Bulman Wealth Group, a highly regarded investment advisory firm, is dedicated to providing exceptional financial guidance to its clients. With over 460 individual clients, they manage a substantial portfolio of assets exceeding $110,780,000. Located in Roseville, CA, Bulman Wealth Group operates from two office locations, ensuring localized service and accessibility. In addition to investment advisory services, Bulman Wealth Group offers insurance brokerage services, providing clients with comprehensive solutions to safeguard their financial well-being. With extensive experience managing employer 401Ks and individual accounts, they have established a strong track record in this space. With a commitment to excellence, Bulman Wealth Group exercises full discretionary control over 100% of the assets they manage. This demonstrates their expertise in making strategic investment decisions tailored to their clients' needs. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a mutually aligned partnership with their clients. The firm comprises two dedicated employees, all of whom provide investment advisory services. Each investment advisor at Bulman Wealth Group manages an average of approximately $55,390,000 in assets, which falls within the industry average. This underscores their ability to effectively handle diverse portfolios while maintaining a personalized approach to client service. Bulman Wealth Group's success is a result of the expertise and dedication of their team. By staying informed about market trends and leveraging their deep knowledge of financial strategies, they guide their clients towards achieving their financial goals. With a focus on building long-term client relationships, Bulman Wealth Group aims to be a trusted partner on their clients' financial journey.

Lucas Group Financial Planners, Inc., a small investment advisory firm based out of Sacramento, CA, is dedicated to helping individuals and employers achieve their financial goals. With 5 skilled employees, including three investment advisors, they offer comprehensive financial planning services. Having an average of approximately $67,530,000 in assets under management per investment advisor, Lucas Group Financial Planners, Inc. maintains an industry-average performance. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management and fixed fees. The firm boasts an impressive client base of over 380 individuals, with assets under management exceeding $250,200,000. Their expertise lies in managing employer 401Ks and individual portfolios, representing roughly half of their total assets. With 91% of the assets they manage falling under discretionary management, clients trust Lucas Group Financial Planners, Inc. to make sound investment decisions on their behalf. Lucas Group Financial Planners, Inc. operates from two offices, serving clients with a personalized touch. The firm takes pride in its experienced team, featuring long-tenured advisors like Matthew Page, Todd Hadley, and Gregory Lucas, who bring a wealth of knowledge and expertise to their clients. Committed to providing exceptional financial planning and investment advisory services, Lucas Group Financial Planners, Inc. strives to help their clients build and protect their wealth, offering tailored strategies to navigate the ever-changing financial landscape.

FC360 Wealth Management, Inc., based out of Roseville, CA, is a small investment advisory firm specializing in providing comprehensive wealth management services. With 1 total employee, the firm offers personalized investment advisory services to a diverse client base of over 260 individuals and entities. The team at FC360 Wealth Management, Inc. has a wealth of experience in managing assets, with an average of $173,580,000 in assets under management per investment advisor, surpassing the industry average. They have developed a strong reputation for their expertise in handling employer 401Ks and individual accounts, which collectively account for approximately half of their impressive assets under management, totaling over $100,353,000. Maintaining a high level of professionalism, FC360 Wealth Management, Inc. adopts a compensation structure that includes various types, such as a percentage of assets under management. This ensures alignment with their clients' interests and incentivizes the firm to strive for optimal performance. In addition to their investment advisory services, FC360 Wealth Management, Inc. offers a range of complementary services to meet their clients' financial needs. They serve as insurance brokers or agents and work closely with an accountant or accounting firm to provide comprehensive financial solutions. Led by Louis Barrientos, one of the longest-tenured registered advisors who has been with the firm since 2015, FC360 Wealth Management, Inc. demonstrates a commitment to building lasting relationships with their clients. With their expertise, personalized approach, and dedication to client success, they have established themselves as a trusted partner in wealth management in the Roseville area.

Mark Gillam Enterprises is a small investment advisory firm based out of Fair Oaks, CA, with one office. Established in [year], the firm prides itself on providing comprehensive investment advisory services to a diverse clientele. With a total of six dedicated professionals, including two experienced investment advisors, they offer personalized financial solutions to help clients achieve their investment goals. Mark Gillam Enterprises manages an average of $92,920,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is flexible, incorporating various models such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This approach allows them to tailor their services to meet the unique needs of each client. While the firm's primary focus is on managing assets for high-net-worth individuals, they also have the capability to handle employer funds, although these represent a smaller portion of their overall assets under management. Approximately 3% of the assets they manage are discretionary, indicating their expertise in making independent investment decisions. With a substantial client base, Mark Gillam Enterprises serves over 90 individual clients, collectively entrusted with more than $185,844,000 in assets. The firm's success is owed in part to the long tenure and expertise of their registered advisors, including Mark Gillam and Frank Cantone, who have been with the company for an extensive period, providing clients with seasoned guidance and wealth management strategies.

