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🤫 Directory · consent-first

Near 95113. San Jose.

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

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Financial

Advisors & firms near 95113

Heckman Financial & Insurance Services, INC.0 mi

RIA firm · San Jose, CA 95113 · Registered investment adviser · $116M AUM

CRD 111549 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Financial Planning Consultants, LLC0 mi

RIA firm · San Jose, CA 95113 · Registered investment adviser

CRD 118547 · verify at the regulator

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

RIA firm · San Jose, CA 95113 · Registered investment adviser · $59M AUM

CRD 150647 · verify at the regulator

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

RIA firm · San Jose, CA 95113 · Registered investment adviser · $0k AUM

CRD 314872 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Endowe Advisory LLC0 mi

RIA firm · San Jose, CA 95113 · Registered investment adviser · $0k AUM

CRD 338697 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kessler Financial Services0.8 mi

RIA firm · San Jose, CA 95112 · Registered investment adviser

CRD 135967 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Werba Rubin Papier Wealth Management, LLC0.8 mi

RIA firm · San Jose, CA 95112 · Registered investment adviser · $1.4B AUM

CRD 139237 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Silicon Valley Capital Partners, L.P.1.4 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, LLC1.4 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 Services1.4 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 Planning1.4 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 LLC1.4 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 LLC1.4 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 Solutions1.4 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
Family Wealth Consultants, INC.1.5 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
Dwr Wealth Management, LLC1.5 mi

RIA firm · San Jose, CA 95126 · Registered investment adviser · $221M AUM

CRD 133743 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Clarity Wealth Advisors1.5 mi

RIA firm · San Jose, CA 95126 · Registered investment adviser · $733M AUM

CRD 157913 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sterling Advisory Services, LLC1.5 mi

RIA firm · San Jose, CA 95126 · Registered investment adviser · $6M AUM

CRD 169827 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ttp Investments, INC.1.5 mi

RIA firm · San Jose, CA 95126 · Registered investment adviser · $571M AUM

CRD 284082 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Corinthian Wealth Management1.5 mi

RIA firm · San Jose, CA 95126 · Registered investment adviser · $132M AUM

CRD 312196 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kera Capital Partners1.5 mi

RIA firm · San Jose, CA 95126 · Registered investment adviser · $1.4B AUM

CRD 312875 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fireside Financial Planning, INC.2.7 mi

RIA firm · San Jose, CA 95125 · Registered investment adviser · $18M AUM

CRD 121784 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Align Wealth Management, LLC2.7 mi

RIA firm · San Jose, CA 95125 · Registered investment adviser · $117M AUM

CRD 323615 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Potentia Wealth2.7 mi

RIA firm · San Jose, CA 95125 · Registered investment adviser · $569M AUM

CRD 329135 · verify at the regulator

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

Insurance agents near 95113

Dwight Matthews12.8 mi

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

This is you? Claim itclaimable & removable by its owner
Michael Tirabassi12.8 mi

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

This is you? Claim itclaimable & removable by its owner
Jack Flesher12.8 mi

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

This is you? Claim itclaimable & removable by its owner
Josh Anderson12.8 mi

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

This is you? Claim itclaimable & removable by its owner
Al Ward12.8 mi

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

This is you? Claim itclaimable & removable by its owner
Jim Flynn12.8 mi

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

This is you? Claim itclaimable & removable by its owner
Naomi Hayashi12.8 mi

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

This is you? Claim itclaimable & removable by its owner
Marketside Insurance Services15 mi

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

This is you? Claim itclaimable & removable by its owner
Candice Kistner15.7 mi

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

This is you? Claim itclaimable & removable by its owner
Amanda Martin15.7 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.16.2 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 Agency16.2 mi

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

This is you? Claim itclaimable & removable by its owner
Harold Lorber16.2 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 Butler16.2 mi

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

This is you? Claim itclaimable & removable by its owner
Jay Schmidt16.2 mi

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

This is you? Claim itclaimable & removable by its owner
Bob Anderson18 mi

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

This is you? Claim itclaimable & removable by its owner
Bill Cohen18 mi

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

This is you? Claim itclaimable & removable by its owner
Emily Chapman18 mi

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

This is you? Claim itclaimable & removable by its owner
Philip Porter18 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 Qin18 mi

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

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

Nearby areas

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

  • San Jose, CA1 mi
  • San Jose, CA2 mi
  • San Jose, CA3 mi
  • Campbell, CA5 mi
  • Santa Clara, CA6 mi
  • San Jose, CA6 mi
  • San Jose, CA7 mi
  • Milpitas, CA7 mi
  • Los Gatos, CA9 mi
  • Saratoga, 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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