Business List: Wealth in San Jose, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
Lan Lam Income Tax	550 Parrott St Ste 20B San Jose, CA 95112	66924xxxx1		5	2	4.2	10
Young & Lucero Wealth Consulting Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx8	abc*****@u.com
Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Galloway Uhlenberg Accountants	3001 Winchester Blvd Ste 10 Campbell, CA 95008	40837xxxx0	sta@g**********.com
Buckingham Strategic Wealth	16615 Lark Ave Ste 202 Los Gatos, CA 95032	80070xxxx5	ada*@b**************.com							535	3
Menlo Asset Management	1010 El Camino Real Ste 370 Menlo Park, CA 94025	65032xxxx8	cla**@m*******.com		2	5	1
Mcdonald Wealth Management	1733 Woodside Rd, Redwood City, CA 94061	65055xxxx5
Wealth Design	1999 S Bascom Ave, Campbell, CA 95008	40855xxxx0
Bay Area Wealth Management Group	2410 Camino Ramon, San Ramon, CA 94583	92580xxxx4
Akkish	San Jose, CA 95138	41583xxxx4	a18***************************@s***.wixpress
Wealth Design	1999 S Bascom Ave Ste 910 Campbell, CA 95008	40855xxxx0	d.j*****@w************.com
Redwitz Wealth Management Group	910 E Hamilton Ave Ste 550, Campbell, CA 95008	40837xxxx0	amb@w*****.com							5551	180	5800
Biddle Law	1900 S Norfolk St, Ste 350 San Mateo, CA 94403	65053xxxx0	amb***@a********.com			5	43					15
Robert Lee & Associates LLP	999 W Taylor St Ste A San Jose, CA 95126	40885xxxx0	aha***@r***.com			3.5	8
Cornerstone Wealth Management, Inc.	2400 Camino Ramon Ste 175, San Ramon, CA 94583	92582xxxx0	cor*************@c***********.com
The Auyeung Wealth Management Group-Morgan Stanley	20400 Silicon Valley Ctr, Cupertino, CA 95014	40886xxxx8	acc********@m**********.com
Key Focus Wealth	2603 Camino Ramon, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Erica Lubbers - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	bfl************@a*.com
Wealth By Design	14500 Big Basin Way, Saratoga, CA 95070	40874xxxx1	bar**@w*****************.com
Brickley Wealth Management	1900 Ofarrell St, San Mateo, CA 94403	65063xxxx1	aar@b***********.com
Redetigh Wealth Management	641 Turnbuckle Dr Unit 1708, Redwood City, CA 94063	65039xxxx6
Morgan Stanley Wealth Management	22320 Foothill Blvd, Hayward, CA 94541	51053xxxx3
Chase Bank	2510 W El Camino Real Ste 1 Mountain View, CA 94040	65055xxxx0	acc********@c**.com	3.3	43	2.8	29			917652	6999	37
Silicon Valley Wealth Advisors	3190 S Bascom Ave Ste 210, San Jose, CA 95124	40868xxxx8	chr@s********.com							5416	47	5500
J.M.SMITH	777 N 1st St Ste 230 San Jose, CA 95112	40840xxxx4	bfb***************************@s***.wixpress			1	1
EP Wealth Advisors	1900 S Norfolk St Ste 350, San Mateo, CA 94403	88876xxxx3	ab@e*******.com
Essence Wealth & Insurance Services	4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054	65074xxxx1	joh@e***********.com			5	49
Pleasanton Wealth	218 Ray St, Pleasanton, CA 94566	92578xxxx2	afh*************@b****************.com
Hidden Wealth Inc	Serving theSan Jose Area	40824xxxx7	inf@h**********.in
Horizon Wealth Solutions	2551 San Ramon Valley Blvd, San Ramon, CA 94583	92530xxxx4	mar@h*********.com
Fluent Wealth Partners	1530 The Alameda San Jose, CA 95126	40821xxxx0
World Financial Group	Fremont, CA 94536	92592xxxx0	dns****@a*****.com			3	2
Alison Wealth Management	530 Lytton Ave Fl 2, Palo Alto, CA 94301	88861xxxx2	ala*******@a*********.com							237		259
Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alf*********@a*.com									128
Wellspring Consulting	2635 N 1st St Ste 201 San Jose, CA 95134	40843xxxx8	ape@w*********.com			5	1
BlueSky Wealth Advisors	1735 N 1st St Ste 295 San Jose, CA 95054	40865xxxx0	ali**@b******.com
Hirz Law Group	75 E Santa Clara St Ste 275 San Jose, CA 95113	40829xxxx5	314***********************************@w***************.com			4.6	33			673	7	790
Benin Legacy Wealth Management	22320 Foothill Blvd, Hayward, CA 94541	51088xxxx6
Private Wealth Financial Partners	3000 Executive Pkwy Ste 400, San Ramon, CA 94583	92565xxxx4	inf@p*********.com
Pi Wealth Plan	Serving theSan Jose Area	41532xxxx8	cvb**********@p**.dreamhost
Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	wms********@r.com							14763		16000
Global Capital Wealth Management	San Jose, CA 95125	40827xxxx7	aha@g***.com
The Skyline Wealth Management Group - Morgan Stanley	225 W Santa Clara St Ste 900, San Jose, CA 95113	40894xxxx2	acm*********@m**********.com	3	2
INB Insurance Services	985 University Ave Los Gatos, CA 95032	40839xxxx0	chu*@i****.com			5	3
Meriwest Credit Union	1795 Hillsdale Ave, San Jose, CA 95124	87763xxxx7	ace*****@m*****.com			3.9	60
SnapFi	1155 Meridian Ave Ste 100 San Jose, CA 95125	80081xxxx6	bgr*@s***.com	4.2	33	4.9	88			2693	98	2700
WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx3	dns***@a*.com							168		167
Lasecke Weil Wealth Advisory Group, LLC	624 University Ave, Palo Alto, CA 94301	65032xxxx0	ede**@l********.com
Charles Schwab	3161 Stevenson Blvd Fremont, CA 94538	51044xxxx0	ada********@s***.com	4.1	7	3.3	12
Baywood Private Wealth Management / LPL Financial	1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402	65047xxxx7	flo@b********.com
Pantheon Wealth Planning	1798 Technology Dr Suite 200, San Jose, CA 95110	40840xxxx2	inf@p********.com							90		89
Carr Wealth Management, LLC	3757 Yosemite Ct S, Pleasanton, CA 94588	92548xxxx1	ant**@c*******.com									60
RBC Wealth Management Branch - San Jose	99 Almaden Blvd Ste 300, San Jose, CA 95113	40829xxxx2		5	2
Clidro Private Wealth Management	50 University Ave, Los Gatos, CA 95030	40834xxxx0
Morgan Stanley Wealth Management	333 W San Carlos St Ste 1100, San Jose, CA 95110	40828xxxx0	aar*********@m*********************.com
Maria D Boisvert - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx1	mar*********@r.com
Women For Wellness & Wealth	1177 Branham Ln, San Jose, CA 95118	40888xxxx4
Regent Wealth Management	1500 E Hamilton Ave Ste 201 Campbell, CA 95008	87745xxxx7	ann@r*******.com			5	1
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com	4.5	2					200	4	202
Roberts Wealth Advisors	776 Berkeley Ave, Menlo Park, CA 94025	65032xxxx6
Artesian Wealth Solutions	5446 Thornwood Dr Suite 101, San Jose, CA 95123	40862xxxx4	ann******@l.com
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com
Keep Your Wealth Sales Solutions	San Jose, CA 95119	40867xxxx8	dat***************@i**.de
Philip Castaneda - RBC Wealth Management Financial Advisor	99 Almaden Boulevard, Suite 300, San Jose, CA 95113	40894xxxx0
Abbott Stringham & Lynch	1901 South Bascom Ave Ste 105 Campbell, CA 95008	40837xxxx0	aal**@a***.com			3.7	3			93	100	111
Bryant Estate Planning & Elder Law	1625 The Alameda Ste 820 San Jose, CA 95126	40828xxxx2	lcb@b*************.com			4.2	47
Accretive Wealth Management	12657 Alcosta Blvd Ste 150, San Ramon, CA 94583	92536xxxx7	cri**************@a************.com
Humanity Wealth Advisors	2010 Crow Canyon Pl Ste 100, San Ramon, CA 94583	51093xxxx8	hsh***@h***********.com
Edgar Law Group	675 N First St Ste 675 San Jose, CA 95112	40862xxxx3	doe***@e**********.com			3.8	29
408 Group - Morgan Stanley Private Wealth Advisors	225 W Santa Clara St Suite 900, San Jose, CA 95113	65023xxxx4	acm*********@m**********.com
BFL Wealth Partners-Ameriprise Financial Services	3825 Hopyard Rd, Pleasanton, CA 94588	92522xxxx0	dns***@a*.com
Stoneridge West Wealth Management Group-Morgan Stanley	4309 Hacienda Dr, Pleasanton, CA 94588	92573xxxx2	acc********@m**********.com
Silicon Valley Wealth Advisors, LLC	3190 S Bascom Ave #210, San Jose, CA 95124	40868xxxx8	chr@s********.com	3.4	5					5389	47	5500
WisdomSource Wealth Advisory Group - Ameriprise Financial	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx5	dns***@a*.com							169		167
Merrill Lynch Financial Advisor Julie Marie Saso	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx6	ale********@m.com
Diversifi Capital	4546 El Camino Real B10 Ste1013 Los Altos, CA 94022	65063xxxx7	adv***@d*************.com			5	33
