7 Streets Financial, LLC is a small investment advisory firm based out of San Ramon, CA, with a strong presence in the financial industry. With a total of five dedicated employees, including two experienced investment advisors, the firm provides comprehensive financial services to a diverse clientele. With an impressive average of $40,670,000 in assets under management per investment advisor, 7 Streets Financial ensures that its clients receive personalized attention and tailored investment strategies. The firm's compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose the option that best suits their needs. Boasting over 250 individual clients and managing more than $92,000,000 in assets, 7 Streets Financial has built a solid reputation for its expertise in managing employer 401Ks and individual investments. With a wealth of experience in this space, the firm has consistently delivered excellent results and gained the trust of its clients. All assets managed by 7 Streets Financial are discretionary, enabling the firm to make informed investment decisions on behalf of their clients. The company operates out of two well-established offices, offering convenience and accessibility to its clients. Notably, Joseph Duca and Travis Lewis, two highly experienced and dedicated registered advisors, have been instrumental in the firm's success, providing valuable insights and strategic guidance. With its commitment to delivering exceptional financial services and a focus on long-term client relationships, 7 Streets Financial, LLC continues to thrive as a trusted investment advisory firm in the competitive landscape of San Ramon, CA.

Bulman Wealth Group, a highly regarded investment advisory firm, is dedicated to providing exceptional financial guidance to its clients. With over 460 individual clients, they manage a substantial portfolio of assets exceeding $110,780,000. Located in Roseville, CA, Bulman Wealth Group operates from two office locations, ensuring localized service and accessibility. In addition to investment advisory services, Bulman Wealth Group offers insurance brokerage services, providing clients with comprehensive solutions to safeguard their financial well-being. With extensive experience managing employer 401Ks and individual accounts, they have established a strong track record in this space. With a commitment to excellence, Bulman Wealth Group exercises full discretionary control over 100% of the assets they manage. This demonstrates their expertise in making strategic investment decisions tailored to their clients' needs. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a mutually aligned partnership with their clients. The firm comprises two dedicated employees, all of whom provide investment advisory services. Each investment advisor at Bulman Wealth Group manages an average of approximately $55,390,000 in assets, which falls within the industry average. This underscores their ability to effectively handle diverse portfolios while maintaining a personalized approach to client service. Bulman Wealth Group's success is a result of the expertise and dedication of their team. By staying informed about market trends and leveraging their deep knowledge of financial strategies, they guide their clients towards achieving their financial goals. With a focus on building long-term client relationships, Bulman Wealth Group aims to be a trusted partner on their clients' financial journey.

Herring RIA Sub, LLC is a respected investment advisory firm, specializing in managing assets for both employer 401K plans and individual clients. Based in San Francisco, CA, the firm operates from a single office and is renowned for its expertise and personalized approach to wealth management. With a client base exceeding 1,050 individuals, Herring RIA Sub, LLC manages assets totaling over $421,000. Their portfolio primarily consists of assets from employer 401K plans and individual accounts, representing over 80% of their assets under management. The firm's strong qualifications make them a trusted choice for employers seeking efficient management of their 401K plans. The firm exercises full discretion over 100% of the assets they manage, allowing them to make well-informed investment decisions aligned with clients' financial goals. Herring RIA Sub, LLC offers a compensation structure tailored to clients' needs, although specific details are not provided. With a dedicated team of nine employees, three of whom provide expert investment advisory services, the firm ensures exceptional client service. The average assets under management per investment advisor amount to approximately $140,000, reflecting the firm's commitment to maintaining a high level of personalized attention for each client. Philip Wettersten and Theodore Katsoulis are among the longest-tenured registered advisors at Herring RIA Sub, LLC, contributing their extensive experience and expertise to the firm's success. Herring RIA Sub, LLC continues to be a reputable partner in guiding clients toward their financial objectives, offering comprehensive investment advisory services with a focus on delivering exceptional value and tailored solutions.

