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.

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.

Authentikos Wealth Advisory LLC, based in Morgan Hill, CA, is a distinguished small-scale investment advisory firm with two well-established offices. With a total of nine dedicated professionals, three of whom specialize in providing exceptional investment advisory services, the firm has built a strong reputation in the industry. On average, each investment advisor manages an impressive $44,150,000 in assets, showcasing their expertise and ability to handle substantial portfolios. The firm's compensation structure is diverse, offering clients flexibility in choosing the most suitable option. They offer various methods, such as a percentage of assets under management, fixed fees, hourly charges, and commissions. Notably, Authentikos Wealth Advisory LLC manages a significant portion of assets from employer 401Ks and individual clients, demonstrating their extensive experience in this area. Furthermore, all the assets they manage are handled with discretionary authority, ensuring efficient decision-making to maximize returns. In addition to investment advisory services, Authentikos Wealth Advisory LLC also provides insurance brokering and agency services, further enhancing their comprehensive offerings. With a client base of over 340 individuals, the firm manages an impressive $132,453,000 in assets. The longevity and expertise of advisors like Christine Mason Leis, Jared Elson, and Donald Bergis contribute to the firm's success and the satisfaction of their esteemed clientele. Authentikos Wealth Advisory LLC remains committed to delivering personalized and strategic financial solutions, empowering their clients to achieve their long-term wealth goals. Through their experienced team, comprehensive range of services, and meticulous attention to detail, they continue to make a significant impact in the investment advisory and insurance sectors.

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.

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.

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.

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.

California Financial Advisors, based out of San Ramon, CA, is a local investment advisory firm that offers comprehensive financial guidance. With a single office, they are a dedicated team of 11 professionals who specialize in providing top-notch investment advisory services. Demonstrating their expertise, each investment advisor at California Financial Advisors manages an average of $135,450,000 in assets under management, surpassing the industry average. The firm's compensation structure is diverse, offering flexibility to clients. They employ various fee types, including a percentage of assets under management, hourly charges, and fixed fees. Notably, a significant portion of their assets under management, exceeding 80%, consists of employer 401(k) plans and individual accounts. This makes them well-equipped to efficiently handle both employer and employee 401(k) plans. Impressively, 85% of the assets under California Financial Advisors' management are discretionary, demonstrating the trust and autonomy clients place in their expertise. With a robust client base, the firm serves over 1,290 individuals, overseeing a substantial $1,489,945,000 in assets. California Financial Advisors takes pride in its team of highly experienced advisors. Among their longest-tenured professionals are Michelle Higgins, Michael Maloon, and Mark Pitre, who bring a wealth of knowledge and insight to their clients' financial journeys. Overall, California Financial Advisors stands out for its exceptional investment advisory services, personalized compensation options, extensive experience in managing employer 401(k) plans, and its track record of success in helping individuals achieve their financial goals.

Fisher & Wiens Wealth Management, LLC is a reputable small investment advisory firm headquartered in Danville, CA. With one office, they serve a diverse clientele, consisting of over 200 individual clients, and manage a substantial total of $185,613,000 in assets. The firm boasts an experienced team of two employees, one of whom specializes in providing comprehensive investment advisory services. Fisher & Wiens Wealth Management, LLC stands out in the industry due to its impressive average assets under management per investment advisor, which amounts to approximately $185,610,000. This figure surpasses the industry average, reflecting their expertise and ability to generate significant returns for their clients. The firm's compensation structure includes various types, such as a percentage of assets under management. Notably, around half of their assets under management come from employer 401Ks or individuals, demonstrating their strong foothold in this sector and the trust clients place in their services. Additionally, Fisher & Wiens Wealth Management, LLC manages all of their clients' assets on a discretionary basis, providing a hands-on approach and tailored investment strategies. With a commitment to exceptional client service and a track record of success, Fisher & Wiens Wealth Management, LLC has established itself as a leading player in the investment advisory field. Through their personalized approach, extensive experience, and ability to consistently deliver superior results, they continue to build long-lasting relationships with their valued clients.

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.

Consilium Wealth Management is a small investment advisory firm headquartered in San Ramon, CA, specializing in providing personalized financial solutions. With a single office, the firm boasts a team of eight highly skilled professionals, three of whom offer expert investment advisory services. With an impressive average of approximately $192,430,000 in assets under management per investment advisor, Consilium Wealth Management surpasses the industry average, reflecting their expertise and ability to deliver exceptional results. Their compensation structure comprises various types, including a percentage of assets under management, ensuring alignment with client goals and interests. Distinguished by their commitment to discretion and personalized service, Consilium Wealth Management primarily manages assets for high net worth individuals. Their clientele includes over 40 individual clients, whose combined assets under management exceed an impressive $577,291,000. The firm's success is a testament to their ability to navigate complex financial landscapes and deliver tailored strategies that meet the unique needs of their esteemed clients. The longevity and experience of several key advisors at Consilium Wealth Management further solidify the firm's reputation. Among these advisors are Justin Patellaro, Tracy Jao, and John Seo, whose extensive tenures contribute to the firm's stability and expertise. In summary, Consilium Wealth Management, headquartered in San Ramon, CA, is a distinguished investment advisory firm. With a focus on high net worth individuals, their team of experienced professionals delivers exceptional results, managing substantial assets while upholding the highest standards of discretion and personalized service.