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.

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.

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, 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.

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.

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, 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.

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.

Westend Capital Management, LLC is a reputable investment advisory firm located in Sausalito, CA. With its single office, the company serves a diverse clientele, managing a total of $174,329,000 in assets under management for over 80 individual clients. Their primary focus is on high net worth individuals, catering to their unique financial needs and goals. Led by experienced professionals, Westend Capital Management, LLC has a dedicated team of five employees, with two of them specializing in providing expert investment advisory services. Each investment advisor oversees an average of approximately $87,160,000 in assets under management, a figure that aligns with industry standards. The compensation structure at Westend Capital Management, LLC includes various types, such as a percentage of assets under management and performance-based fees. While the firm primarily manages discretionary assets, they also possess the capability to oversee employer funds, although 401K and individual accounts account for less than 30% of their assets under management. In addition to investment advisory services, Westend Capital Management, LLC offers insurance brokering and agent services, ensuring comprehensive financial coverage for their clients. Gustave Ozag and George Bolton, two highly experienced registered advisors, have been instrumental in the firm's success, bringing their expertise and longevity to the team. Overall, Westend Capital Management, LLC distinguishes itself as a trusted and capable investment advisory firm, providing personalized financial strategies and wealth management solutions to high net worth individuals in the Sausalito area and beyond.

ADVISOR PARTNERS: A Premier Investment Advisory Firm in Walnut Creek, CA Based out of Walnut Creek, California, Advisor Partners is a leading investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With its main office situated in the heart of the city, Advisor Partners caters to a diverse clientele seeking personalized wealth management services. With a team of nine dedicated professionals, five of whom specialize in investment advisory services, Advisor Partners boasts a high level of expertise and experience. Their extensive knowledge and commitment to excellence enable them to effectively manage a significant amount of assets under management, averaging around $388,520,000 per investment advisor, surpassing industry standards. The compensation structure at Advisor Partners is designed to align the interests of both clients and advisors. It includes a percentage-based fee structure tied to the assets under management, ensuring that the firm's success is directly linked to its clients' financial growth. While Advisor Partners predominantly manages assets for high net worth individuals, they also possess the capability to oversee employer funds. Despite 401K and individual accounts representing less than 30% of their assets under management, the firm takes a discretionary approach, having full authority to make investment decisions on behalf of their clients. With over 240 individual clients and a remarkable $1,942,594,000 in assets under management, Advisor Partners has established itself as a trusted advisor within the local community. The firm takes pride in its team's longevity and experience, with notable advisors such as Cesar Delgado Inilopu, Jia Xu, and Elena Gorskaya, who have been instrumental in building long-term relationships with clients. Overall, Advisor Partners is committed to delivering exceptional financial guidance and investment management solutions, empowering their clients to achieve their financial goals with confidence and peace of mind.

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.