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.

AVISEN ADVISORS, LLC: Providing Expert Investment Advisory Services in Sacramento Avisen Advisors, LLC is a distinguished local investment advisory firm based out of Sacramento, CA. With two strategically located offices, they have established themselves as a trusted partner for individuals seeking expert guidance in managing their assets. Avisen Advisors, LLC boasts a talented team of eight dedicated professionals, all of whom are committed to delivering exceptional investment advisory services. The firm's impressive track record is evident in the average assets under management per investment advisor, which stands at an impressive $32,310,000. Avisen Advisors, LLC offers a flexible compensation structure, allowing clients to choose from various options such as a percentage of assets under management, hourly charges, and fixed fees. While the majority of their assets under management are for high-net-worth individuals, Avisen Advisors, LLC also possesses the expertise to effectively manage employer funds. Their portfolio management is entirely discretionary, providing clients with peace of mind and confidence in their investment decisions. In addition to their core investment advisory services, Avisen Advisors, LLC serves as a registered representative of a broker-dealer, broadening their capabilities to provide comprehensive financial solutions. The firm proudly serves over 100 individual clients, overseeing a total of $258,443,000 in assets under management. Avisen Advisors, LLC prides itself on its experienced team, with Linda Becker, David Baskins, and Terry Feil among their longest-tenured advisors. These seasoned professionals exemplify the firm's commitment to excellence and client satisfaction. With their expertise and personalized approach, Avisen Advisors, LLC continues to establish itself as a leading investment advisory firm in the Sacramento area.

Roseman Wagner Wealth Management, headquartered in Rocklin, CA, is a distinguished investment advisory firm catering to the financial needs of high net worth individuals. With over 220 valued clients and an impressive $986,399,000 in assets under management, the firm has established a strong reputation in the industry. Operating from three well-equipped offices, Roseman Wagner Wealth Management offers personalized financial planning and investment strategies tailored to each client's unique goals and aspirations. As a fully discretionary firm, Roseman Wagner Wealth Management has the authority to make investment decisions on behalf of their clients, ensuring a proactive and efficient approach to wealth management. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, aligning their interests with their clients' financial success. With a team of eight dedicated professionals, including five investment advisors, Roseman Wagner Wealth Management maintains an impressive average of approximately $197,280,000 in assets under management per investment advisor, surpassing the industry average. The firm's success can be attributed to the expertise and experience of its long-tenured advisors, such as Michael Di Dio, Scott Roseman, and Aaron Wagner, who have consistently delivered exceptional financial guidance and support to their clients. Roseman Wagner Wealth Management prides itself on building strong relationships with clients, prioritizing trust, transparency, and personalized service. By providing comprehensive wealth management solutions, the firm ensures that their clients' financial well-being is nurtured and protected, enabling them to achieve their long-term financial goals with confidence.

Aps Investment Management Group, based in Jackson, CA, is a reputable investment advisory firm with two offices. With a team of two dedicated professionals, they offer comprehensive investment advisory services. With an average of $63,090,000 in assets under management per investment advisor, Aps Investment Management Group aligns with the industry average. Their compensation structure is diverse, including options such as a percentage of assets under management and hourly charges. Employer 401Ks and individual clients contribute to roughly half of their assets under management, showcasing their expertise in this particular area. All the assets they manage, totaling $126,173,000, are handled on a discretionary basis, reflecting their clients' trust in their investment decisions. Aps Investment Management Group serves a wide range of clients, boasting a portfolio of over 270 individual clients. Their extensive client base attests to the quality of their services and their ability to cater to diverse investment needs. The firm takes pride in its experienced team, particularly Kevin Kraft and Ryan Shortridge, who have established themselves as the longest tenured registered advisors with the company. Their knowledge and expertise contribute to the firm's success and enable them to provide personalized investment strategies to their clients. Aps Investment Management Group's commitment to delivering tailored investment solutions, combined with their track record of managing substantial assets and expertise in employer 401Ks and individual accounts, solidifies their position as a trusted partner in the financial advisory landscape.

