Advanced Financial Strategies Inc is a small investment advisory firm headquartered in Irvine, CA, and has established itself as a trusted player in the financial services industry. With a team of six dedicated professionals, four of whom specialize in investment advisory services, the firm delivers comprehensive financial strategies to a diverse range of clients. With an average of $52,930,000 in assets under management per investment advisor, Advanced Financial Strategies Inc maintains a competitive position within the industry. Their compensation structure caters to client needs, offering options such as a percentage of assets under management and hourly charges. While employer funds constitute a significant portion of their managed assets, less than 30% is allocated to 401K and individual accounts. Remarkably, all the assets under their management are discretionary. The firm primarily serves high-net-worth individuals, managing a substantial portfolio of over 60 clients, totaling more than $211,700,000 in assets under management. This clientele underscores the company's ability to provide tailored financial solutions and personalized attention to meet the unique needs of affluent individuals. In addition to their investment advisory expertise, Advanced Financial Strategies Inc also operates as an insurance broker or agent, expanding their service offerings to further assist clients in protecting and enhancing their wealth. Notably, the firm boasts an experienced team of advisors, including the highly tenured professionals Patricia Vasquez, Jonathon Nguyen, and Pierre Ngo. Their extensive knowledge and commitment to client success contribute to Advanced Financial Strategies Inc's reputation for excellence and reliability in the industry.

Capital Cs Group, LLC, based out of Irvine, CA, is a small investment advisory firm that caters to high net worth individuals. With over 100 individual clients and more than $122,242,000 in assets under management, the company has established itself as a trusted partner in wealth management. While 401K and individual accounts comprise less than 30% of their assets, Capital Cs Group, LLC possesses the expertise to effectively handle employer funds. With 85% of their managed assets falling under discretionary management, the firm has the authority to make investment decisions on behalf of their clients. They operate from a single office in Irvine and have three dedicated employees who exclusively provide investment advisory services. On average, each investment advisor manages approximately $40,750,000 in assets. Capital Cs Group, LLC's compensation structure is flexible and includes various types of fees, such as a percentage of assets under management, fixed fees, and hourly charges. This adaptability allows the firm to tailor their services to the unique needs and preferences of their clients. The company takes pride in its team of experienced advisors, some of whom have been with the firm for an extended period. Notable long-tenured advisors at Capital Cs Group, LLC include Thomas Neja, Todd Carbone, and Jessica Seiwert. Their extensive knowledge and industry expertise contribute to the firm's success in delivering exceptional investment advisory services to their discerning clientele.

Signature Resources Capital Management, LLC is a reputable investment advisory firm based in Newport Beach, CA. With over 500 individual clients and more than $207,519,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Serving clients across two offices, Signature Resources Capital Management specializes in managing employer 401Ks and individual portfolios, leveraging their extensive experience in this domain. The firm operates under a discretionary model, providing full control over investment decisions for their clients. Their compensation structure is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet individual client needs. Signature Resources Capital Management boasts a skilled team of 15 employees, with 13 dedicated to providing comprehensive investment advisory services. On average, each investment advisor manages approximately $15,960,000 in assets under management, showcasing their ability to handle substantial portfolios effectively. The firm takes pride in its long-standing advisors, including Corina Gutman, Kevin Messenger, and Aleksandar Glebov, who have contributed significantly to the success and expertise of Signature Resources Capital Management. With their collective knowledge and experience, the firm consistently delivers tailored investment strategies and personalized financial guidance to help clients achieve their financial goals. Whether clients seek retirement planning, wealth management, or investment advice, Signature Resources Capital Management, LLC offers a comprehensive suite of services, ensuring the highest level of professionalism and commitment to their clients' financial well-being.

Sun Group Wealth Partners LLC, a small investment advisory firm headquartered in Irvine, CA, is dedicated to providing comprehensive wealth management solutions to its clients. With a single office location, the firm boasts a team of 8 talented professionals, two of whom specialize in delivering expert investment advisory services. On average, each investment advisor handles approximately $59,210,000 in assets under management, a figure that aligns with industry standards. The compensation structure of Sun Group Wealth Partners LLC offers flexibility, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. While less than 30% of their managed assets come from 401(k) and individual accounts, the firm possesses the expertise to oversee employer funds. Notably, 92% of the assets they manage fall under discretionary management. The firm predominantly serves high net worth individuals, with over 200 individual clients entrusting Sun Group Wealth Partners LLC with a total of more than $118,414,000 in assets under management. Building trust through long-term relationships, the firm takes pride in its experienced advisors. Among the notable and tenured advisors are Brian Chew, Brandon Chang, and Winifred Sun. Sun Group Wealth Partners LLC is committed to helping clients achieve their financial goals by leveraging their extensive knowledge, personalized strategies, and diligent portfolio management. With a strong emphasis on integrity and client satisfaction, they strive to maintain their reputation as a trusted partner in the wealth management industry.

