Herring RIA Sub, LLC is a respected investment advisory firm, specializing in managing assets for both employer 401K plans and individual clients. Based in San Francisco, CA, the firm operates from a single office and is renowned for its expertise and personalized approach to wealth management. With a client base exceeding 1,050 individuals, Herring RIA Sub, LLC manages assets totaling over $421,000. Their portfolio primarily consists of assets from employer 401K plans and individual accounts, representing over 80% of their assets under management. The firm's strong qualifications make them a trusted choice for employers seeking efficient management of their 401K plans. The firm exercises full discretion over 100% of the assets they manage, allowing them to make well-informed investment decisions aligned with clients' financial goals. Herring RIA Sub, LLC offers a compensation structure tailored to clients' needs, although specific details are not provided. With a dedicated team of nine employees, three of whom provide expert investment advisory services, the firm ensures exceptional client service. The average assets under management per investment advisor amount to approximately $140,000, reflecting the firm's commitment to maintaining a high level of personalized attention for each client. Philip Wettersten and Theodore Katsoulis are among the longest-tenured registered advisors at Herring RIA Sub, LLC, contributing their extensive experience and expertise to the firm's success. Herring RIA Sub, LLC continues to be a reputable partner in guiding clients toward their financial objectives, offering comprehensive investment advisory services with a focus on delivering exceptional value and tailored solutions.

Kennicott Capital Management LLC, headquartered in Corte Madera, CA, is a small and esteemed investment advisory firm. With a team of two dedicated professionals, Kennicott Capital Management specializes in providing comprehensive investment advisory services to a diverse client base. Each investment advisor at the firm manages an average of $6,240,000 in assets under management, ensuring personalized attention and strategic guidance for every client. The compensation structure at Kennicott Capital Management is designed to align the interests of the firm with those of its clients. It encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. This flexible approach allows the firm to cater to the unique needs and preferences of individual clients. Kennicott Capital Management LLC boasts an impressive portfolio, managing over $315,047,000 in assets under management for more than 20 individual clients. The majority of these assets are held by high net worth individuals who trust the firm's expertise and track record. The firm distinguishes itself by offering discretionary management services, meaning that clients grant Kennicott Capital Management full authority to make investment decisions on their behalf. This arrangement allows for efficient decision-making and timely execution of investment strategies. Led by Lawrence Dan, one of the longest-tenured registered advisors since 2004, Kennicott Capital Management maintains a reputation for providing personalized and reliable investment advisory services. With its strong presence in Corte Madera, CA, the firm operates from a single office, fostering close relationships with its valued clientele.

Brio Financial Group, based out of San Francisco, CA, is a reputable local investment advisory firm providing comprehensive financial services to clients. With a total of 16 skilled employees, including 8 dedicated investment advisors, they have established themselves as a trusted partner in managing assets. Each investment advisor at Brio Financial Group boasts an impressive average of approximately $42,150,000 in assets under management. The firm's compensation structure is designed to align with their clients' needs and preferences. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. With over 570 individual clients, Brio Financial Group manages an extensive portfolio totaling over $621,640,000 in assets. Their expertise lies in serving high-net-worth individuals, and they have a strong track record in managing assets from employer 401Ks and individuals alike, constituting around half of their assets under management. Their experience and proficiency in this area set them apart from competitors. Brio Financial Group operates from a single office in San Francisco, catering to a diverse range of clients' financial needs. The firm's success is underscored by the dedication and knowledge of their longest-tenured advisors, including Gene Elliott, Brandon Miller, and Pamela Schmitz. These experienced professionals embody the firm's commitment to delivering personalized financial solutions and assisting clients in achieving their investment objectives. In summary, Brio Financial Group is a well-established investment advisory firm based in San Francisco, CA, offering expert financial services to a substantial client base. Their comprehensive range of offerings, seasoned advisors, and successful track record make them a reliable choice for individuals and organizations seeking tailored investment solutions.

