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.

Boltwood Capital Management, located in Walnut Creek, CA, is a small investment advisory firm that prides itself on providing exceptional financial services to its clients. With a team of two highly experienced investment advisors, Boltwood Capital Management offers a wide range of investment advisory services. The firm boasts an impressive average of approximately $21,380,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, fixed fees, and commissions. Boltwood Capital Management has garnered a reputation for its expertise in managing employer 401K plans and individual assets, with over 80% of their assets under management belonging to these categories. With over 80 individual clients and a total of $312,975,000 in assets under management, the firm has proven its capability to handle diverse client needs and deliver satisfying results. The majority of the assets under management at Boltwood Capital Management, approximately 91%, are managed on a discretionary basis, reflecting their clients' trust in their decision-making capabilities. As a testament to their commitment to providing personalized services, the firm maintains a single office location in Walnut Creek, CA. Michael Stock and Zachary Wolf, two of the longest-tenured registered advisors at Boltwood Capital Management, bring a wealth of experience and expertise to the firm. Their combined knowledge and dedication ensure that clients receive comprehensive and tailored investment strategies to help them achieve their financial goals.

Crawford Financial Planning & Consulting, headquartered in Modesto, CA, is a reputable investment advisory firm with a strong presence in the industry. With a team of two dedicated professionals, they offer expert financial planning and consulting services to a diverse clientele. Gregory Crawford, one of the firm's longest-tenured registered advisors, has been instrumental in providing valuable insights and guidance since joining in 2016. The firm boasts an impressive track record, managing an average of approximately $339,220,000 in assets under management per investment advisor, significantly surpassing the industry average. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' interests. Crawford Financial Planning & Consulting serves over 120 individual clients, skillfully managing their assets totaling more than $111,037,000. The majority of their clients consist of high-net-worth individuals, and their expertise in handling employer 401Ks and individual assets is noteworthy. All the assets entrusted to the firm are managed on a discretionary basis, reflecting the high level of trust their clients place in their capabilities. Operating out of a single office, Crawford Financial Planning & Consulting delivers personalized, tailored financial solutions to meet their clients' specific needs. With their extensive experience, dedication, and commitment to excellence, they have earned a stellar reputation in the industry. Clients can rely on Crawford Financial Planning & Consulting to provide sound financial advice and expert guidance, ensuring their financial goals are met with precision and efficiency.

Archvest Wealth Advisors, Inc. is a reputable investment advisory firm located in Concord, CA. With a single office, they provide comprehensive financial services to clients in the local community and beyond. The firm boasts a dedicated team of seven professionals, five of whom specialize in investment advisory services. Drawing from their extensive knowledge and expertise, Archvest Wealth Advisors manages an average of $47,700,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and fairness for their clients. Although 401K and individual accounts account for less than 30% of their assets under management, Archvest Wealth Advisors possesses the capacity to effectively manage employer funds. Remarkably, 98% of the assets they oversee are under discretionary management, reflecting their clients' trust in the firm's decision-making abilities. Focusing primarily on high-net-worth individuals, Archvest Wealth Advisors proudly serves a diverse portfolio of over 130 individual clients, whose combined assets under management exceed $238,500,000. The firm takes pride in its long-standing relationships and experienced advisors. Notable individuals, such as Jill Shibuya, John Wenzel, and Eric Lai, have demonstrated their dedication and commitment to client success over the years. Archvest Wealth Advisors, Inc. continues to prioritize client satisfaction by offering tailored financial solutions and maintaining a strong presence in the Concord community. Their unwavering commitment to excellence and personalized service distinguishes them as a trusted partner in achieving financial goals.

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.

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.

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.

