Archvest Wealth Advisors, Inc. is a reputable investment advisory firm located in Concord, CA. With a single office, they provide comprehensive financial services to clients in the local community and beyond. The firm boasts a dedicated team of seven professionals, five of whom specialize in investment advisory services. Drawing from their extensive knowledge and expertise, Archvest Wealth Advisors manages an average of $47,700,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and fairness for their clients. Although 401K and individual accounts account for less than 30% of their assets under management, Archvest Wealth Advisors possesses the capacity to effectively manage employer funds. Remarkably, 98% of the assets they oversee are under discretionary management, reflecting their clients' trust in the firm's decision-making abilities. Focusing primarily on high-net-worth individuals, Archvest Wealth Advisors proudly serves a diverse portfolio of over 130 individual clients, whose combined assets under management exceed $238,500,000. The firm takes pride in its long-standing relationships and experienced advisors. Notable individuals, such as Jill Shibuya, John Wenzel, and Eric Lai, have demonstrated their dedication and commitment to client success over the years. Archvest Wealth Advisors, Inc. continues to prioritize client satisfaction by offering tailored financial solutions and maintaining a strong presence in the Concord community. Their unwavering commitment to excellence and personalized service distinguishes them as a trusted partner in achieving financial goals.

ADVISOR PARTNERS: A Premier Investment Advisory Firm in Walnut Creek, CA Based out of Walnut Creek, California, Advisor Partners is a leading investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With its main office situated in the heart of the city, Advisor Partners caters to a diverse clientele seeking personalized wealth management services. With a team of nine dedicated professionals, five of whom specialize in investment advisory services, Advisor Partners boasts a high level of expertise and experience. Their extensive knowledge and commitment to excellence enable them to effectively manage a significant amount of assets under management, averaging around $388,520,000 per investment advisor, surpassing industry standards. The compensation structure at Advisor Partners is designed to align the interests of both clients and advisors. It includes a percentage-based fee structure tied to the assets under management, ensuring that the firm's success is directly linked to its clients' financial growth. While Advisor Partners predominantly manages assets for high net worth individuals, they also possess the capability to oversee employer funds. Despite 401K and individual accounts representing less than 30% of their assets under management, the firm takes a discretionary approach, having full authority to make investment decisions on behalf of their clients. With over 240 individual clients and a remarkable $1,942,594,000 in assets under management, Advisor Partners has established itself as a trusted advisor within the local community. The firm takes pride in its team's longevity and experience, with notable advisors such as Cesar Delgado Inilopu, Jia Xu, and Elena Gorskaya, who have been instrumental in building long-term relationships with clients. Overall, Advisor Partners is committed to delivering exceptional financial guidance and investment management solutions, empowering their clients to achieve their financial goals with confidence and peace of mind.

Lewis Asset Management, a well-established investment advisory firm, operates out of Lafayette, CA, with two office locations. Comprising a small yet dedicated team of three employees, all of whom provide investment advisory services, the firm delivers comprehensive financial guidance to its clients. With an average of approximately $51,220,000 in assets under management per investment advisor, Lewis Asset Management aligns with the industry average, ensuring personalized attention and tailored solutions for each client. Their compensation structure includes a percentage of assets under management, offering a transparent and mutually beneficial arrangement. While 401K and individual accounts contribute to less than 30% of their assets under management, Lewis Asset Management possesses the capability to effectively manage employer funds, expanding their service offerings. Notably, an impressive 90% of the assets they manage are under discretionary management, highlighting their clients' confidence in their investment expertise. Specializing in serving high net worth individuals, Lewis Asset Management demonstrates its proficiency in managing substantial assets. Additionally, the firm provides insurance brokerage services, further diversifying their offerings to meet clients' evolving needs. With a client base of over 160 individuals, Lewis Asset Management expertly manages a portfolio exceeding $153,656,000 in assets. The firm takes pride in its experienced team, with Mark Phillips, Eric Aposhian, and David Lewis serving as some of the longest-tenured advisors, exemplifying their commitment to providing trusted financial guidance. Lewis Asset Management remains dedicated to delivering personalized investment advisory services, leveraging their knowledge and expertise to help clients achieve their financial goals. As a trusted partner, the firm continues to prioritize client satisfaction while navigating the complexities of wealth management and insurance services.