Burr Financial Services, LLC is a small investment advisory firm headquartered in Pleasant Hill, CA. With a single office location, they specialize in providing investment advisory services. The firm comprises a team of three dedicated employees, all of whom possess expertise in investment advisory services. On average, each investment advisor at Burr Financial Services manages approximately $27,140,000 in assets under management. The compensation structure at Burr Financial Services includes various types, such as a percentage of assets under management. Notably, around 50% of their assets under management originate from employer 401Ks or individuals, indicating their strong presence and experience in this particular segment. Moreover, the firm operates on a discretionary basis, meaning they have full authority to make investment decisions on behalf of their clients. Burr Financial Services, LLC takes pride in serving a diverse clientele, with over 300 individual clients relying on their expertise. Collectively, these clients entrust the firm with more than $81,419,000 in assets under management. The firm boasts a roster of seasoned advisors, including Ryan Wood, Brent Burr, and Michael Killeen, who have demonstrated remarkable longevity and expertise in the industry. With their base in Pleasant Hill, CA, Burr Financial Services, LLC remains committed to providing comprehensive investment advisory services to their clients. By leveraging their extensive experience and utilizing their discretionary management approach, the firm aims to assist clients in achieving their financial goals and securing their financial future.

Willow Creek Wealth Management, Inc. is a reputable local investment advisory firm based out of Sebastopol, CA. With its one office location, the firm is committed to providing comprehensive investment advisory services to a diverse clientele. With a team of 19 dedicated professionals, 13 of whom specialize in investment advisory services, Willow Creek Wealth Management, Inc. ensures a personalized approach for each client. The firm manages an average of approximately $116,580,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure offers flexibility, including options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts comprise less than 30% of their assets under management, Willow Creek Wealth Management, Inc. possesses the expertise to effectively manage employer funds. Impressively, 95% of the assets they manage are discretionary, showcasing the trust clients place in their expertise. Catering primarily to high-net-worth individuals, the firm oversees a substantial client base of over 420 individuals, with assets under management exceeding $1,515,485,000. Willow Creek Wealth Management, Inc. prides itself on its team's experience and commitment to excellence. Notably, the firm boasts several long-tenured advisors, including Jason Gittins, Heather Belli, and Bruce Dzieza. These seasoned professionals contribute to the firm's outstanding reputation and track record of delivering sound investment strategies and personalized financial advice. With a focus on integrity, expertise, and client satisfaction, Willow Creek Wealth Management, Inc. strives to help its clients achieve their financial goals and secure their financial future.

Sequoia Planning & Investments LLC is a small investment advisory firm based in Walnut Creek, CA, with over 10 individual clients and assets under management totaling more than $161,532,000. With their dedication to personalized service, Sequoia Planning & Investments caters primarily to high net worth individuals seeking comprehensive financial planning and investment management solutions. Led by experienced professionals, this firm operates from a single office location, serving clients with utmost commitment and expertise. Approximately 4% of the assets under their management are handled with discretionary authority, showcasing their ability to make informed investment decisions on behalf of their clients. Sequoia Planning & Investments LLC adopts a flexible compensation structure, offering various fee arrangements including a percentage of assets under management and hourly charges. This approach ensures alignment with their clients' unique needs and provides transparency in their billing practices. With a team of two dedicated employees, Sequoia Planning & Investments maintains an exceptional average of approximately $161,530,000 in assets under management per investment advisor, significantly surpassing industry standards. Notably, Paul Murk stands as one of the firm's longest-tenured registered advisors, having been with the company since 1998. His extensive experience and commitment to client success exemplify the firm's core values of trust and longevity. Sequoia Planning & Investments LLC continues to deliver tailored financial planning and investment strategies, aiming to help their clients achieve their financial goals while providing a personalized approach to wealth management.

Bunker is a reputable investment advisory firm headquartered in San Francisco, CA. With its single office location, the company operates as a small-scale enterprise. Within its workforce of 14 dedicated professionals, four of them specialize in delivering top-notch investment advisory services to clients. Bunker boasts an impressive average of $490,000 in assets under management per investment advisor, highlighting their ability to handle substantial portfolios effectively. The firm's compensation structure includes various types, such as a percentage of assets under management. Notably, Bunker garners significant trust from employer 401Ks and individuals, which collectively constitute around half of their assets under management. Their extensive experience in this domain has allowed them to develop a robust track record and establish a strong foothold. Bunker operates on a discretionary basis, managing 100% of the assets under their purview. Primarily catering to high net worth individuals, the company showcases its expertise in catering to clients with considerable wealth. Currently, Bunker proudly oversees the financial interests of over ten individual clients, managing assets totaling more than $1,980,000. With their strategic location in the vibrant financial hub of San Francisco and a team of highly skilled professionals, Bunker stands as a reliable investment advisory firm, dedicated to maximizing returns and delivering exceptional service to their esteemed clientele.