Findec Wealth Services, Inc. is a highly esteemed investment advisory firm headquartered in Stockton, CA. With a single office, the firm focuses on providing exceptional wealth management services to a discerning clientele. Findec Wealth Services, Inc. boasts a team of four dedicated professionals, with three of them serving as investment advisors. Impressively, the firm's investment advisors have an average of approximately $260,010,000 in assets under management per advisor, well above the industry average. This reflects their expertise and ability to effectively manage substantial portfolios on behalf of their clients. Findec Wealth Services, Inc. offers a comprehensive compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach allows the firm to cater to the unique needs and preferences of their clients. While 401K and individual accounts represent less than 30% of their assets under management, Findec Wealth Services, Inc. possesses the capability to manage employer funds, ensuring a complete range of investment services for their clients. An impressive 98% of the assets they manage are under discretionary management, a testament to the trust clients place in the firm's investment strategies. With over 460 individual clients and a combined total of $780,026,000 in assets under management, Findec Wealth Services, Inc. has established itself as a trusted partner for individuals seeking comprehensive wealth management solutions. The firm takes pride in its experienced team of advisors, including the longest-tenured registered advisors Nathan Williamson and Tolen Teigen, who bring extensive industry knowledge and expertise to the table. Findec Wealth Services, Inc.'s unwavering commitment to delivering personalized service and their track record of success make them a prominent choice for clients in Stockton, CA, and beyond.

KERA CAPITAL PARTNERS, a local investment advisory firm headquartered in San Jose, California, boasts an impressive clientele of over 20 individual clients with a remarkable $166,701,000 in assets under management. With 12 offices strategically located, KERA CAPITAL PARTNERS ensures convenient access for their clients throughout the region. As a highly reputable firm, KERA CAPITAL PARTNERS focuses on discretionary asset management, handling 97% of the assets under their care. With a specialization in serving high net worth individuals, they possess extensive experience in managing portfolios tailored to meet the unique needs and objectives of affluent clients. The firm's compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with their clients' preferences. Comprising a team of nine professionals, with eight dedicated to providing investment advisory services, KERA CAPITAL PARTNERS offers personalized attention and expertise to their clients. With an average of approximately $20,840,000 in assets under management per investment advisor, the firm maintains a favorable advisor-to-assets ratio, allowing for a high level of personalized service. KERA CAPITAL PARTNERS takes pride in their team of longest-tenured advisors, including Michael Mccabe, Henry Hien Phan, and G-Woon Choe, whose extensive knowledge and commitment to their clients have contributed to the firm's continued success. With their comprehensive range of services and a client-centric approach, KERA CAPITAL PARTNERS solidifies its position as a trusted partner in wealth management, catering to the diverse needs of their esteemed clientele.

TTP Investments, Inc., based out of San Jose, CA, is a small investment advisory firm with a strong focus on providing personalized financial guidance. With a team of two dedicated professionals, they offer comprehensive investment advisory services to a diverse clientele. The firm manages a substantial portfolio, with an average of $89,810,000 in assets under management per investment advisor, aligning with industry standards. TTP Investments, Inc. adopts a flexible compensation structure, which includes a variety of options such as a percentage of assets under management, hourly charges, and fixed fees. This approach allows them to cater to the unique needs and preferences of their clients. With over 260 individual clients, TTP Investments, Inc. oversees a substantial amount of assets, totaling more than $301,512,000. The majority of these assets are managed on behalf of high-net-worth individuals. While 401(k) and individual accounts represent a smaller portion of their assets under management, the firm possesses the expertise to manage employer funds as well. Importantly, all assets managed by TTP Investments, Inc. are under a discretionary arrangement, empowering the firm to make informed investment decisions on behalf of their clients. Operating from a single office, TTP Investments, Inc. is deeply committed to delivering top-notch advisory services to their clients. Among their team of registered advisors, Harris Willner and Harrison Willner hold distinguished tenures with the firm, bringing a wealth of experience and expertise to the table. Clients can rely on TTP Investments, Inc. to provide sound investment advice tailored to their specific financial goals and aspirations.