McDonald Wealth Management	51 E Campbell Ave, Campbell, CA 95008	40842xxxx8
Christian Ortez, AIF - LPL Financial	3031 Tisch Way 110 Plaza West San Jose, CA 95128	66923xxxx0	inf@c*************.com			5	2
All About Your Taxes	358 El Camino Real, San Bruno, CA 94066	65041xxxx2	akr@a**************.com	5	2	4.9	153
Andreja Dugacki - TIAA Wealth Management Advisor	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	acc****************@t*.org
Transitions Wealth Advisors	1100 Lincoln Ave, San Jose, CA 95125	40835xxxx2	joh@t***********************.com
Cunneen Law	1999 S Bascom Ave Ste 990 Campbell, CA 95008	48035xxxx0	jen***@c*******.com
MCC Financial Services	1042 W Heading St, San Jose, CA 95126	40826xxxx4				3.5	25
Onesta Wealth Management	Campbell, CA 95008	40878xxxx8	pw-******************************@p************.org
J.R. Financial & Insurance Services	2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050	40864xxxx2	and*@j**.com			4.8	28				10	193
SF Money Coach	Palo Alto, CA 94301	41557xxxx8	car*@s*********.com			5	22
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 S Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	ale**********@a*.com
Jlc Wealth Management Consultants	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx4
North Harbor Wealth Management - Ameriprise Financial Services	433 Airport Blvd Ste 328, Burlingame, CA 94010	65028xxxx8	aud*************@a*.com
Palo Alto Wealth Advisors	715 Colorado Ave, Palo Alto, CA 94303	65065xxxx0	dia@p***********.com	5	3
McDonald Wealth Mgmt	1500 E Hamilton Ave, Campbell, CA 95008	40842xxxx8	ale***@r****.com					5	5	111	2	112
Three Bridge Wealth Adviso Renew	3270 Alpine Rd, Portola Valley, CA 94028	41566xxxx1	inf@t***********.com
Seacrest Wealth Management	899 Santa Cruz Ave, Menlo Park, CA 94025	65032xxxx0
Pacific Wealth Planning	111 Deerwood Rd, San Ramon, CA 94583	92566xxxx4	d_j@p************.com
Insight Wealth Strategies	7275 National Drive, Suite C, Livermore, CA 94550	80031xxxx8	agr*@i***********.com
Total Wealth Solutions	43068 Christy St, Fremont, CA 94538	51025xxxx5
Sami Najafi Shaeghi - Wealth Financial Advisor	50 W San Fernando St Suite 275, San Jose, CA 95113	40849xxxx8	aab**@b**********.com							98496	1593	99000
Brown Financial & Insurance Services	1731 Technology Dr Ste 400 San Jose, CA 95110	40845xxxx5	dwy**********@p**.dreamhost
Tree of Life Law Firm	530 Lawrence Expy Ste 921 Sunnyvale, CA 94085	40878xxxx9	che******@g**.com			4.8	33
Sierra Pacific Wealth Management	11121 Chula Vista Ave, San Jose, CA 95127	40821xxxx7	ben*****@s************.com
Meyers Wealth Management	441 California Ave, Palo Alto, CA 94306	65052xxxx5
Cypress Private Wealth	3031 Tisch Way 110 Plz W San Jose, CA 95128	40872xxxx1	inf@c*******.com
Buckingham Strategic Wealth	16615 Lark Ave, Los Gatos, CA 95032	80070xxxx5	adm@b**************.com							562	7	659
RB Wealth Management Inc	464 S Sunnyvale Ave, Sunnyvale, CA 94086	40873xxxx0
King Wealth Advisors	1900 S Norfolk Ste 350 San Mateo, CA 94403	65043xxxx8	jsm*@k***************.com			5	3
West Valley Peninsula Group	99 S Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx4	rbc*******@r.com							12386		14000
Online Trading Academy	1798 Technology Dr Ste 152 San Jose, CA 95110	40853xxxx0	a.g**@t***********.com			2.9	76
Wealth Building Consulting Services		40835xxxx5
Angela Frangieh - State Farm Insurance Agent	1465 Park Ave, San Jose, CA 95126	40879xxxx0				4.7	224
Think Different Financial Planning	101 Jefferson Dr Menlo Park, CA 94025	65038xxxx3	fir@t*************.com			5	14
Tone Tran - Private Client Advisor	50 W San Fernando St Suite 425, San Jose, CA 95113	40830xxxx9	3d@b************.com							98496	1593	99000
BetterWealth	1475 Saratoga Ave #200, San Jose, CA 95129	40865xxxx0	and*@b*********.us	5	1
Phil Nguyen - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx7	dns***@a*.com
Morgan Stanley Wealth Management	216 Lorton Ave, Burlingame, CA 94010	65034xxxx3	int********@m**********.com
Edward L Grant, CPA	6920 Santa Teresa Blvd Ste 108 San Jose, CA 95119	40836xxxx0	ed@e*********.com			5	1
Technology Credit Union	1562 S Bascom Ave, San Jose, CA 95125	80055xxxx0	abe*****@t***.com	4.8	18	4.3	172			2677		2600
Evans Wealth Management Group - Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
Ledwith Financial Wealth Management	55 W 1st St, Morgan Hill, CA 95037	40877xxxx0	bra@l**************.com	5	5						34	934
Harris Private Wealth	1735 N First St #301, San Jose, CA 95112	40854xxxx0	cha**@h****************.com	5	1
Wealth Architects	250 Cambridge Ave Ste 201, Palo Alto, CA 94306	65032xxxx4
Osborne Partners Capital Management	545 Middlefield Rd Ste 165 Menlo Park, CA 94025	65085xxxx0	aar**@o************.com
Charles Schwab	12 Ranch Dr Milpitas, CA 95035	40846xxxx0	fra*********@s***.com			2	11			646598	215	657000
Pacific Precious Metals	2778 Middlefield Rd Palo Alto, CA 94306	40871xxxx6	chr****@p******************.com	4.7	33	4.6	54					2400
Michael J Mikaelson - World Financial Group	695 N 1st St, San Jose, CA 95112	51024xxxx8	dns****@a*****.com
Broadview Wealth Advisors - Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	bro******************@a*.com
Sargenti-Pace Wealth Management Group	99 S Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx0
Morgan Stanley Wealth Management	411 Borel Ave, San Mateo, CA 94402	65035xxxx1	int********@m**********.com
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
Law Offices of EJ Hong, P.C.	2479 E Bayshore Rd Ste 175 Palo Alto, CA 94303	65022xxxx2	ej@e*****.com			4.9	32
Meriwest Credit Union	563 E El Camino Real Sunnyvale, CA 94087	87763xxxx7	ace*****@m*****.com	4.5	13	4.5	115
UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx0	abc*@u.com
Sequoia Wealth Advisors & Investment Management, Inc.	99 Almaden Blvd Ste 925, San Jose, CA 95113	40827xxxx0	nn@s********.com							254	4	266
Nf Wealth Management	19450 Stevens Creek Blvd Ste 600, Cupertino, CA 95014	40834xxxx1
Honu Wealth Management	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	65091xxxx0	gar@h*******.com
King Wealth Planning	3190 S Bascom Ave Ste 230 San Jose, CA 95124	40887xxxx9	cha**@k*******.com
Thrive Wealth Solutions LLC	1798 Technology Dr STE 178, San Jose, CA 95110	40828xxxx8	inf@t************.com	5	1
Solutions Wealth Management	1885 Winchester Blvd Ste 201, Campbell, CA 95008	40837xxxx3	aar******@l.com								232	21000
Moss Adams LLP	635 Campbell Technology Pkwy Campbell, CA 95008	40836xxxx0	aar**********@m******.com	5	2	3.1	8
Rodriguez Lagorio, LLP	43430 Mission Blvd Ste 210 Fremont, CA 94539	92596xxxx9	mro*****@l*******.com			5	58
Morgan Stanley Wealth Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	a.e**@m*********************.com
King Wealth Planning Inc	2105 S Bascom Ave Ste 210, Campbell, CA 95008	40883xxxx1	ale@k**********.com
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	amy***@a*.com
Charles Schwab	19620 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40844xxxx0	app*****************@s***.com			2.5	12
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	arn********@a*.com		20					93		98
Joe Yapaola - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx8	dns***@a*.com
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 S Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	amy***@a*.com
Maxwell Wealth Strategies	7041 Koll Center Pkwy, Pleasanton, CA 94566	92552xxxx8	aar**********@r*********.com
Blueprint Wealth Center	2603 Camino Ramon, San Ramon, CA 94583	92580xxxx5
Tax Consultation of America	88 Tully Rd Ste 106 San Jose, CA 95111	40897xxxx8	joh@t***.com	5	5	5	122
Fitzpatrick & Tucker Inc.	4040 Moorpark Ave Ste 112 San Jose, CA 95117	40824xxxx0	c18***************************@s***.wixpress	3.7	3	4.3	27
Cetera Wealth Partners is a region of Cetera Advisor Networks LLC	31 E Julian St, San Jose, CA 95112	40824xxxx2	mka*****@c*********.com
Clark Morgan - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
Insight Legal	3031 Tisch Way Ste 110 San Jose, CA 95128	51051xxxx9	inf@i************.com			5	16			52		53
