7 Streets Financial, LLC is a small investment advisory firm based out of San Ramon, CA, with a strong presence in the financial industry. With a total of five dedicated employees, including two experienced investment advisors, the firm provides comprehensive financial services to a diverse clientele. With an impressive average of $40,670,000 in assets under management per investment advisor, 7 Streets Financial ensures that its clients receive personalized attention and tailored investment strategies. The firm's compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose the option that best suits their needs. Boasting over 250 individual clients and managing more than $92,000,000 in assets, 7 Streets Financial has built a solid reputation for its expertise in managing employer 401Ks and individual investments. With a wealth of experience in this space, the firm has consistently delivered excellent results and gained the trust of its clients. All assets managed by 7 Streets Financial are discretionary, enabling the firm to make informed investment decisions on behalf of their clients. The company operates out of two well-established offices, offering convenience and accessibility to its clients. Notably, Joseph Duca and Travis Lewis, two highly experienced and dedicated registered advisors, have been instrumental in the firm's success, providing valuable insights and strategic guidance. With its commitment to delivering exceptional financial services and a focus on long-term client relationships, 7 Streets Financial, LLC continues to thrive as a trusted investment advisory firm in the competitive landscape of San Ramon, CA.

Summitry, LLC, a leading investment advisory firm, has established itself as a trusted partner for over 550 individual clients, amassing an impressive $1,988,684,000 in assets under management. Operating out of Foster City, CA, Summitry caters to a diverse clientele, leveraging their expertise in managing both 401K and individual accounts. While these accounts make up less than 30% of their assets under management, Summitry possesses the capability to effectively oversee employer funds as well. Notably, a significant 94% of the assets they manage are discretionary, allowing them to exercise their expertise and decision-making prowess in driving optimal returns. Catering primarily to high net worth individuals, Summitry has cultivated a compensation structure that includes various types, such as a percentage of assets under management. With a total workforce of 35 dedicated professionals, 13 of whom provide comprehensive investment advisory services, Summitry maintains a high level of expertise and personalized attention for their discerning clients. Setting themselves apart in the industry, Summitry boasts an impressive average of approximately $152,980,000 in assets under management per investment advisor, far exceeding the industry standard. The firm prides itself on the longevity and expertise of their team, with esteemed advisors like Kurt Hoefer, Joseph Martin, and Colin Higgins among their ranks. Their deep industry knowledge and experience contribute to the firm's sterling reputation and success. In conclusion, Summitry, LLC is a locally renowned investment advisory firm in Foster City, CA, distinguished by their vast assets under management, focus on high net worth individuals, exceptional compensation structure, and a team of seasoned professionals dedicated to providing top-notch investment advisory services.

Sofi Wealth LLC is a local investment advisory firm based out of San Francisco, CA. With 5 offices, the company boasts a strong presence in the financial industry. Comprised of 70 dedicated employees, Sofi Wealth LLC offers a range of services, including investment advisory expertise. With an average of $67,130,000 in assets under management per investment advisor, Sofi Wealth LLC stands on par with the industry average. Their compensation structure encompasses various types, ensuring flexibility and tailored solutions for their clients. Impressively, over 80% of the firm's assets under management are derived from employer 401K plans or individual clients. This highlights their extensive experience and proficiency in managing both corporate and individual portfolios. Sofi Wealth LLC possesses the necessary qualifications to effectively oversee 401K plans for employers and employees alike. Operating with discretion, Sofi Wealth LLC manages 100% of the assets entrusted to them. This professional approach instills trust and confidence in their clients, who value the firm's expertise and commitment to achieving financial goals. Sofi Wealth LLC's track record speaks for itself, as evidenced by their extensive client base of over 136,150 individuals and impressive $671,301,000 in assets under management. The company prides itself on having a team of experienced advisors, including notable individuals such as Sean Hytry, Richard Jones, and Tyler Clark, who have demonstrated longstanding dedication to the firm. With their local presence, comprehensive services, and seasoned professionals, Sofi Wealth LLC is well-equipped to provide exceptional investment advisory services to individuals and employers in the San Francisco area and beyond.

Atlas Capital Advisors Inc. is a leading local investment advisory firm headquartered in the bustling city of San Francisco, CA. With a single office, the company has established itself as a prominent player in the financial industry. With a dedicated team of 10 professionals, including 6 specialized investment advisors, Atlas Capital Advisors Inc. provides expert guidance to clients seeking to maximize their investment potential. Renowned for their exceptional performance, Atlas Capital Advisors Inc. boasts an impressive average of approximately $130,700,000 in assets under management per investment advisor, surpassing the industry average. This exceptional track record is attributed to their diligent approach and commitment to delivering optimal results for their clients. The compensation structure at Atlas Capital Advisors Inc. is designed to align the interests of the firm with those of its clients. It encompasses various types, including a percentage of assets under management and performance-based fees. Notably, 91% of the assets they manage are under their discretionary control, allowing them to execute investment strategies effectively. With a focus on high-net-worth individuals, Atlas Capital Advisors Inc. manages over $784,200,000 in assets for more than 30 individual clients. The firm takes pride in nurturing long-term relationships, and this is exemplified by the presence of esteemed advisors such as Jonathan Tunney, Daniel Krebs, and Marc Roth, who have served the company faithfully for many years. Atlas Capital Advisors Inc. exemplifies expertise, integrity, and a steadfast commitment to delivering exceptional financial solutions to their valued clients. As a trusted partner, they empower individuals to navigate the complexities of the investment landscape and achieve their financial goals with confidence.

