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.

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.

Hansen & Associates Financial Group Inc. is a small investment advisory firm based out of Sacramento, CA, with one office. With a total of four employees, three of whom specialize in providing investment advisory services, the firm delivers expert financial guidance to a diverse clientele. Possessing an average of $65,400,000 in assets under management per investment advisor, Hansen & Associates Financial Group Inc. maintains an industry-standard performance in this aspect. Their compensation structure encompasses various approaches, including a percentage of assets under management, hourly charges, and fixed fees. Demonstrating their expertise in employer 401Ks and individual accounts, roughly half of the firm's assets under management stem from these sources, reflecting their extensive experience and competence in this space. Notably, 98% of the assets they manage are discretionary, illustrating the trust and confidence their clients place in their investment strategies. Hansen & Associates Financial Group Inc. proudly serves over 430 individual clients, diligently managing their collective assets, which currently exceed $196,197,000. The firm's success can be attributed in part to its dedicated and long-tenured advisors, including Tracy Tamura, David Yelle, and Mark Hansen, who have consistently provided exceptional financial guidance to their clients. Their extensive knowledge and industry experience make them valuable assets to the firm and its clients. Hansen & Associates Financial Group Inc. is committed to delivering personalized financial solutions and assisting their clients in achieving their investment goals. With a strong track record, a skilled team, and a customer-centric approach, they continue to make a positive impact in the financial advisory industry.

Solano Wealth Management, Inc. is a small investment advisory firm based out of Fairfield, CA, specializing in providing comprehensive wealth management solutions to individuals and employer-sponsored retirement plans. With a team of seven dedicated professionals, including four experienced investment advisors, they offer personalized financial advice tailored to meet their clients' unique goals and objectives. Their compensation structure is designed to align their interests with their clients' success. They offer various fee arrangements, including fixed fees and a percentage of assets under management. This ensures transparency and fosters a long-term partnership built on trust. With over 390 individual clients and more than $263,191,000 in assets under management, Solano Wealth Management has established a strong presence in the industry. Their expertise in managing employer 401Ks and individual accounts sets them apart, with approximately half of their assets coming from these sources. They have a proven track record of delivering exceptional results in this space. In addition to their investment advisory services, Solano Wealth Management serves as a registered representative of a broker-dealer and an insurance broker or agent. This allows them to offer a comprehensive suite of financial products and services, ensuring their clients have access to a wide range of options to meet their needs. The firm operates from a single office in Fairfield, CA, and boasts a team of highly experienced advisors. Carlos Mendoza, Rufus Williams, and Frank Holloway are among the longest tenured advisors at Solano Wealth Management, each bringing a wealth of knowledge and expertise to their clients' financial journeys.

Allworth Financial, L.P. is a leading regional investment advisory firm based out of Folsom, CA. With over 14,540 individual clients and a staggering $14,880,815,000 in assets under management, the firm has established itself as a trusted partner for investors seeking expert financial guidance. Operating through 27 offices, Allworth Financial has a strong presence in the industry, serving a diverse client base. With a specialization in managing employer 401Ks and individual portfolios, Allworth Financial possesses extensive experience in this space. In fact, approximately half of their assets under management are derived from these sources. Demonstrating their commitment to client success, the firm manages an impressive 97% of assets on a discretionary basis, ensuring proactive decision-making aligned with clients' financial goals. Allworth Financial employs a comprehensive compensation structure that includes various types of fees. These range from a percentage of assets under management to fixed fees, ensuring a flexible and tailored approach to client needs. The firm boasts a dedicated team of 343 employees, with 133 professionals specializing in investment advisory services. Their average assets under management per investment advisor amount to around $111,890,000, aligning with the industry average. Allworth Financial takes pride in its seasoned advisors, including Scott Hanson, Steven Burnett, and Sean Murray, who have demonstrated their commitment and expertise over the years. With their collective experience and a strong track record of success, Allworth Financial continues to be a trusted partner for individuals and businesses seeking sound financial advice and robust wealth management strategies.

Capital Planning Advisors LLC is a prominent investment advisory firm located in Roseville, CA. With a team of 12 dedicated professionals, including 7 expert investment advisors, they deliver exceptional financial guidance to their valued clients. Capital Planning Advisors LLC distinguishes itself by maintaining an impressive average of approximately $156,600,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is diverse, offering clients flexibility and choice. They offer various types of compensation, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can select the option that best suits their needs. With over 140 individual clients and a staggering $985,670,000 in assets under management, Capital Planning Advisors LLC has proven their ability to provide effective financial solutions. While a portion of their assets under management is derived from 401K and individual accounts, the firm possesses the necessary expertise to manage employer funds as well. Capital Planning Advisors LLC prides itself on maintaining a discretionary approach, as all 100% of the assets they manage fall under this category. Additionally, the firm offers insurance brokerage and agent services, further expanding their comprehensive range of financial solutions. As a local investment advisory firm, Capital Planning Advisors LLC has established a strong presence in the Roseville area, with two conveniently located offices. Notably, some of the firm's most experienced and respected advisors include Terry Chiu, Michael Sollazzo, and Lawrence Hansen, who have contributed significantly to the firm's success and reputation.

Adams Ashby Financial Advisors, a small investment advisory firm based out of Sacramento, CA, is dedicated to providing expert financial guidance to a select group of individual clients. With over 10 clients and an impressive $236,308,000 in assets under management, they have built a reputation for excellence and trust within the industry. Specializing in discretionary management, Adams Ashby Financial Advisors is entrusted with 100% of their clients' assets. Their primary focus is on high net worth individuals, catering to their unique financial needs and goals. With a comprehensive compensation structure, which includes a percentage of assets under management, they align their success with the success of their clients. Despite being a small firm, Adams Ashby Financial Advisors operates with utmost professionalism and expertise. With a single office in Sacramento, they maintain a personalized approach, ensuring each client receives individual attention and tailored strategies. The firm prides itself on their team of two dedicated employees, all of whom are skilled in providing top-notch investment advisory services. With an average of approximately $118,150,000 in assets under management per investment advisor, Adams Ashby Financial Advisors demonstrates competence and effectiveness in managing their clients' portfolios. Among the firm's registered advisors, Jeffrey Adams and Nina Adams stand out as the longest-tenured professionals, bringing a wealth of experience and knowledge to their clientele. Adams Ashby Financial Advisors sets itself apart through its commitment to delivering exceptional financial advice and strategies, solidifying its position as a trusted partner in helping clients achieve their financial goals.

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.