🤫 Directory · consent-first

Near 95628. Fair Oaks.

24 financial advisors & firms and 0 insurance agents verified near Fair Oaks, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 95628

Mark Gillam Enterprises0 mi

RIA firm · Fair Oaks, CA 95628 · Registered investment adviser · $210M AUM

CRD 108632 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bellwether Capital Management LLC0 mi

RIA firm · Fair Oaks, CA 95628 · Registered investment adviser · $36M AUM

CRD 153633 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Eckel Financial Advisors0 mi

RIA firm · Fair Oaks, CA 95628 · Registered investment adviser · $28M AUM

CRD 334463 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Zeller Kern Business Advisors3.6 mi

RIA firm · Gold River, CA 95670 · Registered investment adviser

CRD 144913 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Three Oaks Wealth3.6 mi

RIA firm · Gold River, CA 95670 · Registered investment adviser · $89M AUM

CRD 171082 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Alpha Retirement Wealth, LLC3.6 mi

RIA firm · Gold River, CA 95670 · Registered investment adviser · $32M AUM

CRD 281786 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rehoboth Financial Planning, INC.3.6 mi

RIA firm · Rancho Cordova, CA 95670 · Registered investment adviser · $16M AUM

CRD 333840 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Voska Wealth3.6 mi

RIA firm · Rancho Cordova, CA 95670 · Registered investment adviser

CRD 341574 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Logan Group Securities6.2 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser

CRD 40259 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Planned Solutions, INC.6.2 mi

RIA firm · Folsom, CA 95630 · Registered investment adviser · $671M AUM

CRD 105052 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Allworth Financial, L.P.6.2 mi

RIA firm · Folsom, CA 95630 · Registered investment adviser · $33.6B AUM

CRD 111167 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Prudent Investor Advisors, LLC6.2 mi

RIA firm · Folsom, CA 95630 · Registered investment adviser · $1.3B AUM

CRD 121922 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sierra Financial Planning & Asset Management6.2 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $26M AUM

CRD 125451 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Peak Investment Solutions, LLC6.2 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $77M AUM

CRD 134846 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Frederick, Mark D.6.2 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser

CRD 138204 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Elite Capital Services, LLC6.2 mi

RIA firm · Folsom, CA 95630 · Registered investment adviser · $54M AUM

CRD 145449 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Q4 Strategic Equity Advisors INC.6.2 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $2M AUM

CRD 146071 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pinedo Financial Services6.2 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $21M AUM

CRD 149450 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Sullivan Group6.2 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $100M AUM

CRD 150705 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

St. Clair Financial6.2 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $141M AUM

CRD 151251 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capital Wealth Planners, LLC6.2 mi

RIA firm · Folsom, CA 95630 · Registered investment adviser · $94M AUM

CRD 154990 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gasber Financial Advisors, INC6.2 mi

RIA firm · Folsom, CA 95630 · Registered investment adviser · $178M AUM

CRD 157329 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Corley Investment Management6.2 mi

RIA firm · Folsom, CA 95630 · Registered investment adviser

CRD 159719 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fairchild Financial Advisors, INC.6.2 mi

RIA firm · Folsom, CA 95630 · Registered investment adviser · $127M AUM

CRD 165434 · verify at the regulator

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 Fair Oaks, 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 95628. Fair Oaks.

24 financial advisors & firms and 0 insurance agents verified near Fair Oaks, CA — every one cited to the regulator, claimable and removable by the person named.

Find your person