Herring RIA Sub, LLC is a respected investment advisory firm, specializing in managing assets for both employer 401K plans and individual clients. Based in San Francisco, CA, the firm operates from a single office and is renowned for its expertise and personalized approach to wealth management. With a client base exceeding 1,050 individuals, Herring RIA Sub, LLC manages assets totaling over $421,000. Their portfolio primarily consists of assets from employer 401K plans and individual accounts, representing over 80% of their assets under management. The firm's strong qualifications make them a trusted choice for employers seeking efficient management of their 401K plans. The firm exercises full discretion over 100% of the assets they manage, allowing them to make well-informed investment decisions aligned with clients' financial goals. Herring RIA Sub, LLC offers a compensation structure tailored to clients' needs, although specific details are not provided. With a dedicated team of nine employees, three of whom provide expert investment advisory services, the firm ensures exceptional client service. The average assets under management per investment advisor amount to approximately $140,000, reflecting the firm's commitment to maintaining a high level of personalized attention for each client. Philip Wettersten and Theodore Katsoulis are among the longest-tenured registered advisors at Herring RIA Sub, LLC, contributing their extensive experience and expertise to the firm's success. Herring RIA Sub, LLC continues to be a reputable partner in guiding clients toward their financial objectives, offering comprehensive investment advisory services with a focus on delivering exceptional value and tailored solutions.

RHS Financial, LLC is a small investment advisory firm based out of San Francisco, California. With three offices, the company is dedicated to providing top-notch investment advisory services to its clients. With a total of three employees, RHS Financial, LLC prides itself on its personalized approach and commitment to meeting client needs. RHS Financial, LLC manages an impressive average of approximately $55,110,000 in assets under management per investment advisor, placing them on par with industry averages. Their compensation structure includes various types, such as a percentage of assets under management, ensuring that their interests align with their clients'. While 401K and individual accounts account for less than 30% of their assets under management, RHS Financial, LLC possesses the capability to manage employer funds, showcasing their versatility in meeting diverse investment needs. An impressive 96% of the assets they manage are discretionary, reflecting their expertise in making informed investment decisions on behalf of their clients. Catering primarily to high net worth individuals, RHS Financial, LLC boasts over 100 individual clients with a substantial $165,334,000 in assets under management. The firm takes pride in its team of experienced advisors, including the longest tenured professionals such as Alexey Caswell-Yatsenko, Colby Davis, and Risley Sams, who bring a wealth of expertise and industry knowledge to their clients' financial journeys. Overall, RHS Financial, LLC stands as a trusted partner, committed to helping clients navigate the complex world of investments and wealth management, with a track record of success and a client-centric approach.

MONTCALM TCR LLC, a small investment advisory firm headquartered in San Francisco, CA, is dedicated to providing comprehensive financial guidance to its clients. With a single office location, the firm employs a total of three skilled professionals, two of whom specialize in offering investment advisory services. Backed by their collective expertise, Montcalm TCR LLC manages an average of approximately $92,090,000 in assets under management per investment advisor, placing them on par with industry standards. The firm's compensation structure encompasses various approaches, including a percentage of assets under management and hourly charges, ensuring flexibility and tailored solutions for their diverse clientele. Although less than 30% of their assets under management are allocated to 401K and individual accounts, Montcalm TCR LLC possesses the capability to effectively manage employer funds. Notably, the firm exercises complete discretion over 100% of the assets they oversee, instilling trust and confidence in their clients. Montcalm TCR LLC primarily serves high net worth individuals, managing substantial assets for over 10 individual clients, totaling more than $184,185,000. Among their accomplished team, Holly Ruxin stands as one of the longest-tenured registered advisors, having been with the firm since 2012. With a steadfast commitment to professionalism and client satisfaction, Montcalm TCR LLC positions itself as a trusted partner in navigating the complex landscape of investment management and financial planning.

