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.

Crawford Financial Planning & Consulting, headquartered in Modesto, CA, is a reputable investment advisory firm with a strong presence in the industry. With a team of two dedicated professionals, they offer expert financial planning and consulting services to a diverse clientele. Gregory Crawford, one of the firm's longest-tenured registered advisors, has been instrumental in providing valuable insights and guidance since joining in 2016. The firm boasts an impressive track record, managing an average of approximately $339,220,000 in assets under management per investment advisor, significantly surpassing the industry average. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' interests. Crawford Financial Planning & Consulting serves over 120 individual clients, skillfully managing their assets totaling more than $111,037,000. The majority of their clients consist of high-net-worth individuals, and their expertise in handling employer 401Ks and individual assets is noteworthy. All the assets entrusted to the firm are managed on a discretionary basis, reflecting the high level of trust their clients place in their capabilities. Operating out of a single office, Crawford Financial Planning & Consulting delivers personalized, tailored financial solutions to meet their clients' specific needs. With their extensive experience, dedication, and commitment to excellence, they have earned a stellar reputation in the industry. Clients can rely on Crawford Financial Planning & Consulting to provide sound financial advice and expert guidance, ensuring their financial goals are met with precision and efficiency.

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.

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.

99Rises Inc. is a small investment advisory firm based out of Pleasanton, CA, with one office. With a total of three dedicated employees, including two experienced investment advisors, they provide personalized investment advisory services to a diverse clientele. Known for their expertise in managing 401K plans, 99Rises Inc. handles over 80% of their assets under management from employer 401Ks and individual investors. On average, each investment advisor at 99Rises Inc. oversees approximately $270,000 in assets under management. Their compensation structure encompasses various types, such as a percentage of the assets under management. As a discretionary asset manager, they have full authority to make investment decisions on behalf of their clients. With a strong client base of over 50 individuals, 99Rises Inc. manages assets worth more than $539,000. The firm's commitment to excellence is exemplified by their seasoned registered advisors, Ramana Rao and Utpal Diwan, who have been integral to the company's success since its inception. Driven by their passion for helping clients achieve their financial goals, 99Rises Inc. provides comprehensive investment advisory services tailored to each client's unique needs and risk tolerance. By leveraging their expertise and market insights, they aim to maximize returns and foster long-term financial security for their clients.

Oliveira Wealth is a trusted investment advisory firm located in Modesto, CA. With a single office, they cater to the financial needs of their clients. The firm takes pride in serving over 160 individual clients, managing a substantial sum of over $122,513,000 in assets under their discretionary management. Specializing in high-net-worth individuals, Oliveira Wealth excels in tailoring investment strategies to meet their clients' unique requirements. Their compensation structure is flexible, offering options such as a percentage of assets under management and hourly charges, ensuring a fair and transparent fee arrangement. With three dedicated employees, including two investment advisors, Oliveira Wealth effectively manages an average of approximately $61,260,000 in assets per advisor. This figure aligns with the industry average, reflecting their proficiency in handling significant portfolios. Christopher Sharp and Thomas Oliveira are among the longest-tenured registered advisors at Oliveira Wealth, contributing their extensive experience to the firm's success. Their commitment to providing personalized and professional guidance solidifies the firm's reputation. Oliveira Wealth understands the importance of preserving and growing their clients' wealth. By implementing discretionary management, they proactively monitor and adjust investments to capitalize on opportunities and mitigate risks, all while aligning with the clients' financial objectives. In summary, Oliveira Wealth is dedicated to delivering tailored financial solutions to their high-net-worth clientele. Through their experience, expertise, and personalized approach, they strive to help clients achieve their financial goals and secure their financial future.

Mraz, Amerine & Associates, Inc., headquartered in Modesto, CA, is a distinguished investment advisory firm catering to over 350 individual clients. With a remarkable $586,806,000 in assets under management, they possess extensive expertise in handling diverse financial portfolios. While employer funds constitute a significant portion of their assets, 401K and individual accounts make up less than 30% of their portfolio. Notably, all the assets they manage are discretionary, ensuring a tailored approach to meet each client's unique investment goals. With a strong focus on high-net-worth individuals, Mraz, Amerine & Associates, Inc. provides comprehensive wealth management services. Their team of 8 dedicated professionals includes 6 experienced investment advisors who offer personalized guidance and strategic financial planning. The firm's exceptional investment advisory team collectively manages an average of approximately $97,800,000 in assets per advisor, aligning with the industry average. Mraz, Amerine & Associates, Inc. employs a flexible compensation structure, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. This diverse approach ensures transparency and flexibility when it comes to their clients' financial arrangements. At Mraz, Amerine & Associates, Inc., the firm's longstanding success is owed to the expertise and commitment of their advisors. Notable individuals like Benjamin Johnson, Deidre Johnson, and David Mraz have consistently provided exceptional service to their clients, contributing to the firm's sterling reputation in the industry. As a local investment advisory firm, Mraz, Amerine & Associates, Inc. is deeply rooted in the Modesto community, delivering trusted financial guidance with integrity and professionalism.

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.

Insight Wealth Strategies, LLC is a reputable local investment advisory firm based out of San Ramon, CA. With two offices, they provide comprehensive financial planning and investment management services to individuals, families, and businesses in the area. Led by a team of experienced professionals, Insight Wealth Strategies has a total of 15 employees, with 10 dedicated to delivering exceptional investment advisory services. With an average of approximately $67,950,000 in assets under management per investment advisor, Insight Wealth Strategies aligns with the industry average, demonstrating their ability to handle a diverse range of portfolios effectively. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, providing flexibility and tailored solutions for their clients. Insight Wealth Strategies has established a strong presence in the employer 401K and individual asset management sector, with around half of their assets under management originating from these sources. Their extensive experience in this space reflects their expertise and understanding of the unique challenges and opportunities associated with these investment vehicles. Currently, Insight Wealth Strategies manages over $679,508,000 in assets for more than 400 individual clients. The firm takes a discretionary approach, allowing them to make investment decisions on behalf of their clients. This approach grants their clients peace of mind, knowing that their investments are managed with expertise and care. Notably, Insight Wealth Strategies boasts a team of seasoned advisors, including David Chazin, Aaron Karas, and Cole Durkin, who have been with the firm for an extended period. Their dedication and experience contribute to the firm's solid reputation and commitment to providing exceptional financial guidance and wealth management solutions to their valued clients.

Cannon Beach Financial Advisors, a small investment advisory firm based out of San Ramon, CA, operates with a client-centered approach across its three offices. With a team of two dedicated professionals, they offer comprehensive investment advisory services to a diverse clientele. On average, each investment advisor manages around $105,770,000 in assets under management, aligning with industry standards. The firm's compensation structure encompasses various methods, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for clients. Notably, 68% of the assets they oversee are discretionary, reflecting their expertise in making informed investment decisions on behalf of their clients. Cannon Beach Financial Advisors primarily caters to high-net-worth individuals, who entrust the firm with their substantial assets. With a robust portfolio, the firm proudly serves over 50 individual clients, managing an impressive sum of over $211,542,000 in assets. The firm's commitment to long-term relationships is evident through the tenure of its registered advisors. Junmin Chang and Gregory Rogers, two of the longest-tenured advisors at Cannon Beach Financial Advisors, provide invaluable experience and expertise to the team. Emphasizing personalized service and a comprehensive approach to investment advisory, Cannon Beach Financial Advisors strives to meet the unique financial goals and aspirations of its discerning clientele. With a reputation for integrity, professionalism, and prudent financial guidance, the firm continues to foster trust and deliver exceptional results for its clients in San Ramon and beyond.

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.