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.

Mine & Arao Wealth Creation And Management, LLC is a small investment advisory firm based out of Campbell, CA. With two offices, the company is dedicated to providing comprehensive wealth management services to its clients. With three employees in total, two of them specialize in offering investment advisory services. With an average of approximately $91,870,000 in assets under management per investment advisor, Mine & Arao Wealth Creation And Management, LLC maintains an average position compared to industry standards. The firm's compensation structure is diverse, encompassing various types, such as a percentage of assets under management and hourly charges. While 401K and individual accounts make up less than 30% of their assets under management, Mine & Arao Wealth Creation And Management, LLC possesses the capability to efficiently manage employer funds. Notably, all of the assets they manage are discretionary, ensuring flexibility and autonomy in decision-making processes. Catering primarily to high net worth individuals, the firm serves over 120 individual clients, managing an impressive $183,750,000 in assets. Bud Mine and John Arao are two of the longest-tenured registered advisors within the organization, boasting extensive experience and expertise in the field. Mine & Arao Wealth Creation And Management, LLC prides itself on its dedication to providing personalized and tailored financial advice, ensuring that each client's unique goals and aspirations are carefully considered. Through their comprehensive approach and commitment to excellence, the firm strives to empower their clients in achieving their financial objectives and creating a secure and prosperous future.

Xoomfi Advisors, based out of San Jose, CA, is a highly reputable and client-focused investment advisory firm. With a dedicated team of experts, they have successfully managed the assets of over 0 individual clients, totaling more than $28,000 in assets under management. As a small firm, Xoomfi Advisors prides itself on providing personalized and tailored investment strategies to meet the unique needs and goals of their clients. Their extensive experience and comprehensive knowledge allow them to effectively manage a wide range of investment portfolios, including employer 401K plans and individual accounts. With over 80% of their assets under management originating from employer 401Ks or individuals, Xoomfi Advisors has demonstrated its expertise in maximizing returns and minimizing risks for both employers and employees. They understand the importance of strategic investment planning and strive to optimize the growth potential of their clients' assets. Xoomfi Advisors operates with full discretion over the assets they manage, ensuring that all investment decisions are made in the best interest of their clients. Their compensation structure is designed to align their success with that of their clients, incorporating performance-based fees alongside other types of compensation. With their commitment to exceptional client service, expert investment management, and proven track record, Xoomfi Advisors has established itself as a trusted partner for individuals and organizations seeking reliable financial guidance and successful investment strategies.

Werba Rubin Papier Wealth Management, LLC is a reputable investment advisory firm headquartered in San Jose, CA, and boasting two offices. With a dedicated team of eight employees, including four experienced investment advisors, the firm offers comprehensive wealth management services. Known for their expertise and commitment, the firm manages an impressive average of $191,820,000 in assets under management per investment advisor, surpassing the industry average. The compensation structure at Werba Rubin Papier Wealth Management, LLC is diverse, incorporating various methods such as a percentage of assets under management and hourly charges. The firm's extensive client base consists of over 280 individuals, with a remarkable $767,284,000 in assets under management. Notably, more than 80% of their managed assets belong to employer-sponsored 401(k) plans or individuals. The team at Werba Rubin Papier Wealth Management, LLC possesses the necessary qualifications and experience to effectively oversee and manage 401(k) plans for both employers and employees. As a testament to their trustworthiness, the firm manages all client assets on a discretionary basis, reflecting their clients' confidence in their decision-making abilities. Werba Rubin Papier Wealth Management, LLC takes pride in their long-standing advisors, including Jason Papier, Aaron Rubin, and Alan Werba, who contribute their expertise and deep understanding of the investment landscape. With their unwavering dedication to their clients' financial success, Werba Rubin Papier Wealth Management, LLC continues to be a leading force in the field of investment advisory services.

Silicon Valley Capital Partners, L.P. is a distinguished investment advisory firm based in San Jose, California, specializing in managing assets for high net worth individuals. With over 210 individual clients, the firm oversees a substantial portfolio of more than $634,231,000. Boasting a team of six dedicated professionals, including three experienced investment advisors, Silicon Valley Capital Partners, L.P. is committed to providing comprehensive financial guidance and personalized investment strategies. While the firm primarily focuses on discretionary management of high net worth individual assets, they also possess the expertise to effectively handle employer funds. Less than 30% of their assets under management are allocated to 401K and individual accounts, demonstrating their versatility and ability to cater to diverse investment needs. Silicon Valley Capital Partners, L.P. implements a compensation structure that includes various models, such as a percentage of assets under management, ensuring alignment with their clients' success. Notably, their average assets under management per investment advisor stands at an impressive $211,410,000, surpassing industry standards. The firm prides itself on its long-standing relationships and the expertise of its advisors. Notable members of the team include Alison Cornwell, Oksana Yuzefovich, and Christopher Combs, who have played pivotal roles in the company's success. With their meticulous approach to investment management and unwavering commitment to client satisfaction, Silicon Valley Capital Partners, L.P. continues to solidify its position as a trusted partner in wealth management and financial planning.