ADVISOR PARTNERS: A Premier Investment Advisory Firm in Walnut Creek, CA Based out of Walnut Creek, California, Advisor Partners is a leading investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With its main office situated in the heart of the city, Advisor Partners caters to a diverse clientele seeking personalized wealth management services. With a team of nine dedicated professionals, five of whom specialize in investment advisory services, Advisor Partners boasts a high level of expertise and experience. Their extensive knowledge and commitment to excellence enable them to effectively manage a significant amount of assets under management, averaging around $388,520,000 per investment advisor, surpassing industry standards. The compensation structure at Advisor Partners is designed to align the interests of both clients and advisors. It includes a percentage-based fee structure tied to the assets under management, ensuring that the firm's success is directly linked to its clients' financial growth. While Advisor Partners predominantly manages assets for high net worth individuals, they also possess the capability to oversee employer funds. Despite 401K and individual accounts representing less than 30% of their assets under management, the firm takes a discretionary approach, having full authority to make investment decisions on behalf of their clients. With over 240 individual clients and a remarkable $1,942,594,000 in assets under management, Advisor Partners has established itself as a trusted advisor within the local community. The firm takes pride in its team's longevity and experience, with notable advisors such as Cesar Delgado Inilopu, Jia Xu, and Elena Gorskaya, who have been instrumental in building long-term relationships with clients. Overall, Advisor Partners is committed to delivering exceptional financial guidance and investment management solutions, empowering their clients to achieve their financial goals with confidence and peace of mind.

Mraz, Amerine & Associates, Inc., headquartered in Modesto, CA, is a distinguished investment advisory firm catering to over 350 individual clients. With a remarkable $586,806,000 in assets under management, they possess extensive expertise in handling diverse financial portfolios. While employer funds constitute a significant portion of their assets, 401K and individual accounts make up less than 30% of their portfolio. Notably, all the assets they manage are discretionary, ensuring a tailored approach to meet each client's unique investment goals. With a strong focus on high-net-worth individuals, Mraz, Amerine & Associates, Inc. provides comprehensive wealth management services. Their team of 8 dedicated professionals includes 6 experienced investment advisors who offer personalized guidance and strategic financial planning. The firm's exceptional investment advisory team collectively manages an average of approximately $97,800,000 in assets per advisor, aligning with the industry average. Mraz, Amerine & Associates, Inc. employs a flexible compensation structure, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. This diverse approach ensures transparency and flexibility when it comes to their clients' financial arrangements. At Mraz, Amerine & Associates, Inc., the firm's longstanding success is owed to the expertise and commitment of their advisors. Notable individuals like Benjamin Johnson, Deidre Johnson, and David Mraz have consistently provided exceptional service to their clients, contributing to the firm's sterling reputation in the industry. As a local investment advisory firm, Mraz, Amerine & Associates, Inc. is deeply rooted in the Modesto community, delivering trusted financial guidance with integrity and professionalism.

Thomas Doll is a renowned investment advisory firm located in Walnut Creek, CA, catering to a diverse client base. With over 540 individual clients and an impressive $1,252,444,000 in assets under management, they have established themselves as a trusted entity in the financial industry. Operating from a single office, Thomas Doll offers comprehensive investment advisory services. While the firm primarily focuses on managing discretionary assets, including employer funds, they also handle 401K and individual accounts, albeit constituting less than 30% of their total assets. Thomas Doll's compensation structure is multifaceted, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. Boasting a dedicated team of 13 employees, with 10 of them specializing in investment advisory services, Thomas Doll ensures that each client receives personalized attention. On average, each investment advisor manages approximately $125,240,000 in assets under management, which aligns with the industry standard. Notably, the firm takes pride in its long-serving advisors, including John Werhan, Barry Oliver, and Joseph Kalinowski, who bring a wealth of experience and expertise to the table. Their collective knowledge and commitment to delivering exceptional service contribute to Thomas Doll's reputation as a reliable and respected investment advisory firm. Overall, Thomas Doll stands as a prominent player in the financial landscape, offering tailored solutions and effective wealth management strategies to clients in Walnut Creek and beyond.

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.