OSTROFE FINANCIAL CONSULTANTS INC, based out of Grass Valley, CA, is a reputable investment advisory firm with a strong track record in managing assets. With over 320 individual clients, the firm oversees a remarkable $251,076,000 in assets under management. Serving a diverse clientele, Ostrofe Financial Consultants Inc offers a range of comprehensive financial services. As registered representatives of a broker-dealer and insurance brokers, they possess the expertise to navigate the complexities of the investment landscape. While their expertise extends to managing employer funds, they also specialize in individual accounts and 401Ks, which collectively constitute less than 30% of their assets under management. The firm distinguishes itself by exclusively managing discretionary assets, providing clients with tailored investment strategies and decision-making authority. Catering primarily to high-net-worth individuals, Ostrofe Financial Consultants Inc has built a reputation for delivering personalized and effective financial solutions. Their compensation structure is diverse, encompassing various types of fees, including a percentage of assets under management. This flexible approach ensures alignment with clients' interests and objectives. With a dedicated team of 10 employees, including 4 investment advisors, Ostrofe Financial Consultants Inc maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $62,770,000 in assets under management, aligning with the industry average. The firm's success is also attributed to its experienced advisors, such as Allen Ostrofe, Nathan Leishman, and Frederick Fisher, who have been with the company for a significant period, providing clients with valuable insights and expertise. Ostrofe Financial Consultants Inc continues to serve as a trusted partner, delivering comprehensive financial solutions and managing assets for its esteemed clientele.

Ryan Wealth Management, based out of Yuba City, CA, is a small investment advisory firm specializing in comprehensive wealth management solutions. With over 490 individual clients and an impressive $327,495,000 in assets under management, they have established a strong presence in the financial industry. Dedicated to serving their clients' best interests, Ryan Wealth Management boasts two offices strategically located to better cater to their diverse clientele. Their expertise lies in managing a significant portion of their assets, approximately 50%, which comes from employer 401Ks or individuals. This experience has given them a deep understanding of retirement planning and investment strategies tailored to these specific needs. To ensure transparency and alignment with their clients, Ryan Wealth Management offers a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This approach allows clients to choose the payment model that best suits their individual circumstances. With a team of seven dedicated employees, including four experienced investment advisors, Ryan Wealth Management has the necessary expertise to deliver personalized financial guidance and portfolio management. On average, each investment advisor oversees approximately $81,870,000 in assets under management, demonstrating their commitment to maintaining a manageable client-to-advisor ratio and providing quality service. As an industry-average asset under management figure, Ryan Wealth Management strives to continually enhance their clients' financial well-being by leveraging their expertise, market insights, and a comprehensive range of investment options. Their client-centric approach has solidified their reputation as a trusted partner in wealth management within the Yuba City, CA community and beyond.

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.

Capital Planning Advisors LLC is a prominent investment advisory firm located in Roseville, CA. With a team of 12 dedicated professionals, including 7 expert investment advisors, they deliver exceptional financial guidance to their valued clients. Capital Planning Advisors LLC distinguishes itself by maintaining an impressive average of approximately $156,600,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is diverse, offering clients flexibility and choice. They offer various types of compensation, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can select the option that best suits their needs. With over 140 individual clients and a staggering $985,670,000 in assets under management, Capital Planning Advisors LLC has proven their ability to provide effective financial solutions. While a portion of their assets under management is derived from 401K and individual accounts, the firm possesses the necessary expertise to manage employer funds as well. Capital Planning Advisors LLC prides itself on maintaining a discretionary approach, as all 100% of the assets they manage fall under this category. Additionally, the firm offers insurance brokerage and agent services, further expanding their comprehensive range of financial solutions. As a local investment advisory firm, Capital Planning Advisors LLC has established a strong presence in the Roseville area, with two conveniently located offices. Notably, some of the firm's most experienced and respected advisors include Terry Chiu, Michael Sollazzo, and Lawrence Hansen, who have contributed significantly to the firm's success and reputation.

