NORTHGATE CAPITAL, L.P.
Danville, CA
AUM
$2.93B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
925-820-9970
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
17 advisers found
URSA FUND MANAGEMENT LLC
Danville, CA
AUM
$1.20B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Performance-based fees
415-529-6040
ENCOMPASS MORE ASSET MANAGEMENT LLC
Danville, CA
AUM
$984.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
85 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
925-272-8850
THE PACIFIC CENTER FOR FINANCIAL SERVICES
Danville, CA
AUM
$960.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(925) 838-7700
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Danville, CA
AUM
$543.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
925-837-8355
GREYKASELL WEALTH STRATEGIES, INC.
Danville, CA
AUM
$443.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
925-263-9275
FISHER & WIENS WEALTH MANAGEMENT, LLC
Danville, CA
AUM
$250.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
925-964-0090
GALLAGHER WEALTH MANAGEMENT
Danville, CA
AUM
$123.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
925-831-3043
FULLERTON ADVISORS, LLC
Danville, CA
AUM
$120.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
925-480-7018
PACIFIC WEALTH ADVISORY SERVICES LLC
Danville, CA
AUM
$96.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
925-838-7566
JERSIN FINANCIAL SERVICES
Danville, CA
AUM
$78.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
925-725-6750
BLACKHAWK WEALTH ADVISORS
Danville, CA
AUM
$62.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
888-985-7526
DOLAN PARTNERS LLC
Danville, CA
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-608-2080
MANETTA WEALTH
Danville, CA
AUM
$50.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(925) 648-2000
REGAN FINANCIAL GROUP, LLC
Danville, CA
AUM
$739K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-820-0630
MALAKOFF WEALTH
Danville, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
510-582-7060
AUXI ASSET MANAGEMENT, LLC
Danville, CA
AUM
$97.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
855-855-2894
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