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Showing 1 - 12 of 56 results
ASSETMARK FINANCIAL, INC.
ASSETMARK FINANCIAL, INC.
Concord, California
500+ employees
AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.
Retirement Benefits Rank
Market Competitive
ALLWORTH FINANCIAL, LP
ALLWORTH FINANCIAL, LP
Folsom, California
500+ employees
Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087
Retirement Benefits Rank
Market Leading
TOYON ASSOCIATES, INC.
TOYON ASSOCIATES, INC.
Concord, California
50-99 employees
For more than 40 years, Toyon Associates, Inc has secured maximum allowable third party reimbursement for hospitals and health systems. One of the most experienced healthcare financial consulting firms in the nation, Toyon Associates offers a comprehensive range of services. From Medicare/Medicaid cost report preparation and appeals to reimbursement department outsourcing, our experts ensure that you receive optimum reimbursement while maintaining compliance. In a world of constantly evolving regulations, it takes an expert to apply the latest federal mandates. Our teams of experts routinely exceed client expectations. Discover why our clients remain with us, decade after decade. Toyon Associates provides: Proven Excellence. Each year, we successfully obtain millions of dollars of additional reimbursement. We provide seamless integration of expert cost report preparation with proactive identification of issues which will require appeal. Comprehensive Services. Our size and resources allow us to quickly respond to your needs. From the initial cost report, to assisting during an audit, to filing appeals, our teams of specialists create customized solutions to optimize your third party reimbursement. Synergy. Toyon Associates works with more than 800 hospitals nationwide. This provides us with a distinct advantage in identifying issues, developing strategies, implementing solutions, and streamlining processes. Expert Analysis. Every year, federal regulations grow in complexity. Our specialists analyze and apply all applicable regulations, safeguarding your facility’s financial health. Contact us today at 888-514-9312
Retirement Benefits Rank
Market Leading
DESTINATION WEALTH MANAGEMENT, INC
DESTINATION WEALTH MANAGEMENT, INC
Walnut Creek, California
50-99 employees
Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning advice. The firm is recognized as a leader in focusing on client-centric services to individuals and institutions around the world.
Retirement Benefits Rank
Market Laggard
SIERRA INVESTMENT PARTNERS, INC.
SIERRA INVESTMENT PARTNERS, INC.
Vacaville, California
1-24 employees
Vacaville, California is located in northern Solano County, midway between San Francisco and Sacramento. The City's rich history has transformed the community from a small agricultural town into a thriving and progressive city; now a diverse population of 100,000 residents who pride themselves on a high level of community involvement. While the City’s population history and demographics show its rapid growth, Vacaville had maintained its small town charm. Affordable housing, quality schools, a wide array of youth activities, and numerous community events contribute to making Vacaville a family-oriented city. Residents of all ages participate in organized sports leagues year-round. There are also high quality recreation programs for all ages, and state-of-the-art public recreation facilities, including a community pool with water slides and a diving well, ball fields, and a skateboard park. Numerous community events throughout the year provide fun for the entire family, including the annual Fiesta Days and Fourth of July celebrations, concerts during the summer at the downtown Creekwalk, and the “Merriment on Main” festivities during the holiday season. With Vacaville’s central location, residents can “day trip” to beaches, Lake Tahoe, and the Napa wine country. For those who want to stay local, Lagoon Valley Park provides the opportunity to fish, hike, and sail in a scenic, natural setting. Other options include enjoying the downtown with a stroll along the beautiful Creekwalk, catching a movie, or hitting the ice at the skating center. Residents and visitors enjoy an expanding choice of restaurants in the revitalized, historic downtown, and some of the best shopping in the area with a thriving retail district along Interstate 80 that includes one of the largest factory outlet complexes in California. Go to CityofVacaville.gov/SMP for our Social Media Policy.
Retirement Benefits Rank
Top Benefits
HF&H CONSULTANTS, LLC
HF&H CONSULTANTS, LLC
Walnut Creek, California
25-49 employees
HF&H Consultants, LLC's (HF&H) purpose is to provide environmentally responsible economic, financial, strategic planning, and management consulting services to local governments throughout the Western United States. HF&H's reputation is well established, having performed more than 1,900 engagements for nearly 400 clients since founding in 1989. HF&H's credentialed accountants, economists, engineers, public policy experts, and management consultants provide clients the highest level of professional services.