Staines Financial, LLC, a small investment advisory firm based in Roseville, CA, is dedicated to providing exceptional financial services to its clients. With over 300 individual clients and a remarkable $181,588,000 in assets under management, Staines Financial takes pride in helping individuals and employers achieve their financial goals. Specializing in employer 401Ks and individual investments, Staines Financial possesses extensive expertise in managing discretionary assets. Their team of four employees, including two seasoned investment advisors, ensures personalized attention and tailored solutions for each client. One of the notable features of Staines Financial is their compensation structure, which includes a percentage of assets under management. This incentivizes the firm to prioritize their clients' success, aligning their interests with those they serve. Stephen Belasco, a registered advisor with Staines Financial since 2020, brings valuable experience and expertise to the firm. His tenure contributes to the strong foundation of knowledge and stability within the organization. Beyond investment advisory services, Staines Financial also operates as an insurance broker or agent, further expanding their ability to cater to their clients' diverse financial needs. Located in Roseville, CA, Staines Financial's presence spans across a single office. However, their reputation for delivering exceptional financial guidance and managing substantial assets has earned them recognition and trust among their clientele. With an average of $90,790,000 in assets under management per investment advisor, Staines Financial maintains industry-average performance while delivering outstanding financial results for their clients.

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.

Dynamic Wealth Strategies, LLC, based out of Granite Bay, CA, is a reputable small investment advisory firm with a strong focus on wealth management. With over 120 individual clients and a remarkable $108,786,000 in assets under management, the firm has established itself as a trusted partner in helping clients achieve their financial goals. With four offices strategically located, Dynamic Wealth Strategies, LLC is well-positioned to serve its diverse clientele across the region. Their expertise lies in managing employer 401Ks and individual investment portfolios, boasting a deep understanding of this specialized space. All of the assets they manage are handled on a discretionary basis, ensuring clients benefit from their professional judgment and tailored strategies. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges. This allows clients to choose the most suitable arrangement based on their unique needs and preferences. With a dedicated team of eight employees, including four investment advisors, Dynamic Wealth Strategies, LLC is committed to delivering personalized and comprehensive financial guidance. The investment advisors have an impressive average of approximately $27,200,000 in assets under management per advisor, exemplifying their ability to handle substantial portfolios. Notably, Dynamic Wealth Strategies, LLC takes pride in its experienced and tenured advisors. Key figures such as Conrad Aarseth, Nathan Ankney, and James Boyle have been with the firm for a considerable period, bringing a wealth of knowledge and stability to their clients' investment journeys. Overall, Dynamic Wealth Strategies, LLC stands as a reliable partner for individuals and employers seeking expert financial advice and comprehensive wealth management solutions.

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.

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.

Young Wealth Management is a small investment advisory firm based out of Davis, CA, with two offices. With a team of two dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. The firm manages an average of approximately $57,620,000 in assets under management per investment advisor, which aligns with the industry average. Young Wealth Management offers a diverse compensation structure, including a percentage of assets under management and fixed fees. They have gained extensive expertise in managing employer 401Ks and individual investments, which account for around half of their assets under management. Their approach is entirely discretionary, allowing them to make investment decisions on behalf of their clients. With over 60 individual clients, Young Wealth Management oversees an impressive portfolio totaling more than $115,249,000 in assets under management. The firm takes pride in the long-term experience and expertise of registered advisors Kevin Young and Jean Yamamoto, who have been with the company for an extended period. Young Wealth Management strives to provide personalized and strategic investment solutions tailored to meet the unique goals and risk tolerance of each client. By focusing on building strong relationships and providing exceptional service, they aim to help individuals and businesses navigate the complexities of the financial markets and achieve long-term financial success.

Adams Ashby Financial Advisors, a small investment advisory firm based out of Sacramento, CA, is dedicated to providing expert financial guidance to a select group of individual clients. With over 10 clients and an impressive $236,308,000 in assets under management, they have built a reputation for excellence and trust within the industry. Specializing in discretionary management, Adams Ashby Financial Advisors is entrusted with 100% of their clients' assets. Their primary focus is on high net worth individuals, catering to their unique financial needs and goals. With a comprehensive compensation structure, which includes a percentage of assets under management, they align their success with the success of their clients. Despite being a small firm, Adams Ashby Financial Advisors operates with utmost professionalism and expertise. With a single office in Sacramento, they maintain a personalized approach, ensuring each client receives individual attention and tailored strategies. The firm prides itself on their team of two dedicated employees, all of whom are skilled in providing top-notch investment advisory services. With an average of approximately $118,150,000 in assets under management per investment advisor, Adams Ashby Financial Advisors demonstrates competence and effectiveness in managing their clients' portfolios. Among the firm's registered advisors, Jeffrey Adams and Nina Adams stand out as the longest-tenured professionals, bringing a wealth of experience and knowledge to their clientele. Adams Ashby Financial Advisors sets itself apart through its commitment to delivering exceptional financial advice and strategies, solidifying its position as a trusted partner in helping clients achieve their financial goals.