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.

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.

Digit Advisors, LLC, based out of San Francisco, CA, is a renowned investment advisory firm with a strong reputation in the industry. With over 48,590 individual clients and an impressive $33,100,000 in assets under management, Digit Advisors has established itself as a trusted partner for investors seeking personalized financial guidance. As a small firm with one office, Digit Advisors focuses on providing exceptional service and tailored investment strategies to its diverse clientele. Notably, more than 80% of their assets under management are employer 401Ks or individuals, showcasing their expertise in managing retirement plans for both employers and employees. At Digit Advisors, all the assets they manage are discretionary, reflecting their commitment to making informed investment decisions on behalf of their clients. Their compensation structure includes various options such as fixed fees, ensuring transparency and aligning their interests with those of their clients. With a team of 15 dedicated professionals, Digit Advisors combines experience and expertise to deliver exceptional results. Among their esteemed staff is Daniel Kang, one of the longest tenured registered advisors, who has been with the firm since 2020. Their team's diverse skill set enables them to offer comprehensive investment advisory services that cater to the unique needs and goals of their clients. Digit Advisors, LLC, is dedicated to providing top-notch financial advice, managing investments with care, and helping clients navigate the complexities of the financial markets to achieve their long-term financial objectives.

Verity Wealth Advisors, LLC, headquartered in Sausalito, CA, is a respected investment advisory firm with three offices strategically located to serve their clientele. With a team of two highly experienced and dedicated professionals, Verity Wealth Advisors specializes in providing comprehensive investment advisory services. Their exceptional expertise enables them to effectively manage a substantial average of $94,730,000 in assets under management per investment advisor, which is on par with the industry average. The compensation structure at Verity Wealth Advisors is designed to align the interests of both the firm and its clients. Their fees include a percentage of assets under management, hourly charges, and fixed fees. As a discretionary investment advisor, Verity Wealth Advisors has full authority to make investment decisions on behalf of their clients, ensuring a streamlined and efficient investment process. Catering predominantly to high net worth individuals, Verity Wealth Advisors boasts an impressive client portfolio, managing over $189,455,000 in assets for more than 10 individual clients. Among the firm's standout professionals are Robert Oliver and Ryan Beckler, two of the longest tenured registered advisors who bring a wealth of experience and insight to the organization. Verity Wealth Advisors takes pride in their commitment to providing personalized and tailored investment advice, offering their clients peace of mind as they navigate the complexities of the financial markets. With their unwavering dedication to excellence, Verity Wealth Advisors is a trusted partner for individuals seeking to grow and protect their wealth.

Boltwood Capital Management, located in Walnut Creek, CA, is a small investment advisory firm that prides itself on providing exceptional financial services to its clients. With a team of two highly experienced investment advisors, Boltwood Capital Management offers a wide range of investment advisory services. The firm boasts an impressive average of approximately $21,380,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, fixed fees, and commissions. Boltwood Capital Management has garnered a reputation for its expertise in managing employer 401K plans and individual assets, with over 80% of their assets under management belonging to these categories. With over 80 individual clients and a total of $312,975,000 in assets under management, the firm has proven its capability to handle diverse client needs and deliver satisfying results. The majority of the assets under management at Boltwood Capital Management, approximately 91%, are managed on a discretionary basis, reflecting their clients' trust in their decision-making capabilities. As a testament to their commitment to providing personalized services, the firm maintains a single office location in Walnut Creek, CA. Michael Stock and Zachary Wolf, two of the longest-tenured registered advisors at Boltwood Capital Management, bring a wealth of experience and expertise to the firm. Their combined knowledge and dedication ensure that clients receive comprehensive and tailored investment strategies to help them achieve their financial goals.

