| 1. Northgate Capital, L.p. CRD 140214 · Limited Partnership | DANVILLE, CA | $2.9B Mar 2026 | -$1.1B-27.6% | -$1.9B-39.2% | -$1.8B-38.4% | +$85.3M+3.0% | -13 employees-32.5% over 3Y | +2 accounts+3.1% over 3Y |
| 2. Ursa Fund Management LLC CRD 283363 · Limited Liability Company | DANVILLE, CA | $1.2B Apr 2026 | +$564.7M+89.1% | +$995.7M+491.3% | +$215.7M+22.0% | +$960.0M+402.8% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 3. Encompass More Asset Management LLC CRD 322382 · Limited Liability Company | DANVILLE, CA | $984.9M May 2026 | +$403.0M+69.3% | +$871.5M+768.9% | — | — | +74 employees+217.6% over 3Y | +6,663 accounts+392.4% over 3Y |
| 4. Andrews, Lucia Wealth Management LLC CRD 130931 · Limited Liability Company | DANVILLE, CA | $543.5M Mar 2026 | +$87.4M+19.2% | +$140.5M+34.9% | +$184.7M+51.5% | +$431.1M+383.7% | -1 employees-50.0% over 3Y | +6 accounts+1.0% over 3Y |
| 5. Greykasell Wealth Strategies, INC. CRD 329018 · Corporation | DANVILLE, CA | $443.2M Mar 2026 | +$152.0M+52.2% | — | — | — | +2 employees+66.7% over 1Y | +117 accounts+40.1% over 1Y |
| 6. Fisher & Wiens Wealth Management, LLC CRD 286079 · Limited Liability Company | DANVILLE, CA | $250.3M Mar 2026 | +$31.3M+14.3% | +$29.4M+13.3% | +$78.6M+45.7% | — | -2 employees-66.7% over 3Y | -116 accounts-17.2% over 3Y |
| 7. Gallagher Wealth Management CRD 161266 · Corporation | DANVILLE, CA | $123.5M Mar 2026 | +$12.8M+11.6% | +$87.5M+242.9% | +$87.5M+242.9% | — | +1 employees+33.3% over 1Y | +176 accounts+95.7% over 3Y |
| 8. Fullerton Advisors, LLC CRD 148880 · Limited Liability Company | DANVILLE, CA | $120.4M Jan 2026 | — | — | — | +$12.3M+11.4% | 0 employees+0.0% over Total | -5 accounts-1.9% over Total |
| 9. Pacific Wealth Advisory Services LLC CRD 330888 · Limited Liability Company | DANVILLE, CA | $96.3M Feb 2026 | -$5.6M-5.5% | — | — | — | 0 employees+0.0% over 1Y | +64 accounts+13.7% over 1Y |