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.

99Rises Inc. is a small investment advisory firm based out of Pleasanton, CA, with one office. With a total of three dedicated employees, including two experienced investment advisors, they provide personalized investment advisory services to a diverse clientele. Known for their expertise in managing 401K plans, 99Rises Inc. handles over 80% of their assets under management from employer 401Ks and individual investors. On average, each investment advisor at 99Rises Inc. oversees approximately $270,000 in assets under management. Their compensation structure encompasses various types, such as a percentage of the assets under management. As a discretionary asset manager, they have full authority to make investment decisions on behalf of their clients. With a strong client base of over 50 individuals, 99Rises Inc. manages assets worth more than $539,000. The firm's commitment to excellence is exemplified by their seasoned registered advisors, Ramana Rao and Utpal Diwan, who have been integral to the company's success since its inception. Driven by their passion for helping clients achieve their financial goals, 99Rises Inc. provides comprehensive investment advisory services tailored to each client's unique needs and risk tolerance. By leveraging their expertise and market insights, they aim to maximize returns and foster long-term financial security for their clients.

Auspicious Financial Planning, LLC, based out of San Ramon, CA, is a small investment advisory firm specializing in comprehensive financial planning. With a team of two dedicated employees, they offer expert guidance and personalized solutions to meet the unique needs of their clients. One of the firm's registered advisors, Louis Dagen, has been providing investment advisory services for an extensive period, bringing a wealth of experience to the table. With over $210,000,000 in assets under management, Auspicious Financial Planning serves a diverse client base of more than 300 individuals. Their assets under management include a significant portion from employer 401Ks and individual accounts, reflecting their strong expertise in this particular area. Notably, all the assets they manage are handled with full discretion, ensuring efficient and tailored investment strategies. Auspicious Financial Planning demonstrates competitive industry performance, as each investment advisor manages an average of approximately $83,330,000 in assets. Their compensation structure is designed to align the interests of the firm with those of their clients and includes a combination of fees based on a percentage of assets under management and performance-based fees. With two offices strategically located in San Ramon, Auspicious Financial Planning provides convenient access to their services for clients in the area. In addition to Louis Dagen, Grace Chen is another highly experienced registered advisor who contributes to the firm's success. Auspicious Financial Planning, LLC strives to empower their clients through sound financial advice and effective wealth management strategies, positioning them for long-term financial success.

Based in Pleasanton, CA, Baybridge Capital Group, LLC is a small investment advisory firm with a strong track record in managing assets. With over 180 individual clients and assets under management totaling $134,448,000, the company has established itself as a trusted partner in the financial industry. Baybridge Capital Group's expertise lies in managing employer 401Ks and individual investments, making up around half of their assets under management. They exclusively offer discretionary asset management services, allowing clients to entrust their investments entirely to the firm's capable hands. Comprised of seven dedicated professionals, including four experienced investment advisors, Baybridge Capital Group has cultivated a team known for its exceptional financial acumen. Their compensation structure is flexible, offering different options such as a percentage of assets under management, hourly charges, and fixed fees. This enables clients to select the payment arrangement that best suits their needs. The company boasts an impressive average of $33,610,000 in assets under management per investment advisor, showcasing their commitment to personalized and focused attention for each client. Baybridge Capital Group prides itself on maintaining enduring relationships with their clients, which can be attributed, in part, to the expertise and loyalty of their longest tenured advisors, Virginia Taylor, Kevin Batstone, and Eugene Gurevich. As Baybridge Capital Group continues to grow, they remain dedicated to providing comprehensive investment advisory services and delivering excellent results to their clients. Their presence in Pleasanton and their commitment to exceptional service make them a sought-after partner for individuals and employers seeking reliable asset management solutions.