Burton Enright Welch, a prominent investment advisory firm based in Walnut Creek, CA, caters to a diverse clientele of over 130 individual clients. With an impressive $922,644,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Focused on delivering personalized financial solutions, Burton Enright Welch operates from a single office and prides itself on its local roots and community involvement. Specializing in discretionary asset management, the firm predominantly serves high net worth individuals seeking comprehensive investment strategies. Their compensation structure reflects their commitment to transparency and client-centric approach, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. With a dedicated team of 17 employees, including ten experienced investment advisors, Burton Enright Welch maintains an optimal client-to-advisor ratio, ensuring personalized attention and tailored solutions for each client. The firm's average assets under management per investment advisor amount to approximately $92,260,000, positioning them within the industry average. Burton Enright Welch takes pride in its team of skilled professionals, including the firm's longest tenured advisors Jeremy Welch, Peter Burton, and Robert Enright. Their expertise and commitment to client success have contributed significantly to the firm's solid reputation and continued growth. As a trusted partner in wealth management, Burton Enright Welch is committed to providing expert guidance, personalized solutions, and exceptional service to their valued clients, empowering them to achieve their financial goals with confidence.

Van Hulzen Asset Management, a local investment advisory firm based out of El Dorado Hills, CA, is dedicated to providing exceptional financial services to its clients. With 19 employees, including 10 experienced investment advisors, the firm offers a comprehensive range of investment advisory services. Each advisor manages an average of approximately $117,500,000 in assets, a figure that aligns with the industry average. Van Hulzen Asset Management prides itself on its client-focused approach and a compensation structure that caters to diverse needs. Their compensation options include a percentage of assets under management as well as hourly charges, ensuring flexibility and transparency for their clients. The firm has amassed an impressive client base, serving over 800 individual clients with a substantial $1,464,848,000 in assets under management. While 401K and individual accounts make up less than 30% of their managed assets, Van Hulzen Asset Management possesses the expertise to effectively manage employer funds as well. Notably, a significant majority (99%) of the assets they oversee are under discretionary management. With five offices, Van Hulzen Asset Management is well-positioned to serve clients in the El Dorado Hills area and beyond. The firm takes pride in its team of highly experienced advisors, several of whom have demonstrated long-term commitment to the company. Among these dedicated professionals are Bradley Nicholson, Christopher Schreur, and Craig Vanhulzen, whose tenure reflects their expertise and commitment to client success. Overall, Van Hulzen Asset Management combines its local presence, experienced team, and commitment to tailored financial solutions to help clients navigate the complexities of investment management and achieve their financial goals.

Up Capital Management, Inc. is a distinguished investment advisory firm headquartered in Roseville, CA. With over 60 individual clients and an impressive $188,986,000 in assets under management, they have established themselves as a trusted partner in wealth management. With four offices strategically located, Up Capital Management, Inc. caters to a diverse clientele across the region. Focusing on discretionary management, Up Capital oversees a substantial 56% of the assets they handle, with a particular emphasis on high net worth individuals. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring tailored solutions for each client's unique needs. The firm prides itself on its team of experts, with a total of four dedicated employees. Two of these professionals specialize in investment advisory services, providing personalized guidance and insights to clients. On average, each investment advisor manages approximately $94,490,000 in assets, reflecting a performance that aligns with industry standards. A notable aspect of Up Capital Management, Inc. is the longevity and expertise of their advisors. Among the most experienced are Rachael Peirce, Nyle Bayer, and Anton Bayer, who have consistently demonstrated their commitment to delivering exceptional financial solutions. With their proven track record, personalized approach, and commitment to client success, Up Capital Management, Inc. continues to excel in the competitive landscape of investment advisory services.

