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.

Digit Advisors, LLC, based out of San Francisco, CA, is a renowned investment advisory firm with a strong reputation in the industry. With over 48,590 individual clients and an impressive $33,100,000 in assets under management, Digit Advisors has established itself as a trusted partner for investors seeking personalized financial guidance. As a small firm with one office, Digit Advisors focuses on providing exceptional service and tailored investment strategies to its diverse clientele. Notably, more than 80% of their assets under management are employer 401Ks or individuals, showcasing their expertise in managing retirement plans for both employers and employees. At Digit Advisors, all the assets they manage are discretionary, reflecting their commitment to making informed investment decisions on behalf of their clients. Their compensation structure includes various options such as fixed fees, ensuring transparency and aligning their interests with those of their clients. With a team of 15 dedicated professionals, Digit Advisors combines experience and expertise to deliver exceptional results. Among their esteemed staff is Daniel Kang, one of the longest tenured registered advisors, who has been with the firm since 2020. Their team's diverse skill set enables them to offer comprehensive investment advisory services that cater to the unique needs and goals of their clients. Digit Advisors, LLC, is dedicated to providing top-notch financial advice, managing investments with care, and helping clients navigate the complexities of the financial markets to achieve their long-term financial objectives.

Wetherby Asset Management, a renowned regional investment advisory firm headquartered in San Francisco, CA, boasts an impressive track record in managing the financial interests of high net worth individuals. With over 50 individual clients and an astounding $6,531,453,000 in assets under management, Wetherby Asset Management has established itself as a trusted partner for those seeking tailored investment strategies. Operating from four strategically located offices, Wetherby Asset Management caters to a diverse clientele seeking expert financial guidance. Their team of 89 dedicated professionals includes 47 skilled investment advisors who deliver personalized solutions to meet clients' unique financial goals. As an investment advisory firm, Wetherby Asset Management predominantly offers discretionary services, managing a staggering 96% of the assets entrusted to their care. This approach allows the firm to exercise expert judgment in crafting portfolios that align with each client's risk tolerance and investment objectives. Wetherby Asset Management's compensation structure reflects their commitment to transparency and client-centric service. They offer various fee models, including a percentage of assets under management, hourly charges, and fixed fees, providing flexibility to accommodate different client needs. A key indicator of their success is the exceptional average assets under management per investment advisor, standing at approximately $138,970,000. This figure surpasses industry standards, underscoring Wetherby Asset Management's ability to effectively manage substantial portfolios. With a focus on long-term relationships, Wetherby Asset Management is proud to have several experienced advisors who have built enduring partnerships with clients. Notable among them are Christina Covalesky, Karen Leech, and Christopher Hauswirth, exemplifying the firm's dedication to delivering exceptional financial guidance and ensuring client satisfaction.

MCM Wealth, headquartered in Novato, CA, is a prominent local investment advisory firm dedicated to providing top-notch financial services. With six highly skilled employees, each specializing in investment advisory services, they deliver exceptional expertise and personalized guidance to their esteemed clientele. Renowned for their exceptional track record, MCM Wealth boasts an impressive average of approximately $358,660,000 in assets under management per investment advisor, surpassing the industry average by a significant margin. The firm's compensation structure is diverse and designed to align with their clients' interests. It includes a combination of a percentage of assets under management, fixed fees, and performance-based fees, ensuring that MCM Wealth's success is directly tied to the success of their clients' investments. With over ten individual clients entrusting them with assets totaling over $124,500,000, the firm has solidified its position as a trusted steward of wealth. MCM Wealth predominantly serves high net worth individuals, managing a majority of discretionary assets, accounting for 62% of the total assets under their purview. This emphasis on discretionary management reflects their commitment to providing comprehensive financial solutions tailored to each client's unique goals and risk tolerance. As a firm deeply rooted in the local community, MCM Wealth operates from five strategically located offices. Their team includes seasoned professionals such as Matthew Gropp, Geoffrey Hakim, and Michael Haas, who possess extensive experience and expertise in the financial industry. Their dedication to delivering exceptional results and building lasting relationships sets MCM Wealth apart as a trusted partner in achieving financial success.

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.

Boltwood Capital Management, located in Walnut Creek, CA, is a small investment advisory firm that prides itself on providing exceptional financial services to its clients. With a team of two highly experienced investment advisors, Boltwood Capital Management offers a wide range of investment advisory services. The firm boasts an impressive average of approximately $21,380,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, fixed fees, and commissions. Boltwood Capital Management has garnered a reputation for its expertise in managing employer 401K plans and individual assets, with over 80% of their assets under management belonging to these categories. With over 80 individual clients and a total of $312,975,000 in assets under management, the firm has proven its capability to handle diverse client needs and deliver satisfying results. The majority of the assets under management at Boltwood Capital Management, approximately 91%, are managed on a discretionary basis, reflecting their clients' trust in their decision-making capabilities. As a testament to their commitment to providing personalized services, the firm maintains a single office location in Walnut Creek, CA. Michael Stock and Zachary Wolf, two of the longest-tenured registered advisors at Boltwood Capital Management, bring a wealth of experience and expertise to the firm. Their combined knowledge and dedication ensure that clients receive comprehensive and tailored investment strategies to help them achieve their financial goals.

