Mission Hills Financial is a small investment advisory firm based out of San Diego, CA, with one office. With a total of two employees, Mission Hills Financial specializes in providing investment advisory services. On average, each investment advisor manages approximately $59,670,000 in assets under management, which is on par with the industry average. The firm offers a diverse compensation structure, including a percentage of assets under management, hourly charges, and fixed fees. While Mission Hills Financial primarily manages assets for high net worth individuals, they also possess the capability to oversee employer funds. Their discretionary management approach covers 100% of the assets they handle, with 401(k) and individual accounts accounting for less than 30% of their total assets under management. With over 150 individual clients, Mission Hills Financial effectively manages assets worth over $119,334,000. The firm takes pride in its experienced team of advisors, with notable long-tenured individuals such as Jason Shaya, Minka Hull, and Mark Hull. In addition to their investment advisory services, Mission Hills Financial also serves as an insurance broker or agent. With a commitment to providing expert guidance and personalized service, Mission Hills Financial strives to assist clients in achieving their financial goals and securing their financial futures. Their focus on high net worth individuals and extensive experience in managing substantial assets makes them a trusted partner in the world of investment advisory services.

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.

Advanced Financial Strategies Inc is a small investment advisory firm headquartered in Irvine, CA, and has established itself as a trusted player in the financial services industry. With a team of six dedicated professionals, four of whom specialize in investment advisory services, the firm delivers comprehensive financial strategies to a diverse range of clients. With an average of $52,930,000 in assets under management per investment advisor, Advanced Financial Strategies Inc maintains a competitive position within the industry. Their compensation structure caters to client needs, offering options such as a percentage of assets under management and hourly charges. While employer funds constitute a significant portion of their managed assets, less than 30% is allocated to 401K and individual accounts. Remarkably, all the assets under their management are discretionary. The firm primarily serves high-net-worth individuals, managing a substantial portfolio of over 60 clients, totaling more than $211,700,000 in assets under management. This clientele underscores the company's ability to provide tailored financial solutions and personalized attention to meet the unique needs of affluent individuals. In addition to their investment advisory expertise, Advanced Financial Strategies Inc also operates as an insurance broker or agent, expanding their service offerings to further assist clients in protecting and enhancing their wealth. Notably, the firm boasts an experienced team of advisors, including the highly tenured professionals Patricia Vasquez, Jonathon Nguyen, and Pierre Ngo. Their extensive knowledge and commitment to client success contribute to Advanced Financial Strategies Inc's reputation for excellence and reliability in the industry.

Quantum Econometrics, LLC, a renowned investment advisory firm headquartered in Whittier, CA, is dedicated to providing exceptional financial management services. With a staggering $147,146,000 in assets under management, Quantum Econometrics, LLC serves a diverse clientele consisting of more than 80 individual clients. Their expertise lies in discretionary asset management, with a remarkable 98% of the assets they oversee falling under this category. While Quantum Econometrics, LLC primarily focuses on managing high net worth individuals' portfolios, they also possess the capability to handle employer funds. Their comprehensive compensation structure comprises various types, including a percentage of assets under management, ensuring a strong alignment of interests with their clients. The firm prides itself on its team of six highly skilled professionals, all of whom are dedicated to providing top-notch investment advisory services. With an average of $24,520,000 in assets under management per investment advisor, Quantum Econometrics, LLC maintains a highly personalized approach to cater to each client's unique financial goals. Located in Whittier, CA, Quantum Econometrics, LLC has firmly established itself as a trusted and reliable partner in the world of investment management. Their commitment to excellence, extensive industry knowledge, and unwavering dedication to client satisfaction have made them a sought-after choice for individuals seeking to maximize their financial potential.

