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.

New Insight Wealth Advisors is a small investment advisory firm located in San Ramon, CA, specializing in providing comprehensive wealth management services. With a single office, they have established a reputation for their personalized approach and commitment to client success. The firm is comprised of six dedicated professionals, three of whom are highly skilled investment advisors, offering expert guidance to their diverse clientele. With an average of approximately $65,600,000 in assets under management per investment advisor, New Insight Wealth Advisors aligns with the industry average. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. Notably, around 50% of their assets under management are derived from employer 401Ks or individuals, showcasing their proficiency in this area. Demonstrating their strong track record, New Insight Wealth Advisors serves over 240 individual clients, skillfully managing over $196,797,000 in assets. The firm boasts a team of experienced advisors, including the long-serving Seongsoo Lee, Michael Lin, and Michael Ye. These professionals bring a wealth of knowledge and expertise to the table, ensuring clients receive well-informed and tailored advice for their financial goals. New Insight Wealth Advisors strives to foster lasting relationships built on trust, transparency, and integrity. By delivering comprehensive wealth management solutions, they help clients navigate the complexities of investment planning, retirement strategies, and risk management. With a commitment to their clients' financial well-being, New Insight Wealth Advisors continues to provide reliable and innovative advisory services to individuals and organizations alike.

Sierra Pacific Financial Advisors, based out of Pleasanton, CA, is a reputable investment advisory firm serving a diverse clientele. With over 40 individual clients and an impressive $126,781,000 in assets under management, Sierra Pacific Financial Advisors has established itself as a trusted partner in wealth management. Operating from three offices, Sierra Pacific Financial Advisors offers comprehensive financial services tailored to meet the unique needs of their clients. While the firm manages a range of investment accounts, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, Sierra Pacific Financial Advisors possesses the expertise and capability to effectively oversee employer funds. With 95% of their assets under management being discretionary, Sierra Pacific Financial Advisors primarily focuses on managing the wealth of high net worth individuals. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. Sierra Pacific Financial Advisors boasts a dedicated team of four employees, three of whom provide exceptional investment advisory services. On average, each investment advisor oversees approximately $42,260,000 in assets under management. Among the experienced professionals at the firm, Zheng Wan and Daniel Goodman stand out as two of the longest-tenured registered advisors, exemplifying the firm's commitment to expertise and continuity. Driven by a client-centric approach and a commitment to excellence, Sierra Pacific Financial Advisors continues to deliver comprehensive financial solutions, enabling their clients to achieve their long-term financial goals.

Lodestar Private Asset Management LLC, based out of Alamo, CA, is a distinguished investment advisory firm catering to a diverse client base. With over 160 individual clients, they boast an impressive $831,090,000 in assets under management. As a local firm with a single office, Lodestar offers personalized and attentive service to their discerning clientele. While their expertise extends beyond individual and 401K accounts, these categories constitute less than 30% of their assets under management. Lodestar Private Asset Management LLC also possesses the proficiency to effectively manage employer funds. Notably, 99% of the assets they manage are done so with discretion, demonstrating their commitment to maintaining confidentiality and ensuring client trust. The firm primarily serves high-net-worth individuals, aligning their strategies with the unique financial objectives of this demographic. Lodestar's compensation structure is comprehensive and adaptable, incorporating various types such as a percentage of assets under management, fixed fees, and hourly charges. Lodestar Private Asset Management LLC prides itself on its team of dedicated professionals. With a total of 9 employees, 7 of whom provide investment advisory services, the firm maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $118,730,000 in assets under management, which is consistent with the industry average. The firm boasts a roster of experienced advisors, including the highly tenured Jason McCoy, Anthony Jurado, and Kevin Gray. These individuals bring a wealth of knowledge and expertise to the table, ensuring that clients receive top-notch investment advice and guidance from seasoned professionals.

