Atlas Capital Advisors Inc. is a leading local investment advisory firm headquartered in the bustling city of San Francisco, CA. With a single office, the company has established itself as a prominent player in the financial industry. With a dedicated team of 10 professionals, including 6 specialized investment advisors, Atlas Capital Advisors Inc. provides expert guidance to clients seeking to maximize their investment potential. Renowned for their exceptional performance, Atlas Capital Advisors Inc. boasts an impressive average of approximately $130,700,000 in assets under management per investment advisor, surpassing the industry average. This exceptional track record is attributed to their diligent approach and commitment to delivering optimal results for their clients. The compensation structure at Atlas Capital Advisors Inc. is designed to align the interests of the firm with those of its clients. It encompasses various types, including a percentage of assets under management and performance-based fees. Notably, 91% of the assets they manage are under their discretionary control, allowing them to execute investment strategies effectively. With a focus on high-net-worth individuals, Atlas Capital Advisors Inc. manages over $784,200,000 in assets for more than 30 individual clients. The firm takes pride in nurturing long-term relationships, and this is exemplified by the presence of esteemed advisors such as Jonathan Tunney, Daniel Krebs, and Marc Roth, who have served the company faithfully for many years. Atlas Capital Advisors Inc. exemplifies expertise, integrity, and a steadfast commitment to delivering exceptional financial solutions to their valued clients. As a trusted partner, they empower individuals to navigate the complexities of the investment landscape and achieve their financial goals with confidence.

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.

Sofi Wealth LLC is a local investment advisory firm based out of San Francisco, CA. With 5 offices, the company boasts a strong presence in the financial industry. Comprised of 70 dedicated employees, Sofi Wealth LLC offers a range of services, including investment advisory expertise. With an average of $67,130,000 in assets under management per investment advisor, Sofi Wealth LLC stands on par with the industry average. Their compensation structure encompasses various types, ensuring flexibility and tailored solutions for their clients. Impressively, over 80% of the firm's assets under management are derived from employer 401K plans or individual clients. This highlights their extensive experience and proficiency in managing both corporate and individual portfolios. Sofi Wealth LLC possesses the necessary qualifications to effectively oversee 401K plans for employers and employees alike. Operating with discretion, Sofi Wealth LLC manages 100% of the assets entrusted to them. This professional approach instills trust and confidence in their clients, who value the firm's expertise and commitment to achieving financial goals. Sofi Wealth LLC's track record speaks for itself, as evidenced by their extensive client base of over 136,150 individuals and impressive $671,301,000 in assets under management. The company prides itself on having a team of experienced advisors, including notable individuals such as Sean Hytry, Richard Jones, and Tyler Clark, who have demonstrated longstanding dedication to the firm. With their local presence, comprehensive services, and seasoned professionals, Sofi Wealth LLC is well-equipped to provide exceptional investment advisory services to individuals and employers in the San Francisco area and beyond.

Perigon Wealth Management, LLC is a leading regional investment advisory firm based in San Francisco, CA. With over 20 years of experience, Perigon Wealth Management has established itself as a trusted partner in the financial industry. With 36 offices strategically located across the region, the firm serves a diverse client base of over 2,310 individuals. With an impressive $4,830,369,000 in assets under management, Perigon Wealth Management offers comprehensive financial solutions to its clients. While their expertise extends beyond individual accounts and 401Ks, representing less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Perigon Wealth Management focuses on discretionary asset management, with approximately 84% of the assets they oversee being discretionary in nature. Their primary clientele consists of high-net-worth individuals who benefit from the firm's personalized approach and commitment to achieving their financial goals. The firm's compensation structure offers flexibility, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. With 98 dedicated employees, including 61 highly skilled investment advisors, Perigon Wealth Management ensures that clients receive expert guidance tailored to their unique financial needs. Notably, Perigon Wealth Management boasts a team of seasoned advisors, including Daniel McAuliffe, Charles Pinson-Rose, and Arthur Ambarik, who have demonstrated exceptional expertise and loyalty to the firm. With an average of approximately $79,190,000 in assets under management per investment advisor, Perigon Wealth Management is on par with industry standards, solidifying their position as a respected and reliable wealth management partner.

MONTCALM TCR LLC, a small investment advisory firm headquartered in San Francisco, CA, is dedicated to providing comprehensive financial guidance to its clients. With a single office location, the firm employs a total of three skilled professionals, two of whom specialize in offering investment advisory services. Backed by their collective expertise, Montcalm TCR LLC manages an average of approximately $92,090,000 in assets under management per investment advisor, placing them on par with industry standards. The firm's compensation structure encompasses various approaches, including a percentage of assets under management and hourly charges, ensuring flexibility and tailored solutions for their diverse clientele. Although less than 30% of their assets under management are allocated to 401K and individual accounts, Montcalm TCR LLC possesses the capability to effectively manage employer funds. Notably, the firm exercises complete discretion over 100% of the assets they oversee, instilling trust and confidence in their clients. Montcalm TCR LLC primarily serves high net worth individuals, managing substantial assets for over 10 individual clients, totaling more than $184,185,000. Among their accomplished team, Holly Ruxin stands as one of the longest-tenured registered advisors, having been with the firm since 2012. With a steadfast commitment to professionalism and client satisfaction, Montcalm TCR LLC positions itself as a trusted partner in navigating the complex landscape of investment management and financial planning.