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Near 95125. 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 95125

Fireside Financial Planning, INC.0 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, LLC0 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 Wealth0 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
Abundit Wealth0 mi

RIA firm · San Jose, CA 95125 · Registered investment adviser · $24M AUM

CRD 329268 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Family Wealth Consultants, INC.2.5 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, LLC2.5 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 Advisors2.5 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, LLC2.5 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.2.5 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 Management2.5 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 Partners2.5 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
Heckman Financial & Insurance Services, INC.2.7 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, LLC2.7 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
James A. Jimenez2.7 mi

RIA firm · San Jose, CA 95128 · Registered investment adviser · $5M AUM

CRD 136200 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Firsthand Capital Management, INC.2.7 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
David, Alan R.2.7 mi

RIA firm · San Jose, CA 95128 · Registered investment adviser

CRD 155700 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Xoomfi Advisors2.7 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 LLC2.7 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
Caruso Family Financial Advisors (cffa) LLC2.8 mi

RIA firm · San Jose, CA 95118 · Registered investment adviser · $25M AUM

CRD 306593 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kessler Financial Services3.4 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, LLC3.4 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
Mine & Arao Wealth Creation and Management, LLC3.6 mi

RIA firm · Campbell, CA 95008 · Registered investment adviser · $338M AUM

CRD 118319 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Petersen and Hicks3.6 mi

RIA firm · Campbell, CA 95008 · Registered investment adviser

CRD 124568 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Silicon Valley Capital Partners, L.P.3.6 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
Insurance

Insurance agents near 95125

Dwight Matthews13.6 mi

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

This is you? Claim itclaimable & removable by its owner
Michael Tirabassi13.6 mi

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

This is you? Claim itclaimable & removable by its owner
Jack Flesher13.6 mi

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

This is you? Claim itclaimable & removable by its owner
Josh Anderson13.6 mi

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

This is you? Claim itclaimable & removable by its owner
Al Ward13.6 mi

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

This is you? Claim itclaimable & removable by its owner
Jim Flynn13.6 mi

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

This is you? Claim itclaimable & removable by its owner
Naomi Hayashi13.6 mi

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

This is you? Claim itclaimable & removable by its owner
Marketside Insurance Services16.5 mi

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

This is you? Claim itclaimable & removable by its owner
Candice Kistner17 mi

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

This is you? Claim itclaimable & removable by its owner
Amanda Martin17 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.17.4 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 Agency17.4 mi

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

This is you? Claim itclaimable & removable by its owner
Harold Lorber17.4 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 Butler17.4 mi

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

This is you? Claim itclaimable & removable by its owner
Jay Schmidt17.4 mi

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

This is you? Claim itclaimable & removable by its owner
Philip Porter19.1 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 Qin19.1 mi

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

This is you? Claim itclaimable & removable by its owner
Bob Anderson19.2 mi

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

This is you? Claim itclaimable & removable by its owner
Bill Cohen19.2 mi

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

This is you? Claim itclaimable & removable by its owner
Emily Chapman19.2 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 San Jose, CA.

  • San Jose, CA2 mi
  • San Jose, CA3 mi
  • Campbell, CA4 mi
  • San Jose, CA4 mi
  • San Jose, CA6 mi
  • Los Gatos, CA7 mi
  • Santa Clara, CA8 mi
  • Los Gatos, CA8 mi
  • Saratoga, CA9 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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