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7 STREETS FINANCIAL, LLC
7 STREETS FINANCIAL, LLC
San Ramon, California
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.
ROBERTS WEALTH ADVISORS, LLC
ROBERTS WEALTH ADVISORS, LLC
Menlo Park, California
Roberts Wealth Advisors, LLC is a highly regarded local investment advisory firm headquartered in Menlo Park, CA, with two offices serving a diverse clientele. With a team of five dedicated professionals, Roberts Wealth Advisors offers comprehensive investment advisory services to meet the unique financial goals of their clients. The firm manages an impressive average of approximately $50,740,000 in assets per investment advisor, aligning with the industry average. Their compensation structure reflects flexibility, encompassing various approaches such as a percentage of assets under management, fixed fees, and hourly charges. Notably, all the assets managed by Roberts Wealth Advisors are discretionary, demonstrating their expertise in making independent investment decisions. Catering primarily to high-net-worth individuals, Roberts Wealth Advisors boasts a substantial client base of over ten individuals, with an impressive $253,692,000 in assets under management. The firm prides itself on providing tailored investment strategies that align with their clients' financial aspirations and risk tolerance. Roberts Wealth Advisors stands out in the industry, thanks to its team of highly experienced advisors. Among them are Suzanne Herman, Ryan Walsh, and Brian Roberts, who have served as trusted professionals at the firm for an extended period. Their collective expertise and dedication contribute to the firm's success in delivering personalized and exceptional financial guidance to their valued clients. Overall, Roberts Wealth Advisors, LLC has firmly established itself as a reputable investment advisory firm in Menlo Park, CA, offering comprehensive and client-centric financial services to help individuals achieve their long-term financial objectives.
SOLSTEIN CAPITAL, LLC
SOLSTEIN CAPITAL, LLC
Menlo Park, California
Solstein Capital, LLC is a reputable investment advisory firm headquartered in Menlo Park, CA. With a team of six dedicated professionals, they specialize in providing exceptional financial guidance and management services to a diverse range of clients. Three of their highly skilled employees are specifically focused on delivering expert investment advisory services. As industry leaders, Solstein Capital, LLC boasts an impressive average of approximately $212,100,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure reflects their commitment to delivering exceptional results, incorporating various types such as a percentage of assets under management and performance-based fees. With over 0 individual clients, Solstein Capital, LLC effectively manages a substantial portfolio of assets totaling over $382,748,000. Remarkably, 100% of the assets they handle are under their discretionary management, demonstrating the trust and confidence their clients place in their expertise. Operating out of their Menlo Park headquarters, Solstein Capital, LLC maintains a single office to effectively cater to their clients' needs. Within the firm, J.C. Torres and Nadine Terman hold esteemed positions as some of the longest-tenured registered advisors, exemplifying their deep knowledge and experience in the industry. Solstein Capital, LLC is known for their personalized approach, combining industry-leading strategies with a deep understanding of their clients' financial goals. With their track record of success and commitment to excellence, Solstein Capital, LLC continues to establish themselves as a trusted partner for individuals seeking exceptional investment advisory services.
HENDERSHOTT WEALTH MANAGEMENT, LLC
HENDERSHOTT WEALTH MANAGEMENT, LLC
San Jose, California
Hendershott Wealth Management, LLC, based out of San Jose, CA, is a small investment advisory firm dedicated to serving the financial needs of its clients. With over 100 individual clients, the firm manages an impressive $142,525,000 in assets under management. Specializing in catering to high net worth individuals, Hendershott Wealth Management, LLC offers personalized financial solutions to help clients achieve their financial goals. As a comprehensive wealth management firm, Hendershott Wealth Management, LLC not only manages individual and 401K accounts but also possesses the capability to handle employer funds. Their team of highly skilled professionals, including four investment advisors, ensures that each client receives expert guidance tailored to their unique circumstances. The firm's compensation structure is designed to align with clients' best interests. They offer various fee arrangements, such as a percentage of assets under management, fixed fees, and hourly charges, providing flexibility and transparency. With an average of approximately $35,630,000 in assets under management per investment advisor, Hendershott Wealth Management, LLC demonstrates their dedication to delivering attentive and personalized service to each client. The firm takes pride in the expertise and experience of their team, which includes esteemed advisors like Alyssa Hause, Jennifer Rupp, and Hilary Hendershott, some of whom have been with the firm for an extended period. Hendershott Wealth Management, LLC is committed to providing exceptional financial guidance and helping clients navigate the complexities of the investment landscape, ultimately empowering them to achieve their long-term financial objectives.
