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.

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.

South Bay Financial Partners, based in Torrance, CA, is a small investment advisory firm dedicated to providing exceptional financial services. With a team of one highly skilled employee, they specialize in offering comprehensive investment advisory services to their esteemed clientele. The firm boasts an impressive average of $109,380,000 in assets under management per investment advisor, which aligns with the industry standard. South Bay Financial Partners prides itself on its diverse compensation structure, which includes a combination of fees based on a percentage of assets under management and performance-based incentives. This approach ensures that their advisors are motivated to deliver optimal results for their clients. With a portfolio of over 20 individual clients, South Bay Financial Partners manages a substantial sum of over $113,309,000 in assets. While their primary focus lies in managing the assets of high-net-worth individuals, they also have the capacity to oversee employer funds, showcasing their versatility in the financial industry. Operating from three well-established offices, South Bay Financial Partners has firmly established itself within the Torrance community. Among their team of talented professionals is Tara Unverzagt, one of the firm's longest-tenured registered advisors, who has been contributing her expertise since 2015. Overall, South Bay Financial Partners is dedicated to providing personalized and strategic financial advice to help their clients achieve their investment goals. With their solid track record and commitment to excellence, they continue to make a significant impact in the investment advisory landscape.

Paragon Financial Partners, a small investment advisory firm based out of Woodland Hills, CA, is dedicated to providing exceptional financial services to its esteemed clientele. With over 40 individual clients and a staggering $247,023,000 in assets under management, Paragon Financial Partners boasts an impressive track record of success. Specializing in serving high net worth individuals, the firm prides itself on its ability to manage discretionary assets with utmost proficiency, constituting a remarkable 67% of the total assets they oversee. The firm's compensation structure offers clients flexibility, incorporating various models such as a percentage of assets under management, fixed fees, and hourly charges. With a team of two dedicated and experienced employees, Paragon Financial Partners ensures that every client receives personalized attention and expert guidance. Each investment advisor manages an average of approximately $123,510,000 in assets under management, aligning with the industry average. Evan Shorten and Elean Mendoza, two of the firm's longest-tenured registered advisors, bring extensive expertise and industry knowledge to the table. Their commitment to excellence and client satisfaction has solidified Paragon Financial Partners' reputation as a trusted and reliable partner in the realm of financial advisory services. Situated in Woodland Hills, CA, Paragon Financial Partners operates from a single office, leveraging its local presence to serve clients effectively and foster strong, long-lasting relationships. By combining their comprehensive understanding of the financial landscape with a client-centric approach, Paragon Financial Partners strives to empower individuals and guide them towards achieving their financial goals.

Oak Root LLC, based out of Montecito, CA, is a small investment advisory firm specializing in serving high net worth individuals. With a team of one dedicated employee, Oak Root LLC offers comprehensive investment advisory services to its clientele. Led by Kevin Root, one of the firm's longest tenured registered advisors since 2015, the company brings a wealth of experience and expertise to the table. Oak Root LLC prides itself on managing a substantial amount of assets under management, with an average of approximately $32,360,000 per investment advisor. The firm's compensation structure is diverse, including various types such as a percentage of assets under management, fixed fees, and performance-based fees. Catering to a select group of over 10 individual clients, Oak Root LLC currently oversees more than $666,000,000 in assets under management. The firm's clientele primarily consists of high net worth individuals, and an impressive 98% of the assets they manage are discretionary. Despite being a small firm, Oak Root LLC maintains a strong presence with its main office in Montecito, CA. The company's commitment to providing personalized and tailored investment advisory services has earned it a reputation for excellence within the industry. As Oak Root LLC continues to expand its client base and manage substantial assets, it remains dedicated to offering top-notch investment advice and maintaining the trust and confidence of its valued clients.