California Financial Advisors, based out of San Ramon, CA, is a local investment advisory firm that offers comprehensive financial guidance. With a single office, they are a dedicated team of 11 professionals who specialize in providing top-notch investment advisory services. Demonstrating their expertise, each investment advisor at California Financial Advisors manages an average of $135,450,000 in assets under management, surpassing the industry average. The firm's compensation structure is diverse, offering flexibility to clients. They employ various fee types, including a percentage of assets under management, hourly charges, and fixed fees. Notably, a significant portion of their assets under management, exceeding 80%, consists of employer 401(k) plans and individual accounts. This makes them well-equipped to efficiently handle both employer and employee 401(k) plans. Impressively, 85% of the assets under California Financial Advisors' management are discretionary, demonstrating the trust and autonomy clients place in their expertise. With a robust client base, the firm serves over 1,290 individuals, overseeing a substantial $1,489,945,000 in assets. California Financial Advisors takes pride in its team of highly experienced advisors. Among their longest-tenured professionals are Michelle Higgins, Michael Maloon, and Mark Pitre, who bring a wealth of knowledge and insight to their clients' financial journeys. Overall, California Financial Advisors stands out for its exceptional investment advisory services, personalized compensation options, extensive experience in managing employer 401(k) plans, and its track record of success in helping individuals achieve their financial goals.

Insight Wealth Strategies, LLC is a reputable local investment advisory firm based out of San Ramon, CA. With two offices, they provide comprehensive financial planning and investment management services to individuals, families, and businesses in the area. Led by a team of experienced professionals, Insight Wealth Strategies has a total of 15 employees, with 10 dedicated to delivering exceptional investment advisory services. With an average of approximately $67,950,000 in assets under management per investment advisor, Insight Wealth Strategies aligns with the industry average, demonstrating their ability to handle a diverse range of portfolios effectively. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, providing flexibility and tailored solutions for their clients. Insight Wealth Strategies has established a strong presence in the employer 401K and individual asset management sector, with around half of their assets under management originating from these sources. Their extensive experience in this space reflects their expertise and understanding of the unique challenges and opportunities associated with these investment vehicles. Currently, Insight Wealth Strategies manages over $679,508,000 in assets for more than 400 individual clients. The firm takes a discretionary approach, allowing them to make investment decisions on behalf of their clients. This approach grants their clients peace of mind, knowing that their investments are managed with expertise and care. Notably, Insight Wealth Strategies boasts a team of seasoned advisors, including David Chazin, Aaron Karas, and Cole Durkin, who have been with the firm for an extended period. Their dedication and experience contribute to the firm's solid reputation and commitment to providing exceptional financial guidance and wealth management solutions to their valued clients.

Mirador Capital Partners, a reputable local investment advisory firm based out of Pleasanton, CA, caters to a diverse clientele of over 360 individual clients. With a strong track record of managing assets, they oversee an impressive $620,627,000 in assets under management. Boasting two offices, Mirador Capital Partners offers personalized investment solutions to meet the unique financial goals of their clients. While 401K and individual accounts make up less than 30% of their assets under management, Mirador Capital Partners possesses the expertise and capabilities to effectively handle employer funds. Notably, all the assets they manage are discretionary, reflecting the trust and confidence their clients place in their investment strategies. With a primary focus on high net worth individuals, Mirador Capital Partners attracts clients seeking tailored financial guidance. Their compensation structure is comprehensive, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with client needs. The firm's dedicated team consists of 12 employees, 7 of whom are seasoned investment advisors. Each investment advisor manages an average of approximately $88,660,000 in assets, in line with industry standards. Noteworthy among the experienced advisors at Mirador Capital Partners are Don Garman, Audrey Glafkides, and Daniel Murray, who have demonstrated long-term commitment and expertise in guiding clients towards financial success. Mirador Capital Partners stands out in the industry for their comprehensive approach, commitment to discretion, and the vast experience of their dedicated team. As they continue to deliver exceptional investment advisory services, they solidify their reputation as a trusted partner in wealth management.

Cannon Beach Financial Advisors, a small investment advisory firm based out of San Ramon, CA, operates with a client-centered approach across its three offices. With a team of two dedicated professionals, they offer comprehensive investment advisory services to a diverse clientele. On average, each investment advisor manages around $105,770,000 in assets under management, aligning with industry standards. The firm's compensation structure encompasses various methods, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for clients. Notably, 68% of the assets they oversee are discretionary, reflecting their expertise in making informed investment decisions on behalf of their clients. Cannon Beach Financial Advisors primarily caters to high-net-worth individuals, who entrust the firm with their substantial assets. With a robust portfolio, the firm proudly serves over 50 individual clients, managing an impressive sum of over $211,542,000 in assets. The firm's commitment to long-term relationships is evident through the tenure of its registered advisors. Junmin Chang and Gregory Rogers, two of the longest-tenured advisors at Cannon Beach Financial Advisors, provide invaluable experience and expertise to the team. Emphasizing personalized service and a comprehensive approach to investment advisory, Cannon Beach Financial Advisors strives to meet the unique financial goals and aspirations of its discerning clientele. With a reputation for integrity, professionalism, and prudent financial guidance, the firm continues to foster trust and deliver exceptional results for its clients in San Ramon and beyond.

