUM

CRD 117378 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Integral Financial LLC4 mi

RIA firm · Cupertino, CA 95014 · Registered investment adviser

CRD 120343 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Chinese Abraham Investment Advisors LLC4 mi

RIA firm · Cupertino, CA 95014 · Registered investment adviser · $36M AUM

CRD 132170 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
the Tilted Funds Group, LLC4 mi

RIA firm · Cupertino, CA 95014 · Registered investment adviser · $811k AUM

CRD 141537 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Everest Private Wealth4 mi

RIA firm · Cupertino, CA 95014 · Registered investment adviser · $411M AUM

CRD 142945 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Infinity 8 Investments, LLC4 mi

RIA firm · Cupertino, CA 95014 · Registered investment adviser · $124M AUM

CRD 152180 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Akrish Financial Advisory4 mi

RIA firm · Cupertino, CA 95014 · Registered investment adviser

CRD 288700 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Capital V Group LLC4 mi

RIA firm · Cupertino, CA 95014 · Registered investment adviser

CRD 297266 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
SP Asset Management LLC4 mi

RIA firm · Cupertino, CA 95014 · Registered investment adviser · $1.9B AUM

CRD 323369 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Legacy Capital Group California, INC.4.4 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.4.4 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, LLC4.4 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.4.4 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, LLC4.4 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 Management4.4 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 LLC4.4 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
Retirement Capital Strategies, INC.4.5 mi

RIA firm · San Jose, CA 95129 · Registered investment adviser · $305M AUM

CRD 139009 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Betterwealth LLC4.5 mi

RIA firm · San Jose, CA 95129 · Registered investment adviser · $660M AUM

CRD 226661 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Andrey, Douglas4.5 mi

RIA firm · San Jose, CA 95129 · Registered investment adviser · $2M AUM

CRD 312183 · verify at the regulator

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

Insurance agents near 95070

Dwight Matthews9.6 mi

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

This is you? Claim itclaimable & removable by its owner
Michael Tirabassi9.6 mi

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

This is you? Claim itclaimable & removable by its owner
Jack Flesher9.6 mi

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

This is you? Claim itclaimable & removable by its owner
Josh Anderson9.6 mi

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

This is you? Claim itclaimable & removable by its owner
Al Ward9.6 mi

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

This is you? Claim itclaimable & removable by its owner
Jim Flynn9.6 mi

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

This is you? Claim itclaimable & removable by its owner
Naomi Hayashi9.6 mi

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

This is you? Claim itclaimable & removable by its owner
Candice Kistner13.8 mi

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

This is you? Claim itclaimable & removable by its owner
Amanda Martin13.8 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.14.1 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 Agency14.1 mi

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

This is you? Claim itclaimable & removable by its owner
Harold Lorber14.1 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 Butler14.1 mi

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

This is you? Claim itclaimable & removable by its owner
Jay Schmidt14.1 mi

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

This is you? Claim itclaimable & removable by its owner
Marketside Insurance Services14.4 mi

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

This is you? Claim itclaimable & removable by its owner
Philip Porter15.3 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 Qin15.3 mi

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

This is you? Claim itclaimable & removable by its owner
Bob Anderson15.4 mi

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

This is you? Claim itclaimable & removable by its owner
Bill Cohen15.4 mi

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

This is you? Claim itclaimable & removable by its owner
Emily Chapman15.4 mi

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

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

Nearby areas

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

  • Cupertino, CA4 mi
  • Los Gatos, CA4 mi
  • San Jose, CA5 mi
  • Campbell, CA6 mi
  • Los Altos, CA9 mi
  • Mountain View, CA9 mi
  • San Jose, CA9 mi
  • San Jose, CA9 mi
  • Los Gatos, CA10 mi
  • San Jose, CA10 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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