Lucas Group Financial Planners, Inc., a small investment advisory firm based out of Sacramento, CA, is dedicated to helping individuals and employers achieve their financial goals. With 5 skilled employees, including three investment advisors, they offer comprehensive financial planning services. Having an average of approximately $67,530,000 in assets under management per investment advisor, Lucas Group Financial Planners, Inc. maintains an industry-average performance. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management and fixed fees. The firm boasts an impressive client base of over 380 individuals, with assets under management exceeding $250,200,000. Their expertise lies in managing employer 401Ks and individual portfolios, representing roughly half of their total assets. With 91% of the assets they manage falling under discretionary management, clients trust Lucas Group Financial Planners, Inc. to make sound investment decisions on their behalf. Lucas Group Financial Planners, Inc. operates from two offices, serving clients with a personalized touch. The firm takes pride in its experienced team, featuring long-tenured advisors like Matthew Page, Todd Hadley, and Gregory Lucas, who bring a wealth of knowledge and expertise to their clients. Committed to providing exceptional financial planning and investment advisory services, Lucas Group Financial Planners, Inc. strives to help their clients build and protect their wealth, offering tailored strategies to navigate the ever-changing financial landscape.

THEPARTNERS WEALTH MANAGEMENT is a respected investment advisory firm headquartered in Monterey, CA. With two offices strategically located in the area, they provide personalized financial solutions to a diverse clientele. Comprising a team of five dedicated professionals, including three experienced investment advisors, THEPARTNERS WEALTH MANAGEMENT boasts a wealth of expertise in wealth management and investment advisory services. Renowned for their commitment to excellence, THEPARTNERS WEALTH MANAGEMENT handles an impressive average of $33,550,000 in assets under management per investment advisor. Their compensation structure is flexible, offering clients options such as a percentage of assets under management, hourly charges, and fixed fees. While they excel in managing discretionary assets, their expertise extends to overseeing employer funds, although these represent a smaller portion of their overall assets under management. With over 130 individual clients, THEPARTNERS WEALTH MANAGEMENT has accumulated an impressive portfolio, overseeing more than $100,659,000 in assets under management. High net worth individuals make up the majority of their client base, benefiting from the firm's tailored investment strategies and personalized approach. The success of THEPARTNERS WEALTH MANAGEMENT can be attributed, in part, to their experienced team of advisors. Notably, Trevin Kent, Bart Cutino, and Dale Walker, some of the firm's longest-tenured advisors, have played integral roles in building and maintaining strong client relationships. THEPARTNERS WEALTH MANAGEMENT continues to thrive as a trusted financial partner, dedicated to delivering exceptional service, expert guidance, and long-term financial prosperity to their valued clients.

Prosperitas Financial, LLC, a reputable investment advisory firm headquartered in Valencia, CA, is dedicated to providing comprehensive financial solutions to a diverse clientele. With over 80 individual clients and assets under management surpassing $221,790,000, the firm has built a solid reputation for delivering exceptional results. Operating as a local firm, Prosperitas Financial, LLC operates from two offices in Valencia. With a deep understanding of employer 401Ks and individual accounts, approximately half of their assets under management originate from these sources, showcasing their expertise and experience in this space. With 97% of the assets they manage falling under discretionary management, Prosperitas Financial, LLC exercises a high level of trust and autonomy. Their compensation structure is designed to align with client interests and may include a percentage of assets under management, hourly charges, and fixed fees. The firm takes pride in its team of 15 dedicated employees, nine of whom provide investment advisory services. Each investment advisor at Prosperitas Financial, LLC oversees an average of approximately $24,640,000 in assets under management, highlighting their commitment to delivering personalized attention and tailored strategies. Christopher Ingram, Rian Denich, and Frederic Wachtel are among the firm's longest-tenured advisors, exemplifying their deep knowledge and expertise. Their contributions, along with the collective skill and dedication of the team, position Prosperitas Financial, LLC as a trusted partner in helping clients achieve their financial goals.