Up Capital Management, Inc. is a distinguished investment advisory firm headquartered in Roseville, CA. With over 60 individual clients and an impressive $188,986,000 in assets under management, they have established themselves as a trusted partner in wealth management. With four offices strategically located, Up Capital Management, Inc. caters to a diverse clientele across the region. Focusing on discretionary management, Up Capital oversees a substantial 56% of the assets they handle, with a particular emphasis on high net worth individuals. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring tailored solutions for each client's unique needs. The firm prides itself on its team of experts, with a total of four dedicated employees. Two of these professionals specialize in investment advisory services, providing personalized guidance and insights to clients. On average, each investment advisor manages approximately $94,490,000 in assets, reflecting a performance that aligns with industry standards. A notable aspect of Up Capital Management, Inc. is the longevity and expertise of their advisors. Among the most experienced are Rachael Peirce, Nyle Bayer, and Anton Bayer, who have consistently demonstrated their commitment to delivering exceptional financial solutions. With their proven track record, personalized approach, and commitment to client success, Up Capital Management, Inc. continues to excel in the competitive landscape of investment advisory services.

Hansen & Associates Financial Group Inc. is a small investment advisory firm based out of Sacramento, CA, with one office. With a total of four employees, three of whom specialize in providing investment advisory services, the firm delivers expert financial guidance to a diverse clientele. Possessing an average of $65,400,000 in assets under management per investment advisor, Hansen & Associates Financial Group Inc. maintains an industry-standard performance in this aspect. Their compensation structure encompasses various approaches, including a percentage of assets under management, hourly charges, and fixed fees. Demonstrating their expertise in employer 401Ks and individual accounts, roughly half of the firm's assets under management stem from these sources, reflecting their extensive experience and competence in this space. Notably, 98% of the assets they manage are discretionary, illustrating the trust and confidence their clients place in their investment strategies. Hansen & Associates Financial Group Inc. proudly serves over 430 individual clients, diligently managing their collective assets, which currently exceed $196,197,000. The firm's success can be attributed in part to its dedicated and long-tenured advisors, including Tracy Tamura, David Yelle, and Mark Hansen, who have consistently provided exceptional financial guidance to their clients. Their extensive knowledge and industry experience make them valuable assets to the firm and its clients. Hansen & Associates Financial Group Inc. is committed to delivering personalized financial solutions and assisting their clients in achieving their investment goals. With a strong track record, a skilled team, and a customer-centric approach, they continue to make a positive impact in the financial advisory industry.

Capital Planning Advisors LLC is a prominent investment advisory firm located in Roseville, CA. With a team of 12 dedicated professionals, including 7 expert investment advisors, they deliver exceptional financial guidance to their valued clients. Capital Planning Advisors LLC distinguishes itself by maintaining an impressive average of approximately $156,600,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is diverse, offering clients flexibility and choice. They offer various types of compensation, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can select the option that best suits their needs. With over 140 individual clients and a staggering $985,670,000 in assets under management, Capital Planning Advisors LLC has proven their ability to provide effective financial solutions. While a portion of their assets under management is derived from 401K and individual accounts, the firm possesses the necessary expertise to manage employer funds as well. Capital Planning Advisors LLC prides itself on maintaining a discretionary approach, as all 100% of the assets they manage fall under this category. Additionally, the firm offers insurance brokerage and agent services, further expanding their comprehensive range of financial solutions. As a local investment advisory firm, Capital Planning Advisors LLC has established a strong presence in the Roseville area, with two conveniently located offices. Notably, some of the firm's most experienced and respected advisors include Terry Chiu, Michael Sollazzo, and Lawrence Hansen, who have contributed significantly to the firm's success and reputation.

Wealthguard Advisors, Inc. is a reputable small investment advisory firm headquartered in Placerville, CA. With a single office, they operate within the local community, providing personalized financial guidance and investment strategies. With a team of six dedicated professionals, three of whom specialize in investment advisory services, Wealthguard Advisors, Inc. offers expert guidance to clients seeking to grow and protect their wealth. With an impressive average of approximately $43,630,000 in assets under management per investment advisor, Wealthguard Advisors, Inc. has established itself as a trusted partner in managing clients' financial portfolios. Their compensation structure is flexible, offering options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring transparency and aligning their interests with those of their clients. A significant portion of Wealthguard Advisors, Inc.'s assets under management, nearly half, comes from employer 401Ks and individuals. Their extensive experience in this area allows them to navigate the complexities of retirement planning and optimize investment strategies for long-term financial success. The firm operates under a discretionary management approach, giving them full authority to make investment decisions on behalf of their clients. This discretionary model ensures a streamlined and efficient process, enabling Wealthguard Advisors, Inc. to adapt quickly to market trends and seize opportunities as they arise. With over 360 individual clients and an impressive $130,881,000 in assets under management, Wealthguard Advisors, Inc. has built a robust client base. The firm takes pride in its team of seasoned advisors, including Matthew Murdock, Adam Anderson, and Blake Anderson, who bring their extensive knowledge and expertise to the table. Wealthguard Advisors, Inc. stands as a trusted partner for individuals and businesses in Placerville, CA, offering comprehensive investment advisory services tailored to meet the unique financial goals of each client.