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.

Herring RIA Sub, LLC is a respected investment advisory firm, specializing in managing assets for both employer 401K plans and individual clients. Based in San Francisco, CA, the firm operates from a single office and is renowned for its expertise and personalized approach to wealth management. With a client base exceeding 1,050 individuals, Herring RIA Sub, LLC manages assets totaling over $421,000. Their portfolio primarily consists of assets from employer 401K plans and individual accounts, representing over 80% of their assets under management. The firm's strong qualifications make them a trusted choice for employers seeking efficient management of their 401K plans. The firm exercises full discretion over 100% of the assets they manage, allowing them to make well-informed investment decisions aligned with clients' financial goals. Herring RIA Sub, LLC offers a compensation structure tailored to clients' needs, although specific details are not provided. With a dedicated team of nine employees, three of whom provide expert investment advisory services, the firm ensures exceptional client service. The average assets under management per investment advisor amount to approximately $140,000, reflecting the firm's commitment to maintaining a high level of personalized attention for each client. Philip Wettersten and Theodore Katsoulis are among the longest-tenured registered advisors at Herring RIA Sub, LLC, contributing their extensive experience and expertise to the firm's success. Herring RIA Sub, LLC continues to be a reputable partner in guiding clients toward their financial objectives, offering comprehensive investment advisory services with a focus on delivering exceptional value and tailored solutions.

Charles Schwab Investment Management, Inc is a reputable regional investment advisory firm headquartered in San Francisco, CA. With a staff of 1,007 professionals, including 212 dedicated investment advisors, the company offers a wide range of services to its diverse clientele. With an average of $112,020,000 in assets under management per investment advisor, Charles Schwab Investment Management, Inc maintains an industry-average position in terms of asset management efficiency. Their compensation structure encompasses various models, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with clients' needs. Impressively, the firm manages over $782,620,910,000 in assets, catering to more than 194,000 individual clients. A staggering 97% of these assets fall under the firm's discretionary management, highlighting their expertise and the trust clients place in their investment strategies. In addition to their core investment advisory services, Charles Schwab Investment Management, Inc also operates as a commodity pool operator or commodity trading advisor, regardless of registration status. With 159 offices, Charles Schwab Investment Management, Inc has established a strong presence throughout the region. The firm prides itself on the experience and tenure of its advisors, including esteemed professionals like Anton Dorokhin, John Majoros, and Jeffrey Yun, who have been with the company for an extended period. Overall, Charles Schwab Investment Management, Inc is a trusted financial institution offering comprehensive investment advisory services and managing substantial assets for a broad client base.

Sofi Wealth LLC is a local investment advisory firm based out of San Francisco, CA. With 5 offices, the company boasts a strong presence in the financial industry. Comprised of 70 dedicated employees, Sofi Wealth LLC offers a range of services, including investment advisory expertise. With an average of $67,130,000 in assets under management per investment advisor, Sofi Wealth LLC stands on par with the industry average. Their compensation structure encompasses various types, ensuring flexibility and tailored solutions for their clients. Impressively, over 80% of the firm's assets under management are derived from employer 401K plans or individual clients. This highlights their extensive experience and proficiency in managing both corporate and individual portfolios. Sofi Wealth LLC possesses the necessary qualifications to effectively oversee 401K plans for employers and employees alike. Operating with discretion, Sofi Wealth LLC manages 100% of the assets entrusted to them. This professional approach instills trust and confidence in their clients, who value the firm's expertise and commitment to achieving financial goals. Sofi Wealth LLC's track record speaks for itself, as evidenced by their extensive client base of over 136,150 individuals and impressive $671,301,000 in assets under management. The company prides itself on having a team of experienced advisors, including notable individuals such as Sean Hytry, Richard Jones, and Tyler Clark, who have demonstrated longstanding dedication to the firm. With their local presence, comprehensive services, and seasoned professionals, Sofi Wealth LLC is well-equipped to provide exceptional investment advisory services to individuals and employers in the San Francisco area and beyond.

