Best Financial Advisors in DANVILLE, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in DANVILLE
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
DANVILLE, CA · Since 2006
FULLERTON ADVISORS, LLC
DANVILLE, CA · Since 2025
NORTHGATE CAPITAL, L.P.
DANVILLE, CA · Since 2006
FISHER & WIENS WEALTH MANAGEMENT, LLC
DANVILLE, CA · Since 2016
ENCOMPASS MORE ASSET MANAGEMENT LLC
DANVILLE, CA · Since 2022
GALLAGHER WEALTH MANAGEMENT
DANVILLE, CA · Since 2024
GREYKASELL WEALTH STRATEGIES, INC.
DANVILLE, CA · Since 2024
PACIFIC WEALTH ADVISORY SERVICES LLC
DANVILLE, CA · Since 2024
URSA FUND MANAGEMENT LLC
DANVILLE, CA · Since 2017
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in DANVILLE?
The median advisory fee in DANVILLE, CA is 0.95% of assets under management per year, based on Form ADV filings from 9 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.