Ting O’Connor Private Wealth - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40891xxxx8	abc*****@u.com
Waverley Wealth Management	2570 El Camino Real, Los Altos, CA 94022	65055xxxx0	inq****@w***********.com
Lighthouse Wealth Management	181 2nd Ave, San Mateo, CA 94401	65068xxxx0	res****@l*********.com
Blossom Wealth Management	2141 N Donovan Way, San Ramon, CA 94582	92583xxxx9	cra@b******.com
Concentrum Wealth Management	6840 Via Del Oro, San Jose, CA 95119	40857xxxx0
Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx7	dns***@a*.com
Evans Wealth Management Group - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
Jennifer Buich - Private Wealth Advisor, Ameriprise Financial Services	2817 Crow Canyon Rd Ste 206A, San Ramon, CA 94583	92582xxxx8	dea*****@a*.com
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx2	arn********@a*.com	5	1					93		98
Maxwell Wealth Strategies	5000 Hopyard Rd, Pleasanton, CA 94588	92539xxxx6
U.S. Bank – Wealth Management Banker: Yung Le	1399 Foxworthy Ave, San Jose, CA 95118	20677xxxx3	aar**********@u***.com							345435	5414	348000
Family Wealth Consulting Group	10 Almaden Blvd, San Jose, CA 95113	40845xxxx0	cra@f*.net
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	ale**********@a*.com									106
Meritage Wealth Advisory	1107 El Rio Ct, Livermore, CA 94551	92529xxxx6	inf@m*************.com									522
Citi Personal Wealth Management	395 W El Camino Real, Sunnyvale, CA 94087	40873xxxx5	arc***************@c*.com	2.8	56					150354	2139	11
Law Offices of Cheri E. Michaelis	2570 N 1st St, Ste 200 San Jose, CA 95131	40822xxxx4	che@c**************.com	5	41	4.9	95			77	2	78
Merrill Lynch Financial Advisor Timothy J Mosley	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx1	ale********@m.com
McCarthy Asset Management Inc	3 Lagoon Dr, Ste 155, Redwood City, CA 94065	65059xxxx1	ant**@m**********.com							97	9	85
Merrill Lynch Financial Advisor Shayne Fleming	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx9	ann*******@m.com
Opportunity Capital	4340 Stevens Creek Blvd Santa Clara, CA 95051	40893xxxx8	who@d*****************.com
Law Offices of John H. Coward	16450 Los Gatos Blvd Los Gatos, CA 95032	40835xxxx3	c18***************************@s***.wixpress			4.2	6
Dynamic Wealth Strategies, LLC	1530 The Alameda #305, San Jose, CA 95126	40891xxxx9	baf***************************@s***.wixpress									30
EP Wealth Advisors	3 Lagoon Dr Ste 190, Redwood City, CA 94065	65071xxxx0	ab@e*******.com
Costello Wealth Strategies	10096 Soquel Dr, Aptos, CA 95003	83170xxxx5
Empirical Wealth Management	250 N Santa Cruz Ave Los Gatos, CA 95030	40835xxxx2	aba**@e******.net							2585
Legacy Wealth Advisors	1900 The Alameda, San Jose, CA 95126	40845xxxx0	ed@l*****.com
Oak Tree Wealth Management	3180 Crow Canyon Pl, San Ramon, CA 94583	92527xxxx0	ben@o************.com
Herrick Wealth Advisory		40821xxxx7
Tom Cochran-Bancwest Investment Services Wealth Financial Advisor	3081 Mckee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40892	181	41000
Kuleana Wealth Advisors	164 Main St, Los Altos, CA 94022	65091xxxx3
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	40891xxxx3	ask@r***********.com	4.8	24	4.7	122			681	28
Evergreen Wealth Advisory Group, LLC	101 Metro Dr, San Jose, CA 95110	86627xxxx1	joh@e**********.com
Sequoia Wealth Advisors and Invesment Management, Inc.	99 S Almaden Blvd #925, San Jose, CA 95113	40864xxxx0	nn@s********.com	5	2					258	4	270
Hendershott Wealth Management	2570 N First St Second Floor San Jose, CA 95131	87774xxxx0	adv***@h**************.com	5	1	4.8	22
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	51092xxxx7	inf@t**************.com			5	4
Key Focus Wealth LLC	2430 Camino Ramon Suite 108, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Brad Baron - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3
Wealthstone Asset Management Group of Raymond James	5448 Thornwood Dr Suite 102, San Jose, CA 95123	40888xxxx6	aar**********@r*********.com							17479		18000
Wealth Architects	800 W El Camino Real #201, Mountain View, CA 94040	65032xxxx4	ada@w**************.com	5	1
Merrill Lynch Wealth Management	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx0	3d@l****.ml	5	1
Hurley Wealth Management Group	1601 Bayshore Hwy, Burlingame, CA 94010	65051xxxx2	re@h***********.com
A W Private Wealth Management	2000 Crow Canyon Pl, San Ramon, CA 94583	92586xxxx0	a@a****.com
Sandy Swanson - Integrated Wealth Management	1226 Lincoln Ave Ste 200 San Jose, CA 95125	40828xxxx6	jsm*@w***************.com
Corinthian Wealth	1625 The Alameda, San Jose, CA 95126	40893xxxx2	cde*@c*************.com							21		24
Meriwest Wealth Advisors	5615 Chesbro Ave San Jose, CA 95123	40886xxxx2	and*@m************.com
Merrill Lynch Financial Advisor Lyle J Smith	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx1	ale********@m.com
Law Offices of Shahram Miri, Inc.	80 Gilman Ave, Ste 27 Campbell, CA 95008	40886xxxx2	mr@m******.com			5	55
Corinthian Wealth Management	1625 The Alameda UNIT 308, San Jose, CA 95126	40899xxxx5	c18***************************@s***.wixpress							22		24
The CJ Wealth Management Group-Morgan Stanley	245 Lytton Ave, Palo Alto, CA 94301	65068xxxx8	acc********@m**********.com
WealthPLAN, PC	1960 The Alameda Ste 185, San Jose, CA 95126	40891xxxx0	dld******@w*******.com	3.7	3					114		114
Legacy Partners Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx8	abc*****@u.com
David Cooper - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 S Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com							166		160
HCM Wealth Mangement	485 Broadway Ste 800, Millbrae, CA 94030	65020xxxx1	hch*****@w**************.net
Premier Tax Advisors	88 W Tully Rd Ste 106 San Jose, CA 95111	40821xxxx2				4.8	62
McKinley Financial Group	3 Twin Dolphin Dr Ste 250 Redwood City, CA 94065	65055xxxx0	cme*@m********.com			5	5
Kao Wealth Management Inc	4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129	40848xxxx0	aar******@l.com								238	21000
PWJohnson Wealth and Legacy	2051 Grant Rd Ste 240 Los Altos, CA 94024	40874xxxx2	aus***@p******.com			5	2
Valerie Nguyen - Private Client Advisor	50 W San Fernando St Suite 425, San Jose, CA 95113	40831xxxx1	aab**@b**********.com							98485	1701	99000
Kk Wealth Advisors	4300 El Camino Real Ste 105, Los Altos, CA 94022	65094xxxx0
Wealth Management Associate - U.S. Bancorp Investments: Annie Mai	2875 The Villages Pkwy, San Jose, CA 95135	40822xxxx1	aar**********@u***.com							345436	5414	348000
WealthSmart America	40994 Encyclopedia Cir, Fremont, CA 94538	51075xxxx7											5	1
Pwjohnson Wealth Management	1153 Bordeaux Dr, Sunnyvale, CA 94089	40874xxxx2	aus***@p******.com
Crystal Springs Wealth Management Group - UBS Financial Services Inc.	400 S El Camino Real Ste 900, San Mateo, CA 94402	65069xxxx4	abb*******@u.com
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	93			775		833
KeyPoint Credit Union	573 E Calaveras Blvd Milpitas, CA 95035	88825xxxx7	aba*@k*.com	3.6	12	4.5	84			4472	338	4200
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com
Lonich Patton Ehrlich Policastri	1871 The Alameda, Ste 400 San Jose, CA 95126	40855xxxx1	con**@l****.com	4.6	47	4.4	59			523	41	541
Silicon Valley Wealth Management Solutions	6050 Hellyer Ave, San Jose, CA 95138	40844xxxx0
Bluesky Wealth Advisors	1811 Santa Rita Rd, Pleasanton, CA 94566	92584xxxx8	hel@b******.com							83	2	98
Gary Sargenti - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
NF Wealth Management - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	amb**************@a*.com							63	4	62
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx9	and********@a*.com	5	1
Annuity General	Serving theSan Jose Area	80033xxxx4
Prestige Business Solutions	40025 Mission Blvd, Fremont, CA 94539	51065xxxx1	joh@p******************.com	4.6	9	4.8	60			51		52
David Cooper - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com							166		160
