Vault-13

Managers in Danville, CA

United States · 98 asset managers within 25 km (7 in Danville itself) · 163 wealth managers, banks and others

DanvilleSouth San FranciscoRichmondSausalitoLarkspurPalo AltoRedwood CityPortola ValleySan MateoWalnut Creek
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: San Francisco, CA 887 · Palo Alto, CA 205 · Menlo Park, CA 171 · Atherton, CA 85 · San Mateo, CA 75 · Walnut Creek, CA 40 · Redwood City, CA 40 · Burlingame, CA 40 · Oakland, CA 25 · Mountain View, CA 21 · Santa Clara, CA 17 · Sausalito, CA 14

Asset managers in and around Danville

#Manager People here Assets Visa salary
51 FAIRVIEW CONSTITUTION MANAGEMENT IV LLC venture · Walnut Creek $139.8m 1 $139.8m
52 Crosspoint Capital Strategies, LLC Orinda $117.0m about 1main office $117.0m
53 TVV ADVISERS, LLC venture · Pleasanton $31.3m about 1main office $31.3m
54 EMPIRIC INSTITUTIONAL institutions · Walnut Creek $9.9m 1 $9.9m
55 AWH FINANCIAL, LLC Walnut Creek 1
56 MMA SECURITIES LLC Walnut Creek 1
57 STELVIO PRIVATE WEALTH Walnut Creek 1
58 USI SECURITIES, INC. Concord 1
59 WELLS FARGO & COMPANY/MN wealth · Walnut Creek WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
60 Pathstone Holdings, LLC wealth · Walnut Creek ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
61 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · San Ramon Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
62 ALLSTATE CORP structured credit, wealth · San Ramon ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
63 NORTHGATE CAPITAL, L.P. private equity, venture · Danville $2.9bn office $2.9bn
64 Adero Partners, LLC Pleasanton $1.5bn based here $1.5bn
65 SCP Investment, LP hedge funds, futures · Orinda $1.2bn based here $1.2bn
66 STEWART & PATTEN CO LLC Lafayette $668.9m based here $668.9m
67 Gifford Fong Associates Lafayette $501.4m based here $501.4m
68 Bedell Frazier Investment Counselling, LLC Walnut Creek $495.0m based here $495.0m
69 CONCENTRIC WEALTH MANAGEMENT, LLC Lafayette $410.0m based here $410.0m
70 ELEVATION WEALTH PARTNERS, LLC Walnut Creek $333.8m based here $333.8m
71 Prosperity Financial Group, Inc. Moraga $322.6m based here $322.6m
72 GKV Capital Management Co., Inc. Walnut Creek $309.9m based here $309.9m
73 Goldstein Munger & Associates Moraga $303.5m based here $303.5m
74 Maloon Powers Pitre Higgins & Dennehy, LLC Moraga $291.0m based here $291.0m
75 Blue Investment Partners LLC Alamo $285.1m based here $285.1m
76 Greykasell Wealth Strategies, Inc. Danville $275.5m based here $275.5m
77 Maxwell Wealth Strategies Inc. Pleasanton $244.9m based here $244.9m
78 Grant Private Wealth Management Inc Pleasanton $237.2m based here $237.2m
79 PURSUE WEALTH PARTNERS LLC Alamo $178.6m based here $178.6m
80 PRING TURNER CAPITAL GROUP INC Alamo $174.6m based here $174.6m
81 Athena Investment Management Orinda $168.7m based here $168.7m
82 Fullerton Advisors, LLC Danville $106.9m based here $106.9m
83 LFS ASSET MANAGEMENT Moraga $99.1m based here $99.1m
84 Garrison Point Capital, LLC Walnut Creek $6.8m based here $6.8m
85 USCF Advisers LLC Walnut Creek $99.9k based here $99.9k
86 CHARLES SCHWAB & CO., INC. Walnut Creek CHARLES SCHWAB & CO., INC. · 2 related pages office
87 500 GLOBAL venture · Pleasant Hill office
88 500 KIMCHI MANAGEMENT COMPANY LLC venture · Pleasant Hill office
89 ALDER VALE hedge funds, futures · Walnut Creek office
90 AURUM EP GP LLC venture · Pleasanton office
91 AURUM VP GP LLC venture · Pleasanton office
92 AssetMark Financial Holdings, Inc. Concord · visa salary $172,850 based here $172,8508 filings
93 BEE PARTNERS MANAGEMENT COMPANY, LLC venture · Lafayette office
94 CONDUIT CP INVESTMENT I LLC venture · Alamo office
95 ENERGY INNOVATION CAPITAL MANAGEMENT, LLC venture · Orinda office
96 GARUDA VENTURES MANAGEMENT, LLC venture · Orinda office
97 LENGTH LLC venture · Lafayette office
98 SWIFT VENTURES venture · Lafayette office

98 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.