Retirement Benefits Rank
Top Benefits
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SCB VENTURES, LLC
SCB VENTURES, LLC
Roseville, California
25-49 employees
At SC Ventures, we are an independent sponsor, investor, management executives, and Board Directors to companies in need of renewal and growth strategies, with a specific focus on B2B companies where technology can aid in greater efficiency. We bring insight into culture and process as part of our effort to transform businesses and recognize that operational revitalization begins with a combination of people and capital. Some of our activities include: • Interim President of Patient Planning Services, a healthcare software business providing psychosocial solutions to healthcare clients nationwide, including Mt. Sinai, Rocky Mountain Cancer Centers, and Memorial Sloan Kettering. Leading operational turnaround, growth strategy into new products, and selection of a permanent CEO. Brought in by the Board. • Advisor to the Board of Sellas Life Sciences Group, a clinical stage drug development company. Led operational processes during the company’s reverse merger and helped set up the public company Board of Directors, including hiring of CFO, General Counsel, and investment management firm. Brought in by major shareholder in Europe. • Portfolio Manager for Patriarch Partners, a $4B distressed private equity firm. Oversaw 8 companies in the portfolio in the consumer products and manufacturing sectors. Directed operational strategy in the interest of the primary secured creditor for each company. • Consultant to the United States Army merger of $3.5B program of record with similarly sized program at the Navy. Managed teams that included program, contract, logistics, and technology management for products deployed in over 170 countries. • Investor and manager as CEO of Affinitel, a telecommunications company headquartered in San Francisco with several thousand business customers, including the California Highway Patrol, Safeway, Rite Aid, and Wells Fargo. Delivered 100% revenue growth, over 200% cash flow growth, paying off debt 3.5 years ahead of schedule.
Retirement Benefits Rank
Top Benefits
UNITED STATES COMMODITY FUNDS, LLC
UNITED STATES COMMODITY FUNDS, LLC
Walnut Creek, California
25-49 employees
USCF operates on the leading edge of product innovation as an asset management firm offering exchange-traded products (ETP), exchange-traded funds (ETF). We advise you to consider a Fund's objectives, risks, charges and expenses carefully before investing. Download a copy of a Fund's Prospectus by contacting the Fund’s distributor at: ALPS Distributors, 1290 Broadway, Ste 1100, Denver, CO 80203, calling 800-920-0259 or go to https://www.uscfinvestments.com/filings. Investing involves risks, including loss of principal. Funds distributed by ALPS Distributors, Inc. For more information, visit www.uscfinvestments.com ETP DISCLOSURE: These Funds are not mutual funds or any other type of Investment Company within the meaning of the Investment Company Act of 1940, as amended, and are not subject to regulation thereunder. Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Investing in commodity interests subject each Fund to the risks of its related industry. An investor may lose all or substantially all of an investment. These risks could result in large fluctuations in the price of a particular Fund's respective shares. Funds that focus on a single sector generally experience greater volatility. For further discussion of these and additional risks associated with an investment in the Funds, read the respective Fund Prospectus before investing. ETF DISCLOSURE: Investing in the Fund involves risks, including the possible loss of principal. Commodities contain a heightened risk including market and price movements that are outside the Fund’s control.
Retirement Benefits Rank
Top Benefits
BURTON ENRIGHT WELCH
BURTON ENRIGHT WELCH
Walnut Creek, California
1-24 employees
● Reported directly to the Chief Compliance Officer (CCO) for weekly projects and potential new client assessments; built and analyzed weekly spreadsheets for all of the firm's investments, including bonds, investment funds, and stocks ● Developed a comprehensive PowerPoint presentation covering the power and importance of saving and investing money from an early age; made formal presentations to the CCO
Retirement Benefits Rank
Market Leading
J. WOOD CAPITAL ADVISORS LLC
J. WOOD CAPITAL ADVISORS LLC
Santa Rosa, California
1-24 employees
J. Wood Capital Advisors LLC ("JWCA"​) is an advisory firm and registered broker dealer focused solely on providing capital structure help and solutions to U.S. corporations. We are an independent firm, without the conflicts inherent in the traditional investment banking model. Our objective is to deliver advice to public companies on capital structure; then, empower them to raise capital in a smarter, more efficient manner. Focused and unbiased advice.
Retirement Benefits Rank
Top Benefits
LARSEN WURZEL & ASSOCIATES, INC.
LARSEN WURZEL & ASSOCIATES, INC.
Sacramento, California
1-24 employees
Larsen Wurzel & Associates, Inc. is an independent public finance and management consulting firm based in Sacramento, California. Our mission is to provide public finance, project management, and financial consulting services to public sector entities with the goal of efficiently and cost effectively implementing public improvements and services.
Retirement Benefits Rank
Below Market
ALAMO CAPITAL
ALAMO CAPITAL
Walnut Creek, California
1-24 employees
Established in 1987, Alamo Capital is a Financial Advisor headquartered in Walnut Creek, California. Our investment firm has over 33 years of specializing in tax-exempt investments. We provide timely and efficient executions of investment transactions for all of our retail, institutional, and wholesale clientele. As an investment firm, our clients have access to fixed-income investments, retirement planning, and all aspects of insurance. Alamo Capital is a certified WBE and SBE.
Retirement Benefits Rank
Below Market
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