24 financial advisors & firms and 0 insurance agents verified near Auburn, CA โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Auburn, CA 95603 ยท Registered investment adviser ยท $27M AUM
CRD 106121 ยท verify at the regulator
RIA firm ยท Auburn, CA 95603 ยท Registered investment adviser ยท $15M AUM
CRD 130864 ยท verify at the regulator
RIA firm ยท Auburn, CA 95603 ยท Registered investment adviser ยท $134M AUM
CRD 131081 ยท verify at the regulator
RIA firm ยท Auburn, CA 95603 ยท Registered investment adviser
CRD 282474 ยท verify at the regulator
RIA firm ยท Auburn, CA 95603 ยท Registered investment adviser ยท $173M AUM
CRD 283976 ยท verify at the regulator
RIA firm ยท Auburn, CA 95603 ยท Registered investment adviser ยท $119M AUM
CRD 309675 ยท verify at the regulator
RIA firm ยท Auburn, CA 95603 ยท Registered investment adviser
CRD 312487 ยท verify at the regulator
RIA firm ยท Auburn, CA 95602 ยท Registered investment adviser ยท $121M AUM
CRD 290853 ยท verify at the regulator
RIA firm ยท Loomis, CA 95650 ยท Registered investment adviser ยท $18M AUM
CRD 128903 ยท verify at the regulator
RIA firm ยท Loomis, CA 95650 ยท Registered investment adviser ยท $24M AUM
CRD 284702 ยท verify at the regulator
RIA firm ยท Rocklin, CA 95677 ยท Registered investment adviser ยท $1.5B AUM
CRD 148221 ยท verify at the regulator
RIA firm ยท Rocklin, CA 95677 ยท Registered investment adviser ยท $12M AUM
CRD 339325 ยท verify at the regulator
RIA firm ยท Rocklin, CA 95765 ยท Registered investment adviser ยท $395k AUM
CRD 168702 ยท verify at the regulator
RIA firm ยท Rocklin, CA 95765 ยท Registered investment adviser ยท $117M AUM
CRD 309109 ยท verify at the regulator
RIA firm ยท Rocklin, CA 95765 ยท Registered investment adviser ยท $86M AUM
CRD 314931 ยท verify at the regulator
RIA firm ยท Granite Bay, CA 95746 ยท Registered investment adviser ยท $518M AUM
CRD 148052 ยท verify at the regulator
RIA firm ยท Granite Bay, CA 95746 ยท Registered investment adviser ยท $191M AUM
CRD 167594 ยท verify at the regulator
RIA firm ยท Lincoln, CA 95648 ยท Registered investment adviser
CRD 171614 ยท verify at the regulator
RIA firm ยท Granite Bay, CA 95746 ยท Registered investment adviser ยท $445M AUM
CRD 298632 ยท verify at the regulator
RIA firm ยท Granite Bay, CA 95746 ยท Registered investment adviser ยท $150M AUM
CRD 319078 ยท verify at the regulator
RIA firm ยท Granite Bay, CA 95746 ยท Registered investment adviser ยท $17M AUM
CRD 319416 ยท verify at the regulator
RIA firm ยท Granite Bay, CA 95746 ยท Registered investment adviser ยท $428M AUM
CRD 327724 ยท verify at the regulator
RIA firm ยท Granite Bay, CA 95746 ยท Registered investment adviser
CRD 337405 ยท verify at the regulator
RIA firm ยท Roseville, CA 95661 ยท Registered investment adviser
CRD 40259 ยท verify at the regulator
Verified advisors and insurance agents in the places closest to Auburn, 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 โ always confirm licensure directly with the regulator.