Firms by city
Registered investment advisers in Danville, CA
9 SEC-registered advisers headquartered in Danville, listed by regulatory assets under management as reported on Form ADV.
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9 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Northgate Capital | Danville, CA | $2.93B |
| Ursa Fund Management | Danville, CA | $1.2B |
| The Pacific Center for Financial Services | Danville, CA | $1.1B |
| Encompass More Asset Management | Danville, CA | $985M |
| Andrews, Lucia Wealth Management | Danville, CA | $543M |
| Greykasell Wealth Strategies | Danville, CA | $443M |
| Fisher & Wiens Wealth Management | Danville, CA | $250M |
| Gallagher Wealth Management | Danville, CA | $123M |
| Fullerton Advisors | Danville, CA | $120M |
- Headquarters
- Danville, CA
- Regulatory AUM
- $2.93B
- Headquarters
- Danville, CA
- Regulatory AUM
- $1.2B
- Headquarters
- Danville, CA
- Regulatory AUM
- $1.1B
- Headquarters
- Danville, CA
- Regulatory AUM
- $985M
- Headquarters
- Danville, CA
- Regulatory AUM
- $543M
- Headquarters
- Danville, CA
- Regulatory AUM
- $443M
- Headquarters
- Danville, CA
- Regulatory AUM
- $250M
- Headquarters
- Danville, CA
- Regulatory AUM
- $123M
- Headquarters
- Danville, CA
- Regulatory AUM
- $120M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Danville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.