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Find Retirement Advisors for Retirement Planning in Danville, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Danville, California
Last Updated - April 25, 2025Danville has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Danville, California have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Danville, California
VERIFIEDDavid Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDParker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDHetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIEDThe Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 11 Retirement Planning firms in Danville, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 649 San Ramon Valley Blvd, Danville, CA, 94526 | $4,144,865,180 | 65 | 36 | A percentage of AUM, Performance Based |
| 2 | 500 La Gonda Way, #210 Danville, CA, 94526 | $786,897,919 | 779 | 9 | A percentage of AUM |
| 3 | 156 Diablo Rd, Ste 250 Danville, CA, 94526 | $633,586,173 | 2 | 2 | Performance Based |
| 4 | 939 Hartz Way, Suite 200 Danville, CA, 94526-3440 | $456,071,682 | 639 | 2 | A percentage of AUM |
| 5 | 145 E. Prospect, Suite 202 Danville, CA, 94526 | $291,195,547 | 292 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 312 Railroad Avenue, Suite 201 Danville, CA, 94526 | $259,663,527 | 128 | 2 | A percentage of AUM |
| 7 | 500 La Gonda Way, Suite 210 Danville, CA, 94526 | $258,915,416 | 769 | 9 | A percentage of AUM, Other (MARKETING REIMBURSEMENT) |
| 8 | 390 Diablo Rd Suite 100, Danville, CA, 94526 | $228,528,667 | 2835 | 48 | A percentage of AUM |
| 9 | 931 Hartz Avenue, Suite 201 Danville, CA, 94526 | $219,000,000 | 550 | 2 | A percentage of AUM |
| 10 | 4155 Blackhawk Plaza Circle, Suite 244 Danville, CA, 94506 | $110,607,323 | 379 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 50 Oak Court Suite 230, Danville, CA, 94526 | $98,705,617 | 508 | 2 | A percentage of AUM |
Information on Top Retirement Planning firms in Danville, California
QualificationsFirm CRD# 140214
Assets Under Management $4,144,865,180
No. Of Clients65
Clients Per Financial Advisor2
NORTHGATE CAPITAL, L.P. is a financial advisory firm situated in Danville, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 65 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 155343
Assets Under Management $786,897,919
No. Of Clients779
Clients Per Financial Advisor87
CONSILIUM WEALTH MANAGEMENT is a financial advisory firm situated in Danville, California. With a nearly $787M assets under management, the firm specializes in crafting personalized retirement planning solutions for 779 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 283363
Assets Under Management $633,586,173
No. Of Clients2
Clients Per Financial Advisor1
URSA FUND MANAGEMENT LLC is a financial advisory firm situated in Danville, California. With a nearly $634M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 130931
Assets Under Management $456,071,682
No. Of Clients639
Clients Per Financial Advisor320
ANDREWS, LUCIA WEALTH MANAGEMENT LLC is a financial advisory firm situated in Danville, California. With a nearly $456M assets under management, the firm specializes in crafting personalized retirement planning solutions for 639 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 329018
Assets Under Management $291,195,547
No. Of Clients292
Clients Per Financial Advisor97
GREYKASELL WEALTH STRATEGIES, INC. is a financial advisory firm situated in Danville, California. With a nearly $291M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 298444
Assets Under Management $259,663,527
No. Of Clients128
Clients Per Financial Advisor64
BLUE INVESTMENT PARTNERS LLC is a financial advisory firm situated in Danville, California. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 128 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 170265
Assets Under Management $258,915,416
No. Of Clients769
Clients Per Financial Advisor85
SIMPLEX WEALTH MANAGEMENT is a financial advisory firm situated in Danville, California. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 769 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (MARKETING REIMBURSEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 322382
Assets Under Management $228,528,667
No. Of Clients2835
Clients Per Financial Advisor59
ENCOMPASS MORE ASSET MANAGEMENT LLC is a financial advisory firm situated in Danville, California. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2835 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 286079
Assets Under Management $219,000,000
No. Of Clients550
Clients Per Financial Advisor275
FISHER & WIENS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Danville, California. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 550 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 161266
Assets Under Management $110,607,323
No. Of Clients379
Clients Per Financial Advisor126
GALLAGHER WEALTH MANAGEMENT is a financial advisory firm situated in Danville, California. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 379 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 330888
Assets Under Management $98,705,617
No. Of Clients508
Clients Per Financial Advisor254
PACIFIC WEALTH ADVISORY SERVICES LLC is a financial advisory firm situated in Danville, California. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 508 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
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