Spectrum Wealth Advisory Group, LLC, headquartered in Granite Bay, CA, is a distinguished investment advisory firm catering to a diverse client base. With an impressive roster of over 380 individual clients, they oversee a substantial $235,553,000 in assets under management. Established as a small firm, Spectrum Wealth Advisory Group, LLC operates from a single office location. Although 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and resources to efficiently manage employer funds. Notably, all assets managed by Spectrum Wealth Advisory Group, LLC are discretionary, instilling confidence in their ability to make informed investment decisions. Primarily focused on high-net-worth individuals, the firm handles a majority of their clients' substantial portfolios. Their compensation structure is diversified, encompassing a variety of fee arrangements, including a percentage of assets under management, hourly charges, and fixed fees. Spectrum Wealth Advisory Group, LLC boasts a team of three dedicated employees, each of whom provides exemplary investment advisory services. On average, their investment advisors handle approximately $78,520,000 in assets under management, aligning with industry standards. Noteworthy figures among their team include Kennedy Kozakowski, Michael Thompson, and Kenneth Christie, who are among the firm's longest-tenured advisors. With their seasoned professionals, commitment to discretionary asset management, and ability to cater to high-net-worth individuals, Spectrum Wealth Advisory Group, LLC continues to solidify their reputation as a trusted partner in wealth management and financial planning.

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.

FERMATA ADVISORS LLC is a highly reputable investment advisory firm operating out of Sonoma, CA. With an impressive roster of 1,240 individual clients and a staggering $733,830,000 in assets under management, the company has established itself as a trusted partner in the financial industry. With five strategically located offices, FERMATA ADVISORS LLC offers comprehensive investment advisory services to clients across the region. Dedicated to delivering exceptional results, FERMATA ADVISORS LLC specializes in managing employer 401Ks and individual portfolios, boasting extensive expertise in this area. An impressive 91% of the assets under their management are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. The compensation structure at FERMATA ADVISORS LLC is diverse, allowing clients to choose from several options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can find a payment plan that aligns with their unique financial goals and preferences. With a team of 19 employees, FERMATA ADVISORS LLC maintains a balanced staff-to-client ratio. Of these employees, 11 are dedicated investment advisors, each responsible for managing an average of approximately $66,710,000 in assets. This figure falls within the industry average, indicating their competence and ability to handle substantial portfolios. Boasting a wealth of experience, FERMATA ADVISORS LLC benefits from a core group of seasoned advisors, including Clayton Dunkle, Christopher Sipes, and Daren Blonski, who have been with the firm for an extended period. Their deep knowledge and commitment to excellence contribute to the firm's longstanding success and solid reputation within the industry.

Statheros Financial Solutions, Inc., based out of El Dorado Hills, CA, is a highly reputable investment advisory firm catering to a diverse clientele. With a focus on delivering exceptional financial solutions, they boast over 430 individual clients, entrusting the firm with their assets, which total an impressive $578,059,000 under management. Operating from two well-equipped offices, Statheros Financial Solutions, Inc. offers comprehensive investment advisory services to both individual and employer funds. While 401K and individual accounts make up a smaller portion of their managed assets, Statheros Financial Solutions, Inc. possesses the expertise to efficiently oversee employer funds. Remarkably, all the assets they manage are under the discretion of their skilled team, ensuring a tailored approach that aligns with each client's financial goals. The firm's compensation structure encompasses various types, including a percentage of assets under management. With a total of 15 employees, 11 of whom provide exceptional investment advisory services, Statheros Financial Solutions, Inc. maintains a robust team of experienced professionals. On average, each investment advisor oversees approximately $52,550,000 in assets under management, which aligns with the industry standard. Statheros Financial Solutions, Inc. takes pride in its long-standing advisors, including Daniel Gutierrez, Bryan Gutierrez, and Douglas Davey, who have served the firm with dedication and expertise. Their commitment to delivering exceptional financial guidance has contributed to the firm's outstanding reputation within the industry. Overall, Statheros Financial Solutions, Inc. stands as a trusted partner for individuals and employers seeking comprehensive investment advisory services. Their track record of success, extensive client base, and commitment to personalized financial solutions position them as a leading firm in the field.

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.