Intersect Capital LLC is a leading investment advisory firm based out of San Ramon, CA. With a team of four dedicated professionals, including one expert providing personalized investment advisory services, Intersect Capital delivers exceptional financial guidance to its clients. The firm boasts an impressive average of approximately $17,930,000 in assets under management per investment advisor. At Intersect Capital, the compensation structure is designed to align the interests of the advisors with those of the clients. It includes various types of fees, such as a percentage of assets under management and performance-based fees. With over 90 individual clients, the firm manages a substantial portfolio of assets, exceeding $1,273,355,000 in total. The majority of the assets managed by Intersect Capital belong to high net worth individuals seeking comprehensive wealth management solutions. An astounding 91% of the assets entrusted to the firm are under discretionary management, demonstrating the high level of trust clients place in their expertise. Despite being a small investment advisory firm, Intersect Capital has established a strong reputation for delivering personalized and results-driven financial strategies. With its main office in San Ramon, the firm serves a diverse range of clients, providing them with tailored investment plans to help them achieve their financial goals. Intersect Capital's commitment to excellence and client satisfaction sets them apart in the competitive financial services industry.

Certified Planners, Inc. is a small investment advisory firm headquartered in San Ramon, CA, with one office. With a team of eight employees, two of whom specialize in investment advisory services, the company offers comprehensive financial planning and investment management solutions to individual and employer 401K clients. The firm boasts an impressive average of approximately $74,570,000 in assets under management per investment advisor, aligning with industry standards. Certified Planners, Inc. employs a diverse compensation structure that includes methods such as a percentage of assets under management and hourly charges. Their expertise lies in managing assets from employer 401Ks and individuals, with around half of their assets under management originating from these sources. With a 100% discretionary approach, the firm has full authority to make investment decisions on behalf of their clients. With over 180 individual clients and an impressive $149,134,000 in assets under management, Certified Planners, Inc. has built a strong reputation for delivering exceptional financial advice and tailored investment strategies. Anna Miller and Angelica Kangas, two of the firm's longest-tenured registered advisors, bring extensive experience and knowledge to their clients' financial journeys. Certified Planners, Inc. aims to continue providing high-quality services and personalized guidance to their clients, assisting them in achieving their financial goals and securing their future. With their dedication to excellence and commitment to client satisfaction, the firm remains a trusted partner in the realm of investment advisory services.

Maxwell Wealth is a small investment advisory firm based out of Pleasanton, CA, with one office. With a team of three dedicated professionals, Maxwell Wealth offers comprehensive investment advisory services to its clients. Drawing upon their extensive expertise, they manage an impressive average of $44,130,000 in assets under management per investment advisor. Maxwell Wealth has established a reputation for excellence in handling various compensation structures, such as a percentage of assets under management and fixed fees. Their expertise lies particularly in managing employer 401Ks and individual portfolios, which collectively account for approximately half of their assets under management. This specialization is a testament to their strong track record and experience in this space. The firm takes pride in its discretionary management approach, as 92% of the assets they handle are managed with the utmost autonomy. This approach allows Maxwell Wealth to make informed investment decisions that align with their clients' financial goals and risk tolerance. With over 90 individual clients, Maxwell Wealth effectively oversees a substantial amount of wealth, with over $132,390,000 in assets under management. The firm's success can be attributed to the knowledge and expertise of their longest-tenured advisors, including Benjamin Bradford, Tracie Glaros, and James Maxwell. Maxwell Wealth's commitment to providing personalized investment advisory services, coupled with their expertise in managing diverse portfolios, positions them as a trusted partner for individuals and businesses seeking to optimize their financial strategies and achieve long-term success.

Prosperity Financial Group, Inc. is a reputable investment advisory firm headquartered in San Ramon, CA, with three office locations. With a team of eight dedicated professionals, Prosperity Financial Group offers comprehensive investment advisory services to a diverse clientele. Each advisor manages an average of $26,650,000 in assets, demonstrating their expertise in wealth management. The firm's compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. A notable aspect of Prosperity Financial Group's portfolio is its substantial expertise in managing employer 401Ks and individual investments, which account for approximately half of their assets under management. The firm boasts a remarkable track record of successfully managing discretionary assets, with all the assets they oversee falling under this category. With over 1,030 individual clients and a total of $213,169,000 in assets under management, Prosperity Financial Group has established itself as a trusted partner for individuals seeking financial growth and security. Prosperity Financial Group takes pride in its experienced team, including some of the longest tenured advisors in the firm, namely Cesar Dantes, Charles Ballweg, and Elliot Kallen. Their extensive knowledge and industry expertise contribute to the firm's ability to provide tailored investment strategies that align with clients' financial goals and aspirations. As a local investment advisory firm, Prosperity Financial Group, Inc. is committed to delivering personalized financial solutions, empowering their clients to navigate the complexities of the market while striving for long-term prosperity.

