Roseman Wagner Wealth Management, headquartered in Rocklin, CA, is a distinguished investment advisory firm catering to the financial needs of high net worth individuals. With over 220 valued clients and an impressive $986,399,000 in assets under management, the firm has established a strong reputation in the industry. Operating from three well-equipped offices, Roseman Wagner Wealth Management offers personalized financial planning and investment strategies tailored to each client's unique goals and aspirations. As a fully discretionary firm, Roseman Wagner Wealth Management has the authority to make investment decisions on behalf of their clients, ensuring a proactive and efficient approach to wealth management. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, aligning their interests with their clients' financial success. With a team of eight dedicated professionals, including five investment advisors, Roseman Wagner Wealth Management maintains an impressive average of approximately $197,280,000 in assets under management per investment advisor, surpassing the industry average. The firm's success can be attributed to the expertise and experience of its long-tenured advisors, such as Michael Di Dio, Scott Roseman, and Aaron Wagner, who have consistently delivered exceptional financial guidance and support to their clients. Roseman Wagner Wealth Management prides itself on building strong relationships with clients, prioritizing trust, transparency, and personalized service. By providing comprehensive wealth management solutions, the firm ensures that their clients' financial well-being is nurtured and protected, enabling them to achieve their long-term financial goals with confidence.

Van Hulzen Asset Management, a local investment advisory firm based out of El Dorado Hills, CA, is dedicated to providing exceptional financial services to its clients. With 19 employees, including 10 experienced investment advisors, the firm offers a comprehensive range of investment advisory services. Each advisor manages an average of approximately $117,500,000 in assets, a figure that aligns with the industry average. Van Hulzen Asset Management prides itself on its client-focused approach and a compensation structure that caters to diverse needs. Their compensation options include a percentage of assets under management as well as hourly charges, ensuring flexibility and transparency for their clients. The firm has amassed an impressive client base, serving over 800 individual clients with a substantial $1,464,848,000 in assets under management. While 401K and individual accounts make up less than 30% of their managed assets, Van Hulzen Asset Management possesses the expertise to effectively manage employer funds as well. Notably, a significant majority (99%) of the assets they oversee are under discretionary management. With five offices, Van Hulzen Asset Management is well-positioned to serve clients in the El Dorado Hills area and beyond. The firm takes pride in its team of highly experienced advisors, several of whom have demonstrated long-term commitment to the company. Among these dedicated professionals are Bradley Nicholson, Christopher Schreur, and Craig Vanhulzen, whose tenure reflects their expertise and commitment to client success. Overall, Van Hulzen Asset Management combines its local presence, experienced team, and commitment to tailored financial solutions to help clients navigate the complexities of investment management and achieve their financial goals.

Staines Financial, LLC, a small investment advisory firm based in Roseville, CA, is dedicated to providing exceptional financial services to its clients. With over 300 individual clients and a remarkable $181,588,000 in assets under management, Staines Financial takes pride in helping individuals and employers achieve their financial goals. Specializing in employer 401Ks and individual investments, Staines Financial possesses extensive expertise in managing discretionary assets. Their team of four employees, including two seasoned investment advisors, ensures personalized attention and tailored solutions for each client. One of the notable features of Staines Financial is their compensation structure, which includes a percentage of assets under management. This incentivizes the firm to prioritize their clients' success, aligning their interests with those they serve. Stephen Belasco, a registered advisor with Staines Financial since 2020, brings valuable experience and expertise to the firm. His tenure contributes to the strong foundation of knowledge and stability within the organization. Beyond investment advisory services, Staines Financial also operates as an insurance broker or agent, further expanding their ability to cater to their clients' diverse financial needs. Located in Roseville, CA, Staines Financial's presence spans across a single office. However, their reputation for delivering exceptional financial guidance and managing substantial assets has earned them recognition and trust among their clientele. With an average of $90,790,000 in assets under management per investment advisor, Staines Financial maintains industry-average performance while delivering outstanding financial results for their clients.

Up Capital Management, Inc. is a distinguished investment advisory firm headquartered in Roseville, CA. With over 60 individual clients and an impressive $188,986,000 in assets under management, they have established themselves as a trusted partner in wealth management. With four offices strategically located, Up Capital Management, Inc. caters to a diverse clientele across the region. Focusing on discretionary management, Up Capital oversees a substantial 56% of the assets they handle, with a particular emphasis on high net worth individuals. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring tailored solutions for each client's unique needs. The firm prides itself on its team of experts, with a total of four dedicated employees. Two of these professionals specialize in investment advisory services, providing personalized guidance and insights to clients. On average, each investment advisor manages approximately $94,490,000 in assets, reflecting a performance that aligns with industry standards. A notable aspect of Up Capital Management, Inc. is the longevity and expertise of their advisors. Among the most experienced are Rachael Peirce, Nyle Bayer, and Anton Bayer, who have consistently demonstrated their commitment to delivering exceptional financial solutions. With their proven track record, personalized approach, and commitment to client success, Up Capital Management, Inc. continues to excel in the competitive landscape of investment advisory services.

