NewEdge Wealth
50 California St Ste 1503, San Francisco, CA 94111
💼 Financial Services in the Bay Area
3503 financial services across 103 cities, ranked by rating and number of reviews.
Filter by specialty
- All (3503)
- Financial planner(2148)
- Financial consultant(1791)
- Investment service(1360)
- Financial advisor(227)
- Mortgage lender(180)
- Financial institution(156)
- Bank(143)
- Investment company(100)
- Mortgage broker(98)
- Credit union(29)
- Investment bank(27)
- Federal credit union(4)
More specialties (3)
Filter by city
- Alameda (30)
- Alamo (14)
- Albany (10)
- American Canyon (3)
- Antioch (14)
- Atherton (1)
- Belmont (9)
- Benicia (6)
- Berkeley (54)
- Brentwood (29)
- Burlingame (34)
- Byron (1)
- Campbell (58)
- Castro Valley (12)
- Cloverdale (3)
- Concord (36)
- Corte Madera (14)
- Cotati (1)
- Cupertino (42)
- Daly City (13)
- Danville (57)
- Discovery Bay (2)
- Dixon (8)
- Dublin (15)
- El Cerrito (11)
- El Sobrante (1)
- Emeryville (10)
- Fairfax (2)
- Fairfield (41)
- Forestville (1)
- Foster City (9)
- Fremont (59)
- Gilroy (12)
- Greenbrae (23)
- Guerneville (1)
- Half Moon Bay (11)
- Hayward (13)
- Healdsburg (15)
- Hercules (2)
- Kensington (1)
- Lafayette (35)
- Larkspur (31)
- Livermore (9)
- Los Altos (36)
- Los Gatos (60)
- Martinez (4)
- Menlo Park (122)
- Mill Valley (65)
- Millbrae (7)
- Milpitas (17)
- Monte Sereno (2)
- Moraga (7)
- Morgan Hill (32)
- Mountain View (32)
- Napa (84)
- Newark (17)
- Novato (27)
- Oakland (143)
- Oakley (1)
- Orinda (12)
- Pacifica (2)
- Palo Alto (139)
- Petaluma (30)
- Piedmont (6)
- Pinole (3)
- Pittsburg (6)
- Pleasant Hill (23)
- Pleasanton (92)
- Point Reyes Station (1)
- Portola Valley (1)
- Redwood City (66)
- Richmond (8)
- Rio Vista (1)
- Rohnert Park (13)
- Ross (1)
- San Anselmo (6)
- San Bruno (4)
- San Carlos (19)
- San Francisco (435)
- San Jose (279)
- San Leandro (21)
- San Lorenzo (2)
- San Mateo (109)
- San Pablo (2)
- San Rafael (98)
- San Ramon (84)
- Santa Clara (46)
- Santa Rosa (153)
- Saratoga (5)
- Sausalito (17)
- Sebastopol (16)
- Sonoma (29)
- South San Francisco (7)
- St. Helena (15)
- Suisun City (5)
- Sunnyvale (35)
- Tiburon (7)
- Union City (11)
- Vacaville (39)
- Vallejo (9)
- Walnut Creek (220)
- Windsor (11)
- Woodside (6)
Nicholas Hunt - UBS Financial Services Inc.
305 Lytton Ave, Palo Alto, CA 94301
Nick Varbanets - Morgan Stanley
2882 Sand Hill Rd Ste 200, Menlo Park, CA 94025
Nickolas Prieto, CFA, CFP, CRPS - UBS Financial Services Inc.
