🤫 Directory · consent-first

Near 95219. Stockton.

19 financial advisors & firms and 1 insurance agent verified near Stockton, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 95219

Goldstrand Planning Group0 mi

RIA firm · Stockton, CA 95219 · Registered investment adviser · $43M AUM

CRD 115906 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rsg Financial Group INC0 mi

RIA firm · Stockton, CA 95219 · Registered investment adviser · $50M AUM

CRD 136849 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dkm Wealth Management, INC.0 mi

RIA firm · Stockton, CA 95219 · Registered investment adviser · $317M AUM

CRD 316778 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Boddington Capital, LLC0 mi

RIA firm · Stockton, CA 95219 · Registered investment adviser · $27M AUM

CRD 337918 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lee R. Robinson & Associates10.5 mi

RIA firm · Stockton, CA 95207 · Registered investment adviser · $4M AUM

CRD 136458 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Spurgeon Financial Group10.5 mi

RIA firm · Stockton, CA 95207 · Registered investment adviser · $38M AUM

CRD 138174 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Michael P Lynch Wealth Management, LLC10.5 mi

RIA firm · Stockton, CA 95207 · Registered investment adviser · $23M AUM

CRD 147450 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Findec Wealth Services, INC.10.5 mi

RIA firm · Stockton, CA 95207 · Registered investment adviser · $628M AUM

CRD 311949 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Attentive Investments, LLC10.5 mi

RIA firm · Stockton, CA 95207 · Registered investment adviser · $197M AUM

CRD 315478 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Nardene Wealth Management INC12.3 mi

RIA firm · Brentwood, CA 94513 · Registered investment adviser · $80M AUM

CRD 148528 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Aspire Advisory Services20.1 mi

RIA firm · Lodi, CA 95240 · Registered investment adviser · $69M AUM

CRD 129828 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Arbor Family Wealth Advisors, INC.20.1 mi

RIA firm · Lodi, CA 95240 · Registered investment adviser

CRD 142270 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Valley Wealth Strategies, LLC20.1 mi

RIA firm · Lodi, CA 95240 · Registered investment adviser · $1.4B AUM

CRD 289737 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mccann Investment Management LLC20.1 mi

RIA firm · Lodi, CA 95240 · Registered investment adviser · $8M AUM

CRD 315149 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

401k Engineers INC.21.2 mi

RIA firm · Tracy, CA 95376 · Registered investment adviser · $45M AUM

CRD 309129 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Muhr Advisory Group23.1 mi

RIA firm · Clayton, CA 94517 · Registered investment adviser · $55M AUM

CRD 127104 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Intelligent Investing23.1 mi

RIA firm · Clayton, CA 94517 · Registered investment adviser · $44M AUM

CRD 135120 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Oak Tree Securities, INC.23.7 mi

RIA firm · Livermore, CA 94551 · Registered investment adviser · $4M AUM

CRD 18126 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Orrell Capital Management23.7 mi

RIA firm · Livermore, CA 94551 · Registered investment adviser · $239M AUM

CRD 112487 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 95219

David E. Quan Agency, Insurance Brokers, Inc.44.4 mi

Insurance · Oakland, CA · Earthquake insurance across SF Bay Area counties

This is you? Claim itclaimable & removable by its owner

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Nearby areas

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

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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🤫 Directory · consent-first

Near 95219. Stockton.

19 financial advisors & firms and 1 insurance agent verified near Stockton, CA — every one cited to the regulator, claimable and removable by the person named.

Find your person