Spectrum Wealth Advisory Group, LLC, headquartered in Granite Bay, CA, is a distinguished investment advisory firm catering to a diverse client base. With an impressive roster of over 380 individual clients, they oversee a substantial $235,553,000 in assets under management. Established as a small firm, Spectrum Wealth Advisory Group, LLC operates from a single office location. Although 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and resources to efficiently manage employer funds. Notably, all assets managed by Spectrum Wealth Advisory Group, LLC are discretionary, instilling confidence in their ability to make informed investment decisions. Primarily focused on high-net-worth individuals, the firm handles a majority of their clients' substantial portfolios. Their compensation structure is diversified, encompassing a variety of fee arrangements, including a percentage of assets under management, hourly charges, and fixed fees. Spectrum Wealth Advisory Group, LLC boasts a team of three dedicated employees, each of whom provides exemplary investment advisory services. On average, their investment advisors handle approximately $78,520,000 in assets under management, aligning with industry standards. Noteworthy figures among their team include Kennedy Kozakowski, Michael Thompson, and Kenneth Christie, who are among the firm's longest-tenured advisors. With their seasoned professionals, commitment to discretionary asset management, and ability to cater to high-net-worth individuals, Spectrum Wealth Advisory Group, LLC continues to solidify their reputation as a trusted partner in wealth management and financial planning.

AVISEN ADVISORS, LLC: Providing Expert Investment Advisory Services in Sacramento Avisen Advisors, LLC is a distinguished local investment advisory firm based out of Sacramento, CA. With two strategically located offices, they have established themselves as a trusted partner for individuals seeking expert guidance in managing their assets. Avisen Advisors, LLC boasts a talented team of eight dedicated professionals, all of whom are committed to delivering exceptional investment advisory services. The firm's impressive track record is evident in the average assets under management per investment advisor, which stands at an impressive $32,310,000. Avisen Advisors, LLC offers a flexible compensation structure, allowing clients to choose from various options such as a percentage of assets under management, hourly charges, and fixed fees. While the majority of their assets under management are for high-net-worth individuals, Avisen Advisors, LLC also possesses the expertise to effectively manage employer funds. Their portfolio management is entirely discretionary, providing clients with peace of mind and confidence in their investment decisions. In addition to their core investment advisory services, Avisen Advisors, LLC serves as a registered representative of a broker-dealer, broadening their capabilities to provide comprehensive financial solutions. The firm proudly serves over 100 individual clients, overseeing a total of $258,443,000 in assets under management. Avisen Advisors, LLC prides itself on its experienced team, with Linda Becker, David Baskins, and Terry Feil among their longest-tenured advisors. These seasoned professionals exemplify the firm's commitment to excellence and client satisfaction. With their expertise and personalized approach, Avisen Advisors, LLC continues to establish itself as a leading investment advisory firm in the Sacramento area.

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.

Statheros Financial Solutions, Inc., based out of El Dorado Hills, CA, is a highly reputable investment advisory firm catering to a diverse clientele. With a focus on delivering exceptional financial solutions, they boast over 430 individual clients, entrusting the firm with their assets, which total an impressive $578,059,000 under management. Operating from two well-equipped offices, Statheros Financial Solutions, Inc. offers comprehensive investment advisory services to both individual and employer funds. While 401K and individual accounts make up a smaller portion of their managed assets, Statheros Financial Solutions, Inc. possesses the expertise to efficiently oversee employer funds. Remarkably, all the assets they manage are under the discretion of their skilled team, ensuring a tailored approach that aligns with each client's financial goals. The firm's compensation structure encompasses various types, including a percentage of assets under management. With a total of 15 employees, 11 of whom provide exceptional investment advisory services, Statheros Financial Solutions, Inc. maintains a robust team of experienced professionals. On average, each investment advisor oversees approximately $52,550,000 in assets under management, which aligns with the industry standard. Statheros Financial Solutions, Inc. takes pride in its long-standing advisors, including Daniel Gutierrez, Bryan Gutierrez, and Douglas Davey, who have served the firm with dedication and expertise. Their commitment to delivering exceptional financial guidance has contributed to the firm's outstanding reputation within the industry. Overall, Statheros Financial Solutions, Inc. stands as a trusted partner for individuals and employers seeking comprehensive investment advisory services. Their track record of success, extensive client base, and commitment to personalized financial solutions position them as a leading firm in the field.