Wealth Recovery Solutions	1984 The Alameda Ste 6, San Jose, CA 95126	40827xxxx9	dia@w********************.net
Johnson Lyman Wealth Advisor	4966 El Camino Real, Los Altos, CA 94022	65049xxxx3	bec*@j*****.com
Into Wealth Inc	1525 Mccarthy Blvd, Milpitas, CA 95035	40858xxxx9
Athena Wealth Solutions	1150 Murphy Ave, San Jose, CA 95131	20936xxxx4
BPM	10 Almaden Blvd Ste 1000 San Jose, CA 95113	40896xxxx0	aa@b*****.com			2	2			894	93	946
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx0	ama*******@a*.com							201	2	202
Chamberlain Financial Planning & Wealth Management	303 Water Street Suite 120, Santa Cruz, CA 95060	83142xxxx0
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	ada****************@a*.com							93		97
Westridge Wealth Strategies	158 Goya Rd, Portola Valley, CA 94028	65023xxxx2	rob@w**************.com
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	agu*********@a*.com							400		419
Smart Wealth Strategies	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40840xxxx0
De Novo Wealth Advisory	1525 Mccarthy Blvd, Milpitas, CA 95035	40888xxxx3
Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	bfl************@a*.com	5	2
Private Wealth Builders		84470xxxx2
Honu Wealth Management	1307 S Mary Ave, Sunnyvale, CA 94087	40821xxxx0	g.w*****@h*******.com
Werba Rubin Papier \| WRP Wealth	1732 N First St St #220, San Jose, CA 95112	40854xxxx3	aru*@w******.com	5	2
Merrill Lynch Financial Advisor William M Lloyd	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx6	ale********@m.com
Smart Wealth Solutions Inc	40994 Encyclopedia Cir, Fremont, CA 94538	51049xxxx8
Evolve Wealth Management, LLC	20 S Santa Cruz Ave Ste 300 Los Gatos, CA 95030	40846xxxx0	a.s***@e*****.com
Ledwith Financial Wealth Management	55 W First St Morgan Hill, CA 95037	40877xxxx0	bra@l**************.com	5	5	4.5	8
Future Wealth LLC		40883xxxx0
Wealth Classes	6475 Camden Ave Ste 201, San Jose, CA 95120	40826xxxx0
Humanity Wealth Advisors	39899 Balentine Dr Ste 200, Newark, CA 94560	51093xxxx8	hsh***@h***********.com
Technology Wealth Management	2010 N First St #500, San Jose, CA 95131
The 408 Group-Morgan Stanley Private Wealth Advisors	225 W Santa Clara St, San Jose, CA 95113	65023xxxx4	acm*********@m**********.com
LPL Financial - Blackmont Wealth Management Group	99 S Almaden Blvd Ste 600 San Jose, CA 95113	66923xxxx0	a.n***@l.com			5	1
MJ Partners	2880 Zanker Rd Ste 203 San Jose, CA 95134	40885xxxx8	dan@m******************.com	4.6	26	4.3	13
Juno Moneta Wealth Advisors - Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	dns***@a*.com
Canyon Wealth Management - Ameriprise Financial Services	2817 Crow Canyon Rd Ste 206A, San Ramon, CA 94583	92582xxxx8	dea*****@a*.com		2
Cycle of Wealth	1608 Hope Dr Apt 225, Santa Clara, CA 95054	40859xxxx6
Buckingham Wealth Partners	10 S Almaden Blvd 15th Floor, San Jose, CA 95113	80036xxxx6	adm@b**************.com							456		485
Eight Oaks Financial and Insurance Services	101 Metro Dr Ste 550 San Jose, CA 95110	86653xxxx4	and@e****************.com
Laddi Jhuty, CFP	5201 Great America Pkwy Ste 350 Santa Clara, CA 95054	51081xxxx4	inf@n*******.com			4.2	20
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC	1 Almaden Blvd, Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com							132803		134000
Buckingham Strategic Wealth	2409 Park Blvd, Palo Alto, CA 94306	65056xxxx1	adm@b**************.com							553	6	650
Law Offices of Berge & Berge	1101 S Winchester Blvd Ste I-208 San Jose, CA 95128	66924xxxx6	amy***@b************.com			4	7
Health Wealth Management And Insurance Agency	10455 Torre Ave Cupertino, CA 95070	40885xxxx6
Nexus Wealth Advisors	365 Lake Ave, Santa Cruz, CA 95062	83147xxxx3	aam*@w****.com		12					19968	202
Moore & Burkhardt Wealth Management	39275 State St, Fremont, CA 94538	51049xxxx0	cha***@m***********.com										5	3
Burroughs-Braley-Alibrandi Wealth Management	521 Capitola Ave, Capitola, CA 95010	83142xxxx0	**@b******.com
Henry Plata - Private Wealth Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx8	dns***@a*.com		17
Flournoy Wealth Management	1165 Lincoln Ave, San Jose, CA 95125	40827xxxx0	pam*******@l.com							189	5	191
Beach House Wealth Management	521 Capitola Ave, Capitola, CA 95010	83142xxxx0	**@b******.com
Financial Insights & Strategies	Cupertino, CA 95014	40871xxxx9	san*******************@g**.com			5	15
Johnson Lyman Wealth Advisors	2600 El Camino Real, Palo Alto, CA 94306	65049xxxx3	bec*@j*****.com
The Wealth Conservatory	1751 Barcelona St, Livermore, CA 94550	92533xxxx6	bar***@w***************.com							212		212
Insight Legal	3100 Mowry Ave, Ste 401 Fremont, CA 94538	51051xxxx9	inf@i************.com	4.5	30	4.9	42
Pantheon Wealth Planning	1754 Technology Dr Ste 208, San Jose, CA 95110	40840xxxx2	fan@p*******.com							90		89
Lina’s Tax Team	69 E Hamilton Ave, Campbell, CA 95008	40886xxxx0	ela*@f*******.com	4.4	7	4.6	100					41
Pau & Tran Wealth Management	21070 Homestead Rd, Cupertino, CA 95014	40863xxxx0	aar******@l.com								238	21000
Sprague Wealth Solutions	2400 Camino Ramon Ste 266, San Ramon, CA 94583	92532xxxx0	joh*****@s***.net
Phuong La, EA	166 Geary St 1500 1271 San Francisco, CA 94108	41574xxxx5	exa**@m*.com			5	5
Davenport Wealth Advisors	20980 Redwood Rd Ste 230, Castro Valley, CA 94546	51039xxxx8
Berliner Cohen	10 Almaden Blvd, Fl 11 San Jose, CA 95113	40828xxxx0	aar********@b*****.com	5	7	3.4	8			220	110	243
Vantage Wealth Management	1 Waters Park Dr STE 98, San Mateo, CA 94403	65063xxxx0	dav*******@v**************.com
Transitions Wealth Advisors	1100 Lincoln Ave Ste 240, San Jose, CA 95125	40835xxxx2	joh@t***********************.com
Morgan Stanley Wealth Management	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx0
Wells Fargo Bank	2528 Berryessa Rd San Jose, CA 95132	40892xxxx3	aar********@w*******.com			2.6	26
Fluent Wealth Partners	10 Almaden Blvd, San Jose, CA 95113	40821xxxx0	aru*@w******.com
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Horizon Wealth Group	2682 Bishop Dr Ste 209, San Ramon, CA 94583	92524xxxx0	hor*****************@d*.jewellaprivacy									42
Newborn Wealth Management	135 Riviera Dr Apt 536, Los Gatos, CA 95032	42439xxxx4
Family Wealth Consulting Group	1740 Technology Dr Ste 260, San Jose, CA 95110	40845xxxx0	a@f***.net
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
CommonWealth Central Credit Union	3075 Union Ave San Jose, CA 95124	80056xxxx8	aca**@w*****.org	3.9	50	2.8	76			1893	78	1800
Advantum Tax and Accounting Services	3790 El Camino Real Palo Alto, CA 94306	65052xxxx7				4.3	14
Modern Wealth Partners	3000 Executive Pkwy Ste 400, San Ramon, CA 94583	92527xxxx0	ben***@m*******************.com
Law Office of Thomas E Rossmeissl	16450 Los Gatos Boulevard Ste 108 Los Gatos, CA 95032	40888xxxx0	joh@r***********.com	4.9	7	5	4
Kris Sorensen - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	and********@a*.com
Morgan Stanley Wealth Management	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx1	acm*********@m**********.com
Libra Wealth	901 Center St, Santa Cruz, CA 95060	83142xxxx0	hel@r***.io
Carr Wealth Management	4695 Chabot Dr Ste 200, Pleasanton, CA 94588	92548xxxx1	ant**@c*******.com
Charles Schwab	800 El Camino Real Ste 100 Menlo Park, CA 94025	65061xxxx0	jan***@s***.com			3.1	12
The Diamond Group Wealth Advisors	2430 Camino Ramon Ste 103, San Ramon, CA 94583	92521xxxx0	joh*****@d***********************.com							233		232
LK Wealth & Asset Management	320 Family Farm Rd, Woodside, CA 94062	65043xxxx1	adv*********@h**************.com	5	3							514
Lien Trinh-Guzman - New York Life Insurance Company	550 S Winchester Blvd Ste 405 San Jose, CA 95128	40887xxxx1	a.-***************@n********.com
Premier Tax	2601 Cortez Dr Santa Clara, CA 95051	40882xxxx3	con**@p****.tax			1	1					2800
Sequoia Wealth Advisors	23 Seascape Vlg, Aptos, CA 95003	83166xxxx4	nn@s********.com	5	2					257	4
Ferber & Bouslog	2525 Fountain Oaks Dr Morgan Hill, CA 95037	40827xxxx8		5	19	5	24
