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.

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.

Burr Financial Services, LLC is a small investment advisory firm headquartered in Pleasant Hill, CA. With a single office location, they specialize in providing investment advisory services. The firm comprises a team of three dedicated employees, all of whom possess expertise in investment advisory services. On average, each investment advisor at Burr Financial Services manages approximately $27,140,000 in assets under management. The compensation structure at Burr Financial Services includes various types, such as a percentage of assets under management. Notably, around 50% of their assets under management originate from employer 401Ks or individuals, indicating their strong presence and experience in this particular segment. Moreover, the firm operates on a discretionary basis, meaning they have full authority to make investment decisions on behalf of their clients. Burr Financial Services, LLC takes pride in serving a diverse clientele, with over 300 individual clients relying on their expertise. Collectively, these clients entrust the firm with more than $81,419,000 in assets under management. The firm boasts a roster of seasoned advisors, including Ryan Wood, Brent Burr, and Michael Killeen, who have demonstrated remarkable longevity and expertise in the industry. With their base in Pleasant Hill, CA, Burr Financial Services, LLC remains committed to providing comprehensive investment advisory services to their clients. By leveraging their extensive experience and utilizing their discretionary management approach, the firm aims to assist clients in achieving their financial goals and securing their financial future.

Sequoia Planning & Investments LLC is a small investment advisory firm based in Walnut Creek, CA, with over 10 individual clients and assets under management totaling more than $161,532,000. With their dedication to personalized service, Sequoia Planning & Investments caters primarily to high net worth individuals seeking comprehensive financial planning and investment management solutions. Led by experienced professionals, this firm operates from a single office location, serving clients with utmost commitment and expertise. Approximately 4% of the assets under their management are handled with discretionary authority, showcasing their ability to make informed investment decisions on behalf of their clients. Sequoia Planning & Investments LLC adopts a flexible compensation structure, offering various fee arrangements including a percentage of assets under management and hourly charges. This approach ensures alignment with their clients' unique needs and provides transparency in their billing practices. With a team of two dedicated employees, Sequoia Planning & Investments maintains an exceptional average of approximately $161,530,000 in assets under management per investment advisor, significantly surpassing industry standards. Notably, Paul Murk stands as one of the firm's longest-tenured registered advisors, having been with the company since 1998. His extensive experience and commitment to client success exemplify the firm's core values of trust and longevity. Sequoia Planning & Investments LLC continues to deliver tailored financial planning and investment strategies, aiming to help their clients achieve their financial goals while providing a personalized approach to wealth management.

FC360 Wealth Management, Inc., based out of Roseville, CA, is a small investment advisory firm specializing in providing comprehensive wealth management services. With 1 total employee, the firm offers personalized investment advisory services to a diverse client base of over 260 individuals and entities. The team at FC360 Wealth Management, Inc. has a wealth of experience in managing assets, with an average of $173,580,000 in assets under management per investment advisor, surpassing the industry average. They have developed a strong reputation for their expertise in handling employer 401Ks and individual accounts, which collectively account for approximately half of their impressive assets under management, totaling over $100,353,000. Maintaining a high level of professionalism, FC360 Wealth Management, Inc. adopts a compensation structure that includes various types, such as a percentage of assets under management. This ensures alignment with their clients' interests and incentivizes the firm to strive for optimal performance. In addition to their investment advisory services, FC360 Wealth Management, Inc. offers a range of complementary services to meet their clients' financial needs. They serve as insurance brokers or agents and work closely with an accountant or accounting firm to provide comprehensive financial solutions. Led by Louis Barrientos, one of the longest-tenured registered advisors who has been with the firm since 2015, FC360 Wealth Management, Inc. demonstrates a commitment to building lasting relationships with their clients. With their expertise, personalized approach, and dedication to client success, they have established themselves as a trusted partner in wealth management in the Roseville area.

Thomas Doll is a renowned investment advisory firm located in Walnut Creek, CA, catering to a diverse client base. With over 540 individual clients and an impressive $1,252,444,000 in assets under management, they have established themselves as a trusted entity in the financial industry. Operating from a single office, Thomas Doll offers comprehensive investment advisory services. While the firm primarily focuses on managing discretionary assets, including employer funds, they also handle 401K and individual accounts, albeit constituting less than 30% of their total assets. Thomas Doll's compensation structure is multifaceted, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. Boasting a dedicated team of 13 employees, with 10 of them specializing in investment advisory services, Thomas Doll ensures that each client receives personalized attention. On average, each investment advisor manages approximately $125,240,000 in assets under management, which aligns with the industry standard. Notably, the firm takes pride in its long-serving advisors, including John Werhan, Barry Oliver, and Joseph Kalinowski, who bring a wealth of experience and expertise to the table. Their collective knowledge and commitment to delivering exceptional service contribute to Thomas Doll's reputation as a reliable and respected investment advisory firm. Overall, Thomas Doll stands as a prominent player in the financial landscape, offering tailored solutions and effective wealth management strategies to clients in Walnut Creek and beyond.

Mark Gillam Enterprises is a small investment advisory firm based out of Fair Oaks, CA, with one office. Established in [year], the firm prides itself on providing comprehensive investment advisory services to a diverse clientele. With a total of six dedicated professionals, including two experienced investment advisors, they offer personalized financial solutions to help clients achieve their investment goals. Mark Gillam Enterprises manages an average of $92,920,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is flexible, incorporating various models such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This approach allows them to tailor their services to meet the unique needs of each client. While the firm's primary focus is on managing assets for high-net-worth individuals, they also have the capability to handle employer funds, although these represent a smaller portion of their overall assets under management. Approximately 3% of the assets they manage are discretionary, indicating their expertise in making independent investment decisions. With a substantial client base, Mark Gillam Enterprises serves over 90 individual clients, collectively entrusted with more than $185,844,000 in assets. The firm's success is owed in part to the long tenure and expertise of their registered advisors, including Mark Gillam and Frank Cantone, who have been with the company for an extensive period, providing clients with seasoned guidance and wealth management strategies.