JDH Wealth Management, LLC is a well-established investment advisory firm based out of Santa Rosa, CA. With over 30 individual clients and a remarkable $286,041,000 in assets under management, JDH Wealth Management is dedicated to helping their clients achieve their financial goals. As a small firm with one office, they prioritize providing personalized and attentive service to each client. In addition to investment advisory services, JDH Wealth Management also serves as an insurance broker or agent, offering comprehensive coverage options to ensure their clients' financial security. The firm manages 100% of the assets under their care on a discretionary basis, demonstrating their expertise in making informed investment decisions on behalf of their clients. Specializing in catering to high-net-worth individuals, JDH Wealth Management is well-versed in the complexities of managing substantial wealth. Their compensation structure includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment with their clients' interests. With three dedicated employees, JDH Wealth Management maintains a high level of expertise and attention to detail. Their investment advisors, including Matthew Delaney, boast an impressive average of approximately $286,040,000 in assets under management per advisor, surpassing the industry average. Matthew Delaney, one of the firm's longest-tenured registered advisors, has been with JDH Wealth Management since 2006, bringing extensive experience and deep understanding of the financial markets.

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.

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.

Thomas Doll is a renowned investment advisory firm located in Walnut Creek, CA, catering to a diverse client base. With over 540 individual clients and an impressive $1,252,444,000 in assets under management, they have established themselves as a trusted entity in the financial industry. Operating from a single office, Thomas Doll offers comprehensive investment advisory services. While the firm primarily focuses on managing discretionary assets, including employer funds, they also handle 401K and individual accounts, albeit constituting less than 30% of their total assets. Thomas Doll's compensation structure is multifaceted, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. Boasting a dedicated team of 13 employees, with 10 of them specializing in investment advisory services, Thomas Doll ensures that each client receives personalized attention. On average, each investment advisor manages approximately $125,240,000 in assets under management, which aligns with the industry standard. Notably, the firm takes pride in its long-serving advisors, including John Werhan, Barry Oliver, and Joseph Kalinowski, who bring a wealth of experience and expertise to the table. Their collective knowledge and commitment to delivering exceptional service contribute to Thomas Doll's reputation as a reliable and respected investment advisory firm. Overall, Thomas Doll stands as a prominent player in the financial landscape, offering tailored solutions and effective wealth management strategies to clients in Walnut Creek and beyond.

Ridgecrest Wealth Partners, LLC is a respected small investment advisory firm based in Mill Valley, CA, with a singular office catering to a discerning client base. With a total of three dedicated employees, two of whom provide expert investment advisory services, Ridgecrest Wealth Partners, LLC offers personalized financial guidance to their clients. The firm's investment advisors boast an average of approximately $94,990,000 in assets under management per advisor, aligning with the industry average. This demonstrates their ability to effectively manage substantial portfolios and ensure optimal financial outcomes for their clients. Ridgecrest Wealth Partners, LLC serves over 130 individual clients, overseeing a combined total of $487,102,000 in assets under management. The majority of these assets are dedicated to high-net-worth individuals, showcasing the firm's expertise in meeting the complex financial needs of affluent clients. An impressive 54% of the assets they manage are under discretionary management, reflecting the trust clients place in Ridgecrest Wealth Partners, LLC's expertise and decision-making processes. In addition to investment advisory services, Ridgecrest Wealth Partners, LLC also offers insurance brokerage services, enhancing their ability to provide comprehensive financial solutions to their clients. The firm operates out of a single office in Mill Valley, CA, maintaining a close-knit and client-focused approach. Notably, Christopher Coble and Steven Romjue are two of the longest-tenured registered advisors at Ridgecrest Wealth Partners, LLC, contributing extensive experience and knowledge to the firm's operations. Ridgecrest Wealth Partners, LLC's commitment to personalized service, deep financial expertise, and trusted advisory relationships position them as a reliable partner for clients seeking comprehensive investment and insurance solutions in Mill Valley, CA, and beyond.