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ALPHA SOLUTIONS INVESTMENT ADVISORS
ALPHA SOLUTIONS INVESTMENT ADVISORS
South San Francisco, California
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.
VERITY WEALTH ADVISORS, LLC
VERITY WEALTH ADVISORS, LLC
Sausalito, California
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.
DIGIT ADVISORS, LLC
DIGIT ADVISORS, LLC
San Francisco, California
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.
ENSEMBLE CAPITAL MANAGEMENT, LLC
ENSEMBLE CAPITAL MANAGEMENT, LLC
San Francisco, California
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.
RELEVANT WEALTH ADVISORS, LLC
RELEVANT WEALTH ADVISORS, LLC
Mill Valley, California
Relevant Wealth Advisors, LLC is a highly regarded small investment advisory firm operating out of Mill Valley, California. With one office in the picturesque town, the firm has built a strong reputation for delivering exceptional financial guidance and investment management services. Led by a team of four dedicated professionals, Relevant Wealth Advisors, LLC is committed to providing personalized solutions tailored to the unique needs and goals of each client. The firm distinguishes itself through its impressive track record in managing substantial assets. With an average of $280,110,000 in assets under management per investment advisor, Relevant Wealth Advisors, LLC consistently surpasses the industry average, reflecting their expertise and proficiency. The majority, 96%, of the assets they oversee are managed on a discretionary basis, empowering the advisors to make informed decisions aligned with their clients' best interests. At Relevant Wealth Advisors, LLC, the compensation structure is diversified, including a percentage of assets under management. This approach ensures that the firm's success is directly tied to the success of their clients' portfolios. With over a decade of operation, Relevant Wealth Advisors, LLC has established a loyal client base of more than ten individuals, entrusting them with over $560,227,000 in assets under management. The firm's longevity and commitment to excellence are exemplified by registered advisors Bruce Raabe and Justin Burt, who have been instrumental in the company's growth and have earned their place as longstanding pillars of the team. As Relevant Wealth Advisors, LLC continues to provide exemplary financial services, they strive to forge lasting partnerships with clients, assisting them in achieving their financial objectives and securing their financial future.
STEWART WEALTH MANAGEMENT, INC.
STEWART WEALTH MANAGEMENT, INC.
San Rafael, California
Stewart Wealth Management, Inc., a small investment advisory firm headquartered in San Rafael, CA, provides expert financial services to its clients. With three dedicated employees, the firm specializes in investment advisory services, catering primarily to high net worth individuals. With an average of $90,520,000 in assets under management per investment advisor, Stewart Wealth Management's performance aligns with industry standards. The compensation structure at Stewart Wealth Management, Inc. is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm prides itself on its ability to manage a wide range of assets, boasting over $344,275,000 in total assets under management spread across more than 180 individual clients. Although 401K and individual accounts account for less than 30% of the firm's assets under management, Stewart Wealth Management, Inc. possesses the necessary expertise to handle employer funds as well. With an impressive 83% of assets under management being discretionary, the firm showcases its discretionary investment management capabilities. Stewart Wealth Management, Inc. distinguishes itself through its experienced team of advisors, including long-tenured professionals such as David Wolfensperger, Benjamin Stewart, and Jared Barnecut. These seasoned experts bring their extensive knowledge and industry insights to provide comprehensive financial guidance and ensure clients' financial well-being. With one office serving as their headquarters, Stewart Wealth Management, Inc. continues to deliver tailored investment strategies and personalized service to their valued clients in San Rafael and beyond.