MAXWELL WEALTH
MAXWELL WEALTH
Pleasanton, California
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.
MONTEREY PRIVATE WEALTH, INC.
MONTEREY PRIVATE WEALTH, INC.
Monterey, California
Monterey Private Wealth, Inc. is a prominent local investment advisory firm headquartered in Monterey, CA, boasting 11 offices across the region. With a dedicated team of 12 professionals, including 8 skilled investment advisors, they deliver comprehensive financial services to their discerning clientele. With an average of approximately $105,230,000 in assets under management per investment advisor, Monterey Private Wealth, Inc. maintains a solid standing within the industry's benchmarks. Their compensation structure encompasses various models, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexible options to suit their clients' needs. While 401K and individual accounts constitute less than 30% of their total assets under management, Monterey Private Wealth, Inc. possesses the expertise to effectively manage employer funds. Notably, an overwhelming 97% of the assets they oversee are under discretionary management, highlighting their clients' trust and confidence in their financial acumen. The firm primarily caters to high-net-worth individuals, managing the assets of over 360 individual clients, amounting to an impressive $841,854,000 in total. The longevity of their success can be attributed, in part, to the experienced advisory team. Notable long-tenured advisors at Monterey Private Wealth, Inc. include Hannah Rogge, Cristofer Cabanillas, and Steven Merrell, who have consistently provided exceptional guidance and support to their clients. With a strong foothold in the local market and a reputation for delivering tailored investment strategies, Monterey Private Wealth, Inc. continues to establish itself as a trusted partner in the pursuit of financial prosperity.
CONSILIUM WEALTH MANAGEMENT
CONSILIUM WEALTH MANAGEMENT
San Ramon, California
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.
MEDIA WEALTH
MEDIA WEALTH
Palo Alto, California
MEDIA WEALTH, based out of Palo Alto, CA, is a small investment advisory firm with a solid reputation in the industry. With a total of four employees, all of whom provide investment advisory services, they specialize in managing assets for high net worth individuals. The firm boasts an average of $45,810,000 in assets under management per investment advisor, aligning with the industry average. Media Wealth's compensation structure offers flexibility to clients, with options such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to cater to the unique needs and preferences of their diverse clientele. Currently, they serve over 10 individual clients, managing a combined total of over $59,251,000 in assets. While the majority of their managed assets are for high net worth individuals, Media Wealth also possesses the expertise to handle employer funds, although these represent a smaller portion of their overall assets under management. All of the assets they manage are done so on a discretionary basis, allowing clients to trust the firm's expertise and decision-making. With three offices located in Palo Alto, Media Wealth operates in a region known for its vibrant business and technological landscape. The firm benefits from the experience of Tyson Beem, one of their longest tenured registered advisors, who has been with the company since 2020. Media Wealth's commitment to personalized service, industry-average asset management, and knowledgeable team positions them as a trusted partner for their clients' investment needs.
SAGE RHINO CAPITAL LLC
SAGE RHINO CAPITAL LLC
Menlo Park, California
Sage Rhino Capital LLC, headquartered in Menlo Park, CA, is a leading investment advisory firm with a strong track record of success. With 10 dedicated employees, including two highly experienced investment advisors, the firm offers top-tier financial services to a diverse clientele. With an impressive average of approximately $210,450,000 in assets under management per investment advisor, Sage Rhino Capital LLC surpasses the industry average, reflecting their expertise in managing substantial portfolios. Their compensation structure incorporates various types, such as a percentage of assets under management and performance-based fees, ensuring a client-centric approach aligned with their interests. Boasting over 40 individual clients and managing more than $617,168,000 in assets, Sage Rhino Capital LLC caters primarily to high net worth individuals. All of the assets entrusted to the firm are under their discretionary management, allowing for comprehensive and tailored investment strategies. As a small yet esteemed investment advisory firm, Sage Rhino Capital LLC operates from a single office in Menlo Park, CA. The company takes pride in its team of seasoned advisors, including the respected Dana Franco-Young, Caroline Novak, and Igor Lotsvin, who contribute their extensive experience and expertise to the firm's continued success. In summary, Sage Rhino Capital LLC is a trusted partner for individuals seeking superior investment advisory services. With their exceptional asset management capabilities, client-centered compensation structure, and a team of accomplished advisors, the firm continues to thrive in the competitive financial landscape.
