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.

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.

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.

Stewart & Patten Co LLC, a reputable local investment advisory firm based out of Lafayette, CA, is dedicated to providing top-notch investment advisory services. With a single office, they cater to a diverse clientele seeking expert guidance in managing their assets. With a team of five highly skilled professionals, Stewart & Patten Co LLC ensures personalized attention to each client. The firm boasts an impressive average of approximately $187,090,000 in assets under management per investment advisor, significantly surpassing the industry average. Their compensation structure is multifaceted, including a percentage of assets under management. Notably, 98% of the assets they manage are under their discretionary authority, underscoring their expertise and trustworthiness. Stewart & Patten Co LLC primarily serves high net worth individuals, effectively managing their assets to meet their financial goals. With over 80 individual clients, the firm oversees a substantial portfolio valued at more than $935,437,000. The longevity of several advisors at Stewart & Patten Co LLC underscores their experience and commitment to their clients. Alex Lilles, Lori Sherman, and Robert Gentry, among others, have been with the firm for an extended period, providing consistent expertise and guidance. As a local investment advisory firm with an exceptional track record, Stewart & Patten Co LLC is known for its professionalism, integrity, and dedication to helping clients achieve their financial aspirations.

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.

Castle Rock Wealth Management, LLC is a prominent local investment advisory firm based out of Walnut Creek, CA. With a robust presence spanning across six offices, Castle Rock Wealth Management, LLC offers comprehensive investment advisory services to a diverse clientele. The firm boasts a talented team of nine dedicated professionals, all equipped with the expertise to provide exceptional financial guidance. Averaging approximately $46,550,000 in assets under management per investment advisor, Castle Rock Wealth Management, LLC aligns with the industry average in this regard. Their compensation structure encompasses various types, including a percentage of assets under management. Notably, their portfolio comprises a significant portion derived from employer 401Ks and individual accounts, showcasing their prowess in managing such assets. Castle Rock Wealth Management, LLC operates under a discretionary model, with all of the assets they manage falling under this category. Additionally, they extend their services as a registered representative of a broker-dealer, insurance broker, or agent, further enhancing their value proposition to clients. With an extensive client base comprising over 1,520 individuals, Castle Rock Wealth Management, LLC oversees an impressive $418,942,000 in assets under management. The firm's longevity is underscored by the presence of seasoned advisors like Mark Bertoli, James Luippold, and Jennifer Mitchell, who have played pivotal roles in the company's success. As Castle Rock Wealth Management, LLC continues to deliver personalized investment advisory solutions, their commitment to excellence and their track record of helping clients achieve their financial goals solidify their standing as a trusted partner in wealth management.

Integrity Wealth Partners, LLC is a small investment advisory firm headquartered in Walnut Creek, CA, boasting two office locations. With a team of three dedicated employees, the firm specializes in providing comprehensive investment advisory services. Each advisor at Integrity Wealth Partners manages an average of approximately $52,080,000 in assets, placing them on par with industry standards. Integrity Wealth Partners employs a diverse compensation structure that includes various types of fees. These include a percentage of assets under management, fixed fees, and hourly charges. Notably, the firm manages a significant portion of its assets under management from employer 401Ks and individual clients, showcasing their expertise in this domain. Furthermore, all of the assets managed by the firm are discretionary, granting clients a high level of trust and flexibility. With a substantial client base of over 520 individuals, Integrity Wealth Partners has established a robust presence in the market. Impressively, they oversee a total of $156,226,000 in assets under management for their clients. The firm prides itself on its experienced team, with Richard Connett, Arthur Mitsutome, and B. Brose among the longest-tenured advisors at the company. Integrity Wealth Partners, LLC stands as a trusted partner for individuals and employers seeking expert investment advisory services. With their knowledgeable team, extensive experience in managing assets, and commitment to integrity, they are well-equipped to help clients navigate the complex world of investment and achieve their financial goals.

