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Near 95129. 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 95129

Retirement Capital Strategies, INC.0 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 LLC0 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, Douglas0 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
Wheeler Financial Services, LLC0 mi

RIA firm · San Jose, CA 95129 · Registered investment adviser

CRD 341295 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Altos Financial Management, LLC2.1 mi

RIA firm · San Jose, CA 95117 · Registered investment adviser · $31M AUM

CRD 107602 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mine & Arao Wealth Creation and Management, LLC3.1 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 Hicks3.1 mi

RIA firm · Campbell, CA 95008 · Registered investment adviser

CRD 124568 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Rogers Investment Advisors, LLC3.1 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
Alta Financial Group3.1 mi

RIA firm · Campbell, CA 95008 · Registered investment adviser · $6M AUM

CRD 145001 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Behage Financial3.1 mi

RIA firm · Campbell, CA 95008 · Registered investment adviser · $14M AUM

CRD 155519 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Founders Circle Capital, LLC3.1 mi

RIA firm · Campbell, CA 95008 · Registered investment adviser · $1.7B AUM

CRD 166012 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Clearbridge Financial3.1 mi

RIA firm · Campbell, CA 95008 · Registered investment adviser

CRD 288838 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Seek First INC.3.1 mi

RIA firm · Campbell, CA 95008 · Registered investment adviser · $251M AUM

CRD 312546 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Entrust Investment Services, INC3.1 mi

RIA firm · Campbell, CA 95008 · Registered investment adviser · $141M AUM

CRD 324860 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Hickok Advisory, LLC3.1 mi

RIA firm · Campbell, CA 95008 · Registered investment adviser

CRD 333663 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
James A. Jimenez3.6 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
David, Alan R.3.6 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
London House Capital3.7 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
Altura Wealth Advisors INC.4.1 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
Cove4.1 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
Saratoga Research & Investment Management4.5 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
Pruneyard Financial Group, INC.4.5 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 LLC4.5 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 LLC4.5 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
Insurance

Insurance agents near 95129

Dwight Matthews8.3 mi

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

This is you? Claim itclaimable & removable by its owner
Michael Tirabassi8.3 mi

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

This is you? Claim itclaimable & removable by its owner
Jack Flesher8.3 mi

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

This is you? Claim itclaimable & removable by its owner
Josh Anderson8.3 mi

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

This is you? Claim itclaimable & removable by its owner
Al Ward8.3 mi

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

This is you? Claim itclaimable & removable by its owner
Jim Flynn8.3 mi

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

This is you? Claim itclaimable & removable by its owner
Naomi Hayashi8.3 mi

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

This is you? Claim itclaimable & removable by its owner
Marketside Insurance Services12.2 mi

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

This is you? Claim itclaimable & removable by its owner
Candice Kistner12.2 mi

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

This is you? Claim itclaimable & removable by its owner
Amanda Martin12.2 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.12.6 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 Agency12.6 mi

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

This is you? Claim itclaimable & removable by its owner
Harold Lorber12.6 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 Butler12.6 mi

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

This is you? Claim itclaimable & removable by its owner
Jay Schmidt12.6 mi

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

This is you? Claim itclaimable & removable by its owner
Philip Porter14.1 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 Qin14.1 mi

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

This is you? Claim itclaimable & removable by its owner
Bob Anderson14.2 mi

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

This is you? Claim itclaimable & removable by its owner
Bill Cohen14.2 mi

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

This is you? Claim itclaimable & removable by its owner
Emily Chapman14.2 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.

  • Campbell, CA3 mi
  • Cupertino, CA4 mi
  • Saratoga, CA5 mi
  • San Jose, CA5 mi
  • San Jose, CA6 mi
  • San Jose, CA6 mi
  • Los Gatos, CA6 mi
  • Santa Clara, CA6 mi
  • San Jose, CA6 mi
  • Mountain View, CA7 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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