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.

Waverley Wealth Management LLC is a small investment advisory firm based in Mountain View, CA, with a single office. With a team of two dedicated professionals, Waverley Wealth Management LLC offers comprehensive investment advisory services to its clients. The firm manages an average of approximately $54,210,000 in assets under management per investment advisor, which is in line with the industry average. Waverley Wealth Management LLC adopts a flexible compensation structure, including various types such as a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management are allocated to 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. The vast majority, 98%, of the assets they oversee are discretionary, giving the firm the freedom to make investment decisions on behalf of their clients. Focusing primarily on high-net-worth individuals, Waverley Wealth Management LLC caters to the unique financial needs of its clientele. The firm boasts an impressive client base, serving over 30 individual clients and managing assets totaling more than $108,416,000. Among the firm's registered advisors, Martin Bicker and Donna Williams hold the distinction of being two of the longest-tenured professionals with extensive experience in the field. With a commitment to delivering personalized and effective investment advisory services, Waverley Wealth Management LLC strives to provide its clients with the expertise and guidance needed to achieve their financial goals.

Cornerstone Capital, Inc., based out of Palo Alto, CA, is a distinguished investment advisory firm catering to a diverse clientele. With over 20 individual clients, the firm boasts an impressive $1,104,923,000 in assets under management. Specializing in discretionary asset management, Cornerstone Capital, Inc. provides comprehensive financial advice and personalized investment strategies to help clients achieve their financial goals. With one office in Palo Alto, the firm prides itself on its close-knit and client-focused approach. Cornerstone Capital, Inc. has a compensation structure that incorporates various types, including a percentage of assets under management and fixed fees. This ensures that the firm aligns its success with the success of its clients. Comprising a dedicated team of five professionals, Cornerstone Capital, Inc. places great emphasis on providing expert investment advisory services. With an impressive average of approximately $368,310,000 in assets under management per investment advisor, the firm surpasses industry standards in terms of individual advisor performance. Noteworthy individuals within the firm include Mark Branson, Mason Ford, and Bradford Dinsmore, who have been pivotal contributors to Cornerstone Capital, Inc.'s success. These experienced advisors have established long-standing relationships with clients, reflecting the firm's commitment to fostering trust and delivering exceptional financial guidance. As a small investment advisory firm, Cornerstone Capital, Inc. combines personalized attention with robust investment strategies, positioning itself as a trusted partner for clients seeking comprehensive wealth management solutions.

Johnson Lyman Wealth Advisors is a small investment advisory firm based out of Los Altos, CA. With a single office, they are committed to providing comprehensive investment advisory services to their clients. With a team of two employees, one of whom specializes in investment advisory services, they ensure personalized attention and expertise. With an impressive average of approximately $134,860,000 in assets under management per investment advisor, Johnson Lyman Wealth Advisors stands out in the industry. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. While 401K and individual accounts constitute less than 30% of their assets under management, Johnson Lyman Wealth Advisors has the capability to manage employer funds. An impressive 95% of the assets they manage are discretionary, reflecting the trust placed in their expertise by their clients. Primarily catering to high net worth individuals, Johnson Lyman Wealth Advisors manages the assets of over 10 individual clients, totaling more than $134,864,000. The firm boasts experienced registered advisors, including Robert Lyman and Rebecca Lyman, who have dedicated significant time and expertise to the company. With a commitment to delivering personalized investment advisory services and a track record of managing substantial assets, Johnson Lyman Wealth Advisors has established itself as a trusted and respected firm in the financial industry.