Prozan Financial Services, based out of Walnut Creek, CA, is a reputable investment advisory firm with a strong track record in managing assets. With over 70 individual clients and assets under management totaling $147,811,000, they have established themselves as a trusted partner for their clients' financial needs. Specializing in providing personalized investment solutions, Prozan Financial Services offers comprehensive services that go beyond traditional investment management. In addition to their expertise in investment advisory, they also serve as an insurance broker or agent, offering clients a holistic approach to their financial well-being. While Prozan Financial Services manages a diverse portfolio of assets, it's worth noting that 401K and individual accounts make up less than 30% of their assets under management. However, the firm possesses the capability to effectively handle employer funds, providing a comprehensive range of services tailored to meet the needs of both individual and corporate clients. With a focus on high net worth individuals, Prozan Financial Services prides itself on its ability to effectively grow and preserve wealth. Their compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with those of their clients. Employing a dedicated team of two professionals, with one solely focused on providing investment advisory services, Prozan Financial Services maintains an exceptional standard of client service. With an average of $147,810,000 in assets under management per investment advisor, they consistently outperform the industry average, cementing their reputation as a top-tier financial services firm.

Echo45 Advisors LLC is a trusted investment advisory firm located in Walnut Creek, CA. With a strong commitment to their local community, they operate from a single office in the area. The firm boasts a team of seven dedicated professionals, five of whom provide expert investment advisory services. With an average of approximately $29,070,000 in assets under management per investment advisor, Echo45 Advisors LLC demonstrates their ability to handle and deliver personalized attention to client portfolios. Their compensation structure is designed to align with client interests, including options such as a percentage of assets under management and fixed fees. Echo45 Advisors LLC has extensive experience in managing employer 401Ks and individual accounts, which together comprise around half of their assets under management. The firm's discretionary management approach ensures that all investment decisions are made in the best interests of their clients. The firm proudly serves over 130 individual clients, overseeing a portfolio exceeding $145,369,000 in assets under management. Notable among their experienced advisors are Genecar Vivo, Jon Henderson, and James Sutton, who have been with the firm for an extended period. In summary, Echo45 Advisors LLC is a local investment advisory firm committed to providing personalized financial guidance in Walnut Creek, CA. With their experienced team, comprehensive compensation structure, and focus on discretionary management, they strive to help clients achieve their investment goals while maintaining the highest level of service.

Capital Management Advisor Group, LLC, based out of Walnut Creek, CA, is a small investment advisory firm with a strong commitment to providing personalized financial services. With three dedicated employees, including one experienced investment advisor, they cater to the unique needs of their clientele. Capital Management Advisor Group, LLC boasts an impressive average of approximately $43,110,000 in assets under management per investment advisor, demonstrating their expertise in handling substantial portfolios. Their compensation structure is diverse, incorporating various methods such as a percentage of assets under management. As a result, they align their interests with their clients, ensuring a mutually beneficial relationship. Capital Management Advisor Group, LLC prides itself on managing over 20 individual clients, with a total of more than $136,671,000 in assets under their watchful guidance. With a focus on high net worth individuals, Capital Management Advisor Group, LLC understands the complexities and nuances associated with managing substantial wealth. They provide comprehensive and tailored investment strategies, aiming to preserve and enhance their clients' financial positions. Timothy Menez is one of the firm's most experienced registered advisors, having been with Capital Management Advisor Group, LLC since 2019. With a wealth of industry knowledge and a deep commitment to client success, Timothy and the rest of the team ensure that clients receive the highest level of expertise and service. Operating from two offices, Capital Management Advisor Group, LLC is strategically positioned to serve clients in Walnut Creek and beyond. With a 100% discretionary management approach, they have the autonomy to make informed investment decisions in the best interest of their clients.

Gebhardt Group, Inc, a small investment advisory firm headquartered in Lafayette, CA, serves a diverse clientele and manages a substantial portfolio. With over 160 individual clients and a total of $217,957,000 in assets under management, the firm demonstrates its expertise in wealth management and financial planning. They have established themselves as a trusted partner in helping clients achieve their financial goals. The firm's commitment to personalized service is evident through its two office locations, strategically positioned to cater to clients' needs effectively. While 401K and individual accounts account for less than 30% of their assets under management, Gebhardt Group, Inc possesses the expertise to manage employer funds, showcasing their versatility in the investment landscape. Gebhardt Group, Inc manages approximately $108,980,000 in assets per investment advisor, aligning with the industry average. With a diverse compensation structure, which includes a percentage of assets under management, hourly charges, fixed fees, and commissions, the firm provides flexible options that suit clients' preferences and needs. Led by experienced professionals, Gebhardt Group, Inc boasts a team of five dedicated employees, two of whom provide investment advisory services. James Gebhardt and Matthew Grishman, two of the longest-tenured registered advisors with the firm, play integral roles in delivering exceptional guidance and expertise to their valued clients. Gebhardt Group, Inc remains committed to delivering personalized, comprehensive financial solutions that empower clients to make informed decisions and secure their financial future.