Technology Credit Union	490 California Ave Palo Alto, CA 94306	80055xxxx0	abe*****@t***.com	2.7	15	4	20
Keyes Law Group	500 E Calaveras Blvd Ste 333 Milpitas, CA 95035	40876xxxx8	inf@k***********.com			5	10			454		470
Home Wealth Development	1036 A St, Hayward, CA 94541	88830xxxx8
Yeager Wealth Management	400 S El Camino Real, San Mateo, CA 94402	65069xxxx0
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com	4.5	2					200	4	202
Herrick Wealth Advisory	1960 The Alameda Ste 20, San Jose, CA 95126	40821xxxx7	con**@h******.com
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 S Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Transitions Wealth Advisors	1100 Lincoln Ave #241, San Jose, CA 95125	40835xxxx2	jsm*@t**********************.com	5	1
Sami Najafi Shaeghi-Wealth Financial Advisor	50 W San Fernando St, San Jose, CA 95113	40849xxxx8	aab**@b**********.com							98514	1627	99000
Vantage Wealth Management	66 Bovet Rd, San Mateo, CA 94402	65063xxxx0	aar*****@v**************.com
Parkworth Wealth Management, Inc.	475 Alberto Way Ste 210, Los Gatos, CA 95032	40843xxxx0	adv*@p******.com
Metlife, Wealth Strategies Group	225 W Santa Clara St Ste 1450, San Jose, CA 95113	40835xxxx3	a@m******.com
Eddy Feldmeier - Stone Creek Insurance Agency	800 W El Camino Real Ste 180 Mountain View, CA 94040	92529xxxx2				5	22
Tom Cochran - BancWest Investment Services Wealth Financial Advisor	3081 McKee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40844	177	41000
Lasecke Weil Wealth Advisory Group	624 University Ave Palo Alto, CA 94301	65032xxxx0				2	1
Falcon Wealth Planning	2570 N First St Suite 200, San Jose, CA 95131	85596xxxx6	ama*@f*****************.com	4.7	14
Ruby Lin - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	65060xxxx1	blu******@r.com
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com	5	3					168		167
SURE88 Insurance Brokers, LLC	1061 MONROE STREET Santa Clara, CA 95050	40845xxxx1	dim*****@s****.com			4.9	12
Morgan Stanley Wealth Management	6004 La Madrona Dr, Scotts Valley, CA 95060	83144xxxx0	acm*********@m**********.com	3.5	2
Edelman Financial Engines	3945 Freedom Cir Ste 950 Santa Clara, CA 95054	83375xxxx3	aar*****@e********************.com
Opes Wealth Man	535 Middlefield Rd, Menlo Park, CA 94025	65056xxxx8
Abundance Wealth Planning	39899 Balentine Dr Ste 200 Newark, CA 94560	51093xxxx7	hel@f****.com			5	10					111
Law Offices of Robert E Greeley	2166 The Alameda, San Jose, CA 95126	40827xxxx0	rob*@r*************.com			5	116
Johanson Financial Advisors, Inc.	2105 S Bascom Ave Ste 255 Campbell, CA 95008	40840xxxx9	inf@j***************.com	3.5	2	5	1			5398	47	5500
Burroughsbraley Wealth Management	133 Mission St Ste 104, Santa Cruz, CA 95060	83142xxxx0	joh@b****************.com
Rivermark Wealth Management	800 W El Camino Real Ste 180 Mountain View, CA 94040	40837xxxx7	inf@f******.com	5	6	5	1			254	21	290
Private Wealth Financial Partners	2105 S Bascom Ave #300, Campbell, CA 95008	40887xxxx7	pwf******@l.com
Cycle of Wealth Inc	196 Marylinn Dr, Milpitas, CA 95035	40859xxxx6
New Insight Wealth Advisors	111 Deerwood Rd, San Ramon, CA 94583	92523xxxx5	inf@n**************.com
Ami Shah CPA	2570 N First St Ste 200 San Jose, CA 95131	40854xxxx9	adm@a***.com			4.5	32
Wealth Recovery Solutions	99 N 1st St, Ste 208, San Jose, CA 95113	40827xxxx9	dia@w********************.net
Constellation Wealth Advisors	3000 Sand Hill Rd Ste 2-160, Menlo Park, CA 94025	65041xxxx9	dav@c************.com
Jim Galindo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40889xxxx7	rbc*******@r.com
Justin Parkhurst - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
Morgan Stanley Wealth Management	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx4	acm*********@m**********.com
Merrill Lynch Wealth Management	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	3d@l****.ml	3.5	2
Horizon Wealth Group	2440 Camino Ramon, San Ramon, CA 94583	92524xxxx1
Charles Schwab	240 3rd St Ste 100 Los Altos, CA 94022	65091xxxx3	ask****@s***.com			3.4	9
Global Wealth Partners	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0	ana*@g********************.com		12							35
Bay Area Accountants	333 W San Carlos St Ste 600 San Jose, CA 95110	41558xxxx3	fil*@g****.com
Will Yang, 英图财富 (英圖財富), IntoWealth Inc	1525 McCarthy Blvd Ste. 1131, Milpitas, CA 95035	40858xxxx9
Allied Financial Network	3141 Stevens Creek Blvd Ste 40003 Santa Clara, CA 95117	40825xxxx9	joh@a********************.com			4.6	9
Don Woo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	don**@r.com
Monterey Private Wealth	4900 Hopyard Rd, Pleasanton, CA 94588	92546xxxx5	ann@m*******************.com							96	5	105
The Law Firm of Lisa Chan	10080 N Wolfe Rd Ste SW3-200 Cupertino, CA 95014	40823xxxx6	lis@l*********.com			4.7	15					73
Morgan Stanley Wealth Management	2725 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aal*****@m**********.com							113377	3114	131000
Into Wealth Inc	1551 Mccarthy Blvd, Milpitas, CA 95035	40826xxxx8	gov*******@i*******.com
Giordano Wealth Management Group	644 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx4	all**@t****.com							5397	47	5500
Buckingham Strategic Wealth	2445 Faber Pl, Palo Alto, CA 94303	40836xxxx0	adm@b**************.com							553	6	650
Wealth Recovery Solutions	255 N Market St Ste 120 San Jose, CA 95110	40827xxxx9	col***********@g**.com			4.6	7			232	51	234
Sun Wealth Advisor	5446 Thornwood Dr Suite 101, San Jose, CA 95123	40896xxxx7	del*@s*************.com	5	1
Siena Wealth Management	3055 Olin Ave Ste 2000 San Jose, CA 95128	40856xxxx1
Bingham Osborn & Scarborough Wealth Management	203 Redwood Shores Pkwy Suite 510, Redwood City, CA 94065	65046xxxx6	aar*******@b******.com
SJ Accounting Consulting, CPA CFP	1525 Mccarthy Blvd Ste 1000 Milpitas, CA 95035		c18***************************@s***.wixpress	5	5	4.8	37
Pi Wealth Plan LLC		41578xxxx1	cvb**********@p**.dreamhost
Carlton Pace - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
Davalos Financial Advisors of Raymond James	333 W San Carlos St # 1650, San Jose, CA 95110	40827xxxx4	aar**********@r*********.com							17531		18000
Merrill Lynch Wealth Management	4900 Hopyard Rd, Pleasanton, CA 94588	92522xxxx0	al_*******@m.com	5	2
Lucie Honosutomo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							14763		16000
KeyPoint Credit Union	10815 Wolfe Rd Ste 100 Cupertino, CA 95014	88825xxxx7	aba*@k*.com			4.6	107			4472	338	4200
Law Offices of Robert P Bergman	3535 Ross Ave Ste 200 San Jose, CA 95124	40824xxxx4	joh****@l***.com			4.9	18			320		331
Tech Wealth Management	2010 N 1st St Ste 500 San Jose, CA 95131	80085xxxx9
Concentrum Wealth Management	353 Piercy Rd, San Jose, CA 95138	40884xxxx0	gle******@c*************.com							153	3	146
McCarthy Asset Management	3 Lagoon Dr Ste 155 Redwood City, CA 94065	65061xxxx0	ant**@m**********.com			5	1			97	9	85
Merrill Lynch Financial Advisor Daryl W Dehn	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx0	aar********@s***.com
Ted Moorhead - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	ted*******@r.com
Merrill Lynch Wealth Management	333 Middlefield Rd, Menlo Park, CA 94025	65047xxxx8	aas**********@m.com
Investy Financial Services	919 Story Rd #1200, San Jose, CA 95122	40885xxxx8		5	20
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency	4320 Stevens Creek Blvd Ste 191 San Jose, CA 95129	88874xxxx8	inf@h**********.com			5	1			160		158
NF Wealth Mangement	4300 Stevens Creek Blvd, San Jose, CA 95129	40896xxxx7	dns***@a*.com	2.3	3					63	4	62
Thrive Wealth Solutions	1798 Technology Dr Ste 178 San Jose, CA 95110	40828xxxx8	adm@t***********.com
Silicon Private Wealth	48883 Crown Ridge Cmn, Fremont, CA 94539	51057xxxx2	bal***@s*****************.com
J Lc Wealth Management Inc	1302 Lincoln Ave, San Jose, CA 95125	40889xxxx0	gre**********@l.com
Flournoy Wealth Management	1165 Lincoln Ave #330, San Jose, CA 95125	40827xxxx0	pam*******@l.com	5	1					189	5	191
