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.

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.

Murray Financial Services, Inc is a reputable investment advisory firm based out of Chico, CA. With over 140 individual clients and a staggering $106,878,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Catering to a diverse range of clients, Murray Financial Services specializes in managing discretionary assets, with 401K and individual accounts representing less than 30% of their total assets. While primarily focusing on high net worth individuals, the firm also possesses the expertise to handle employer funds. Their compensation structure is flexible and comprehensive, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. With a team of three dedicated employees, including one investment advisor, Murray Financial Services ensures personalized attention and tailored financial strategies for their clients. Setting themselves apart with their comprehensive knowledge and experience, Murray Financial Services boasts an impressive average of $106,880,000 in assets under management per investment advisor, aligning with the industry average. One of their key strengths lies in their team, which includes Kevin Murray, one of the longest-tenured registered advisors who has been with the firm since 2015. Overall, Murray Financial Services, Inc prides itself on delivering exceptional financial guidance and investment management services to their diverse clientele. With their expertise, dedication, and commitment to meeting the unique needs of each client, they have established a solid reputation in the Chico, CA area and beyond.

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.