NOMAD
NOMAD
Menlo Park, California
NOMAD is a prominent local investment advisory firm headquartered in Menlo Park, CA. With a single office location, the firm is driven by a team of 186 dedicated professionals, a small percentage of whom specialize in providing top-tier investment advisory services. NOMAD boasts an impressive average of $7,600,000 in assets under management per investment advisor, showcasing their expertise and ability to handle substantial portfolios. The compensation structure at NOMAD encompasses various models, including a percentage of assets under management and subscription fees. Over 80% of their assets under management are attributed to employer 401K plans and individual accounts. As such, NOMAD possesses extensive proficiency in managing both employer-sponsored retirement plans and individual investment portfolios. The firm prides itself on its outstanding track record, serving a vast client base of over 45,240 individuals who entrust NOMAD with their financial goals. These clients benefit from the comprehensive financial services offered by NOMAD, which include personalized investment strategies, retirement planning, and wealth management. NOMAD's exceptional success is exemplified by their impressive management of over $37,995,000 in assets under management from individual clients. Their commitment to providing exceptional financial guidance and delivering optimal results has solidified their reputation as a trusted and reliable partner in the realm of investment advisory services. NOMAD's headquarters in Menlo Park, CA, situates them in the heart of Silicon Valley, allowing them to tap into the region's thriving innovation and entrepreneurial spirit. With their wealth of experience, dedication to client satisfaction, and commitment to sound financial strategies, NOMAD continues to thrive as a leading investment advisory firm in the competitive landscape of Menlo Park.
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GRIFFIN BLACK, INC.
GRIFFIN BLACK, INC.
Redwood City, California
Griffin Black, Inc., based out of Redwood City, CA, is a small investment advisory firm that serves over 90 individual clients, overseeing an impressive $186,549,000 in assets under management. With two offices, they provide personalized financial guidance to their diverse clientele. While 401K and individual accounts make up less than 30% of their assets, Griffin Black, Inc. possesses the expertise to manage employer funds. Notably, all the assets they manage are discretionary, reflecting a high level of trust bestowed upon them by their clients. Catering primarily to high-net-worth individuals, Griffin Black, Inc. holds a significant portion of the managed assets for this exclusive clientele. The firm's compensation structure includes various methods, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility in aligning with their clients' preferences. Griffin Black, Inc. boasts a dedicated team of seven professionals, four of whom provide investment advisory services. On average, each investment advisor oversees approximately $46,640,000 in assets under management, which falls within the industry average. The firm takes pride in the expertise and experience of its long-tenured advisors, including Terrence Palazzolo, Jon Hsu, and Jane Beule. With a commitment to personalized financial guidance and a strong track record of managing substantial assets, Griffin Black, Inc. continues to establish itself as a trusted partner in helping clients navigate the complexities of the investment landscape.
GATES PASS ADVISORS, LLC
GATES PASS ADVISORS, LLC
Los Altos, California
Gates Pass Advisors, LLC is a reputable investment advisory firm located in Los Altos, CA. With over 20 individual clients and a staggering $125,303,000 in assets under management, they have firmly established themselves as a trusted partner in wealth management. Despite being a small firm, Gates Pass Advisors, LLC operates from a single office and possesses the expertise to effectively manage employer funds alongside their extensive experience in handling 401K and individual accounts. Notably, 100% of the assets they manage are discretionary, emphasizing the firm's commitment to making informed investment decisions on behalf of their clients. The majority of their managed assets belong to high-net-worth individuals, demonstrating their ability to cater to the unique needs of affluent clientele. Gates Pass Advisors, LLC employs a diverse compensation structure that includes various types, such as a percentage of assets under management and fixed fees. With two dedicated employees, each providing exceptional investment advisory services, the firm ensures personalized attention and a high level of expertise to meet their clients' financial goals. On average, Gates Pass Advisors, LLC manages approximately $62,650,000 in assets under management per investment advisor, which aligns with industry standards. The firm takes pride in the long tenures of their registered advisors, exemplified by the commitment and experience of Kanaka Szabo-Cummings and Erik Schei. As a client-centric firm, Gates Pass Advisors, LLC is dedicated to delivering tailored investment strategies, comprehensive financial guidance, and exceptional service to their esteemed clientele in Los Altos, CA, and beyond.
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