Werlemann Wealth Management is a small investment advisory firm based out of Newport Beach, CA, with one office. With a total of one employee, the firm specializes in providing comprehensive investment advisory services to a diverse range of clients. Their team of experts collectively manages approximately $91,600,000 in assets under management per investment advisor, which aligns with the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management. While the majority of their assets under management do not come from 401K and individual accounts, Werlemann Wealth Management possesses the expertise to effectively manage employer funds. Furthermore, all of the assets they manage are discretionary, allowing them to make investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Werlemann Wealth Management has built a strong reputation for delivering personalized investment strategies and tailored financial solutions. They also offer insurance brokerage services, expanding their capabilities to meet the diverse needs of their clientele. With over 30 individual clients and assets under management exceeding $91,603,000, the firm has demonstrated its ability to attract and retain a loyal client base. Bryan Werlemann, one of the firm's longest tenured registered advisors, has been with the company since 2022, contributing his expertise and experience to the firm's continued success. Werlemann Wealth Management is committed to providing exceptional service, strategic investment advice, and a comprehensive approach to wealth management, ensuring that each client's financial goals and objectives are met with precision and care.

IGNITE PLANNERS LLC: Your Trusted Regional Investment Advisory Firm With a proven track record and unwavering dedication to their clients' financial success, IGNITE PLANNERS LLC stands as a prominent regional investment advisory firm based in San Clemente, CA. Boasting a vast network of 2,230 individual clients and a staggering $686,344,000 in assets under management, they have established themselves as a trusted partner in wealth management. Committed to excellence, IGNITE PLANNERS LLC operates from seven strategically located offices to better serve their clientele. Notably, nearly half of their assets under management originate from employer 401Ks and individuals, showcasing their expertise and experience in this vital space. As a firm exclusively engaged in discretionary asset management, IGNITE PLANNERS LLC assumes full responsibility for their clients' investments. Their comprehensive compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. Comprising a team of 29 skilled professionals, each employee at IGNITE PLANNERS LLC is dedicated to providing exceptional investment advisory services. On average, their investment advisors oversee an impressive $23,670,000 in assets under management, reflecting their expertise in delivering tailored financial solutions. Notably, IGNITE PLANNERS LLC takes pride in their experienced advisors, some of whom have been with the firm for years. Andrew Labas, Brent Pahnke, and Gregory Cooley, among others, bring their extensive knowledge and steadfast commitment to client success. Whether individuals seek personalized investment strategies or businesses require comprehensive retirement planning, IGNITE PLANNERS LLC stands ready to ignite financial growth and empower clients to achieve their long-term goals.

Insight Wealth Strategies, LP is a small investment advisory firm based out of Irvine, CA, specializing in providing comprehensive wealth management solutions. With one office, they have established themselves as a trusted partner in financial planning and investment strategies. Led by a team of experienced professionals, Insight Wealth Strategies, LP boasts a total of two dedicated employees, one of whom delivers personalized investment advisory services to their esteemed clientele. The firm's success is evident in their impressive average assets under management, which amount to approximately $97,240,000 per investment advisor. This figure falls within the industry average, reflecting their ability to effectively manage a diverse range of portfolios. With a compensation structure that includes a percentage of assets under management, their interests are closely aligned with their clients' financial success. Insight Wealth Strategies, LP manages 100% of the assets entrusted to them with full discretion, enabling them to make informed decisions and execute investment strategies on behalf of their clients. Notably, their client base primarily consists of high-net-worth individuals, for whom the firm expertly manages over $97,243,000 in assets. With a focus on cultivating enduring relationships, Insight Wealth Strategies, LP takes pride in their roster of loyal clients. They have garnered a reputation for delivering personalized attention and tailored financial solutions to meet the unique needs and goals of their clients. Donald McCormick and Anthony Luppi, two of the longest-tenured registered advisors with the firm, contribute their wealth of expertise to ensure the provision of top-tier services. As Insight Wealth Strategies, LP continues to grow, their commitment to providing exceptional investment advisory services remains unwavering, solidifying their position as a trusted partner in achieving financial prosperity.

