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.

Brightplan LLC is a local investment advisory firm based out of San Jose, CA, with one office. With a team of 53 employees, a small percentage of them specialize in providing investment advisory services. Each investment advisor at Brightplan LLC manages an average of approximately $1,070,000 in assets under management. The firm offers a diverse compensation structure, including a percentage of assets under management and fixed fees. Over 80% of their assets under management come from employer 401K plans or individual investors. With their extensive expertise, Brightplan LLC excels in managing 401K plans for both employers and employees. All of the assets they manage are discretionary, allowing for optimal decision-making in investment strategies. The firm boasts a substantial client base, with over 210 individual clients and assets under management exceeding $7,473,000. Brightplan LLC takes pride in its experienced team, which includes long-tenured advisors such as Daniel Lee, Haleigh Albers, and Daniel Stokes. As a local investment advisory firm, Brightplan LLC is committed to providing top-notch financial services and assisting clients in achieving their investment goals.

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.

Millar Financial Group, based out of Fremont, CA, is a well-established small investment advisory firm serving high net worth individuals. With over 60 individual clients and an impressive $137,516,000 in assets under management, they have built a reputation for delivering personalized financial solutions. Operating from two offices, Millar Financial Group offers a range of services, including being a registered representative of a broker-dealer, insurance broker, or agent. While they excel in managing employer funds, it is worth noting that 401K and individual accounts make up less than 30% of their total assets under management. The firm's compensation structure is diverse, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose the arrangement that best suits their needs. Millar Financial Group prides itself on its highly skilled team, comprised of three employees, with one dedicated investment advisor. Their investment advisor's expertise contributes to the firm's impressive average of approximately $137,520,000 in assets under management per advisor, significantly surpassing industry standards. Notably, Ka Ki Leung has been with the firm since 2017, showcasing their commitment to maintaining experienced professionals. With a focus on providing exceptional financial advice and managing substantial assets for affluent individuals, Millar Financial Group continues to serve as a trusted partner for their clients' wealth management needs.

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.

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.

Xoomfi Advisors, based out of San Jose, CA, is a highly reputable and client-focused investment advisory firm. With a dedicated team of experts, they have successfully managed the assets of over 0 individual clients, totaling more than $28,000 in assets under management. As a small firm, Xoomfi Advisors prides itself on providing personalized and tailored investment strategies to meet the unique needs and goals of their clients. Their extensive experience and comprehensive knowledge allow them to effectively manage a wide range of investment portfolios, including employer 401K plans and individual accounts. With over 80% of their assets under management originating from employer 401Ks or individuals, Xoomfi Advisors has demonstrated its expertise in maximizing returns and minimizing risks for both employers and employees. They understand the importance of strategic investment planning and strive to optimize the growth potential of their clients' assets. Xoomfi Advisors operates with full discretion over the assets they manage, ensuring that all investment decisions are made in the best interest of their clients. Their compensation structure is designed to align their success with that of their clients, incorporating performance-based fees alongside other types of compensation. With their commitment to exceptional client service, expert investment management, and proven track record, Xoomfi Advisors has established itself as a trusted partner for individuals and organizations seeking reliable financial guidance and successful investment strategies.

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.

Based in Pleasanton, CA, Baybridge Capital Group, LLC is a small investment advisory firm with a strong track record in managing assets. With over 180 individual clients and assets under management totaling $134,448,000, the company has established itself as a trusted partner in the financial industry. Baybridge Capital Group's expertise lies in managing employer 401Ks and individual investments, making up around half of their assets under management. They exclusively offer discretionary asset management services, allowing clients to entrust their investments entirely to the firm's capable hands. Comprised of seven dedicated professionals, including four experienced investment advisors, Baybridge Capital Group has cultivated a team known for its exceptional financial acumen. Their compensation structure is flexible, offering different options such as a percentage of assets under management, hourly charges, and fixed fees. This enables clients to select the payment arrangement that best suits their needs. The company boasts an impressive average of $33,610,000 in assets under management per investment advisor, showcasing their commitment to personalized and focused attention for each client. Baybridge Capital Group prides itself on maintaining enduring relationships with their clients, which can be attributed, in part, to the expertise and loyalty of their longest tenured advisors, Virginia Taylor, Kevin Batstone, and Eugene Gurevich. As Baybridge Capital Group continues to grow, they remain dedicated to providing comprehensive investment advisory services and delivering excellent results to their clients. Their presence in Pleasanton and their commitment to exceptional service make them a sought-after partner for individuals and employers seeking reliable asset management solutions.

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.

Werba Rubin Papier Wealth Management, LLC is a reputable investment advisory firm headquartered in San Jose, CA, and boasting two offices. With a dedicated team of eight employees, including four experienced investment advisors, the firm offers comprehensive wealth management services. Known for their expertise and commitment, the firm manages an impressive average of $191,820,000 in assets under management per investment advisor, surpassing the industry average. The compensation structure at Werba Rubin Papier Wealth Management, LLC is diverse, incorporating various methods such as a percentage of assets under management and hourly charges. The firm's extensive client base consists of over 280 individuals, with a remarkable $767,284,000 in assets under management. Notably, more than 80% of their managed assets belong to employer-sponsored 401(k) plans or individuals. The team at Werba Rubin Papier Wealth Management, LLC possesses the necessary qualifications and experience to effectively oversee and manage 401(k) plans for both employers and employees. As a testament to their trustworthiness, the firm manages all client assets on a discretionary basis, reflecting their clients' confidence in their decision-making abilities. Werba Rubin Papier Wealth Management, LLC takes pride in their long-standing advisors, including Jason Papier, Aaron Rubin, and Alan Werba, who contribute their expertise and deep understanding of the investment landscape. With their unwavering dedication to their clients' financial success, Werba Rubin Papier Wealth Management, LLC continues to be a leading force in the field of investment advisory services.