Bunker is a reputable investment advisory firm headquartered in San Francisco, CA. With its single office location, the company operates as a small-scale enterprise. Within its workforce of 14 dedicated professionals, four of them specialize in delivering top-notch investment advisory services to clients. Bunker boasts an impressive average of $490,000 in assets under management per investment advisor, highlighting their ability to handle substantial portfolios effectively. The firm's compensation structure includes various types, such as a percentage of assets under management. Notably, Bunker garners significant trust from employer 401Ks and individuals, which collectively constitute around half of their assets under management. Their extensive experience in this domain has allowed them to develop a robust track record and establish a strong foothold. Bunker operates on a discretionary basis, managing 100% of the assets under their purview. Primarily catering to high net worth individuals, the company showcases its expertise in catering to clients with considerable wealth. Currently, Bunker proudly oversees the financial interests of over ten individual clients, managing assets totaling more than $1,980,000. With their strategic location in the vibrant financial hub of San Francisco and a team of highly skilled professionals, Bunker stands as a reliable investment advisory firm, dedicated to maximizing returns and delivering exceptional service to their esteemed clientele.

Perigon Wealth Management, LLC is a leading regional investment advisory firm based in San Francisco, CA. With over 20 years of experience, Perigon Wealth Management has established itself as a trusted partner in the financial industry. With 36 offices strategically located across the region, the firm serves a diverse client base of over 2,310 individuals. With an impressive $4,830,369,000 in assets under management, Perigon Wealth Management offers comprehensive financial solutions to its clients. While their expertise extends beyond individual accounts and 401Ks, representing less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Perigon Wealth Management focuses on discretionary asset management, with approximately 84% of the assets they oversee being discretionary in nature. Their primary clientele consists of high-net-worth individuals who benefit from the firm's personalized approach and commitment to achieving their financial goals. The firm's compensation structure offers flexibility, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. With 98 dedicated employees, including 61 highly skilled investment advisors, Perigon Wealth Management ensures that clients receive expert guidance tailored to their unique financial needs. Notably, Perigon Wealth Management boasts a team of seasoned advisors, including Daniel McAuliffe, Charles Pinson-Rose, and Arthur Ambarik, who have demonstrated exceptional expertise and loyalty to the firm. With an average of approximately $79,190,000 in assets under management per investment advisor, Perigon Wealth Management is on par with industry standards, solidifying their position as a respected and reliable wealth management partner.

RHS Financial, LLC is a small investment advisory firm based out of San Francisco, California. With three offices, the company is dedicated to providing top-notch investment advisory services to its clients. With a total of three employees, RHS Financial, LLC prides itself on its personalized approach and commitment to meeting client needs. RHS Financial, LLC manages an impressive average of approximately $55,110,000 in assets under management per investment advisor, placing them on par with industry averages. Their compensation structure includes various types, such as a percentage of assets under management, ensuring that their interests align with their clients'. While 401K and individual accounts account for less than 30% of their assets under management, RHS Financial, LLC possesses the capability to manage employer funds, showcasing their versatility in meeting diverse investment needs. An impressive 96% of the assets they manage are discretionary, reflecting their expertise in making informed investment decisions on behalf of their clients. Catering primarily to high net worth individuals, RHS Financial, LLC boasts over 100 individual clients with a substantial $165,334,000 in assets under management. The firm takes pride in its team of experienced advisors, including the longest tenured professionals such as Alexey Caswell-Yatsenko, Colby Davis, and Risley Sams, who bring a wealth of expertise and industry knowledge to their clients' financial journeys. Overall, RHS Financial, LLC stands as a trusted partner, committed to helping clients navigate the complex world of investments and wealth management, with a track record of success and a client-centric approach.

Charles Schwab Investment Advisory, Inc is a reputable regional investment advisory firm headquartered in San Francisco, CA, boasting a single office location. With a team of 26 dedicated professionals, nearly all of whom specialize in providing top-notch investment advisory services, they are committed to helping clients navigate the complexities of the financial world. Renowned for their exceptional expertise and client-centric approach, Charles Schwab Investment Advisory, Inc manages an impressive average of approximately $2,643,210,000 in assets per investment advisor. This figure is significantly higher than the industry average, showcasing their ability to consistently deliver outstanding results for their clients. The firm's compensation structure is carefully designed and includes several types, ensuring alignment with their clients' needs and objectives. Notably, approximately half of their assets under management originate from employer 401Ks and individuals, highlighting their extensive experience and success in this area. Setting them apart from many other investment advisory firms, Charles Schwab Investment Advisory, Inc manages 100% of their clients' assets on a discretionary basis. This approach grants them the freedom to make investment decisions on behalf of their clients, based on thorough analysis and their in-depth knowledge of the markets. Impressively, the firm boasts a vast client base, serving over 458,670 individual clients who entrust them with a remarkable $66,080,243,000 in assets under management. Their enduring success can be attributed, in part, to the expertise of their longest-tenured advisors, including Tanner Diehl, Emily Doak, and Eva Xu. With a commitment to excellence, a wealth of experience, and a track record of success, Charles Schwab Investment Advisory, Inc is a trusted partner for individuals and businesses seeking expert guidance and exceptional investment management services.