NEWE WEALTH MANAGEMENT LLC, a small investment advisory firm based out of Santa Clara, CA, is dedicated to providing comprehensive financial solutions to its clients. With a team of highly skilled and experienced professionals, they offer personalized investment advice and wealth management services to individuals and employer 401K plans. Boasting over 0 individual clients and more than $13,000 in assets under management, NEWE WEALTH MANAGEMENT LLC has established a strong presence in the industry. Specializing in discretionary asset management, NEWE WEALTH MANAGEMENT LLC takes a client-centric approach, tailoring investment strategies to meet the unique goals and risk profiles of their clients. Their compensation structure includes various options such as a percentage of assets under management and performance-based fees, ensuring alignment of interests with their clients. With one office located in Santa Clara, NEWE WEALTH MANAGEMENT LLC is well-positioned to serve the local community. The firm's dedicated team of investment advisors, led by Bei Zhang, provides personalized guidance and expert advice. Bei Zhang, one of the longest-tenured registered advisors, has been with the firm since 2017, offering valuable insight and expertise. NEWE WEALTH MANAGEMENT LLC prides itself on its commitment to client satisfaction and building long-lasting relationships. Their extensive experience in managing employer 401K plans and individual portfolios sets them apart, making them a trusted partner for clients seeking reliable financial guidance. With an average of approximately $10,000 in assets under management per investment advisor, NEWE WEALTH MANAGEMENT LLC ensures personalized attention and tailored solutions for each client's financial needs.

Alpha Solutions Investment Advisors, based out of South San Francisco, CA, is a small investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With a single office, Alpha Solutions Investment Advisors boasts a team of four highly skilled professionals, three of whom are registered investment advisors. Together, they offer expert investment advisory services tailored to meet the unique needs and goals of their clients. With an impressive track record, Alpha Solutions Investment Advisors manages an average of $36,750,000 in assets per investment advisor. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a transparent and aligned approach with their clients. While 401K and individual accounts account for less than 30% of their assets under management, Alpha Solutions Investment Advisors possesses the expertise and capability to manage employer funds. Remarkably, 100% of the assets they oversee are discretionary, granting them the flexibility to make investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Alpha Solutions Investment Advisors proudly serves over 80 individual clients, expertly managing more than $110,243,000 in assets. The firm takes pride in its team, including two of the longest-tenured registered advisors, Anthony Sam and Robert Moses, who bring a wealth of experience and expertise to the table. With a strong focus on delivering personalized and effective financial strategies, Alpha Solutions Investment Advisors is committed to building long-term relationships with its clients and helping them achieve their financial objectives.

Ensemble Capital Management, LLC, a prominent investment advisory firm headquartered in San Francisco, CA, distinguishes itself with its seasoned team of professionals and impressive track record. With a total of 16 employees, eight of whom provide investment advisory services, Ensemble Capital Management delivers exceptional financial guidance to a diverse clientele. The firm's advisors boast an average of approximately $216.5 million in assets under management per investment advisor, significantly surpassing industry standards. Ensemble Capital Management's compensation structure is designed to align the interests of the firm with those of its clients. It includes various types of fees, such as a percentage of assets under management and performance-based incentives. With over 20 individual clients and a staggering $1,410,951,000 in assets under management, the firm has established itself as a trusted partner for high-net-worth individuals seeking tailored investment solutions. As a discretionary asset manager, Ensemble Capital Management has full authority to make investment decisions on behalf of its clients. The firm takes pride in its local roots and deep ties to the San Francisco community. With a single office in the heart of the city, Ensemble Capital Management remains committed to delivering personalized service and building long-term relationships with its clients. The firm's enduring success can be attributed, in part, to the expertise and dedication of its senior advisors. Notable members of the team include Paul Perrino, Arif Karim, and Ludovic Thomasson, who have demonstrated unwavering commitment to delivering outstanding results and guiding clients through the complexities of the financial landscape. Ensemble Capital Management's client-centric approach and exceptional investment strategies make it a respected leader in the industry.

