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.

Findec Wealth Services, Inc. is a highly esteemed investment advisory firm headquartered in Stockton, CA. With a single office, the firm focuses on providing exceptional wealth management services to a discerning clientele. Findec Wealth Services, Inc. boasts a team of four dedicated professionals, with three of them serving as investment advisors. Impressively, the firm's investment advisors have an average of approximately $260,010,000 in assets under management per advisor, well above the industry average. This reflects their expertise and ability to effectively manage substantial portfolios on behalf of their clients. Findec Wealth Services, Inc. offers a comprehensive compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach allows the firm to cater to the unique needs and preferences of their clients. While 401K and individual accounts represent less than 30% of their assets under management, Findec Wealth Services, Inc. possesses the capability to manage employer funds, ensuring a complete range of investment services for their clients. An impressive 98% of the assets they manage are under discretionary management, a testament to the trust clients place in the firm's investment strategies. With over 460 individual clients and a combined total of $780,026,000 in assets under management, Findec Wealth Services, Inc. has established itself as a trusted partner for individuals seeking comprehensive wealth management solutions. The firm takes pride in its experienced team of advisors, including the longest-tenured registered advisors Nathan Williamson and Tolen Teigen, who bring extensive industry knowledge and expertise to the table. Findec Wealth Services, Inc.'s unwavering commitment to delivering personalized service and their track record of success make them a prominent choice for clients in Stockton, CA, and beyond.

Burr Financial Services, LLC is a small investment advisory firm headquartered in Pleasant Hill, CA. With a single office location, they specialize in providing investment advisory services. The firm comprises a team of three dedicated employees, all of whom possess expertise in investment advisory services. On average, each investment advisor at Burr Financial Services manages approximately $27,140,000 in assets under management. The compensation structure at Burr Financial Services includes various types, such as a percentage of assets under management. Notably, around 50% of their assets under management originate from employer 401Ks or individuals, indicating their strong presence and experience in this particular segment. Moreover, the firm operates on a discretionary basis, meaning they have full authority to make investment decisions on behalf of their clients. Burr Financial Services, LLC takes pride in serving a diverse clientele, with over 300 individual clients relying on their expertise. Collectively, these clients entrust the firm with more than $81,419,000 in assets under management. The firm boasts a roster of seasoned advisors, including Ryan Wood, Brent Burr, and Michael Killeen, who have demonstrated remarkable longevity and expertise in the industry. With their base in Pleasant Hill, CA, Burr Financial Services, LLC remains committed to providing comprehensive investment advisory services to their clients. By leveraging their extensive experience and utilizing their discretionary management approach, the firm aims to assist clients in achieving their financial goals and securing their financial future.

New Insight Wealth Advisors is a small investment advisory firm located in San Ramon, CA, specializing in providing comprehensive wealth management services. With a single office, they have established a reputation for their personalized approach and commitment to client success. The firm is comprised of six dedicated professionals, three of whom are highly skilled investment advisors, offering expert guidance to their diverse clientele. With an average of approximately $65,600,000 in assets under management per investment advisor, New Insight Wealth Advisors aligns with the industry average. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. Notably, around 50% of their assets under management are derived from employer 401Ks or individuals, showcasing their proficiency in this area. Demonstrating their strong track record, New Insight Wealth Advisors serves over 240 individual clients, skillfully managing over $196,797,000 in assets. The firm boasts a team of experienced advisors, including the long-serving Seongsoo Lee, Michael Lin, and Michael Ye. These professionals bring a wealth of knowledge and expertise to the table, ensuring clients receive well-informed and tailored advice for their financial goals. New Insight Wealth Advisors strives to foster lasting relationships built on trust, transparency, and integrity. By delivering comprehensive wealth management solutions, they help clients navigate the complexities of investment planning, retirement strategies, and risk management. With a commitment to their clients' financial well-being, New Insight Wealth Advisors continues to provide reliable and innovative advisory services to individuals and organizations alike.

Maxwell Wealth is a small investment advisory firm based out of Pleasanton, CA, with one office. With a team of three dedicated professionals, Maxwell Wealth offers comprehensive investment advisory services to its clients. Drawing upon their extensive expertise, they manage an impressive average of $44,130,000 in assets under management per investment advisor. Maxwell Wealth has established a reputation for excellence in handling various compensation structures, such as a percentage of assets under management and fixed fees. Their expertise lies particularly in managing employer 401Ks and individual portfolios, which collectively account for approximately half of their assets under management. This specialization is a testament to their strong track record and experience in this space. The firm takes pride in its discretionary management approach, as 92% of the assets they handle are managed with the utmost autonomy. This approach allows Maxwell Wealth to make informed investment decisions that align with their clients' financial goals and risk tolerance. With over 90 individual clients, Maxwell Wealth effectively oversees a substantial amount of wealth, with over $132,390,000 in assets under management. The firm's success can be attributed to the knowledge and expertise of their longest-tenured advisors, including Benjamin Bradford, Tracie Glaros, and James Maxwell. Maxwell Wealth's commitment to providing personalized investment advisory services, coupled with their expertise in managing diverse portfolios, positions them as a trusted partner for individuals and businesses seeking to optimize their financial strategies and achieve long-term success.