MCM WEALTH
MCM WEALTH
Novato, California
MCM Wealth, headquartered in Novato, CA, is a prominent local investment advisory firm dedicated to providing top-notch financial services. With six highly skilled employees, each specializing in investment advisory services, they deliver exceptional expertise and personalized guidance to their esteemed clientele. Renowned for their exceptional track record, MCM Wealth boasts an impressive average of approximately $358,660,000 in assets under management per investment advisor, surpassing the industry average by a significant margin. The firm's compensation structure is diverse and designed to align with their clients' interests. It includes a combination of a percentage of assets under management, fixed fees, and performance-based fees, ensuring that MCM Wealth's success is directly tied to the success of their clients' investments. With over ten individual clients entrusting them with assets totaling over $124,500,000, the firm has solidified its position as a trusted steward of wealth. MCM Wealth predominantly serves high net worth individuals, managing a majority of discretionary assets, accounting for 62% of the total assets under their purview. This emphasis on discretionary management reflects their commitment to providing comprehensive financial solutions tailored to each client's unique goals and risk tolerance. As a firm deeply rooted in the local community, MCM Wealth operates from five strategically located offices. Their team includes seasoned professionals such as Matthew Gropp, Geoffrey Hakim, and Michael Haas, who possess extensive experience and expertise in the financial industry. Their dedication to delivering exceptional results and building lasting relationships sets MCM Wealth apart as a trusted partner in achieving financial success.
WETHERBY ASSET MANAGEMENT
WETHERBY ASSET MANAGEMENT
San Francisco, California
Wetherby Asset Management, a renowned regional investment advisory firm headquartered in San Francisco, CA, boasts an impressive track record in managing the financial interests of high net worth individuals. With over 50 individual clients and an astounding $6,531,453,000 in assets under management, Wetherby Asset Management has established itself as a trusted partner for those seeking tailored investment strategies. Operating from four strategically located offices, Wetherby Asset Management caters to a diverse clientele seeking expert financial guidance. Their team of 89 dedicated professionals includes 47 skilled investment advisors who deliver personalized solutions to meet clients' unique financial goals. As an investment advisory firm, Wetherby Asset Management predominantly offers discretionary services, managing a staggering 96% of the assets entrusted to their care. This approach allows the firm to exercise expert judgment in crafting portfolios that align with each client's risk tolerance and investment objectives. Wetherby Asset Management's compensation structure reflects their commitment to transparency and client-centric service. They offer various fee models, including a percentage of assets under management, hourly charges, and fixed fees, providing flexibility to accommodate different client needs. A key indicator of their success is the exceptional average assets under management per investment advisor, standing at approximately $138,970,000. This figure surpasses industry standards, underscoring Wetherby Asset Management's ability to effectively manage substantial portfolios. With a focus on long-term relationships, Wetherby Asset Management is proud to have several experienced advisors who have built enduring partnerships with clients. Notable among them are Christina Covalesky, Karen Leech, and Christopher Hauswirth, exemplifying the firm's dedication to delivering exceptional financial guidance and ensuring client satisfaction.
BERSOT CAPITAL MANAGEMENT, LLC
BERSOT CAPITAL MANAGEMENT, LLC
Tiburon, California
Bersot Capital Management, LLC, based out of Tiburon, CA, is a small investment advisory firm dedicated to providing personalized financial solutions to its clients. With three employees, including Mary Bersot and Nicholas Risser, who are both experienced and registered advisors, the firm offers expert guidance and strategic investment advice. With an impressive average of approximately $43,220,000 in assets under management per investment advisor, Bersot Capital Management ensures that its clients' portfolios receive individualized attention. They primarily cater to high net worth individuals, managing over $151,745,000 in assets for more than 10 individual clients. At Bersot Capital Management, client satisfaction is paramount, and the firm employs a compensation structure that includes various types, such as a percentage of assets under management. By aligning their interests with those of their clients, they strive to build long-term relationships and deliver consistent results. Operating with complete discretion, Bersot Capital Management exercises full control over 100% of the assets they manage. This autonomy allows them to make informed investment decisions tailored to each client's unique financial goals and risk tolerance. Located in Tiburon, CA, Bersot Capital Management serves as a trusted partner, helping individuals navigate the complexities of the financial markets and achieve their wealth management objectives. With their expertise, personalized approach, and commitment to excellence, Bersot Capital Management stands as a reliable choice for those seeking professional investment advisory services.