Streetbeat LLC, a small investment advisory firm headquartered in Palo Alto, CA, is dedicated to providing comprehensive financial solutions to a vast clientele. With over 151,630 individual clients and an impressive $5,965,000 in assets under management, Streetbeat has established itself as a trusted partner in managing clients' wealth. Operating from a single office, the firm is well-positioned to cater to the diverse needs of its clients. Over 80% of Streetbeat's assets under management are comprised of employer 401K plans and individual accounts, showcasing their expertise in managing these types of assets. They have the necessary qualifications to effectively manage both employer-sponsored retirement plans and individual investment portfolios. Streetbeat's compensation structure is diverse, including a percentage of assets under management. This ensures that their interests are directly aligned with the success of their clients' portfolios. With a team of 13 employees, a small percentage of whom provide investment advisory services, Streetbeat delivers personalized attention and tailored financial strategies to their clients. Damian Scavo, one of the longest-tenured registered advisors, has been with the firm since 2021, contributing his expertise and experience to the team. Streetbeat LLC prides itself on its commitment to building long-term relationships and delivering exceptional financial guidance. Through their knowledge, dedication, and tailored approach, they continue to help their clients navigate the complexities of the financial markets and achieve their financial goals.

Marest Capital, LLC is a distinguished investment advisory firm headquartered in Tarzana, CA. With one office, the firm is comprised of a dedicated team of two employees, both of whom provide exceptional investment advisory services. Their comprehensive compensation structure includes various types, such as fixed fees, tailored to meet clients' specific needs. Catering to a discerning clientele, Marest Capital, LLC manages the assets of over 40 individual clients, totaling an impressive $165,604,000 in assets under management. Specializing in high-net-worth individuals, the firm is well-versed in handling complex financial portfolios and delivering personalized investment strategies. Marest Capital, LLC prides itself on offering discretionary asset management, allowing clients to entrust the firm with full authority over their investments. This hands-off approach provides peace of mind, knowing that their assets are managed with expertise and diligence. As a small investment advisory firm, Marest Capital, LLC places a strong emphasis on building long-term relationships with its clients. Their local presence in Tarzana, CA reflects their commitment to serving the community and providing personalized, responsive service. Aaron Cohen and Paul Cohen, two of the firm's longest-tenured registered advisors, bring a wealth of experience and expertise to Marest Capital, LLC, ensuring clients receive top-tier guidance and advice. With a steadfast dedication to delivering exceptional investment advisory services, Marest Capital, LLC strives to help clients achieve their financial goals while navigating the complexities of the ever-changing market.

Beverly Hills Private Wealth, LLC is a distinguished investment advisory firm headquartered in the prestigious city of Beverly Hills, CA. With a team of eight dedicated professionals, they deliver comprehensive wealth management solutions to their discerning clientele. Of these experts, three specialize in providing exceptional investment advisory services, demonstrating their commitment to offering personalized guidance tailored to each client's financial goals. Impressively, the firm boasts an impressive average of approximately $167,400,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is diverse, including a range of options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility to suit their clients' unique needs. Beverly Hills Private Wealth, LLC stands out for their extensive portfolio, managing over $484,000,000 in assets for more than 10 individual clients. The majority of these assets are held by high net worth individuals who entrust the firm with their financial affairs. Notably, a remarkable 95% of the assets they manage are under discretionary control, reflecting the trust clients place in their expertise. As a small but highly esteemed investment advisory firm, Beverly Hills Private Wealth, LLC operates from a single office in Beverly Hills. They take pride in their experienced team, which includes some of the firm's longest-tenured advisors such as Lisa Weiner, Scott Shagrin, and Ira Ravitz. These individuals bring a wealth of knowledge and industry expertise, ensuring that clients receive top-tier guidance to navigate the complexities of the financial landscape.