Wealthup, a dynamic investment advisory firm headquartered in San Francisco, CA, caters to a diverse clientele of over 0 individual clients, each with assets surpassing $1,000. With a profound commitment to personalized wealth management, Wealthup boasts a formidable track record in handling assets, particularly employer 401Ks and individual portfolios. As a result, over 80% of the assets under their management originate from these sources. Renowned for their expertise in managing 401K plans, Wealthup demonstrates exceptional proficiency in providing comprehensive financial solutions for both employers and employees. Their team of highly qualified professionals possesses the necessary knowledge and experience to optimize the performance of these retirement accounts, empowering individuals to secure their financial futures effectively. Wealthup adopts a discretionary approach, assuming complete responsibility for their clients' assets, allowing them to make strategic investment decisions on behalf of their clientele. Their compensation structure offers various options, including a percentage-based fee on assets under management and fixed fees, ensuring flexibility and alignment with clients' needs. With a dedicated workforce of six individuals, Wealthup upholds the highest standards of professionalism and integrity. One of their experts specializes in providing top-notch investment advisory services, catering to clients' unique financial goals. This focused approach enables Wealthup to deliver personalized attention to each client, fostering long-term relationships built on trust. Through their unwavering dedication and comprehensive financial expertise, Wealthup strives to help clients maximize their wealth and achieve their long-term financial objectives. With an average asset under management per investment advisor of approximately $0, Wealthup is primed to guide clients towards prosperity in an ever-evolving financial landscape.

Citrine Capital, a reputable investment advisory firm headquartered in San Francisco, CA, boasts a solid presence in the financial market with a network of five offices. With a total staff of seven, including four dedicated investment advisors, the firm demonstrates a commitment to providing exceptional advisory services to its clients. With an impressive average of approximately $41,870,000 in assets under management per investment advisor, Citrine Capital has established itself as a trusted partner in managing clients' financial portfolios. Their compensation structure offers various options, such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client needs. While 401K and individual accounts account for less than 30% of the firm's assets under management, Citrine Capital possesses the expertise and capacity to effectively handle employer funds. Remarkably, 100% of the assets they manage are under discretionary authority, reflecting their clients' confidence in their investment strategies. Citrine Capital primarily serves high-net-worth individuals, managing assets for over 80 individual clients totaling more than $167,498,000. The firm's long-standing success can be attributed to the expertise and dedication of its advisors. Notably, key members of the team, including Kiersten Peshek, Jirayr Kembikian, and Ryan Cole, have demonstrated their commitment to providing superior financial guidance. As Citrine Capital continues to thrive in the competitive investment advisory industry, its focus on personalized service, extensive experience, and commitment to client success solidifies its position as a leading choice for discerning investors.

Atlas Capital Advisors Inc. is a leading local investment advisory firm headquartered in the bustling city of San Francisco, CA. With a single office, the company has established itself as a prominent player in the financial industry. With a dedicated team of 10 professionals, including 6 specialized investment advisors, Atlas Capital Advisors Inc. provides expert guidance to clients seeking to maximize their investment potential. Renowned for their exceptional performance, Atlas Capital Advisors Inc. boasts an impressive average of approximately $130,700,000 in assets under management per investment advisor, surpassing the industry average. This exceptional track record is attributed to their diligent approach and commitment to delivering optimal results for their clients. The compensation structure at Atlas Capital Advisors Inc. is designed to align the interests of the firm with those of its clients. It encompasses various types, including a percentage of assets under management and performance-based fees. Notably, 91% of the assets they manage are under their discretionary control, allowing them to execute investment strategies effectively. With a focus on high-net-worth individuals, Atlas Capital Advisors Inc. manages over $784,200,000 in assets for more than 30 individual clients. The firm takes pride in nurturing long-term relationships, and this is exemplified by the presence of esteemed advisors such as Jonathan Tunney, Daniel Krebs, and Marc Roth, who have served the company faithfully for many years. Atlas Capital Advisors Inc. exemplifies expertise, integrity, and a steadfast commitment to delivering exceptional financial solutions to their valued clients. As a trusted partner, they empower individuals to navigate the complexities of the investment landscape and achieve their financial goals with confidence.