Investment Services locations near Novato, CA

Showing 1–10 of 10 results

We track 10 investment services listings in and around Novato, CA, spread over 3 ZIP codes. Listings here were last checked in Oct 2026.

Barbara Burke - Prudential Financial

📍 7250 Redwood Blvd Suite 355 Ste 355, Novato, CA, 94945

📞 415-493-9001

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

John Patrick Heaton - Prudential Financial

📍 7250 Redwood Blvd, Novato, CA, 94945

📞 415-493-9001

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Edward Jones - Financial Advisor: John J Tornes

📍 1300 Grant Ave Ste 101, Novato, CA, 94945

📞 415-897-2199

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Robert D Schulman

📍 1539 S Novato Blvd, Novato, CA, 94947

📞 415-898-8144

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Michael A Fisher

📍 195 San Marin Drive Harvest Market San Marin Plaza Harvest Market San Marin Plz, Novato, CA, 94945

📞 415-892-1670

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Wilson Investment Management

📍 690 De Long Ave Ste 100, Novato, CA, 94945

📞 415-209-9350

Capital Advisors

📍 1929 Benton Ln, Novato, CA, 94945

📞 415-898-2030

Updated Oct 2026

Hennessy Funds

📍 750 Grant Ave Ste 100, Novato, CA, 94945

📞 415-899-1555

🌐 hennessyadvisors.com

Hennessy Funds is an investment management service located in Novato, California. It has a recent online presence as of 2026, indicating active engagement in the financial sector. Clients seeking investment strategies and management can find support from this firm in the Novato area.

Updated Oct 2026

Burdell Properties

📍 405 Enfrente Rd Ste 200, Novato, CA, 94949

📞 415-883-3262

🌐 burdell.net

Burdell Properties is an investment management service located in Novato, California. The firm specializes in managing investment portfolios and providing financial advisory services. Recent online activity indicates it is an active business in the area.

Equius Partners

📍 3 Hamilton Lndg Ste 130, Novato, CA, 94949

📞 415-382-2500