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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Danville, CA

Every SEC-registered investment adviser representative at a firm office in Danville, with the firms that employ the most of them.

160 registered advisors work in Danville; the most are at Encompass More Asset Management LLC (32). 25 list the CFP designation and 97 are also registered broker representatives.

Firms with the most advisors in Danville

FirmAdvisors in Danville
Encompass More Asset Management LLC32
LPL Financial LLC news26
UBS Financial Services Inc. news10
Strategic Advisers LLC7
Cetera Investment Advisers LLC news6
Osaic Wealth, Inc. news5
Sanctuary Advisors, LLC5
J.P. Morgan Securities LLC news4
Malakoff Wealth4
The Pacific Center For Financial Services4
Cetera Planning Partners news3
Edelman Financial Engines news3
Auxi Asset Management, LLC2
Cambridge Investment Research Advisors, Inc. news2
Edward Jones news2
Greykasell Wealth Strategies, Inc.2
Kun-Lun Development Corporation2
Mariner news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Principal Securities, Inc.2
T. Rowe Price Associates, Inc.2
Wells Fargo Clearing Services, LLC news2
American Investors Company1
Andrews, Lucia Wealth Management LLC1
Apogee Wealth Advisors1

Advisors in Danville, A to Z

CFP advisors in Danville →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in Danville, CA?

160 investment adviser representatives are registered at firm offices in Danville, California, according to the SEC's Investment Adviser Public Disclosure records. 97 of them are also registered as broker representatives, and 25 list the CFP designation.

Which firm has the most financial advisors in Danville?

Encompass More Asset Management LLC, with 32 registered advisors in Danville, followed by LPL Financial LLC with 26.

How do I check a financial advisor in Danville?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.