Gates Pass Advisors, LLC is a reputable investment advisory firm located in Los Altos, CA. With over 20 individual clients and a staggering $125,303,000 in assets under management, they have firmly established themselves as a trusted partner in wealth management. Despite being a small firm, Gates Pass Advisors, LLC operates from a single office and possesses the expertise to effectively manage employer funds alongside their extensive experience in handling 401K and individual accounts. Notably, 100% of the assets they manage are discretionary, emphasizing the firm's commitment to making informed investment decisions on behalf of their clients. The majority of their managed assets belong to high-net-worth individuals, demonstrating their ability to cater to the unique needs of affluent clientele. Gates Pass Advisors, LLC employs a diverse compensation structure that includes various types, such as a percentage of assets under management and fixed fees. With two dedicated employees, each providing exceptional investment advisory services, the firm ensures personalized attention and a high level of expertise to meet their clients' financial goals. On average, Gates Pass Advisors, LLC manages approximately $62,650,000 in assets under management per investment advisor, which aligns with industry standards. The firm takes pride in the long tenures of their registered advisors, exemplified by the commitment and experience of Kanaka Szabo-Cummings and Erik Schei. As a client-centric firm, Gates Pass Advisors, LLC is dedicated to delivering tailored investment strategies, comprehensive financial guidance, and exceptional service to their esteemed clientele in Los Altos, CA, and beyond.

Klein Pavlis & Peasley Financial, Inc. is a small investment advisory firm based out of Irvine, CA, with one office. With a team of four dedicated professionals, three of whom specialize in investment advisory services, they provide personalized financial guidance to their clients. The firm manages an average of approximately $48,200,000 in assets per investment advisor, which falls within the industry average. Klein Pavlis & Peasley Financial, Inc. offers a variety of compensation structures to suit the needs of their clients, including a percentage of assets under management and subscription fees. The majority of their assets under management, over 80%, are composed of employer 401K plans and individual accounts. Their extensive experience makes them highly qualified to effectively manage 401K plans for both employers and employees. As a discretionary manager, Klein Pavlis & Peasley Financial, Inc. has full authority to make investment decisions on behalf of their clients, ensuring efficient and timely execution of strategies. The firm boasts an impressive client base, with over 690 individual clients and more than $144,592,000 in assets under management. Klein Pavlis & Peasley Financial, Inc. takes pride in its team of experienced advisors, including Andrew Ryan, Stephan Peasley, and Justin Klein, who have established long-standing tenures with the firm. Their expertise and dedication enable them to deliver comprehensive financial solutions tailored to each client's unique goals and aspirations. With their commitment to providing exceptional advisory services and managing substantial assets, Klein Pavlis & Peasley Financial, Inc. has positioned itself as a trusted partner in guiding individuals and employers towards financial success.

DBA Seaside Financial & Insurance Services is a reputable investment advisory firm located in Carlsbad, CA. With a strong focus on personalized service, they have built lasting relationships with over 90 individual clients, who trust them with their assets totaling more than $117,386,000. The firm boasts two well-established offices and offers a comprehensive range of financial services. As a registered representative of a broker-dealer and an insurance broker or agent, DBA Seaside Financial & Insurance Services provides expert advice and solutions tailored to meet the diverse needs of their clients. Their expertise in managing employer 401Ks and individual portfolios sets them apart, making them a preferred choice in the industry. The firm's compensation structure is flexible and designed to align with clients' preferences. They offer various options, including a percentage of assets under management, fixed fees, and hourly charges. This ensures transparency and allows clients to choose the arrangement that best suits their financial goals. With a team of six dedicated employees, all of whom are investment advisors, DBA Seaside Financial & Insurance Services maintains an impressive average of approximately $19,560,000 in assets under management per advisor. The firm takes pride in their experienced staff, including Shawn Orser, Alison Farrin, and Annemarie Maxe Lebus, some of their longest-tenured advisors who have been instrumental in providing top-notch service to their clients. DBA Seaside Financial & Insurance Services continues to thrive as a trusted partner for individuals and businesses seeking comprehensive financial solutions in the Carlsbad area.

Western Asset Management Company is a prominent regional investment advisory firm headquartered in Pasadena, CA, with two well-established offices. With a total workforce of 563 employees, 114 of whom are dedicated to providing expert investment advisory services, the firm prides itself on delivering exceptional financial guidance to its diverse clientele. Renowned for their exceptional performance and unparalleled expertise, Western Asset Management Company manages an impressive portfolio of assets, averaging approximately $2,806,870,000 per investment advisor, significantly surpassing industry standards. Their compensation structure is multifaceted, incorporating various types of remuneration, including a percentage of assets under management and performance-based fees. With 98% of the assets they manage falling under the discretionary category, Western Asset Management Company exhibits an exceptional level of trust and authority in their clients' financial affairs. Furthermore, the firm extends its reach beyond traditional investment advisory services, offering specialized expertise as a commodity pool operator or commodity trading advisor, both registered or exempt from registration. Boasting a vast client base of over 31,440 individual clients, Western Asset Management Company commands an impressive $319,983,641,000 in assets under management. Among the esteemed team of advisors, Carl Cohen stands out as one of the firm's longest-serving registered advisors, having contributed his expertise since 2006. Combining their extensive industry experience, commitment to excellence, and client-centered approach, Western Asset Management Company remains a trusted and influential force in the investment advisory field, consistently helping their clients achieve their financial goals.