CATALYST PRIVATE WEALTH, LLC
CATALYST PRIVATE WEALTH, LLC
San Francisco, California
Catalyst Private Wealth, LLC is a highly reputable investment advisory firm located in San Francisco, CA. With a team of six dedicated professionals, they specialize in providing exceptional financial guidance and investment management services to their esteemed clientele. Five of their employees are experienced investment advisors, and their collective expertise helps their clients navigate the complexities of the financial markets. Catalyst Private Wealth stands out from its competitors with an impressive average of approximately $379,860,000 in assets under management per investment advisor, surpassing industry standards. This demonstrates their ability to effectively manage substantial portfolios and deliver superior results. Their compensation structure includes various models, such as a percentage of assets under management, ensuring a strong alignment of interests with their clients. With over 170 individual clients and assets under management exceeding $194,740,000, Catalyst Private Wealth caters primarily to high-net-worth individuals. Although 401(k) and individual accounts make up less than 30% of their managed assets, the firm possesses the capacity to effectively manage employer funds as well. Notably, all the assets they manage are handled on a discretionary basis, offering clients a hassle-free investment experience. In addition to their investment advisory services, Catalyst Private Wealth also serves as a registered representative of a broker-dealer, enabling them to provide a comprehensive range of financial solutions to their clients. Their local presence in San Francisco, with a single office, allows them to deliver personalized and attentive service to their clients. Catalyst Private Wealth takes pride in its team of dedicated advisors, including industry veterans like Mitchell Sands, Brendan Connaughton, and John Dodd, who have achieved significant tenure at the firm. Their extensive experience and deep market knowledge further enhance the firm's ability to deliver exceptional results and build long-lasting client relationships.
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FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
San Francisco, California
Based out of San Francisco, California, First Republic Investment Management, Inc. is a well-established regional investment advisory firm with a stellar reputation. With over 14,650 individual clients and an impressive $139,511,326,000 in assets under management, the company has garnered trust and loyalty from a wide range of investors. Boasting 38 offices across the region, they are conveniently located to serve their diverse client base effectively. In addition to their investment advisory services, First Republic Investment Management, Inc. offers a comprehensive suite of financial solutions. As a commodity pool operator or commodity trading advisor, they possess expertise in this specialized area. They also function as an insurance broker or agent, catering to clients' risk management needs. With their broad range of services, the firm ensures that clients' investment portfolios align with their financial goals and risk appetite. A remarkable 76% of the assets managed by First Republic Investment Management, Inc. are handled on a discretionary basis, indicating a high level of trust and confidence in their investment strategies. Their compensation structure is flexible, including various types such as a percentage of assets under management, fixed fees, and performance-based fees, ensuring alignment of interests with their clients. With a team of 1165 employees, including 720 dedicated to providing investment advisory services, the firm boasts a robust workforce. Their advisors are highly experienced, and several of the longest-tenured professionals include Kristin Nicholson, Gary Pollock, and Elizabeth Palomeque. On average, each investment advisor manages approximately $193,770,000 in assets under management, surpassing industry standards. First Republic Investment Management, Inc. distinguishes itself as a trusted partner in wealth management, delivering personalized strategies and unparalleled client service.
LUMINA FINANCIAL CONSULTANTS, LLC
LUMINA FINANCIAL CONSULTANTS, LLC
Mill Valley, California
Lumina Financial Consultants, LLC, headquartered in Mill Valley, CA, is a prominent investment advisory firm with a local presence and three offices. With a team of six dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Each investment advisor at Lumina Financial Consultants manages an average of approximately $76,580,000 in assets under management, which falls within the industry average. Their compensation structure encompasses various models, including a percentage of assets under management and performance-based fees. With a robust portfolio, Lumina Financial Consultants serves over 20 individual clients, skillfully overseeing more than $132,172,000 in assets under management. While the firm predominantly manages assets for high-net-worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. An impressive 98% of the assets entrusted to Lumina Financial Consultants are under their discretionary management. This high level of trust reflects the firm's strong reputation for delivering tailored and strategic investment solutions to meet clients' unique financial goals. Lumina Financial Consultants takes pride in its experienced team, which includes renowned advisors like Colette Kolanko, Laurie Fried, and Jean Schwarz. Their extensive tenure at the firm ensures a wealth of knowledge and expertise, further solidifying Lumina Financial Consultants as a trusted partner in the world of investment advisory services.
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