Merrill Lynch Financial Advisor Dahn Lincoln	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx3	ale********@m.com	5	1
WisdomSource Wealth Advisory Group - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx3	dns***@a*.com							169		169
Taylan Wealth Management	355 Woodview Ave, Morgan Hill, CA 95037	40877xxxx0
Siena Wealth Management Inc	1550 The Alameda Ste 300, San Jose, CA 95126	40828xxxx0	rho**@s********.com							5393	47	5500
Tax Relief USA	20065 Stevens Creek Blvd, Ste B1 B Cupertino, CA 95014	40853xxxx6	9d0***********************************@w***************.com	4.4	14	4.4	69
Wealth Building Solutions	19925 Stevens Creek Blvd Ste 187, Cupertino, CA 95014	40897xxxx5
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	ama*******@a*.com							201	2	202
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Integrated Wealth Management	1275 Lincoln Ave Ste 8, San Jose, CA 95125	40828xxxx6
Blueprint Wealth Partners	5000 Executive Pkwy, San Ramon, CA 94583	92580xxxx5
Silicon Valley Investment Group - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx1	abc*@u.com
Tomren Wealth Management	2410 Camino Ramon Ste 225, San Ramon, CA 94583	92583xxxx0	ale*@t*********.com							50		85	5	1
Merrill Lynch Financial Advisor Mengxiao Shan	50 W San Fernando St 16th Floor, San Jose, CA 95113	40826xxxx0	ale********@m.com
Potentia Wealth	1226 Lincoln Ave #200, San Jose, CA 95125	40828xxxx6	ask@p*************.com							356	19	359
The Blue Jade Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com
Atherton Wealth Planning	697 Menlo Ave, Menlo Park, CA 94025	65030xxxx6	inf@a************.com
Divorce Capital Planning	1 Almaden Blvd, Ste 610 San Jose, CA 95113	40899xxxx0	doe***@d*******************.com			5	9
Global Wealth Partners	1764 The Alameda San Jose, CA 95126	40823xxxx0	ana*@g********************.com		87	1	1					35
Vestnomics Wealth Management	65 W Hamilton Ave, Campbell, CA 95008	40833xxxx0	cra@v*******.com
Regent Wealth Management	1500 E Hamilton Ave, Campbell, CA 95008	40854xxxx6
Three Bridge Wealth Advisors - CLOSED	2180 Sand Hill Rd Ste 400, Menlo Park, CA 94025	65043xxxx0
Fluent Wealth Partners	1530 The Alameda Ste 115, San Jose, CA 95126	40821xxxx0	jas@f*********.com
Hilary Hendershott Wealth Management	1922 The Alameda, San Jose, CA 95126	40876xxxx5
Costello Wealth Strategies	9053 Soquel Dr Ste A, Aptos, CA 95003	83170xxxx5	eri********@r*********.com							190	14	182
Charles Schwab	335 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx0	ej.******@s***.com	3	5	2.3	13
Wings of Wealth Refunds	487 La Scena Place, San Jose, CA 95128	77227xxxx7
Heart of the Valley Wealth Advisors - Thrivent	2021 The Alameda STE 140, San Jose, CA 95126	40821xxxx4	all********@t*****.com
Run Right Business Consulting	San Francisco, CA 94110	41560xxxx8	cry**@r***************.com	5	132	5	133					118
Pinecrest Wealth Mgmt	39355 California St Ste 210, Fremont, CA 94538	51071xxxx0
CommonWealth Central Credit Union	400 Tennant Sta, Morgan Hill, CA 95037	80056xxxx8
Philip T Castaneda - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	agu*********@a*.com							398		417
Cognizant Wealth Advisors	530 Lytton Ave, Palo Alto, CA 94301	65020xxxx2	art******@c************.com							329	3	327
Merrill Lynch Wealth Management	5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129	40855xxxx0	aas**********@m.com
Los Altos Vault & Safe Deposit Company	121 First St Los Altos, CA 94022	65094xxxx1	c18***************************@s***.wixpress			5	1
Potentia Wealth	1226 Lincoln Ave, San Jose, CA 95125	40828xxxx6	ask@p*************.com							356	19	359
James Bizzack - Private Wealth Advisor, Ameriprise Financial Services	125 Water St Ste A-3, Santa Cruz, CA 95060	83145xxxx5	ann*********@a*.com
NF Wealth Management - Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx0	amb*************@a*.com							63	4	62
Castaneda-Sargenti-Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dch*@a*.com							35		38
Citi	10 Almaden Blvd, San Jose, CA 95113	40821xxxx8	ale*******@c*.com	3.4	25
Katherine Chappell - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx6	dns***@a*.com
Craig Uffelman, CFP, CRPC	2105 S Bascom Ave Ste 295 Campbell, CA 95008	40866xxxx7	dns***@a*.com
Bank Of The West Wealth Management	531 Cowper St Palo Alto, CA 94301		aab**@b**********.com	5	2	1	1			98517	1627	99000
InvestCraft Advisors	Campbell, CA 95070	40856xxxx1	73c***********************************@w***************.com
First Street Wealth Advisers	2635 N 1st St, San Jose, CA 95134	40881xxxx5
Charles Truong-Wealth Financial Advisor	15075 Farnsworth St, San Leandro, CA 94579	51036xxxx7	aab**@b**********.com							40848	177	41000
Morgan Stanley Wealth Management	1001 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	a.c****@p******.com							112980	3042	129000
Joshua D Miller - Private Wealth Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40837xxxx8	cat***********@a*.com
Financial Journey Partners	101 Metro Dr Ste 264 San Jose, CA 95110	40896xxxx8	ari**@f*************.com			5	2
The Abrams Private Wealth Management Group - Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx9	abr*****************************@a*.com
Bay Wealth Legal Group	909 Laurel St, San Carlos, CA 94070	65077xxxx3	mli@b************.com
Valley Wealth Advisors	51 E Campbell Ave, Campbell, CA 95008	40868xxxx8	chr@s********.com
Bluesky Wealth Advisors	1735 N 1st St, San Jose, CA 95112	66923xxxx4
Amy Salome Roat - Associate Financial Advisor, Ameriprise Financial Services, LLC	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx9	amy***@a*.com							132679		134000
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
Wealth Consulting Group	21070 Homestead Rd, Cupertino, CA 95014	40889xxxx8	adr**@w*****.com								2	166
Alpha Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx6	abc*@u.com
Guardian Wealth Management	900 E Hamilton Ave Ste 100 Campbell, CA 95008	40879xxxx0	jan@g****.com			5	1
Morgan Stanley Wealth Management	181 2nd Ave, San Mateo, CA 94401	65034xxxx0
Marshall Wealth Management Group	59 N Santa Cruz Ave Ste R, Los Gatos, CA 95030	40839xxxx0	con**@n****.com
Orchid Wealth Management	970 Palo Alto Ave, Palo Alto, CA 94301	65033xxxx4	bra**@o*******************.com		2
Legacy Wealth Advisors	2001 Gateway Pl, San Jose, CA 95110	40845xxxx0	ed@l*****.com
Bordeaux Wealth Advisors	1550 El Camino Real Ste 100, Menlo Park, CA 94025	65028xxxx5	inf@b**************.com
Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alf*********@a*.com									128
Cognizant Wealth Advisors	530 Lytton Ave Fl 2 , Ste 224 Palo Alto, CA 94301	65020xxxx2	art******@c************.com			5	1			327	3	325
Context Wealth	1901 S Bascom Ave Ste 1500 Campbell, CA 95008	40890xxxx0	chr@c**********.com
Morgan Stanley Wealth Management	2775 Sand Hill Rd, Menlo Park, CA 94025	65092xxxx7	acm*********@m**********.com
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx7	ada****************@a*.com							93		97
Chamberlain Financial Planning & Wealth Management	644 N Santa Cruz Ave Ste 12 Los Gatos, CA 95030	80034xxxx0				5	1
Creekside Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx1	abc*****@u.com
Pacific Capital Wealth Management	San Jose, CA 95125	40826xxxx0
SeniorWealthPartners	40 Primrose St., Aptos, CA 95003	40862xxxx3
Tax Deferral Strategies	3031 Tisch Way Ste 901 San Jose, CA 95128	40826xxxx6	car@d******.com			5	1					267
Wealth Capital Insurance Solutions	840 Hinckley Rd Ste 226, Burlingame, CA 94010	65025xxxx7
Vested Financial Planning	San Carlos, CA 94070	65071xxxx4	edb***********************************@w***************.com			5	34					165
Johanson & Yau	42 W Campbell Ave Third Fl Campbell, CA 95008	40828xxxx1	adm@j*.com			2.8	9
Morgan Stanley Wealth Management	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acm*********@m**********.com
Into Wealth Inc	2077 Gold St, Alviso, CA 95002	40826xxxx8
All WealthCare Financial and Insurance Services	San Jose, CA 95129	41599xxxx1