Bunker is a reputable investment advisory firm headquartered in San Francisco, CA. With its single office location, the company operates as a small-scale enterprise. Within its workforce of 14 dedicated professionals, four of them specialize in delivering top-notch investment advisory services to clients. Bunker boasts an impressive average of $490,000 in assets under management per investment advisor, highlighting their ability to handle substantial portfolios effectively. The firm's compensation structure includes various types, such as a percentage of assets under management. Notably, Bunker garners significant trust from employer 401Ks and individuals, which collectively constitute around half of their assets under management. Their extensive experience in this domain has allowed them to develop a robust track record and establish a strong foothold. Bunker operates on a discretionary basis, managing 100% of the assets under their purview. Primarily catering to high net worth individuals, the company showcases its expertise in catering to clients with considerable wealth. Currently, Bunker proudly oversees the financial interests of over ten individual clients, managing assets totaling more than $1,980,000. With their strategic location in the vibrant financial hub of San Francisco and a team of highly skilled professionals, Bunker stands as a reliable investment advisory firm, dedicated to maximizing returns and delivering exceptional service to their esteemed clientele.

Perigon Wealth Management, LLC is a leading regional investment advisory firm based in San Francisco, CA. With over 20 years of experience, Perigon Wealth Management has established itself as a trusted partner in the financial industry. With 36 offices strategically located across the region, the firm serves a diverse client base of over 2,310 individuals. With an impressive $4,830,369,000 in assets under management, Perigon Wealth Management offers comprehensive financial solutions to its clients. While their expertise extends beyond individual accounts and 401Ks, representing less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Perigon Wealth Management focuses on discretionary asset management, with approximately 84% of the assets they oversee being discretionary in nature. Their primary clientele consists of high-net-worth individuals who benefit from the firm's personalized approach and commitment to achieving their financial goals. The firm's compensation structure offers flexibility, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. With 98 dedicated employees, including 61 highly skilled investment advisors, Perigon Wealth Management ensures that clients receive expert guidance tailored to their unique financial needs. Notably, Perigon Wealth Management boasts a team of seasoned advisors, including Daniel McAuliffe, Charles Pinson-Rose, and Arthur Ambarik, who have demonstrated exceptional expertise and loyalty to the firm. With an average of approximately $79,190,000 in assets under management per investment advisor, Perigon Wealth Management is on par with industry standards, solidifying their position as a respected and reliable wealth management partner.

Charles Schwab Investment Advisory, Inc is a reputable regional investment advisory firm headquartered in San Francisco, CA, boasting a single office location. With a team of 26 dedicated professionals, nearly all of whom specialize in providing top-notch investment advisory services, they are committed to helping clients navigate the complexities of the financial world. Renowned for their exceptional expertise and client-centric approach, Charles Schwab Investment Advisory, Inc manages an impressive average of approximately $2,643,210,000 in assets per investment advisor. This figure is significantly higher than the industry average, showcasing their ability to consistently deliver outstanding results for their clients. The firm's compensation structure is carefully designed and includes several types, ensuring alignment with their clients' needs and objectives. Notably, approximately half of their assets under management originate from employer 401Ks and individuals, highlighting their extensive experience and success in this area. Setting them apart from many other investment advisory firms, Charles Schwab Investment Advisory, Inc manages 100% of their clients' assets on a discretionary basis. This approach grants them the freedom to make investment decisions on behalf of their clients, based on thorough analysis and their in-depth knowledge of the markets. Impressively, the firm boasts a vast client base, serving over 458,670 individual clients who entrust them with a remarkable $66,080,243,000 in assets under management. Their enduring success can be attributed, in part, to the expertise of their longest-tenured advisors, including Tanner Diehl, Emily Doak, and Eva Xu. With a commitment to excellence, a wealth of experience, and a track record of success, Charles Schwab Investment Advisory, Inc is a trusted partner for individuals and businesses seeking expert guidance and exceptional investment management services.

Bluepointe Capital Management, LLC is a highly esteemed investment advisory firm based out of Menlo Park, CA. With a team of seven dedicated professionals, they specialize in providing top-notch investment advice and financial planning services to a diverse clientele. Three of their employees are dedicated investment advisors, delivering personalized strategies tailored to meet the unique needs of each client. Bluepointe Capital Management, LLC boasts an impressive average of approximately $267,720,000 in assets under management per investment advisor, significantly surpassing the industry average. Their compensation structure is multifaceted, including a percentage of assets under management and performance-based fees, ensuring a symbiotic alignment of interests with their clients. With a robust client base of over 20 individuals, Bluepointe Capital Management, LLC manages a substantial sum of assets totaling more than $641,799,000. The majority of these assets are entrusted to the firm by high-net-worth individuals seeking expert guidance and wealth management solutions. Impressively, 62% of the assets they manage are discretionary, allowing Bluepointe Capital Management, LLC to make informed investment decisions on behalf of their clients, further demonstrating their expertise and trustworthiness. Operating out of a single office, Bluepointe Capital Management, LLC has established a solid reputation for their professional acumen and personalized service. Among their ranks, advisors like Christian Tiscareno, Sanjeev Sardana, and Laura Braverman stand out as some of the longest-tenured and highly respected professionals at the firm. With their commitment to excellence and client-centered approach, Bluepointe Capital Management, LLC continues to set the standard in the investment advisory industry, empowering their clients to achieve their financial goals with confidence.