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Find The Best Financial Advisors in Danville, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Danville is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Danville & pick the one as per your needs

How To Find The Best Financial Advisors in Danville, California

Last Updated - 17-Mar-2023

If you’re looking for qualified financial advisors in Danville, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and 7 non-vetted financial advisors in Danville, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Danville, California have an average of 17 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Danville, California

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David Bobrowsky

Gateway Financial Advisors, Inc.

1261 Locust St.
Suite #60

Walnut Creek, CA 94596

925-322-0799

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Janet Wan

Sierra Pacific Financial Advisors

7077 Koll Center Parkway
Suite 120

Pleasanton, CA 94566

925-223-8868

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Personal Capital

Personal Capital

3 Lagoon Drive
Suite 200

Redwood City, CA 94065

650-556-1310

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Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855-855-8005

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Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650-556-1310

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Allworth Financial

Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888-242-6766

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David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

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Allworth Financial

Allworth Financial

644 North Santa Cruz Ave Suite 4

Los Gatos, CA 95030

888-242-6766

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Allworth Financial

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

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Allworth Financial

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

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Allworth Financial

Allworth Financial

3017 Douglas Blvd

Roseville, CA 95661

888-242-6766

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
NORTHGATE CAPITAL, L.P.
649 San Ramon Valley Blvd, Danville, CA 94526
140214 $6,336,241,624 61 A percentage of AUM
Performance Based
SUMMIT WEALTH AND RETIREMENT PARTNERS
55 Oak Ct, Suite 210, Danville, CA 94526
285972 $697,016,993 816 A percentage of AUM
Fixed fees
HERRMANN & COOKE WEALTH MANAGEMENT
370 Diablo Road, Suite 201 Danville, CA 94526-3438
110722 $492,788,757 1440 A percentage of AUM
Hourly charges
Fixed fees
Other (3RD PARTY MANAGEMENT FEES (EDELMAN MANAGED ASSET PROGRAM))
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
939 Hartz Way, Suite 200 Danville, CA 94526-3440
130931 $402,985,311 580 A percentage of AUM
FISHER & WIENS WEALTH MANAGEMENT, LLC
100 Railroad Avenue, Danville, CA 94526
286079 $220,954,908 676 A percentage of AUM
ENCOMPASS MORE ASSET MANAGEMENT LLC
312 Railroad Ave., Suite 205, Danville, CA 94526
322382 $0 0 A percentage of AUM

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Ying Zhang
Inquire with Ying
4105 Blackhawk Circle Plaza, Danville, CA 94506 925-746-0275
Jacky Tam
Inquire with Jacky
3320 Deer Hollow Dr, Suite 4100-A Danville, CA 94506 415-657-9983
The Liebowitz, Walker & Muniz Group
Inquire with Liebowitz,
4105 Blackhawk Circle Plaza, Danville, CA 94506 925-746-6309
Edward Jones
Inquire with Edward
413 Sycamore Valley Road West, Danville, CA 94526 925-837-7730
Edward Jones
Inquire with Edward
3472 Camino Tassajara, Danville, CA 94506 925-648-2590
Allstate Personal Financial Representative: James Chandler
Inquire with Allstate
472 Hartz Ave, Danville, CA 94526 669-252-9535
John Michael Vinci
Inquire with John
4105 Blackhawk Circle Plaza, Danville, CA 94506 925-746-0274

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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