DLK Investment Management is a reputable local investment advisory firm headquartered in Solana Beach, CA, with two offices. With a team of six dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse client base. Each investment advisor at DLK manages an average of $48,660,000 in assets, aligning with the industry average. Their compensation structure encompasses various models, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for clients. A significant portion of DLK Investment Management's assets under management, approximately half, comes from employer 401Ks and individual clients, demonstrating their strong expertise in this area. They have built a solid reputation based on their extensive experience in managing discretionary assets, which accounts for an impressive 91% of the total assets they oversee. DLK Investment Management proudly serves over 350 individual clients, expertly managing their assets, which amount to an impressive $291,957,000. The firm takes pride in its long-standing advisors, including Donald Dempster, Theodore Kay, and Brian Johnson, who have contributed significantly to the firm's success and garnered extensive expertise in the industry. With a commitment to providing tailored investment solutions and a proven track record of managing assets effectively, DLK Investment Management has established itself as a trusted partner for individuals and organizations seeking comprehensive investment advisory services.

Monograph Wealth Advisors, LLC, headquartered in El Segundo, CA, is a local investment advisory firm with a strong reputation for providing exceptional financial services. With one office and a team of 11 talented professionals, including 7 dedicated investment advisors, the firm delivers comprehensive wealth management solutions to a diverse clientele. Known for their expertise in investment advisory services, Monograph Wealth Advisors, LLC has built a solid track record of success. On average, each investment advisor oversees an impressive $254,710,000 in assets under management, surpassing industry standards. The firm's compensation structure is designed to align their interests with those of their clients, employing various models such as a percentage of assets under management and fixed fees. A remarkable 96% of the assets managed by Monograph Wealth Advisors, LLC are discretionary, demonstrating the trust and confidence their clients place in their expertise. The firm primarily caters to high net worth individuals, managing a substantial portfolio of over $1,782,939,000 in assets across 40 individual clients. Monograph Wealth Advisors, LLC takes pride in their team of experienced professionals. Noteworthy advisors such as Matthew Haefner, Sean Shannon, and Joseph Chrisman have been with the firm for an extended period, providing stability and deep industry knowledge. With their commitment to personalized financial guidance, expertise in investment advisory services, and a strong focus on wealth preservation, Monograph Wealth Advisors, LLC stands out as a trusted partner for individuals seeking comprehensive wealth management solutions in the El Segundo area.

Pacific Wealth Management, based out of San Diego, CA, is a local investment advisory firm with a strong reputation in the industry. With five dedicated employees, all of whom specialize in investment advisory services, the firm boasts an impressive track record. On average, each investment advisor oversees approximately $212,670,000 in assets under management, a figure significantly higher than the industry average. Pacific Wealth Management's compensation structure is diverse, encompassing various types such as a percentage of assets under management and performance-based fees. The firm proudly serves over 130 individual clients, managing a substantial total of more than $260,255,000 in assets. Their client base mainly consists of high net worth individuals, with a significant focus on discretionary asset management, accounting for 97% of their portfolio. In addition to their investment advisory services, Pacific Wealth Management also offers insurance brokerage and agency services to cater to the diverse needs of their clients. Their expertise extends beyond individual accounts and 401Ks, as they possess the capabilities to manage employer funds. With one office located in San Diego, Pacific Wealth Management has established deep roots within the local community. The firm takes pride in its team of highly experienced advisors, including Justin Kuntz, James Kuntz, and Michael Lim, who have been with the company for a significant period. Their collective expertise and dedication contribute to the firm's success and reputation as a trusted partner in wealth management.