Stewart Wealth Management, Inc., a small investment advisory firm headquartered in San Rafael, CA, provides expert financial services to its clients. With three dedicated employees, the firm specializes in investment advisory services, catering primarily to high net worth individuals. With an average of $90,520,000 in assets under management per investment advisor, Stewart Wealth Management's performance aligns with industry standards. The compensation structure at Stewart Wealth Management, Inc. is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm prides itself on its ability to manage a wide range of assets, boasting over $344,275,000 in total assets under management spread across more than 180 individual clients. Although 401K and individual accounts account for less than 30% of the firm's assets under management, Stewart Wealth Management, Inc. possesses the necessary expertise to handle employer funds as well. With an impressive 83% of assets under management being discretionary, the firm showcases its discretionary investment management capabilities. Stewart Wealth Management, Inc. distinguishes itself through its experienced team of advisors, including long-tenured professionals such as David Wolfensperger, Benjamin Stewart, and Jared Barnecut. These seasoned experts bring their extensive knowledge and industry insights to provide comprehensive financial guidance and ensure clients' financial well-being. With one office serving as their headquarters, Stewart Wealth Management, Inc. continues to deliver tailored investment strategies and personalized service to their valued clients in San Rafael and beyond.

Bersot Capital Management, LLC, based out of Tiburon, CA, is a small investment advisory firm dedicated to providing personalized financial solutions to its clients. With three employees, including Mary Bersot and Nicholas Risser, who are both experienced and registered advisors, the firm offers expert guidance and strategic investment advice. With an impressive average of approximately $43,220,000 in assets under management per investment advisor, Bersot Capital Management ensures that its clients' portfolios receive individualized attention. They primarily cater to high net worth individuals, managing over $151,745,000 in assets for more than 10 individual clients. At Bersot Capital Management, client satisfaction is paramount, and the firm employs a compensation structure that includes various types, such as a percentage of assets under management. By aligning their interests with those of their clients, they strive to build long-term relationships and deliver consistent results. Operating with complete discretion, Bersot Capital Management exercises full control over 100% of the assets they manage. This autonomy allows them to make informed investment decisions tailored to each client's unique financial goals and risk tolerance. Located in Tiburon, CA, Bersot Capital Management serves as a trusted partner, helping individuals navigate the complexities of the financial markets and achieve their wealth management objectives. With their expertise, personalized approach, and commitment to excellence, Bersot Capital Management stands as a reliable choice for those seeking professional investment advisory services.

Based out of San Francisco, California, First Republic Investment Management, Inc. is a well-established regional investment advisory firm with a stellar reputation. With over 14,650 individual clients and an impressive $139,511,326,000 in assets under management, the company has garnered trust and loyalty from a wide range of investors. Boasting 38 offices across the region, they are conveniently located to serve their diverse client base effectively. In addition to their investment advisory services, First Republic Investment Management, Inc. offers a comprehensive suite of financial solutions. As a commodity pool operator or commodity trading advisor, they possess expertise in this specialized area. They also function as an insurance broker or agent, catering to clients' risk management needs. With their broad range of services, the firm ensures that clients' investment portfolios align with their financial goals and risk appetite. A remarkable 76% of the assets managed by First Republic Investment Management, Inc. are handled on a discretionary basis, indicating a high level of trust and confidence in their investment strategies. Their compensation structure is flexible, including various types such as a percentage of assets under management, fixed fees, and performance-based fees, ensuring alignment of interests with their clients. With a team of 1165 employees, including 720 dedicated to providing investment advisory services, the firm boasts a robust workforce. Their advisors are highly experienced, and several of the longest-tenured professionals include Kristin Nicholson, Gary Pollock, and Elizabeth Palomeque. On average, each investment advisor manages approximately $193,770,000 in assets under management, surpassing industry standards. First Republic Investment Management, Inc. distinguishes itself as a trusted partner in wealth management, delivering personalized strategies and unparalleled client service.

Archvest Wealth Advisors, Inc. is a reputable investment advisory firm located in Concord, CA. With a single office, they provide comprehensive financial services to clients in the local community and beyond. The firm boasts a dedicated team of seven professionals, five of whom specialize in investment advisory services. Drawing from their extensive knowledge and expertise, Archvest Wealth Advisors manages an average of $47,700,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and fairness for their clients. Although 401K and individual accounts account for less than 30% of their assets under management, Archvest Wealth Advisors possesses the capacity to effectively manage employer funds. Remarkably, 98% of the assets they oversee are under discretionary management, reflecting their clients' trust in the firm's decision-making abilities. Focusing primarily on high-net-worth individuals, Archvest Wealth Advisors proudly serves a diverse portfolio of over 130 individual clients, whose combined assets under management exceed $238,500,000. The firm takes pride in its long-standing relationships and experienced advisors. Notable individuals, such as Jill Shibuya, John Wenzel, and Eric Lai, have demonstrated their dedication and commitment to client success over the years. Archvest Wealth Advisors, Inc. continues to prioritize client satisfaction by offering tailored financial solutions and maintaining a strong presence in the Concord community. Their unwavering commitment to excellence and personalized service distinguishes them as a trusted partner in achieving financial goals.

Alpha Solutions Investment Advisors, based out of South San Francisco, CA, is a small investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With a single office, Alpha Solutions Investment Advisors boasts a team of four highly skilled professionals, three of whom are registered investment advisors. Together, they offer expert investment advisory services tailored to meet the unique needs and goals of their clients. With an impressive track record, Alpha Solutions Investment Advisors manages an average of $36,750,000 in assets per investment advisor. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a transparent and aligned approach with their clients. While 401K and individual accounts account for less than 30% of their assets under management, Alpha Solutions Investment Advisors possesses the expertise and capability to manage employer funds. Remarkably, 100% of the assets they oversee are discretionary, granting them the flexibility to make investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Alpha Solutions Investment Advisors proudly serves over 80 individual clients, expertly managing more than $110,243,000 in assets. The firm takes pride in its team, including two of the longest-tenured registered advisors, Anthony Sam and Robert Moses, who bring a wealth of experience and expertise to the table. With a strong focus on delivering personalized and effective financial strategies, Alpha Solutions Investment Advisors is committed to building long-term relationships with its clients and helping them achieve their financial objectives.