Top financial advisors in Danville, CA
We’ve curated a list of the best financial advisors in Danville, take a look at it below
Find an advisor in Danville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $490,609,310 | 10 advisors | ||
| 2 | $387,616,631 | 2 advisors | ||
| 3 | $164,737,118 | 2 advisors | ||
| 4 | $77,027,303 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Danville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Danville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Herrmann & Cooke Wealth Management
Herrmann & Cooke Wealth Management is a financial advisory firm based in Danville, California. It currently has approximately $490,609,310 of assets under management and employs about 10 people. Herrmann & Cooke Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and 3rd party management fees (edelman managed asset program).
Assets under management
$490,609,310
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
3RD PARTY MANAGEMENT FEES (EDELMAN MANAGED ASSET PROGRAM)
SEC number
801-31115
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Andrews, Lucia Wealth Management LLC
Andrews, Lucia Wealth Management LLC is a financial advisory firm based in Danville, California. It currently has approximately $387,616,631 of assets under management and employs about 2 people. Andrews, Lucia Wealth Management LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$387,616,631
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-66974
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Blue Investment Partners LLC
Blue Investment Partners LLC is a financial advisory firm based in Danville, California. It currently has approximately $164,737,118 of assets under management and employs about 2 people. Blue Investment Partners LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$164,737,118
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-128241
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Gallagher Wealth Management
Gallagher Wealth Management is a financial advisory firm based in Danville, California. It currently has approximately $77,027,303 of assets under management and employs about 2 people. Gallagher Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$77,027,303
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-73510
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Your first meeting is free.