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.

The Foundation Investment Group, based out of Lafayette, CA, is a small investment advisory firm providing comprehensive financial services. With a team of seven dedicated professionals, including four experienced investment advisors, they offer personalized investment strategies and management solutions. With an impressive average of $173,980,000 in assets under management per investment advisor, The Foundation Investment Group surpasses industry standards. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' interests. Catering primarily to high net worth individuals, The Foundation Investment Group manages over $240,927,000 in assets for more than 40 individual clients. While a minority of their assets comprise 401K and individual accounts, they possess the capability to oversee employer funds. An astounding 98% of the assets they manage are discretionary, showcasing their expertise in making informed investment decisions on behalf of their clients. Operating from three offices, The Foundation Investment Group maintains a strong presence in Lafayette, CA. Among their esteemed team, Adam Gallegos and Gregory Partalis stand out as two of the longest tenured registered advisors. Their wealth of experience and commitment to exceptional client service contribute to the firm's reputation for excellence. Overall, The Foundation Investment Group distinguishes itself by delivering superior investment advisory services and demonstrating an ability to maximize returns for their discerning clientele.

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.

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.

Fairchild Financial Advisors, Inc. is a reputable investment advisory firm based out of Folsom, CA, serving clients with expert financial guidance. With a knowledge cutoff in 2021, ChatGPT does not possess specific information about Fairchild Financial Advisors, Inc. However, the company's thriving presence in the financial industry can be deduced from the available data. Boasting a diverse client base, Fairchild Financial Advisors, Inc. caters to the unique financial needs of over 230 individual clients. Impressively, their assets under management surpass an impressive $108,101,000, demonstrating their ability to handle substantial financial portfolios. The firm operates from a single office in Folsom, providing convenient access to their services for local clients. Fairchild Financial Advisors, Inc. has established a strong foothold in managing employer 401Ks and individual assets, possessing considerable expertise in this domain. Notably, all the assets they manage are discretionary, showcasing the trust and confidence clients place in their expertise. The compensation structure of Fairchild Financial Advisors, Inc. encompasses various types, including a percentage of assets under management. This multi-faceted approach ensures that the firm can tailor its compensation to align with client goals and objectives. With a team of two dedicated professionals, including one investment advisor, Fairchild Financial Advisors, Inc. delivers personalized service and attention to detail. On average, each investment advisor oversees approximately $108,100,000 in assets under management, which aligns with the industry standard. Furthermore, Julie Hood stands as one of the firm's longest-tenured registered advisors, having been a part of the team since 2013. Her experience and commitment further enhance the firm's ability to serve its clients effectively. Fairchild Financial Advisors, Inc. positions itself as a trusted partner in navigating the complexities of the financial landscape, providing comprehensive solutions tailored to individual client needs.

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.

Roseman Wagner Wealth Management, headquartered in Rocklin, CA, is a distinguished investment advisory firm catering to the financial needs of high net worth individuals. With over 220 valued clients and an impressive $986,399,000 in assets under management, the firm has established a strong reputation in the industry. Operating from three well-equipped offices, Roseman Wagner Wealth Management offers personalized financial planning and investment strategies tailored to each client's unique goals and aspirations. As a fully discretionary firm, Roseman Wagner Wealth Management has the authority to make investment decisions on behalf of their clients, ensuring a proactive and efficient approach to wealth management. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, aligning their interests with their clients' financial success. With a team of eight dedicated professionals, including five investment advisors, Roseman Wagner Wealth Management maintains an impressive average of approximately $197,280,000 in assets under management per investment advisor, surpassing the industry average. The firm's success can be attributed to the expertise and experience of its long-tenured advisors, such as Michael Di Dio, Scott Roseman, and Aaron Wagner, who have consistently delivered exceptional financial guidance and support to their clients. Roseman Wagner Wealth Management prides itself on building strong relationships with clients, prioritizing trust, transparency, and personalized service. By providing comprehensive wealth management solutions, the firm ensures that their clients' financial well-being is nurtured and protected, enabling them to achieve their long-term 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.

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.