Roberts Wealth Advisors, LLC is a highly regarded local investment advisory firm headquartered in Menlo Park, CA, with two offices serving a diverse clientele. With a team of five dedicated professionals, Roberts Wealth Advisors offers comprehensive investment advisory services to meet the unique financial goals of their clients. The firm manages an impressive average of approximately $50,740,000 in assets per investment advisor, aligning with the industry average. Their compensation structure reflects flexibility, encompassing various approaches such as a percentage of assets under management, fixed fees, and hourly charges. Notably, all the assets managed by Roberts Wealth Advisors are discretionary, demonstrating their expertise in making independent investment decisions. Catering primarily to high-net-worth individuals, Roberts Wealth Advisors boasts a substantial client base of over ten individuals, with an impressive $253,692,000 in assets under management. The firm prides itself on providing tailored investment strategies that align with their clients' financial aspirations and risk tolerance. Roberts Wealth Advisors stands out in the industry, thanks to its team of highly experienced advisors. Among them are Suzanne Herman, Ryan Walsh, and Brian Roberts, who have served as trusted professionals at the firm for an extended period. Their collective expertise and dedication contribute to the firm's success in delivering personalized and exceptional financial guidance to their valued clients. Overall, Roberts Wealth Advisors, LLC has firmly established itself as a reputable investment advisory firm in Menlo Park, CA, offering comprehensive and client-centric financial services to help individuals achieve their long-term financial objectives.

Wealthfront Advisers LLC is a prominent local investment advisory firm headquartered in Palo Alto, CA, boasting a single office. With a workforce of 265 dedicated professionals, a small percentage of them specialize in providing expert investment advisory services. Renowned for their exceptional performance, Wealthfront Advisers LLC consistently manages an impressive average of approximately $2,307,850,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure is multifaceted, encompassing various types, including a percentage of assets under management. Notably, about half of their assets under management originate from employer 401Ks or individuals, signifying their strong expertise in this domain. A distinguishing characteristic of Wealthfront Advisers LLC is that they exercise full discretion over 100% of the assets they manage, showcasing their commitment to delivering comprehensive financial solutions. With an extensive client base of over 339,190 individuals, Wealthfront Advisers LLC expertly oversees an impressive $23,078,535,000 in assets under management. The firm is proud to have an exceptional team of seasoned advisors, with notable individuals such as Anthony Molina, David Burgess, and Daniel Vega having demonstrated exceptional commitment and expertise over the years. Their extensive experience contributes to the firm's strong reputation and continued success. Wealthfront Advisers LLC is an industry leader, leveraging their knowledge, skill, and client-centric approach to provide unparalleled investment advisory services to individuals and employers alike. With a steadfast commitment to achieving optimal results and a focus on personalized financial planning, Wealthfront Advisers LLC stands out as a trusted partner in the pursuit of financial success.

Vantage Wealth Management, LLC, based out of San Mateo, CA, is a reputable investment advisory firm catering to the financial needs of individuals and businesses. With a dedicated team of 9 skilled professionals, including 7 investment advisors, they offer expert guidance in managing clients' wealth. On average, each investment advisor oversees around $127,570,000 in assets under management, aligning with industry standards. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Their client base consists of over 480 individuals, with a substantial asset under management portfolio exceeding $545,988,000. Vantage Wealth Management focuses primarily on high net worth individuals, while also possessing the ability to manage employer funds, although 401K and individual accounts represent a minority share of their total assets under management. With a commitment to providing comprehensive financial solutions, Vantage Wealth Management extends its services beyond investment advisory, including acting as an insurance broker or agent. As a local firm, they pride themselves on their community presence and deep-rooted relationships with clients. Within their team of advisors, Vantage Wealth Management boasts seasoned professionals, such as Brandy Navarro, Mitone Griffiths, and David Fernelius, who have demonstrated long-standing commitment and expertise. Their office in San Mateo serves as a hub for delivering personalized and strategic financial advice to clients, ensuring their financial goals are met with confidence and success.