Spelts Wealth Management, Inc is a well-established investment advisory firm based out of Chico, CA. With a total of 2 dedicated employees, they provide expert financial guidance to a diverse clientele. The firm boasts an impressive average of approximately $33,330,000 in assets under management per investment advisor, demonstrating their expertise in handling substantial portfolios. With over 300 individual clients and more than $52,000,000 in assets under management, Spelts Wealth Management, Inc has proven their ability to deliver exceptional results. Notably, about half of their assets under management come from employer 401Ks or individuals, showcasing their strong presence in this sector and the trust they have earned. As a firm that values transparency and tailored solutions, Spelts Wealth Management, Inc offers a flexible compensation structure. This includes options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees, ensuring their clients have access to a variety of pricing models to suit their unique needs. In addition to their investment advisory services, Spelts Wealth Management, Inc also serves as a registered representative of a broker-dealer and acts as an insurance broker or agent. Their broad range of services allows clients to consolidate their financial needs under one roof, simplifying the management of their wealth. With their main office located in Chico, CA, Spelts Wealth Management, Inc has become a trusted partner for individuals and businesses seeking professional financial guidance. Mark Spelts, one of the firm's longest-tenured registered advisors, has been instrumental in the firm's success since joining in 2012. Clients can rely on Spelts Wealth Management, Inc to provide proactive and personalized strategies for achieving their financial goals.

Atlas Financial Advisors, Inc. is a small investment advisory firm based out of Oroville, CA. With a strong presence in the financial industry, they have established five offices strategically located to serve a diverse range of clients. With a total of six dedicated professionals, four of whom specialize in providing comprehensive investment advisory services, Atlas Financial Advisors, Inc. boasts a highly skilled team committed to helping clients achieve their financial goals. Known for their expertise in managing assets, Atlas Financial Advisors, Inc. has an impressive average of approximately $28,220,000 in assets under management per investment advisor. Their compensation structure is designed to align with their clients' needs and preferences, offering a variety of options, including a percentage of assets under management, hourly charges, and subscription fees. The firm has built a solid reputation for managing employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. Their extensive experience in this space has allowed them to cultivate deep industry knowledge and deliver tailored solutions that align with each client's unique financial objectives. With an impressive 96% of the assets they manage being discretionary, Atlas Financial Advisors, Inc. demonstrates their ability to make informed investment decisions on behalf of their clients. Currently, they serve over 870 individual clients, skillfully managing assets totaling more than $112,896,000. Noteworthy within the firm are Brian Seva, Steven Van Metre, and Arthur Garcia, who are among the longest tenured advisors. Their dedication and expertise contribute to Atlas Financial Advisors, Inc.'s track record of providing exceptional financial advisory services, positioning them as a trusted partner in wealth management for clients in Oroville and beyond.

OSTROFE FINANCIAL CONSULTANTS INC, based out of Grass Valley, CA, is a reputable investment advisory firm with a strong track record in managing assets. With over 320 individual clients, the firm oversees a remarkable $251,076,000 in assets under management. Serving a diverse clientele, Ostrofe Financial Consultants Inc offers a range of comprehensive financial services. As registered representatives of a broker-dealer and insurance brokers, they possess the expertise to navigate the complexities of the investment landscape. While their expertise extends to managing employer funds, they also specialize in individual accounts and 401Ks, which collectively constitute less than 30% of their assets under management. The firm distinguishes itself by exclusively managing discretionary assets, providing clients with tailored investment strategies and decision-making authority. Catering primarily to high-net-worth individuals, Ostrofe Financial Consultants Inc has built a reputation for delivering personalized and effective financial solutions. Their compensation structure is diverse, encompassing various types of fees, including a percentage of assets under management. This flexible approach ensures alignment with clients' interests and objectives. With a dedicated team of 10 employees, including 4 investment advisors, Ostrofe Financial Consultants Inc maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $62,770,000 in assets under management, aligning with the industry average. The firm's success is also attributed to its experienced advisors, such as Allen Ostrofe, Nathan Leishman, and Frederick Fisher, who have been with the company for a significant period, providing clients with valuable insights and expertise. Ostrofe Financial Consultants Inc continues to serve as a trusted partner, delivering comprehensive financial solutions and managing assets for its esteemed clientele.

Ryan Wealth Management, based out of Yuba City, CA, is a small investment advisory firm specializing in comprehensive wealth management solutions. With over 490 individual clients and an impressive $327,495,000 in assets under management, they have established a strong presence in the financial industry. Dedicated to serving their clients' best interests, Ryan Wealth Management boasts two offices strategically located to better cater to their diverse clientele. Their expertise lies in managing a significant portion of their assets, approximately 50%, which comes from employer 401Ks or individuals. This experience has given them a deep understanding of retirement planning and investment strategies tailored to these specific needs. To ensure transparency and alignment with their clients, Ryan Wealth Management offers a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This approach allows clients to choose the payment model that best suits their individual circumstances. With a team of seven dedicated employees, including four experienced investment advisors, Ryan Wealth Management has the necessary expertise to deliver personalized financial guidance and portfolio management. On average, each investment advisor oversees approximately $81,870,000 in assets under management, demonstrating their commitment to maintaining a manageable client-to-advisor ratio and providing quality service. As an industry-average asset under management figure, Ryan Wealth Management strives to continually enhance their clients' financial well-being by leveraging their expertise, market insights, and a comprehensive range of investment options. Their client-centric approach has solidified their reputation as a trusted partner in wealth management within the Yuba City, CA community and beyond.