Adero Partners, LLC, based out of Palo Alto, CA, is a regional investment advisory firm with a solid presence in the industry. With six strategically located offices, they have established themselves as a trusted financial partner for clients seeking expert guidance. Adero Partners boasts a team of 53 dedicated professionals, of which 26 specialize in providing comprehensive investment advisory services. Known for their exceptional track record, Adero Partners manages a substantial amount of assets, averaging around $129,870,000 per investment advisor. This figure surpasses the industry average, underscoring their proficiency in delivering favorable results for their clients. Adero Partners offers a flexible compensation structure, allowing clients to choose from various options such as a percentage of assets under management, fixed fees, or hourly charges. Although 401K and individual accounts represent a minority share of their assets under management, the company possesses the capability to handle employer funds efficiently. Remarkably, 95% of the assets they manage are under discretionary control, reflecting the high level of trust their clients place in their expertise. Catering primarily to high net worth individuals, Adero Partners serves over 300 individual clients, managing an impressive $3,376,502,000 in assets. The firm takes pride in its experienced advisors, with notable long-tenured professionals like Aaron White, Warren Jackson, and Jayne Smith, who bring a wealth of knowledge and insight to their clients' investment strategies. Adero Partners, LLC continues to demonstrate their commitment to excellence, empowering clients to navigate the complex financial landscape with confidence and achieve their long-term financial goals.

MEDIA WEALTH, based out of Palo Alto, CA, is a small investment advisory firm with a solid reputation in the industry. With a total of four employees, all of whom provide investment advisory services, they specialize in managing assets for high net worth individuals. The firm boasts an average of $45,810,000 in assets under management per investment advisor, aligning with the industry average. Media Wealth's compensation structure offers flexibility to clients, with options such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to cater to the unique needs and preferences of their diverse clientele. Currently, they serve over 10 individual clients, managing a combined total of over $59,251,000 in assets. While the majority of their managed assets are for high net worth individuals, Media Wealth also possesses the expertise to handle employer funds, although these represent a smaller portion of their overall assets under management. All of the assets they manage are done so on a discretionary basis, allowing clients to trust the firm's expertise and decision-making. With three offices located in Palo Alto, Media Wealth operates in a region known for its vibrant business and technological landscape. The firm benefits from the experience of Tyson Beem, one of their longest tenured registered advisors, who has been with the company since 2020. Media Wealth's commitment to personalized service, industry-average asset management, and knowledgeable team positions them as a trusted partner for their clients' investment needs.

Riley Friedman Asset Management is a reputable investment advisory firm headquartered in Los Altos, CA. With a team of two dedicated employees, they specialize in providing comprehensive investment advisory services to a diverse clientele. With an impressive average of approximately $444,680,000 in assets under management per investment advisor, Riley Friedman Asset Management outperforms the industry average in terms of managing clients' wealth. The compensation structure at Riley Friedman Asset Management includes various types, such as a percentage of assets under management and performance-based fees. With over 100 individual clients, the firm manages a substantial portfolio totaling over $406,505,000 in assets. Primarily catering to high net worth individuals, Riley Friedman Asset Management primarily handles discretionary assets, where clients entrust the firm with full decision-making authority. Although 401K and individual accounts make up less than 30% of their assets under management, Riley Friedman Asset Management possesses the expertise and capability to efficiently manage employer funds. Their commitment to delivering exceptional investment advisory services has earned them a loyal client base over the years. Located in Los Altos, CA, Riley Friedman Asset Management operates out of a single office. The firm boasts experienced registered advisors, Jonathan Riley and Stuart Friedman, who have been with the company for an extended period, offering their extensive knowledge and expertise to assist clients in achieving their financial goals. With their personalized approach and a track record of success, Riley Friedman Asset Management remains a trusted partner for individuals seeking professional investment advisory services.

Holbrook Global Strategies, a small investment advisory firm based out of Palo Alto, CA, boasts a single office serving as their operational hub. With a team of one dedicated employee, they specialize in providing comprehensive investment advisory services. Each investment advisor at Holbrook Global Strategies manages an impressive average of $132,000,000 in assets under their purview, surpassing industry norms. Their compensation structure encompasses various types, including a percentage of assets under management and hourly charges. Notably, Holbrook Global Strategies exercises complete discretion over the entirety of the assets they manage, demonstrating their expertise and trustworthiness. The firm primarily focuses on catering to high-net-worth individuals, with the majority of their managed assets belonging to this esteemed clientele. Impressively, Holbrook Global Strategies currently oversees the financial interests of more than ten individual clients, responsible for a cumulative $132,000,000 in assets under management. Richard Holbrook, one of the longest-tenured registered advisors within the company, has been a vital member of the team since 2003. With years of experience and a steadfast commitment to their clients, Holbrook Global Strategies is recognized for their proficiency and dedication in the investment advisory realm.

