🤫 Directory · consent-first

Near 95746. Granite Bay.

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

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Financial

Advisors & firms near 95746

Parkshore Wealth Management0 mi

RIA firm · Granite Bay, CA 95746 · Registered investment adviser · $518M AUM

CRD 148052 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dynamic Wealth Strategies, LLC0 mi

RIA firm · Granite Bay, CA 95746 · Registered investment adviser · $191M AUM

CRD 167594 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Spectrum Wealth Advisory Group, LLC0 mi

RIA firm · Granite Bay, CA 95746 · Registered investment adviser · $445M AUM

CRD 298632 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Onesource Wealth Management0 mi

RIA firm · Granite Bay, CA 95746 · Registered investment adviser · $150M AUM

CRD 319078 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rutherford Capital, INC.0 mi

RIA firm · Granite Bay, CA 95746 · Registered investment adviser · $17M AUM

CRD 319416 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Abound Financial0 mi

RIA firm · Granite Bay, CA 95746 · Registered investment adviser · $428M AUM

CRD 327724 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Legacy Wealth, INC.0 mi

RIA firm · Granite Bay, CA 95746 · Registered investment adviser

CRD 337405 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Randolph Elder, Cfp4.3 mi

RIA firm · Loomis, CA 95650 · Registered investment adviser · $18M AUM

CRD 128903 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

JC Financial Services4.3 mi

RIA firm · Loomis, CA 95650 · Registered investment adviser · $24M AUM

CRD 284702 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Logan Group Securities4.5 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser

CRD 40259 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sierra Financial Planning & Asset Management4.5 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, LLC4.5 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.4.5 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser

CRD 138204 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Q4 Strategic Equity Advisors INC.4.5 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 Services4.5 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 Group4.5 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 Financial4.5 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

Hansen & Associates Financial Group INC.4.5 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $202M AUM

CRD 168363 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fc360 Wealth Management, INC.4.5 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $158M AUM

CRD 171788 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bangerter Financial Services, INC.4.5 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $69M AUM

CRD 171939 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

WE Alliance Wealth Advisors, INC.4.5 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $233M AUM

CRD 175405 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rowland Financial Services4.5 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser

CRD 284540 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Staines Financial, LLC4.5 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $169M AUM

CRD 299405 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Measured Financial4.5 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $68M AUM

CRD 305720 · 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 Granite Bay, 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 95746. Granite Bay.

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

Find your person