Integral Wealth Management, based out of Turlock, CA, is a small investment advisory firm that caters to high net worth individuals. With over 180 individual clients and a total of $209,881,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office and employs five dedicated professionals, three of whom provide investment advisory services. While 401K and individual accounts constitute less than 30% of their assets under management, Integral Wealth Management possesses the expertise and capability to manage employer funds. Their investment strategies are discretionary for 83% of the assets they oversee, ensuring flexibility and adaptability to meet client needs. Integral Wealth Management's compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees. Their investment advisors manage an average of approximately $69,960,000 in assets, which aligns with the industry average. The firm takes pride in its experienced team, with Mallory Sise, Michael Abram, and Jodi Karambela being some of the longest-tenured advisors. These professionals bring a wealth of knowledge and expertise to the table, contributing to the success of Integral Wealth Management in delivering comprehensive wealth management solutions. With their client-focused approach, proven track record, and commitment to excellence, Integral Wealth Management is dedicated to helping clients navigate the complexities of the financial landscape while striving to maximize their financial well-being.

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.

Mirador Capital Partners, a reputable local investment advisory firm based out of Pleasanton, CA, caters to a diverse clientele of over 360 individual clients. With a strong track record of managing assets, they oversee an impressive $620,627,000 in assets under management. Boasting two offices, Mirador Capital Partners offers personalized investment solutions to meet the unique financial goals of their clients. While 401K and individual accounts make up less than 30% of their assets under management, Mirador Capital Partners possesses the expertise and capabilities to effectively handle employer funds. Notably, all the assets they manage are discretionary, reflecting the trust and confidence their clients place in their investment strategies. With a primary focus on high net worth individuals, Mirador Capital Partners attracts clients seeking tailored financial guidance. Their compensation structure is comprehensive, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with client needs. The firm's dedicated team consists of 12 employees, 7 of whom are seasoned investment advisors. Each investment advisor manages an average of approximately $88,660,000 in assets, in line with industry standards. Noteworthy among the experienced advisors at Mirador Capital Partners are Don Garman, Audrey Glafkides, and Daniel Murray, who have demonstrated long-term commitment and expertise in guiding clients towards financial success. Mirador Capital Partners stands out in the industry for their comprehensive approach, commitment to discretion, and the vast experience of their dedicated team. As they continue to deliver exceptional investment advisory services, they solidify their reputation as a trusted partner in wealth management.

Prosperity Wealth Management, Inc. is a prominent regional investment advisory firm headquartered in San Ramon, CA. With an extensive network of 43 offices, they serve a diverse clientele across the region. The firm boasts a dedicated team of 50 professionals, with 45 of them specializing in providing comprehensive investment advisory services. At Prosperity Wealth Management, Inc., their success is evident in their impressive average assets under management per investment advisor, which stands at approximately $4,830,000. The company's compensation structure is designed to align with their clients' needs and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. A notable aspect of Prosperity Wealth Management, Inc.'s expertise lies in their extensive experience managing employer 401Ks and individual accounts, with approximately half of their assets under management originating from these sources. This strong foundation in retirement planning and individual investments has positioned them as a trusted partner for individuals and employers alike. Beyond investment advisory services, Prosperity Wealth Management, Inc. offers additional value to their clients. They act as a registered representative of a broker-dealer, insurance broker, or agent, providing comprehensive financial solutions under one roof. With a substantial client base of over 1,280 individuals, Prosperity Wealth Management, Inc. has successfully amassed a staggering $217,168,000 in assets under management. The firm's success can be attributed in part to their team of seasoned advisors, including Joseph Matusz, Joseph Kirlin, and Bruce Musselman, who bring extensive knowledge and expertise to the table. Prosperity Wealth Management, Inc. stands out as a trusted and reputable financial services firm, committed to helping their clients achieve their long-term financial goals with a personalized and holistic approach.