Guardian Financial Partners, LLC is a small investment advisory firm based out of Orange, CA, specializing in providing comprehensive financial solutions to its clients. With a single office, the firm operates efficiently to deliver personalized services tailored to meet the unique investment goals of its clients. Led by a team of experienced professionals, Guardian Financial Partners, LLC boasts a total of four employees, three of whom are dedicated investment advisors. The firm's advisors possess a deep understanding of the financial markets and employ a strategic approach to investment management. Their expertise has allowed them to achieve an impressive average of approximately $225,120,000 in assets under management per investment advisor, surpassing the industry average. Guardian Financial Partners, LLC offers a diversified compensation structure, which includes a percentage of assets under management as well as fixed fees. While the firm primarily manages individual accounts and 401K plans, they also possess the capability to handle employer funds, providing a comprehensive range of services to meet the needs of various clients. The firm's dedication to discretion is evident, as they manage 100% of the assets under their purview on a discretionary basis. With a focus on maintaining strong client relationships, Guardian Financial Partners, LLC serves over 150 individual clients, effectively managing a substantial sum of over $675,370,000 in assets. Among the firm's notable advisors are Patrick Guinet, Casey Bartels, and Hung Nguyen, who bring a wealth of experience and industry knowledge to the table. Their tenure exemplifies the firm's commitment to stability and expertise, ensuring clients receive reliable guidance and support in navigating the complexities of the financial landscape.

WCM Investment Management, a regional investment advisory firm based out of Laguna Beach, CA, has established itself as a leading player in the financial industry. With over 5,950 individual clients and an impressive $60,537,932,000 in assets under management, the firm prides itself on its expertise in managing discretionary assets. With four strategically located offices, WCM Investment Management is well-positioned to serve its diverse client base effectively. The firm's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring alignment of interests with their clients. WCM Investment Management boasts a team of 79 dedicated professionals, with 41 of them providing exceptional investment advisory services. Their average assets under management per investment advisor, standing at approximately $1,476,530,000, surpasses industry standards, reflecting the firm's ability to deliver superior value and results. The company attributes its success to its exceptional talent pool, with a particular emphasis on its longest tenured advisors. Among them are respected industry veterans such as William Orke, John Karl, and John Macarthur, whose extensive experience and expertise contribute to the firm's stellar reputation. With a relentless focus on providing personalized investment solutions tailored to their clients' unique financial goals and risk tolerance, WCM Investment Management has earned the trust and confidence of its discerning clientele. As they continue to expand their reach and deliver exceptional performance, WCM Investment Management remains committed to upholding their reputation as a trusted partner in wealth management.

Crane & Associates Wealth Management is a highly regarded investment advisory firm located in Fullerton, CA. With a single office, the firm caters to a diverse clientele seeking comprehensive wealth management solutions. The team at Crane & Associates Wealth Management consists of five skilled professionals, three of whom specialize in investment advisory services. Impressively, Crane & Associates Wealth Management boasts an average of approximately $132,500,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring customized solutions tailored to clients' needs. While 401K and individual accounts constitute less than 30% of their assets under management, Crane & Associates Wealth Management possesses the expertise and capability to effectively manage employer funds, catering to the diverse financial needs of corporate clients. Seventy percent of the assets they manage are under discretionary management, allowing for proactive decision-making and strategic investments. Additionally, Crane & Associates Wealth Management extends their services as insurance brokers or agents, enhancing their holistic approach to financial management and protection. With a dedicated focus on individual clients, Crane & Associates Wealth Management proudly serves over 90 individuals, collectively managing more than $397,494,000 in assets. Clients can rely on their expertise, personalized attention, and a client-centric approach to successfully navigate the complexities of wealth management and achieve their financial goals.

Klein Pavlis & Peasley Financial, Inc. is a small investment advisory firm based out of Irvine, CA, with one office. With a team of four dedicated professionals, three of whom specialize in investment advisory services, they provide personalized financial guidance to their clients. The firm manages an average of approximately $48,200,000 in assets per investment advisor, which falls within the industry average. Klein Pavlis & Peasley Financial, Inc. offers a variety of compensation structures to suit the needs of their clients, including a percentage of assets under management and subscription fees. The majority of their assets under management, over 80%, are composed of employer 401K plans and individual accounts. Their extensive experience makes them highly qualified to effectively manage 401K plans for both employers and employees. As a discretionary manager, Klein Pavlis & Peasley Financial, Inc. has full authority to make investment decisions on behalf of their clients, ensuring efficient and timely execution of strategies. The firm boasts an impressive client base, with over 690 individual clients and more than $144,592,000 in assets under management. Klein Pavlis & Peasley Financial, Inc. takes pride in its team of experienced advisors, including Andrew Ryan, Stephan Peasley, and Justin Klein, who have established long-standing tenures with the firm. Their expertise and dedication enable them to deliver comprehensive financial solutions tailored to each client's unique goals and aspirations. With their commitment to providing exceptional advisory services and managing substantial assets, Klein Pavlis & Peasley Financial, Inc. has positioned itself as a trusted partner in guiding individuals and employers towards financial success.