Financial advisers in Danville, CA

10 registered investment adviser firms in Danville managing $7.7B in assets, based on public SEC Form ADV filings.

Northgate Capital, L.P.

Danville, CA · Est. 2006

RegionalInternational

Fee-only

AUM: $2.9B
Per adviser: $326M
Advisers: 9

No reported disclosures

Ursa Fund Management LLC

Danville, CA · Est. 2017

LocalInternational

Fee-based

AUM: $1.2B
Per adviser: $599M
Advisers: 2

No reported disclosures

Encompass More Asset Management LLC

Danville, CA · Est. 2022

Regional

Fee-based

AUM: $985M
Per adviser: $12M
Advisers: 85

No reported disclosures

The Pacific Center For Financial Services

Danville, CA · Est. 1997

Regional

Fee-based

AUM: $961M
Per adviser: $240M
Advisers: 4

No reported disclosures

Andrews, Lucia Wealth Management LLC

Danville, CA · Est. 2006

Local

Fee-only

AUM: $543M
Per adviser: $543M
Advisers: 1

No reported disclosures

Greykasell Wealth Strategies, INC.

Danville, CA · Est. 2024

Local

Fee-based

AUM: $443M
Per adviser: $148M
Advisers: 3

No reported disclosures

Fisher & Wiens Wealth Management, LLC

Danville, CA · Est. 2016

Local

Fee-only

AUM: $250M
Per adviser: $250M
Advisers: 1

No reported disclosures

Gallagher Wealth Management

Danville, CA · Est. 2024

Local

Fee-based

AUM: $123M
Per adviser: $123M
Advisers: 1

No reported disclosures

Fullerton Advisors, LLC

Danville, CA · Est. 2025

Local

Fee-based

AUM: $120M
Per adviser: $120M
Advisers: 1

No reported disclosures

Pacific Wealth Advisory Services LLC

Danville, CA · Est. 2024

Local

Fee-only

AUM: $96M
Per adviser: $96M
Advisers: 1

No reported disclosures