Wealth Protection Services	800 W El Camino Real Ste 180, Mountain View, CA 94040	65094xxxx6
Wealth Cairn	910 E Hamilton Ave Ste 350 Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress									235
Pacific Capital Wealth Management	2055 Junction Ave Ste 235, San Jose, CA 95131	40890xxxx0
DWR Wealth Management LLC	1884 The Alameda, San Jose, CA 95126	40826xxxx0	rex@d*********.com
Christian Wealth Management	90 W Main Ave, Morgan Hill, CA 95037	40878xxxx2
Adams Wealth Management - Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx7	dns***@a*.com
Silicon Valley Wealth Management Group	560 S Winchester Blvd Ste 500, San Jose, CA 95128	40870xxxx4											4	2
CommonWealth Central Credit Union	5890 Silver Creek Valley Rd, San Jose, CA 95138	40853xxxx0	jsm*@c***********.org							1891	78	1800
Siena Wealth Management	3055 Olin Ave, San Jose, CA 95128	40824xxxx0	rho**@s********.com							5416	47	5500
Technology Credit Union	846 Blossom Hill Rd San Jose, CA 95123	80055xxxx0	abe*****@t***.com	4.1	10	4.4	77
Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services	522 Ramona St, Palo Alto, CA 94301	65047xxxx0	and*********@a*.com
Charles Schwab	438 E El Camino Real Sunnyvale, CA 94087	40852xxxx0	ej.******@s***.com	3.7	15	3.2	18
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
Charles Schwab	30 S First St Campbell, CA 95008	40834xxxx0	app*****************@s***.com			3	24
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com	5	3					169		166
Heckman Financial & Insurance Services Inc-HFIS	333 W Santa Clara St 6th Floor, San Jose, CA 95113	40829xxxx0	nn@w************.com	4.6	7						100
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency	42808 Christy St Ste 112 Fremont, CA 94538	88874xxxx8	inf@h**********.com			4	1
Lisa C Silva, CPA/PFS - Taxes By Design	15325 Calle Enrique Ste 1 Morgan Hill, CA 95037	66925xxxx0		4.7	13	5	12
Solutions Wealth Management	1777 Hamilton Ave #1040, San Jose, CA 95125	40862xxxx8	jon********@l.com
Trusted Legal Documents	Millbrae, CA 94030	65027xxxx5	imp****@g**.com			4.9	24
Young & Lucero Wealth Consulting Group - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx8	abc*****@u.com
Kim & Rosado	111 N Market St Ste 300 San Jose, CA 95113	40829xxxx0	inf@k*******.com	5	31	5	5			174		228
Happiness Wealth Management	1495 Laurel St, San Carlos, CA 94070	65041xxxx5	kri********@m******************.com
Bizzack Wealth Advisory Group - Ameriprise Financial Services	125 Water St Ste A-3, Santa Cruz, CA 95060	83145xxxx5	ann*********@a*.com
RD’s Tax Strategies	3190 S Bascom Ave Ste 205 San Jose, CA 95124	40887xxxx1	cal*@r***.com							586699		761000
Merrill Lynch Wealth Management	3075A Hansen Way, Palo Alto, CA 94304	31053xxxx0	al_*******@m.com
Schroeder Insurance Services	Morgan Hill, CA 95037	40877xxxx8	c18***************************@s***.wixpress			5	30
Hanley Law	256 E Hamilton Ave Ste B Campbell, CA 95008	40829xxxx4	dan@h********.com			4.8	21
Kelly C Lee - Financial Advisor, Ameriprise Financial Services, LLC	1 Almaden Blvd, Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Pwjohnson Wealth Management	2051 Grant Rd, Los Altos, CA 94024	80021xxxx7	aus***@p******.com
David Farkouh - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx2	arn********@a*.com			3	2					98
Stonebridge Global Investments	111 W St John St Ste 230 San Jose, CA 95113	88833xxxx6	dea*@s************.com
Pesta & Pesta Wealth Management	20370 Town Center Ln Cupertino, CA 95014	40822xxxx0	oli*@p**********.com
One Wealth Management	2150 N First St Suite 500, San Jose, CA 95131	40848xxxx0	aak*@o**********.com							343	86
Wealth Strategies Group	225 W Santa Clara St Ste 1450 San Jose, CA 95113	51057xxxx8
Joe Wu, CPA	Walnut Creek, CA 94598	92577xxxx9	joe@j*****.com			4.9	35
Klosek Law Offices	437 Kipling St, Ste 150 Palo Alto, CA 94301	65025xxxx8	ah@k***************.com	5	6	5	7
Pace Wealth Management Group	99 S Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx2	wms********@r.com							14777		16000
Titus Wealth Management	411 Borel Ave Ste 300, San Mateo, CA 94402	65057xxxx2	aan**@t********.com
Heckman Financial & Insurance Services	333 W Santa Clara St Ste 604 San Jose, CA 95113	40829xxxx0	nn@w************.com	4.6	7	5	2				100
Pacific Wealth Advisors	2391 The Alameda, Santa Clara, CA 95050	65035xxxx2	joh*****@p**************.com
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com	5	1
Wayne Loi - Wealth Financial Advisor	50 W San Fernando St Suite 425, San Jose, CA 95113	40849xxxx6	aab**@b**********.com							40903	187	41000
CFG Wealth Management	2130 The Alameda, San Jose, CA 95126	85855xxxx0	ale********@c***.com
Tortuga Wealth Management	635 Bryant St, Palo Alto, CA 94301	65032xxxx1	alu*****@h*************.com
Morgan Stanley Financial Advisors	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	3d@a******.morganstanley	5	1
Vestnomics Wealth Management	65 W Hamilton Ave Ste 2 Campbell, CA 95008	40833xxxx0
Global Wealth Partners, Inc.	1764 The Alameda, San Jose, CA 95126	40823xxxx0	ama**@g********************.com	5	1							35
Altamont Wealth	486 S K St, Livermore, CA 94550	92560xxxx1	alt*************@d*.jewellaprivacy
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 S Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
King Wealth Planning, Inc.	3190 S Bascom Ave #230, San Jose, CA 95124	40887xxxx9	cha**@k*******.com
Callan and Lindahl Wealth Management	1100 Lincoln Ave, San Jose, CA 95125	40828xxxx0	gre**********@l.com
Anita Shahbazian - State Farm Insurance Agent	6950 Santa Teresa Blvd Ste A San Jose, CA 95119	40822xxxx7	ani@i************.com			4.9	37
Chamberlain Financial Planning & Wealth Management	125 Mission St, Santa Cruz, CA 95060	83160xxxx4	kin***@g**.com
Von Baron Wealth Management	174 N 14th St, San Jose, CA 95112	40888xxxx0	inf@v********.com
Clifton Santikul - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5	wms********@r.com							14763		16000
Wealth Success		40883xxxx6
Stanford Property & Finance	425 Sherman Ave, Ste 330 Palo Alto, CA 94306	65049xxxx0	and*@s*******.com			3.9	11
Piedmont Avenue Consulting	3873 Piedmont Ave Ste 2 Oakland, CA 94611	51076xxxx5	aub*@p********.com	5	6	5	42			582	9	579
Chase Bank	749 W El Camino Real Fl 1 Mountain View, CA 94040	65096xxxx3	acc********@c**.com			2.9	75			921610	6999	37
Eddie Huang - Farmer Insurance	39675 Cedar Blvd Ste 190 Newark, CA 94560	80020xxxx9	abc*****@f****.com			5	3
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3
Flex Tax and Consulting Group	1160 Battery St E, Ste 100 San Francisco, CA 94111	62830xxxx4	ale****@f****.com	4.8	53	4.8	155					1100
Wealth Management Associates	400 Main St Ste 200, Pleasanton, CA 94566	92546xxxx8	and******@w*******.net									41
PrincipleTax , Accounting and Wealth Management	1975 O'Toole Way San Jose, CA 95131	40886xxxx0	inf@p**********.com			2	34
Merrill Lynch Financial Advisor Lauren Mader Gray	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx4	ann*******@m.com
Parkworth Wealth Management, Inc.	100 Century Center Ct #670, San Jose, CA 95112	40843xxxx0	adv*@p******.com
Private Wealth Builders	3998 Lakeside Dr, San Jose, CA 95148	40827xxxx9
Citi Personal Wealth Management	11 E 3rd Ave, San Mateo, CA 94401	65055xxxx2	ale*******@c*.com							151265	2091	11
Morgan Stanley Wealth Management	8239 Enterprise Dr, Newark, CA 94560	51079xxxx0	acm*********@m**********.com							6426	58	6500
Law offices of Salciccia & Scire	870 N 1st St, San Jose, CA 95112	40829xxxx5				5	2
Wealth Cairn - An Investor Coaching Company	910 E Hamilton Ave #150, Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress	5	30							234
Farmers Insurance - Randall Talley	6203 San Ignacio Ave Ste 110 San Jose, CA 95119	66922xxxx3	aar***@f*********.com			3.7	3
Cornerstone Wealth Management Group	533 Airport Blvd, Burlingame, CA 94010	65034xxxx0
Vantage Wealth Management	1850 Hamilton Ave, San Jose, CA 95125	65063xxxx0	aar*****@v**************.com