Intersect Capital LLC is a leading investment advisory firm based out of San Ramon, CA. With a team of four dedicated professionals, including one expert providing personalized investment advisory services, Intersect Capital delivers exceptional financial guidance to its clients. The firm boasts an impressive average of approximately $17,930,000 in assets under management per investment advisor. At Intersect Capital, the compensation structure is designed to align the interests of the advisors with those of the clients. It includes various types of fees, such as a percentage of assets under management and performance-based fees. With over 90 individual clients, the firm manages a substantial portfolio of assets, exceeding $1,273,355,000 in total. The majority of the assets managed by Intersect Capital belong to high net worth individuals seeking comprehensive wealth management solutions. An astounding 91% of the assets entrusted to the firm are under discretionary management, demonstrating the high level of trust clients place in their expertise. Despite being a small investment advisory firm, Intersect Capital has established a strong reputation for delivering personalized and results-driven financial strategies. With its main office in San Ramon, the firm serves a diverse range of clients, providing them with tailored investment plans to help them achieve their financial goals. Intersect Capital's commitment to excellence and client satisfaction sets them apart in the competitive financial services industry.

Consilium Wealth Management is a small investment advisory firm headquartered in San Ramon, CA, specializing in providing personalized financial solutions. With a single office, the firm boasts a team of eight highly skilled professionals, three of whom offer expert investment advisory services. With an impressive average of approximately $192,430,000 in assets under management per investment advisor, Consilium Wealth Management surpasses the industry average, reflecting their expertise and ability to deliver exceptional results. Their compensation structure comprises various types, including a percentage of assets under management, ensuring alignment with client goals and interests. Distinguished by their commitment to discretion and personalized service, Consilium Wealth Management primarily manages assets for high net worth individuals. Their clientele includes over 40 individual clients, whose combined assets under management exceed an impressive $577,291,000. The firm's success is a testament to their ability to navigate complex financial landscapes and deliver tailored strategies that meet the unique needs of their esteemed clients. The longevity and experience of several key advisors at Consilium Wealth Management further solidify the firm's reputation. Among these advisors are Justin Patellaro, Tracy Jao, and John Seo, whose extensive tenures contribute to the firm's stability and expertise. In summary, Consilium Wealth Management, headquartered in San Ramon, CA, is a distinguished investment advisory firm. With a focus on high net worth individuals, their team of experienced professionals delivers exceptional results, managing substantial assets while upholding the highest standards of discretion and personalized service.

Sierra Pacific Financial Advisors, based out of Pleasanton, CA, is a reputable investment advisory firm serving a diverse clientele. With over 40 individual clients and an impressive $126,781,000 in assets under management, Sierra Pacific Financial Advisors has established itself as a trusted partner in wealth management. Operating from three offices, Sierra Pacific Financial Advisors offers comprehensive financial services tailored to meet the unique needs of their clients. While the firm manages a range of investment accounts, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, Sierra Pacific Financial Advisors possesses the expertise and capability to effectively oversee employer funds. With 95% of their assets under management being discretionary, Sierra Pacific Financial Advisors primarily focuses on managing the wealth of high net worth individuals. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. Sierra Pacific Financial Advisors boasts a dedicated team of four employees, three of whom provide exceptional investment advisory services. On average, each investment advisor oversees approximately $42,260,000 in assets under management. Among the experienced professionals at the firm, Zheng Wan and Daniel Goodman stand out as two of the longest-tenured registered advisors, exemplifying the firm's commitment to expertise and continuity. Driven by a client-centric approach and a commitment to excellence, Sierra Pacific Financial Advisors continues to deliver comprehensive financial solutions, enabling their clients to achieve their long-term financial goals.