305 Lytton Ave, Palo Alto, CA 94301
Nicole Simoni - Financial Advisor, Ameriprise Financial Services, LLC
1333 N California Blvd #630, Walnut Creek, CA 94596
Nor-Cal FDC
300 Frank H. Ogawa Plaza #175, Oakland, CA 94612
Norcala Financial
3053 Fillmore St, San Francisco, CA 94123
North Bay Wealth Management
140 2nd St #310, Petaluma, CA 94952
NorthRock Partners
100 Smith Ranch Rd Unit 104, San Rafael, CA 94903
NorthRock Partners - Berkeley
2040 Bancroft Way, Berkeley, CA 94704
Northbay Advisors
6010 Commerce Blvd #142, Rohnert Park, CA 94928
Northrock Partners - San Francisco
432 Clay St, San Francisco, CA 94111
Northstar Financial Advisors
561 Sycamore Valley Rd, Danville, CA 94526
Northwestern Mutual
745 Distel Dr Ste 104, Los Altos, CA 94022
Northwestern Mutual
3 Twin Dolphin Dr Ste 100, Redwood City, CA 94065
Northwestern Mutual
3738 Mount Diablo Blvd #306, Lafayette, CA 94549
Northwestern Mutual
575 Lincoln Ave #320, Napa, CA 94558
Northwestern Mutual
2121 N California Blvd #620, Walnut Creek, CA 94596
Northwestern Mutual
3021 Citrus Cir #290, Walnut Creek, CA 94598
Northwestern Mutual
101 Larkspur Landing Cir #315, Larkspur, CA 94939
Northwestern Mutual : Sharon S Zimmerman, CFP
1049 4th St I, Santa Rosa, CA 95404
OHANA ADVISORS
101 Lucas Valley Rd Unit 202, San Rafael, CA 94903
Oak Hill Capital Partners
3000 Sand Hill Rd, Menlo Park, CA 94025
Oak Mountain Financial Group, Inc.
100 E St Ste 106, Santa Rosa, CA 95404
Oak Peak Financial
750 Menlo Ave #250, Menlo Park, CA 94025
Oak Wealth Management, LLC
2890 N Main St #306, Walnut Creek, CA 94597
Oakmont Financial Group
6580 Oakmont Dr # B, Santa Rosa, CA 95409
Occidental Asset Management, LLC
301 California Dr #9, Burlingame, CA 94010
Occidental Asset Management, LLC
648 Chenery St, San Francisco, CA 94131
OctaveWealth
221 Clara St, San Francisco, CA 94107
Ogborne Capital Management, LLC.
220 Halleck St #110, San Francisco, CA 94129
Olesky Capital Management
461 W Live Oak Dr, Mill Valley, CA 94941
On the Trail Financial Planning
51 Lusherm Ct, Walnut Creek, CA 94597
One Capital Management - San Francisco
101 Montgomery St #2400, San Francisco, CA 94104
One Wealth Advisors
766 Valencia St 2nd Floor, San Francisco, CA 94110
Open Advisors
44 Montgomery St Ste 2950, San Francisco, CA 94104
Open Trail Financial Consultants
1500 Valley House Dr #210, Rohnert Park, CA 94928
OpenInvest
2 Mint Plaza #604, San Francisco, CA 94103
Opportunity Capital Partners
2201 Walnut Ave #210, Fremont, CA 94536
Options Financial Learning
1845 Addison St, Berkeley, CA 94703
Opus: Advice First - Ameriprise Financial Services, LLC
522 Ramona St, Palo Alto, CA 94301
Ora Family Wealth - Ameriprise Financial Services, LLC
4314 Redwood Hwy Ste 400, San Rafael, CA 94903
Orbis Investment Management (U.S.), LLC
Letterman Digital Arts Center, 1 Letterman Dr, San Francisco, CA 94129
Orchard City Wealth Management, LLC
987 University Ave #8, Los Gatos, CA 95032
Orchid Wealth Management
1281 8th Ave, San Francisco, CA 94122
Orinda Asset Management, LLC
3390 Mount Diablo Blvd #250, Lafayette, CA 94549
Osborne Partners Capital Management, LLC
545 Middlefield Rd Ste 165, Menlo Park, CA 94025
P E Financial Group
3 Harbor Dr, Sausalito, CA 94965