Brightplan LLC is a local investment advisory firm based out of San Jose, CA, with one office. With a team of 53 employees, a small percentage of them specialize in providing investment advisory services. Each investment advisor at Brightplan LLC manages an average of approximately $1,070,000 in assets under management. The firm offers a diverse compensation structure, including a percentage of assets under management and fixed fees. Over 80% of their assets under management come from employer 401K plans or individual investors. With their extensive expertise, Brightplan LLC excels in managing 401K plans for both employers and employees. All of the assets they manage are discretionary, allowing for optimal decision-making in investment strategies. The firm boasts a substantial client base, with over 210 individual clients and assets under management exceeding $7,473,000. Brightplan LLC takes pride in its experienced team, which includes long-tenured advisors such as Daniel Lee, Haleigh Albers, and Daniel Stokes. As a local investment advisory firm, Brightplan LLC is committed to providing top-notch financial services and assisting clients in achieving their investment goals.

Legacy Wealth Advisors, LLC, based out of San Jose, CA, is a reputable investment advisory firm specializing in managing assets for high net worth individuals. With a total of 7 employees, including 4 dedicated investment advisors, the company boasts an impressive average of $36,960,000 in assets under management per advisor. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a mutually aligned interest with their clients. They cater to a diverse clientele, with over 20 individual clients who entrust them with more than $107,609,000 in assets under management. While Legacy Wealth Advisors handles a wide range of accounts, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm possesses the capability to effectively manage employer funds, providing a comprehensive range of services to meet various investment needs. A notable characteristic of Legacy Wealth Advisors is their discretion in managing assets, with 96% of the assets they oversee falling under discretionary management. This approach demonstrates their commitment to delivering personalized and tailored investment strategies that align with their clients' financial goals and risk tolerance. As a small investment advisory firm, Legacy Wealth Advisors has established a strong presence in the industry. Operating from two offices, they offer a localized approach to client service. The firm prides itself on its experienced team, with Edwin Ryu and Elizabeth Flores serving as two of the longest-tenured registered advisors, contributing to the firm's expertise and success.

Corinthian Wealth Management, a leading investment advisory firm headquartered in San Jose, CA, caters to a diverse clientele seeking expert financial guidance. With a single office location, this small yet highly proficient firm is committed to delivering personalized wealth management solutions. The team at Corinthian Wealth Management comprises three dedicated professionals, including Claudia Deras, Eleonora Tomasello, and David Samuels, who possess extensive industry experience. Boasting a substantial client base, Corinthian Wealth Management serves over 310 individual clients, effectively managing a remarkable $80,591,000 in assets. Their expertise is particularly evident in handling employer 401(k) plans and individual portfolios, which constitute over 80% of their assets under management. This demonstrates their specialized knowledge and ability to effectively manage retirement plans for both employers and employees. A noteworthy aspect of Corinthian Wealth Management is their discretionary management approach, overseeing 98% of the assets under their care. This discretionary authority allows them to make informed investment decisions on behalf of their clients, ensuring optimal results and peace of mind. The firm offers a flexible compensation structure, encompassing various options such as a percentage of assets under management, fixed fees, and hourly charges. This tailored approach ensures that clients receive the most suitable and cost-effective financial solutions. With an average of approximately $26,860,000 in assets under management per investment advisor, Corinthian Wealth Management demonstrates their ability to provide personalized attention and strategic guidance to each client. Known for their longstanding commitment to excellence, Corinthian Wealth Management continues to earn the trust and loyalty of their clientele, forging lasting financial success through their comprehensive wealth management services.

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.

Kaizen Financial Strategies, LLC is a reputable investment advisory firm based out of Campbell, CA. With over 210 individual clients and an impressive $141,287,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Specializing in employer 401Ks and individual portfolios, Kaizen Financial Strategies, LLC possesses extensive expertise in this domain. The firm operates from a single office, delivering personalized financial strategies tailored to their clients' specific needs. They pride themselves on their discretionary management approach, as 99% of the assets they oversee are managed with this level of autonomy. Kaizen Financial Strategies, LLC offers a flexible compensation structure to accommodate their clients' preferences. This includes a percentage-based fee structure linked to assets under management, hourly charges, and fixed fees. By offering various options, they ensure transparency and align their interests with their clients'. With a team of 7 dedicated professionals, including 5 investment advisors, Kaizen Financial Strategies, LLC maintains a low advisor-to-assets ratio. This allows them to provide focused attention to each client and maintain a high level of service. On average, each investment advisor handles approximately $28,260,000 in assets under management. The firm takes pride in its experienced team, with notable advisors such as Saul Greene, Iftikhar Ahmed, and Saadia Ahmed boasting long tenures at the company. These seasoned professionals bring a wealth of knowledge and expertise to their clients' financial journeys. Kaizen Financial Strategies, LLC continues to uphold their commitment to financial success, offering comprehensive and personalized investment advisory services to help clients achieve their long-term goals.