Wagner Loftin Investment Services LLC, headquartered in Pleasant Hill, CA, is a reputable local investment advisory firm. With a single office location, the company is composed of seven dedicated employees, all of whom specialize in providing top-notch investment advisory services. On average, each investment advisor at Wagner Loftin manages approximately $49,590,000 in assets under management, which aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management. While 401K and individual accounts account for less than 30% of their total assets under management, Wagner Loftin Investment Services LLC possesses the expertise to effectively handle employer funds. Notably, all of the assets managed by the firm are discretionary, providing clients with a high degree of trust and flexibility. With a focus on serving high-net-worth individuals, Wagner Loftin Investment Services LLC manages a substantial portfolio for over 340 individual clients, amounting to an impressive $347,104,000 in assets under management. The firm's commitment to excellence is evident through its team of seasoned advisors, including Steve Loftin, Jill Guintu, and Ronald Wagner, who have established long-standing tenures within the organization. In addition to their core investment advisory services, Wagner Loftin Investment Services LLC also offers valuable ancillary services, such as being a registered representative of a broker-dealer and acting as an insurance broker or agent. These comprehensive offerings allow the firm to cater to a diverse range of financial needs, further solidifying its reputation as a trusted and comprehensive investment advisory provider.

Boltwood Capital Management, located in Walnut Creek, CA, is a small investment advisory firm that prides itself on providing exceptional financial services to its clients. With a team of two highly experienced investment advisors, Boltwood Capital Management offers a wide range of investment advisory services. The firm boasts an impressive average of approximately $21,380,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, fixed fees, and commissions. Boltwood Capital Management has garnered a reputation for its expertise in managing employer 401K plans and individual assets, with over 80% of their assets under management belonging to these categories. With over 80 individual clients and a total of $312,975,000 in assets under management, the firm has proven its capability to handle diverse client needs and deliver satisfying results. The majority of the assets under management at Boltwood Capital Management, approximately 91%, are managed on a discretionary basis, reflecting their clients' trust in their decision-making capabilities. As a testament to their commitment to providing personalized services, the firm maintains a single office location in Walnut Creek, CA. Michael Stock and Zachary Wolf, two of the longest-tenured registered advisors at Boltwood Capital Management, bring a wealth of experience and expertise to the firm. Their combined knowledge and dedication ensure that clients receive comprehensive and tailored investment strategies to help them achieve their financial goals.

AVISEN ADVISORS, LLC: Providing Expert Investment Advisory Services in Sacramento Avisen Advisors, LLC is a distinguished local investment advisory firm based out of Sacramento, CA. With two strategically located offices, they have established themselves as a trusted partner for individuals seeking expert guidance in managing their assets. Avisen Advisors, LLC boasts a talented team of eight dedicated professionals, all of whom are committed to delivering exceptional investment advisory services. The firm's impressive track record is evident in the average assets under management per investment advisor, which stands at an impressive $32,310,000. Avisen Advisors, LLC offers a flexible compensation structure, allowing clients to choose from various options such as a percentage of assets under management, hourly charges, and fixed fees. While the majority of their assets under management are for high-net-worth individuals, Avisen Advisors, LLC also possesses the expertise to effectively manage employer funds. Their portfolio management is entirely discretionary, providing clients with peace of mind and confidence in their investment decisions. In addition to their core investment advisory services, Avisen Advisors, LLC serves as a registered representative of a broker-dealer, broadening their capabilities to provide comprehensive financial solutions. The firm proudly serves over 100 individual clients, overseeing a total of $258,443,000 in assets under management. Avisen Advisors, LLC prides itself on its experienced team, with Linda Becker, David Baskins, and Terry Feil among their longest-tenured advisors. These seasoned professionals exemplify the firm's commitment to excellence and client satisfaction. With their expertise and personalized approach, Avisen Advisors, LLC continues to establish itself as a leading investment advisory firm in the Sacramento area.

Jurika, Mills & Keifer, LLC is a small investment advisory firm based out of Lafayette, CA, with a strong reputation for providing comprehensive financial services. With a total of four dedicated employees, including two experienced investment advisors, the firm caters to a diverse clientele seeking expert guidance in managing their assets. With an average of approximately $52,340,000 in assets under management per investment advisor, Jurika, Mills & Keifer is on par with the industry average. Their compensation structure is multifaceted, encompassing various types such as a percentage of assets under management. Notably, the firm boasts a substantial client base, serving over 40 individual clients who collectively entrust them with assets valued at over $282,060,000. While the majority of assets managed belong to high net worth individuals, Jurika, Mills & Keifer also possesses the capacity to oversee employer funds, although such accounts represent less than 30% of their total assets under management. Jurika, Mills & Keifer prides itself on offering personalized and discretionary asset management services. Their clients have the peace of mind knowing that their investments are entrusted to the expertise and judgment of the firm's seasoned professionals. The firm operates out of two office locations and boasts a team of highly tenured advisors. Notable names within the firm include William Jurika, Karl Mills, and Mikel Keifer, who contribute their extensive experience and expertise to ensure that clients receive the highest level of service and strategic financial advice.

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.