STONEBRIDGE CAPITAL MANAGEMENT INC is a prominent investment advisory firm based out of Los Angeles, CA. With six dedicated employees, they specialize in providing comprehensive investment advisory services to a diverse clientele. Demonstrating their expertise, the firm maintains an impressive average of approximately $226,410,000 in assets under management per investment advisor, surpassing industry standards. Stonebridge Capital Management Inc's compensation structure is designed to align with their clients' goals and preferences. It includes various types of fees, such as a percentage of assets under management and fixed fees, ensuring a flexible and customized approach to their services. Catering primarily to high net worth individuals, Stonebridge Capital Management Inc effectively manages over $328,520,000 in assets for more than 200 individual clients. Although the majority of their assets under management are allocated to high net worth individuals, the firm also possesses the expertise and capacity to handle employer funds, although representing a smaller portion of their assets. With 100% of the assets they manage being discretionary, Stonebridge Capital Management Inc maintains full authority in making investment decisions on behalf of their clients. Operating from their single office in Los Angeles, the firm provides localized investment advisory services, offering clients the advantage of a close-knit, personalized approach. Richard Barrett, one of the firm's most experienced registered advisors, has been with Stonebridge Capital Management Inc since 1997, contributing his extensive knowledge and expertise to the company's success.

Kinetic Investment Management, Inc., a leading local investment advisory firm based out of Los Angeles, CA, prides itself on its exceptional track record and unwavering commitment to its clients. With over 960 individual clients, the company manages an impressive portfolio of over $249,309,000 in assets. Backed by their extensive expertise in the industry, Kinetic Investment Management specializes in handling employer 401Ks and individual investments, accounting for half of their assets under management. With a widespread presence comprising 19 offices, Kinetic Investment Management caters to a diverse clientele, providing them with tailored financial solutions and personalized investment strategies. Their team of 23 dedicated professionals, including 17 investment advisors, work diligently to deliver outstanding results and exceed client expectations. Each investment advisor manages an average of approximately $14,670,000 in assets under management, a testament to their expertise and proficiency. Kinetic Investment Management operates under a flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that their clients receive transparent and suitable compensation arrangements that align with their individual needs. At the heart of their success lies the extensive knowledge and experience of their team. Notably, Kinetic Investment Management boasts a roster of accomplished advisors, including Samuel Adams, Lisa Bussenger, and Ali Hashemian, who have been with the firm for many years, providing valuable insights and guidance to clients. Kinetic Investment Management, Inc. is committed to fostering long-term relationships, providing exemplary service, and helping clients achieve their financial goals with confidence.

Inbalance Advisors, LLC is a highly reputable investment advisory firm based out of Los Angeles, CA. With a team of four dedicated professionals, including three investment advisors, they provide comprehensive financial guidance to their clients. The firm boasts an impressive average of approximately $274,110,000 in assets under management per investment advisor, which exceeds the industry average, reflecting their expertise and success in managing client portfolios. Inbalance Advisors, LLC has a diverse compensation structure that includes various types, such as a percentage of assets under management. They cater to a wide range of clients, with over 80% of their assets under management consisting of employer 401K plans and individual accounts. Their exceptional track record in managing these assets has made them highly qualified in handling both employer and employee 401K plans. The firm currently serves over 100 individual clients, each with assets under management surpassing $850,000. Inbalance Advisors, LLC takes pride in its discretionary management approach, as 100% of the assets they oversee are handled with careful consideration and expertise. Operating from their headquarters in Los Angeles, Inbalance Advisors, LLC maintains one office to provide personalized attention to their clientele. Among their experienced team, Andrew Parmet and Matthew Sear stand out as two of the longest-tenured registered advisors, contributing their extensive knowledge and commitment to the firm's success. Inbalance Advisors, LLC sets itself apart as a trusted and competent partner in navigating the complex world of investment management, empowering their clients to achieve their financial goals with confidence.