Wealthfront Advisers LLC is a prominent local investment advisory firm headquartered in Palo Alto, CA, boasting a single office. With a workforce of 265 dedicated professionals, a small percentage of them specialize in providing expert investment advisory services. Renowned for their exceptional performance, Wealthfront Advisers LLC consistently manages an impressive average of approximately $2,307,850,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure is multifaceted, encompassing various types, including a percentage of assets under management. Notably, about half of their assets under management originate from employer 401Ks or individuals, signifying their strong expertise in this domain. A distinguishing characteristic of Wealthfront Advisers LLC is that they exercise full discretion over 100% of the assets they manage, showcasing their commitment to delivering comprehensive financial solutions. With an extensive client base of over 339,190 individuals, Wealthfront Advisers LLC expertly oversees an impressive $23,078,535,000 in assets under management. The firm is proud to have an exceptional team of seasoned advisors, with notable individuals such as Anthony Molina, David Burgess, and Daniel Vega having demonstrated exceptional commitment and expertise over the years. Their extensive experience contributes to the firm's strong reputation and continued success. Wealthfront Advisers LLC is an industry leader, leveraging their knowledge, skill, and client-centric approach to provide unparalleled investment advisory services to individuals and employers alike. With a steadfast commitment to achieving optimal results and a focus on personalized financial planning, Wealthfront Advisers LLC stands out as a trusted partner in the pursuit of financial success.

Sand Hill Global Advisors, LLC, based out of Palo Alto, CA, is a prominent investment advisory firm known for its expertise in managing high net worth individuals' assets. With a total of 32 employees, the company stands out with 14 dedicated professionals providing top-tier investment advisory services. The average assets under management per investment advisor amount to an impressive $185,820,000, significantly surpassing the industry average. Sand Hill Global Advisors' compensation structure is diverse, offering various types of fees, such as a percentage of assets under management and performance-based fees. This flexible approach ensures alignment with clients' goals and incentivizes the advisors to deliver exceptional results. The firm boasts an extensive client base, serving over 50 individual clients with a substantial $3,037,936,000 in assets under management. These assets primarily belong to high net worth individuals seeking expert guidance in wealth management and investment strategies. With 98% of the assets managed being discretionary, Sand Hill Global Advisors enjoys a high degree of control and flexibility in implementing investment decisions on behalf of their clients. Established as a local institution, the firm maintains two offices within Palo Alto, CA, strategically positioning itself within Silicon Valley's thriving hub of innovation and wealth creation. Sand Hill Global Advisors has garnered a strong reputation, partly due to its team of experienced advisors, including Stephen Peterson, Jeffrey Abadie, and Brian Dombkowski, who have remained with the company for an extended period, providing stability and valuable expertise.

Gates Pass Advisors, LLC is a reputable investment advisory firm located in Los Altos, CA. With over 20 individual clients and a staggering $125,303,000 in assets under management, they have firmly established themselves as a trusted partner in wealth management. Despite being a small firm, Gates Pass Advisors, LLC operates from a single office and possesses the expertise to effectively manage employer funds alongside their extensive experience in handling 401K and individual accounts. Notably, 100% of the assets they manage are discretionary, emphasizing the firm's commitment to making informed investment decisions on behalf of their clients. The majority of their managed assets belong to high-net-worth individuals, demonstrating their ability to cater to the unique needs of affluent clientele. Gates Pass Advisors, LLC employs a diverse compensation structure that includes various types, such as a percentage of assets under management and fixed fees. With two dedicated employees, each providing exceptional investment advisory services, the firm ensures personalized attention and a high level of expertise to meet their clients' financial goals. On average, Gates Pass Advisors, LLC manages approximately $62,650,000 in assets under management per investment advisor, which aligns with industry standards. The firm takes pride in the long tenures of their registered advisors, exemplified by the commitment and experience of Kanaka Szabo-Cummings and Erik Schei. As a client-centric firm, Gates Pass Advisors, LLC is dedicated to delivering tailored investment strategies, comprehensive financial guidance, and exceptional service to their esteemed clientele in Los Altos, CA, and beyond.