Top 6 financial advisor firms in Danville

6 SEC-registered financial advisor firms are headquartered in Danville, CA, with $2.58B in combined regulatory assets under management. The largest by assets are The Pacific Center for Financial Services ($1.1B), Andrews, Lucia Wealth Management ($543M) and Greykasell Wealth Strategies ($443M).

6
Financial advisor firms: $2.58B
Their combined AUM: $347M
Median firm AUM: 1,598
Clients of the top 6

The 6 largest by assets

1
The Pacific Center for Financial Services
RIA
$1.1B
0.80% to 1.25% a year
2
Andrews, Lucia Wealth Management
RIA
$543M
0.40% to 1.25% a year
3
Greykasell Wealth Strategies
RIA
$443M
0.30% to 1.65% a year
4
Fisher & Wiens Wealth Management
RIA
$250M
Up to 2.50% a year
5
Gallagher Wealth Management
RIA
$123M
0.75% to 1.75% a year
6
Fullerton Advisors
RIA
$120M
Up to 1.00% a year

Profiles of the top 6

No. 1 · RIA

The Pacific Center for Financial Services

The Pacific Center for Financial Services is an investment adviser based in Danville, CA, registered with the SEC since 1997. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.1 billion, as filed on 28 September 2026.

The Pacific Center for Financial Services charges 0.80%–1.25% a year for its Investment Management Fees.

Regulatory AUM: $1.1B
Clients: 789
Advisory staff: 5
Fee schedule: 0.80% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 156 Diablo Road, Suite 320, Danville, CA 94526
Phone: 925-838-7700
Website: pcfsonline.com

No. 2 · RIA

Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management is an investment adviser based in Danville, CA, registered with the SEC since 2006. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $543 million, as filed on 12 March 2026.

Andrews, Lucia Wealth Management charges 0.40%–1.25% a year for its Investment Management.

Regulatory AUM: $543M
Clients: 197
Advisory staff: 1
Founded: 2004
Fee schedule: 0.40% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 939 Hartz Way, Suite 200, Danville, CA 94526-3440
Phone: 925-837-8355
Website: luciawealth.com

No. 3 · RIA

Greykasell Wealth Strategies

Greykasell Wealth Strategies is an investment adviser based in Danville, CA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $443 million, as filed on 10 March 2026.

Greykasell Wealth Strategies charges 0.30%–1.65% a year for its Portfolio Management Fees.

Regulatory AUM: $443M
Clients: 124
Advisory staff: 3
Fee schedule: 0.30% to 1.65% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 145 E. Prospect, Suite 202, Danville, CA 94526
Phone: 925-263-9275
Website: greykasell.com

No. 4 · RIA

Fisher & Wiens Wealth Management

Fisher & Wiens Wealth Management is an investment adviser based in Danville, CA, registered with the SEC since 2016. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $250 million, as filed on 4 March 2026.

Fisher & Wiens Wealth Management charges up to 2.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $250M
Clients: 300
Advisory staff: 1
Founded: 2014
Fee schedule: Up to 2.50% a year
Minimum account: $1,000,000
Custodians: LPL Financial
Headquarters: 931 Hartz Avenue, Suite 201, Danville, CA 94526
Phone: 925-964-0090
Website: fisherandwiens.com

No. 5 · RIA

Gallagher Wealth Management

Gallagher Wealth Management is an investment adviser based in Danville, CA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $123 million, as filed on 5 March 2026.

Gallagher Wealth Management charges 0.75%–1.75% a year for its Asset Management.

Regulatory AUM: $123M
Clients: 117
Advisory staff: 1
Fee schedule: 0.75% to 1.75% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 500 La Gonda Way, Suite 200, Danville, CA 94526
Phone: 925-831-3043
Website: gallagherwealth.com

No. 6 · RIA

Fullerton Advisors

Fullerton Advisors is an investment adviser based in Danville, CA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $120 million, as filed on 28 January 2026.

Fullerton Advisors charges up to 1.00% a year for its Investment Advisory Fees.

Regulatory AUM: $120M
Clients: 71
Advisory staff: 1
Fee schedule: Up to 1.00% a year
Custodians: Fidelity, Fidelity
Headquarters: 318 Diablo Road, Suite 260, Danville, CA 94526
Phone: 925-480-7018
Website: fullertonadvisors.com

Questions about financial advisors in Danville

How many financial advisor firms are headquartered in Danville?

6 SEC-registered financial advisor firms report their principal office in Danville, CA, managing $2.58B in regulatory assets between them. The other 3 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Danville?

The Pacific Center for Financial Services, with $1.1B in regulatory assets under management on its latest Form ADV. The next largest are Andrews, Lucia Wealth Management ($543M) and Greykasell Wealth Strategies ($443M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Danville?

The median firm manages $347M in regulatory assets. That is the midpoint of the 6 firms headquartered in Danville.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Danville charge?

Of the 6 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Danville?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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