15 financial advisors & firms and 0 insurance agents verified near Modesto, CA — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Modesto, CA 95354 · Registered investment adviser · $917M AUM
CRD 158338 · verify at the regulator
RIA firm · Modesto, CA 95354 · Registered investment adviser · $31M AUM
CRD 171169 · verify at the regulator
RIA firm · Modesto, CA 95354 · Registered investment adviser · $273M AUM
CRD 337421 · verify at the regulator
RIA firm · Modesto, CA 95355 · Registered investment adviser · $172M AUM
CRD 134936 · verify at the regulator
RIA firm · Modesto, CA 95355 · Registered investment adviser · $27M AUM
CRD 169270 · verify at the regulator
RIA firm · Modesto, CA 95350 · Registered investment adviser · $161M AUM
CRD 311830 · verify at the regulator
RIA firm · Modesto, CA 95350 · Registered investment adviser · $332M AUM
CRD 315326 · verify at the regulator
RIA firm · Ceres, CA 95307 · Registered investment adviser · $3M AUM
CRD 133418 · verify at the regulator
RIA firm · Ripon, CA 95366 · Registered investment adviser · $545M AUM
CRD 313829 · verify at the regulator
RIA firm · Turlock, CA 95380 · Registered investment adviser · $104M AUM
CRD 130291 · verify at the regulator
RIA firm · Turlock, CA 95380 · Registered investment adviser · $26M AUM
CRD 132945 · verify at the regulator
RIA firm · Turlock, CA 95380 · Registered investment adviser · $674M AUM
CRD 146569 · verify at the regulator
RIA firm · Turlock, CA 95380 · Registered investment adviser · $56M AUM
CRD 163928 · verify at the regulator
RIA firm · Oakdale, CA 95361 · Registered investment adviser · $83M AUM
CRD 111971 · verify at the regulator
RIA firm · Patterson, CA 95363 · Registered investment adviser
CRD 338179 · verify at the regulator
Verified advisors and insurance agents in the places closest to Modesto, 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.