Law Offices of Linda J. MacKay	1361 S Winchester Blvd, Ste 210 San Jose, CA 95128	40837xxxx0	adm@l*****.com	4	2	4.5	60
Julie Ping He, CFP - Gateway Financial Advisor	2570 North First St Ste 200 San Jose, CA 95131	40850xxxx8	adm***@g***********.com			5	8
DWR Wealth Management	1884 The Alameda, San Jose, CA 95126	40826xxxx0	rex@d*********.com
Bizzack Wealth Advisory Group - Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	ann*********@a*.com
Morgan Stanley Wealth Management	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Private Wealth Financial Partners	2105 S Bascom Ave, Campbell, CA 95008	40887xxxx7	pwf******@l.com
SageCrest Wealth Management	1065 E Hillsdale Blvd Ste 310, Foster City, CA 94404	80035xxxx0
Jonathan Stoft, Financial Advisor - Commonwealth Central Credit Union	3075 Union Ave, San Jose, CA 95124	40853xxxx9
Phillip Campit - TIAA Wealth Management Advisor	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	acc****************@t*.org							90921	538	91000
Martin Wealth Management	1145 Merrill St Menlo Park, CA 94025	65028xxxx0				5	1
MyWealth	1710 Hamilton Ave, San Jose, CA 95125	70689xxxx7	sup**@m*********.io
James Bizzack - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	ann*********@a*.com
The Family Wealth Consulting Group	1541 The Alameda, San Jose, CA 95126	40845xxxx0	cra@f*.net
Castelli Financial	236 N Santa Cruz Avenue Ste 240 Los Gatos, CA 95030	40883xxxx4	joh@c***************.com			5	39
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services, LLC	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
First Street Wealth Advisors	2635 N First St #230, San Jose, CA 95134	66934xxxx8	aic****@f*****.com							295944		13
Ohana Wealth Management	2901 Park Ave Ste B1 Soquel, CA 95073	83121xxxx9	ali*@o******************.net			5	1
Carey Wealth Management	2819 Crow Canyon Road, Suite 101, San Ramon, CA 94583	92540xxxx6	car******************************@c***********.com
Morgan Stanley Wealth Management	650 Castro St, Mountain View, CA 94041	65031xxxx0	acm*********@m**********.com
Copper Tree Wealth Management - UBS Financial Services Inc.	750 University Ave Ste 250, Los Gatos, CA 95032	40882xxxx2	abc*****@u.com
Darien Tung - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx3	dar********@a*.com									100
SV San Jose Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
JPG Wealth Solutions Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40889xxxx7
Vista Wealth Management	306 Cambridge Ave, Palo Alto, CA 94306	65033xxxx0
Wealth of Wellness Massage and Personal Training	6055 Meridian Ave #30, San Jose, CA 95120	40875xxxx7	a44***********************************************************@w**************************.com	4.9	14
John Paul Breckenridge	2901 Moorpark Ave, Ste 175 San Jose, CA 95128	40824xxxx2				5	26
DCN Wealth Management	39199 Paseo Padre Pkwy, Fremont, CA 94538	40837xxxx0	ada*****@m*.com
Merrill Lynch Wealth Management	101 S Ellsworth Ave, San Mateo, CA 94401	65057xxxx0	ban*******************@m.com	3	2
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com							168		167
Buckingham Strategic Wealth	17190 Monterey St Ste 202, Morgan Hill, CA 95037	80070xxxx5	adm@b**************.com
Wells Fargo Bank	65 N Winchester Blvd Santa Clara, CA 95050	40823xxxx0	aar********@w*******.com			2.9	38
HSBC	10745 S De Anza Blvd Cupertino, CA 95014	40899xxxx0	abe*******@u.hsbc			1.4	32
The AuYeung Wealth Management Group - Morgan Stanley	Silicon Valley Center, 20400 Stevens Creek Blvd STE 350, Cupertino, CA 95014	40886xxxx8	acc********@m**********.com
Medley Wealth Management of Raymond James	333 W San Carlos St # 1650, San Jose, CA 95110	40827xxxx4	aar**********@r*********.com							17531		18000
Global Capital Wealth Management	1048 Lincoln Ave San Jose, CA 95125	40827xxxx7	maz*@g***.com
Kennsei Trading	83 Metro Dr Silicon Valley, CA 95110	40863xxxx3
Law Offices Of John D Teter	1361 S Winchester Blvd Ste 113 San Jose, CA 95128	40886xxxx0	joh****@j*******.com			3.1	8					37
Bisceglia Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx4	abc*@u.com
Mariner	99 S Almaden Blvd #730, San Jose, CA 95113	40894xxxx1	aal***********@m******************.com	5	2						15	4400
RCH Wealth Management	18 Crow Canyon Ct, San Ramon, CA 94583	92574xxxx0	inf@r*******.com
Wealth Within Your Reach Financial			c18***************************@s***.wixpress
Authentikos Advisory	1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037	84432xxxx1	bxx******@a********.com			3.3	7					1500
Regent Wealth Management	1295 E Dunne Ave, Morgan Hill, CA 95037	87745xxxx7
Trunorth Wealth Management	39134 Blacow Rd, Fremont, CA 94538	51028xxxx5	ang********@t***********.com
Jim Edington - State Farm Insurance Agent	361 Piercy Rd San Jose, CA 95138	40822xxxx3				5	11
Insight Wealth Strategies	2603 Camino Ramon Ste 350, San Ramon, CA 94583	80031xxxx8	agr*@i***********.com										5	1
Solutions Wealth Management	1777 Hamilton Ave, San Jose, CA 95125	40837xxxx3	jon********@l.com
Merrill Lynch Financial Advisor C Shawn Warthen	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx3	aar********@s***.com
Ruth B Freitas-Wealth Financial Advisor	206 Tennant Sta, Morgan Hill, CA 95037	40879xxxx2	aab**@b**********.com							40840	176	41000
Landmark Wealth Management Group- Financial Advisors \| San Jose, CA	2021 The Alameda STE 390, San Jose, CA 95126	40898xxxx7	alt****@l***********.com
Redwitz Wealth Management Group	910 E Hamilton Ave Campbell, CA 95008	40837xxxx0
Essential Wealth Advisors, LLC	284 Digital Drive, Morgan Hill, CA 95037	40861xxxx0	dat***************@i**.de
Wealth Strategies of the Rich-by	6203 San Ignacio Ave Ste 112, San Jose, CA 95119	40868xxxx6
Global Capital Wealth Management	99 Almaden Blvd Ste 600, San Jose, CA 95113	40827xxxx7	maz*@g***.com
Merrill Lynch Wealth Management	50 W San Fernando St, San Jose, CA 95113	40828xxxx0	ali************@m.com
Merrill Lynch Financial Advisor Justin R Pearce	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx2	ari********@m.com
Merrill Lynch Financial Advisor Elaine Zhang	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx7	ale********@m.com
Ron Chapman - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
Clarity Wealth Advisors	2160 The Alameda A, San Jose, CA 95126	40856xxxx0	inf@c*******.com
Bfm Wealth Management	2610 Crow Canyon Rd, San Ramon, CA 94583	92583xxxx4	aaf**********@a.com
Silicon Valley Wealth Law	1840 Gateway Dr Ste 200, San Mateo, CA 94404	65042xxxx2
Bunker Wealth Management	1900 Camden Ave, San Jose, CA 95124	40855xxxx0
WestPac Wealth Partners	2603 Camino Ramon Ste 475, San Ramon, CA 94583	92538xxxx0	aar********@w**********.com
Wealth Enhancement Group	400 S El Camino Real, San Mateo, CA 94402	41546xxxx0	bha***@w**************.com
Sierra Pacific Wealth Management	San Jose, CA 95127	40821xxxx7
The Family Wealth Management Group - UBS Financial Services Inc.	400 S El Camino Real Ste 900, San Mateo, CA 94402	65069xxxx8	abb*******@u.com
Better Wealth	1475 Saratoga Ave, San Jose, CA 95129	40865xxxx0	and*@b*********.us
Sequoia Wealth Advisors & Investment Management, Inc.	99 Almaden Blvd Ste 925, San Jose, CA 95113	40864xxxx0	car*@s******.com	5	2					258	4	270
Wealth Values	1100 Alma St, Menlo Park, CA 94025	65056xxxx1	inf@w********.com
Vista Wealth Management	5000 Hopyard Rd, Pleasanton, CA 94588	41547xxxx0	bra@v********.com
EP Wealth Advisors	177 Bovet Rd Ste 600, San Mateo, CA 94402	65071xxxx0	ab@e*******.com
Erik Nelson Financial Advisor	685 Coleman Ave Ste 10 San Jose, CA 95110	40866xxxx7	ami************@w***************.com
Enzo Wealth		80036xxxx6
Tax Law offices of Shiva Moozoun	51 E Campbell Ave Campbell, CA 95008	41531xxxx3	shi@s*****.com			4.4	5			28		30
Impact Wealth Management \| Alan K Williamson, ChFC	6120 Hellyer Ave #100, San Jose, CA 95138	40877xxxx0	ala@m************.com
Brainshare Business Mentors	3350 Scott Blvd Bldg 54 Santa Clara, CA 95054	40889xxxx7				4.9	38
Simplex Wealth Management	3160 Crow Canyon Rd, San Ramon, CA 94583	92580xxxx8	inf@s*******.com