Investment advisers in Danville, CA
10 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Northgate Capital, L.P. | $2.93 billion | 27 | 0 |
| Ursa Fund Management LLC | $1.20 billion | 2 | 1 |
| Encompass More Asset Management LLC | $984.9 million | 108 | 0 |
| The Pacific Center for Financial Services | $960.6 million | 4 | 0 |
| Andrews, Lucia Wealth Management LLC | $543.5 million | 1 | 0 |
| Greykasell Wealth Strategies, Inc. | $443.2 million | 5 | 0 |
| Fisher & Wiens Wealth Management, LLC | $250.3 million | 1 | 0 |
| Gallagher Wealth Management | $123.5 million | 4 | 0 |
| Fullerton Advisors, LLC | $120.4 million | 1 | 0 |
| Pacific Wealth Advisory Services LLC | $96.3 million | 2 | 2 |