Falists

California · 17 advisers

Financial Advisors in Danville, California

Looking for a financial advisor in Danville, California? Falists indexes 17 SEC-registered and state-registered investment advisers in Danville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 16 firms list a website you can visit directly. Firms in this directory manage up to $2.93B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

17

With website

16

Largest AUM

$2.93B

Financial planning

8

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth16Planning8Trusts14Retirement4Institutional5

Top advisors in Danville

Ranked by AUM · Fees, team & specialties at a glance

View all 17 →

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Danville, California?
17 registered investment advisers are listed in our Danville directory, sourced from public SEC filings.
What types of advisors are in Danville?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Danville?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.