Lodestar Private Asset Management LLC, based out of Alamo, CA, is a distinguished investment advisory firm catering to a diverse client base. With over 160 individual clients, they boast an impressive $831,090,000 in assets under management. As a local firm with a single office, Lodestar offers personalized and attentive service to their discerning clientele. While their expertise extends beyond individual and 401K accounts, these categories constitute less than 30% of their assets under management. Lodestar Private Asset Management LLC also possesses the proficiency to effectively manage employer funds. Notably, 99% of the assets they manage are done so with discretion, demonstrating their commitment to maintaining confidentiality and ensuring client trust. The firm primarily serves high-net-worth individuals, aligning their strategies with the unique financial objectives of this demographic. Lodestar's compensation structure is comprehensive and adaptable, incorporating various types such as a percentage of assets under management, fixed fees, and hourly charges. Lodestar Private Asset Management LLC prides itself on its team of dedicated professionals. With a total of 9 employees, 7 of whom provide investment advisory services, the firm maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $118,730,000 in assets under management, which is consistent with the industry average. The firm boasts a roster of experienced advisors, including the highly tenured Jason McCoy, Anthony Jurado, and Kevin Gray. These individuals bring a wealth of knowledge and expertise to the table, ensuring that clients receive top-notch investment advice and guidance from seasoned professionals.

Prosperity Wealth Management, Inc. is a prominent regional investment advisory firm headquartered in San Ramon, CA. With an extensive network of 43 offices, they serve a diverse clientele across the region. The firm boasts a dedicated team of 50 professionals, with 45 of them specializing in providing comprehensive investment advisory services. At Prosperity Wealth Management, Inc., their success is evident in their impressive average assets under management per investment advisor, which stands at approximately $4,830,000. The company's compensation structure is designed to align with their clients' needs and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. A notable aspect of Prosperity Wealth Management, Inc.'s expertise lies in their extensive experience managing employer 401Ks and individual accounts, with approximately half of their assets under management originating from these sources. This strong foundation in retirement planning and individual investments has positioned them as a trusted partner for individuals and employers alike. Beyond investment advisory services, Prosperity Wealth Management, Inc. offers additional value to their clients. They act as a registered representative of a broker-dealer, insurance broker, or agent, providing comprehensive financial solutions under one roof. With a substantial client base of over 1,280 individuals, Prosperity Wealth Management, Inc. has successfully amassed a staggering $217,168,000 in assets under management. The firm's success can be attributed in part to their team of seasoned advisors, including Joseph Matusz, Joseph Kirlin, and Bruce Musselman, who bring extensive knowledge and expertise to the table. Prosperity Wealth Management, Inc. stands out as a trusted and reputable financial services firm, committed to helping their clients achieve their long-term financial goals with a personalized and holistic approach.

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.

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.

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.

Certified Planners, Inc. is a small investment advisory firm headquartered in San Ramon, CA, with one office. With a team of eight employees, two of whom specialize in investment advisory services, the company offers comprehensive financial planning and investment management solutions to individual and employer 401K clients. The firm boasts an impressive average of approximately $74,570,000 in assets under management per investment advisor, aligning with industry standards. Certified Planners, Inc. employs a diverse compensation structure that includes methods such as a percentage of assets under management and hourly charges. Their expertise lies in managing assets from employer 401Ks and individuals, with around half of their assets under management originating from these sources. With a 100% discretionary approach, the firm has full authority to make investment decisions on behalf of their clients. With over 180 individual clients and an impressive $149,134,000 in assets under management, Certified Planners, Inc. has built a strong reputation for delivering exceptional financial advice and tailored investment strategies. Anna Miller and Angelica Kangas, two of the firm's longest-tenured registered advisors, bring extensive experience and knowledge to their clients' financial journeys. Certified Planners, Inc. aims to continue providing high-quality services and personalized guidance to their clients, assisting them in achieving their financial goals and securing their future. With their dedication to excellence and commitment to client satisfaction, the firm remains a trusted partner in the realm of investment advisory services.

Lucas Group Financial Planners, Inc., a small investment advisory firm based out of Sacramento, CA, is dedicated to helping individuals and employers achieve their financial goals. With 5 skilled employees, including three investment advisors, they offer comprehensive financial planning services. Having an average of approximately $67,530,000 in assets under management per investment advisor, Lucas Group Financial Planners, Inc. maintains an industry-average performance. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management and fixed fees. The firm boasts an impressive client base of over 380 individuals, with assets under management exceeding $250,200,000. Their expertise lies in managing employer 401Ks and individual portfolios, representing roughly half of their total assets. With 91% of the assets they manage falling under discretionary management, clients trust Lucas Group Financial Planners, Inc. to make sound investment decisions on their behalf. Lucas Group Financial Planners, Inc. operates from two offices, serving clients with a personalized touch. The firm takes pride in its experienced team, featuring long-tenured advisors like Matthew Page, Todd Hadley, and Gregory Lucas, who bring a wealth of knowledge and expertise to their clients. Committed to providing exceptional financial planning and investment advisory services, Lucas Group Financial Planners, Inc. strives to help their clients build and protect their wealth, offering tailored strategies to navigate the ever-changing financial landscape.