Dynamic Wealth Strategies, LLC, based out of Granite Bay, CA, is a reputable small investment advisory firm with a strong focus on wealth management. With over 120 individual clients and a remarkable $108,786,000 in assets under management, the firm has established itself as a trusted partner in helping clients achieve their financial goals. With four offices strategically located, Dynamic Wealth Strategies, LLC is well-positioned to serve its diverse clientele across the region. Their expertise lies in managing employer 401Ks and individual investment portfolios, boasting a deep understanding of this specialized space. All of the assets they manage are handled on a discretionary basis, ensuring clients benefit from their professional judgment and tailored strategies. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges. This allows clients to choose the most suitable arrangement based on their unique needs and preferences. With a dedicated team of eight employees, including four investment advisors, Dynamic Wealth Strategies, LLC is committed to delivering personalized and comprehensive financial guidance. The investment advisors have an impressive average of approximately $27,200,000 in assets under management per advisor, exemplifying their ability to handle substantial portfolios. Notably, Dynamic Wealth Strategies, LLC takes pride in its experienced and tenured advisors. Key figures such as Conrad Aarseth, Nathan Ankney, and James Boyle have been with the firm for a considerable period, bringing a wealth of knowledge and stability to their clients' investment journeys. Overall, Dynamic Wealth Strategies, LLC stands as a reliable partner for individuals and employers seeking expert financial advice and comprehensive wealth management solutions.

FC360 Wealth Management, Inc., based out of Roseville, CA, is a small investment advisory firm specializing in providing comprehensive wealth management services. With 1 total employee, the firm offers personalized investment advisory services to a diverse client base of over 260 individuals and entities. The team at FC360 Wealth Management, Inc. has a wealth of experience in managing assets, with an average of $173,580,000 in assets under management per investment advisor, surpassing the industry average. They have developed a strong reputation for their expertise in handling employer 401Ks and individual accounts, which collectively account for approximately half of their impressive assets under management, totaling over $100,353,000. Maintaining a high level of professionalism, FC360 Wealth Management, Inc. adopts a compensation structure that includes various types, such as a percentage of assets under management. This ensures alignment with their clients' interests and incentivizes the firm to strive for optimal performance. In addition to their investment advisory services, FC360 Wealth Management, Inc. offers a range of complementary services to meet their clients' financial needs. They serve as insurance brokers or agents and work closely with an accountant or accounting firm to provide comprehensive financial solutions. Led by Louis Barrientos, one of the longest-tenured registered advisors who has been with the firm since 2015, FC360 Wealth Management, Inc. demonstrates a commitment to building lasting relationships with their clients. With their expertise, personalized approach, and dedication to client success, they have established themselves as a trusted partner in wealth management in the Roseville area.

Fairchild Financial Advisors, Inc. is a reputable investment advisory firm based out of Folsom, CA, serving clients with expert financial guidance. With a knowledge cutoff in 2021, ChatGPT does not possess specific information about Fairchild Financial Advisors, Inc. However, the company's thriving presence in the financial industry can be deduced from the available data. Boasting a diverse client base, Fairchild Financial Advisors, Inc. caters to the unique financial needs of over 230 individual clients. Impressively, their assets under management surpass an impressive $108,101,000, demonstrating their ability to handle substantial financial portfolios. The firm operates from a single office in Folsom, providing convenient access to their services for local clients. Fairchild Financial Advisors, Inc. has established a strong foothold in managing employer 401Ks and individual assets, possessing considerable expertise in this domain. Notably, all the assets they manage are discretionary, showcasing the trust and confidence clients place in their expertise. The compensation structure of Fairchild Financial Advisors, Inc. encompasses various types, including a percentage of assets under management. This multi-faceted approach ensures that the firm can tailor its compensation to align with client goals and objectives. With a team of two dedicated professionals, including one investment advisor, Fairchild Financial Advisors, Inc. delivers personalized service and attention to detail. On average, each investment advisor oversees approximately $108,100,000 in assets under management, which aligns with the industry standard. Furthermore, Julie Hood stands as one of the firm's longest-tenured registered advisors, having been a part of the team since 2013. Her experience and commitment further enhance the firm's ability to serve its clients effectively. Fairchild Financial Advisors, Inc. positions itself as a trusted partner in navigating the complexities of the financial landscape, providing comprehensive solutions tailored to individual client needs.