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.

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.

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.

NEWE WEALTH MANAGEMENT LLC, a small investment advisory firm based out of Santa Clara, CA, is dedicated to providing comprehensive financial solutions to its clients. With a team of highly skilled and experienced professionals, they offer personalized investment advice and wealth management services to individuals and employer 401K plans. Boasting over 0 individual clients and more than $13,000 in assets under management, NEWE WEALTH MANAGEMENT LLC has established a strong presence in the industry. Specializing in discretionary asset management, NEWE WEALTH MANAGEMENT LLC takes a client-centric approach, tailoring investment strategies to meet the unique goals and risk profiles of their clients. Their compensation structure includes various options such as a percentage of assets under management and performance-based fees, ensuring alignment of interests with their clients. With one office located in Santa Clara, NEWE WEALTH MANAGEMENT LLC is well-positioned to serve the local community. The firm's dedicated team of investment advisors, led by Bei Zhang, provides personalized guidance and expert advice. Bei Zhang, one of the longest-tenured registered advisors, has been with the firm since 2017, offering valuable insight and expertise. NEWE WEALTH MANAGEMENT LLC prides itself on its commitment to client satisfaction and building long-lasting relationships. Their extensive experience in managing employer 401K plans and individual portfolios sets them apart, making them a trusted partner for clients seeking reliable financial guidance. With an average of approximately $10,000 in assets under management per investment advisor, NEWE WEALTH MANAGEMENT LLC ensures personalized attention and tailored solutions for each client's financial needs.

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.

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.

Wealthfront Advisers LLC is a prominent local investment advisory firm headquartered in Palo Alto, CA, boasting a single office. With a workforce of 265 dedicated professionals, a small percentage of them specialize in providing expert investment advisory services. Renowned for their exceptional performance, Wealthfront Advisers LLC consistently manages an impressive average of approximately $2,307,850,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure is multifaceted, encompassing various types, including a percentage of assets under management. Notably, about half of their assets under management originate from employer 401Ks or individuals, signifying their strong expertise in this domain. A distinguishing characteristic of Wealthfront Advisers LLC is that they exercise full discretion over 100% of the assets they manage, showcasing their commitment to delivering comprehensive financial solutions. With an extensive client base of over 339,190 individuals, Wealthfront Advisers LLC expertly oversees an impressive $23,078,535,000 in assets under management. The firm is proud to have an exceptional team of seasoned advisors, with notable individuals such as Anthony Molina, David Burgess, and Daniel Vega having demonstrated exceptional commitment and expertise over the years. Their extensive experience contributes to the firm's strong reputation and continued success. Wealthfront Advisers LLC is an industry leader, leveraging their knowledge, skill, and client-centric approach to provide unparalleled investment advisory services to individuals and employers alike. With a steadfast commitment to achieving optimal results and a focus on personalized financial planning, Wealthfront Advisers LLC stands out as a trusted partner in the pursuit of financial success.

Kaizen Financial Strategies, LLC is a reputable investment advisory firm based out of Campbell, CA. With over 210 individual clients and an impressive $141,287,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Specializing in employer 401Ks and individual portfolios, Kaizen Financial Strategies, LLC possesses extensive expertise in this domain. The firm operates from a single office, delivering personalized financial strategies tailored to their clients' specific needs. They pride themselves on their discretionary management approach, as 99% of the assets they oversee are managed with this level of autonomy. Kaizen Financial Strategies, LLC offers a flexible compensation structure to accommodate their clients' preferences. This includes a percentage-based fee structure linked to assets under management, hourly charges, and fixed fees. By offering various options, they ensure transparency and align their interests with their clients'. With a team of 7 dedicated professionals, including 5 investment advisors, Kaizen Financial Strategies, LLC maintains a low advisor-to-assets ratio. This allows them to provide focused attention to each client and maintain a high level of service. On average, each investment advisor handles approximately $28,260,000 in assets under management. The firm takes pride in its experienced team, with notable advisors such as Saul Greene, Iftikhar Ahmed, and Saadia Ahmed boasting long tenures at the company. These seasoned professionals bring a wealth of knowledge and expertise to their clients' financial journeys. Kaizen Financial Strategies, LLC continues to uphold their commitment to financial success, offering comprehensive and personalized investment advisory services to help clients achieve their long-term goals.

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.

Franklin Advisers, Inc., a prominent regional investment advisory firm headquartered in San Mateo, CA, boasts a team of 283 dedicated professionals. With a notable emphasis on investment advisory services, 182 experts at Franklin Advisers guide clients towards financial success. Demonstrating their exceptional competence, the firm maintains an impressive average of approximately $506,210,000 in assets under management per investment advisor, surpassing industry standards. Setting themselves apart, Franklin Advisers employs a versatile compensation structure. They offer various remuneration methods, including a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This diverse approach allows the firm to cater to a wide range of client needs, enhancing their reputation for client-centric service. With a staggering total of 6,010 individual clients, Franklin Advisers oversees an impressive $320,493,366,000 in assets under management. Notably, all of the assets they manage operate under discretionary mandates, further highlighting the trust clients place in the firm's expertise and judgment. In addition to their core investment advisory services, Franklin Advisers extends its capabilities as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This expansion into diverse financial services illustrates their commitment to delivering comprehensive solutions that address the evolving needs of their clientele. Operating from eight strategically located offices, Franklin Advisers is well-positioned to serve clients throughout the region efficiently. As a trusted partner in wealth management, they continue to drive financial success and provide tailored advice to individuals, families, and institutions seeking robust investment strategies and superior service.

Vantage Wealth Management, LLC, based out of San Mateo, CA, is a reputable investment advisory firm catering to the financial needs of individuals and businesses. With a dedicated team of 9 skilled professionals, including 7 investment advisors, they offer expert guidance in managing clients' wealth. On average, each investment advisor oversees around $127,570,000 in assets under management, aligning with industry standards. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Their client base consists of over 480 individuals, with a substantial asset under management portfolio exceeding $545,988,000. Vantage Wealth Management focuses primarily on high net worth individuals, while also possessing the ability to manage employer funds, although 401K and individual accounts represent a minority share of their total assets under management. With a commitment to providing comprehensive financial solutions, Vantage Wealth Management extends its services beyond investment advisory, including acting as an insurance broker or agent. As a local firm, they pride themselves on their community presence and deep-rooted relationships with clients. Within their team of advisors, Vantage Wealth Management boasts seasoned professionals, such as Brandy Navarro, Mitone Griffiths, and David Fernelius, who have demonstrated long-standing commitment and expertise. Their office in San Mateo serves as a hub for delivering personalized and strategic financial advice to clients, ensuring their financial goals are met with confidence and success.