Aligne Wealth Advisors Investment Management (Awaim) is a leading investment advisory firm headquartered in Los Angeles, CA. With one office, Awaim is well-positioned to serve clients in the bustling financial hub of Southern California. This small yet dynamic firm boasts a team of five talented professionals, three of whom specialize in providing exceptional investment advisory services. Awaim manages an impressive average of approximately $42,840,000 in assets under management per investment advisor. Their compensation structure is diverse, encompassing various types, including a percentage of assets under management. While employer funds constitute a significant portion of their managed assets, 401K and individual accounts represent less than 30% of their total portfolio. With a keen focus on discretion, Awaim ensures that 100% of the assets they manage are discretionary, providing clients with a sense of trust and security. Their primary clientele consists of high-net-worth individuals, with over 110 individual clients entrusting them with assets exceeding $128,525,000. Awaim takes pride in their team's experience and expertise, with several long-tenured advisors at the helm. Notable names include Jonas Lee, Ivan Illan, and Jacob Weston, who bring extensive knowledge and a proven track record to the table. Aligne Wealth Advisors Investment Management (Awaim) has built a reputation for delivering personalized and comprehensive investment strategies tailored to the unique needs and goals of each client. With a commitment to excellence and a client-centric approach, Awaim strives to provide exceptional wealth management solutions in the ever-evolving financial landscape.

Pensionmark Financial Group, LLC is a leading regional investment advisory firm headquartered in Santa Barbara, CA. With over 60 offices, the firm serves a diverse clientele of over 3,310 individual clients. Their exceptional team of 244 employees, including 130 dedicated investment advisors, ensures the delivery of top-notch financial guidance and support. With a remarkable track record, Pensionmark Financial Group manages an impressive $26,622,603,000 in assets under management. This includes 39% of discretionary assets, showcasing their expertise in tailored investment strategies. Their compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges, providing flexibility and customization to their clients. Pensionmark Financial Group stands out in the industry with their exceptional average of approximately $204,790,000 in assets under management per investment advisor, significantly higher than the industry average. This achievement speaks to their commitment to individualized attention and client satisfaction. Among the firm's seasoned advisors are Mary Francisco, William Kendall, and Mallory Van Leeuwen, who have demonstrated their dedication and expertise over the years. Their extensive experience, combined with the collective knowledge of the entire team, allows Pensionmark Financial Group to provide comprehensive financial solutions to meet their clients' specific needs. Pensionmark Financial Group, LLC continues to set the standard for excellence in the investment advisory industry. With their strong presence, vast resources, and unwavering commitment to client success, they are well-positioned to help individuals achieve their financial goals with confidence.

Bourke Wealth Management, a reputable investment advisory firm, operates from its headquarters in Santa Barbara, CA. With a single office, this small yet distinguished firm is dedicated to providing exceptional investment advisory services. With a total of three employees, Bourke Wealth Management boasts a team of experienced professionals who are committed to helping their clients achieve their financial goals. On average, each investment advisor at Bourke Wealth Management oversees an impressive $35,850,000 in assets under management. The firm offers a diverse compensation structure to meet their clients' needs, including a percentage of assets under management, hourly charges, and fixed fees. Although the firm manages less than 30% of their assets under management in 401K and individual accounts, they possess the expertise to effectively manage employer funds. Notably, an overwhelming 99% of the assets they handle are under discretionary management. Bourke Wealth Management primarily serves high-net-worth individuals, as the majority of the assets they manage are attributed to this discerning clientele. With a client base of over 50 individuals, the firm effectively oversees more than $107,562,000 in assets under management. Notably, John Lee and Kevin Bourke are two of the longest-tenured registered advisors at Bourke Wealth Management, contributing their wealth of experience and expertise to the firm's success. As a trusted partner in wealth management, Bourke Wealth Management leverages its extensive knowledge and personalized approach to provide comprehensive financial solutions tailored to the unique needs of each client. Their dedication to delivering exceptional service has solidified their reputation as a leading investment advisory firm in the Santa Barbara area.

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.