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.

Maxwell Wealth is a small investment advisory firm based out of Pleasanton, CA, with one office. With a team of three dedicated professionals, Maxwell Wealth offers comprehensive investment advisory services to its clients. Drawing upon their extensive expertise, they manage an impressive average of $44,130,000 in assets under management per investment advisor. Maxwell Wealth has established a reputation for excellence in handling various compensation structures, such as a percentage of assets under management and fixed fees. Their expertise lies particularly in managing employer 401Ks and individual portfolios, which collectively account for approximately half of their assets under management. This specialization is a testament to their strong track record and experience in this space. The firm takes pride in its discretionary management approach, as 92% of the assets they handle are managed with the utmost autonomy. This approach allows Maxwell Wealth to make informed investment decisions that align with their clients' financial goals and risk tolerance. With over 90 individual clients, Maxwell Wealth effectively oversees a substantial amount of wealth, with over $132,390,000 in assets under management. The firm's success can be attributed to the knowledge and expertise of their longest-tenured advisors, including Benjamin Bradford, Tracie Glaros, and James Maxwell. Maxwell Wealth's commitment to providing personalized investment advisory services, coupled with their expertise in managing diverse portfolios, positions them as a trusted partner for individuals and businesses seeking to optimize their financial strategies and achieve long-term success.

Lewis Asset Management, a well-established investment advisory firm, operates out of Lafayette, CA, with two office locations. Comprising a small yet dedicated team of three employees, all of whom provide investment advisory services, the firm delivers comprehensive financial guidance to its clients. With an average of approximately $51,220,000 in assets under management per investment advisor, Lewis Asset Management aligns with the industry average, ensuring personalized attention and tailored solutions for each client. Their compensation structure includes a percentage of assets under management, offering a transparent and mutually beneficial arrangement. While 401K and individual accounts contribute to less than 30% of their assets under management, Lewis Asset Management possesses the capability to effectively manage employer funds, expanding their service offerings. Notably, an impressive 90% of the assets they manage are under discretionary management, highlighting their clients' confidence in their investment expertise. Specializing in serving high net worth individuals, Lewis Asset Management demonstrates its proficiency in managing substantial assets. Additionally, the firm provides insurance brokerage services, further diversifying their offerings to meet clients' evolving needs. With a client base of over 160 individuals, Lewis Asset Management expertly manages a portfolio exceeding $153,656,000 in assets. The firm takes pride in its experienced team, with Mark Phillips, Eric Aposhian, and David Lewis serving as some of the longest-tenured advisors, exemplifying their commitment to providing trusted financial guidance. Lewis Asset Management remains dedicated to delivering personalized investment advisory services, leveraging their knowledge and expertise to help clients achieve their financial goals. As a trusted partner, the firm continues to prioritize client satisfaction while navigating the complexities of wealth management and insurance services.

Crawford Financial Planning & Consulting, headquartered in Modesto, CA, is a reputable investment advisory firm with a strong presence in the industry. With a team of two dedicated professionals, they offer expert financial planning and consulting services to a diverse clientele. Gregory Crawford, one of the firm's longest-tenured registered advisors, has been instrumental in providing valuable insights and guidance since joining in 2016. The firm boasts an impressive track record, managing an average of approximately $339,220,000 in assets under management per investment advisor, significantly surpassing the industry average. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' interests. Crawford Financial Planning & Consulting serves over 120 individual clients, skillfully managing their assets totaling more than $111,037,000. The majority of their clients consist of high-net-worth individuals, and their expertise in handling employer 401Ks and individual assets is noteworthy. All the assets entrusted to the firm are managed on a discretionary basis, reflecting the high level of trust their clients place in their capabilities. Operating out of a single office, Crawford Financial Planning & Consulting delivers personalized, tailored financial solutions to meet their clients' specific needs. With their extensive experience, dedication, and commitment to excellence, they have earned a stellar reputation in the industry. Clients can rely on Crawford Financial Planning & Consulting to provide sound financial advice and expert guidance, ensuring their financial goals are met with precision and efficiency.

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.

Mraz, Amerine & Associates, Inc., headquartered in Modesto, CA, is a distinguished investment advisory firm catering to over 350 individual clients. With a remarkable $586,806,000 in assets under management, they possess extensive expertise in handling diverse financial portfolios. While employer funds constitute a significant portion of their assets, 401K and individual accounts make up less than 30% of their portfolio. Notably, all the assets they manage are discretionary, ensuring a tailored approach to meet each client's unique investment goals. With a strong focus on high-net-worth individuals, Mraz, Amerine & Associates, Inc. provides comprehensive wealth management services. Their team of 8 dedicated professionals includes 6 experienced investment advisors who offer personalized guidance and strategic financial planning. The firm's exceptional investment advisory team collectively manages an average of approximately $97,800,000 in assets per advisor, aligning with the industry average. Mraz, Amerine & Associates, Inc. employs a flexible compensation structure, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. This diverse approach ensures transparency and flexibility when it comes to their clients' financial arrangements. At Mraz, Amerine & Associates, Inc., the firm's longstanding success is owed to the expertise and commitment of their advisors. Notable individuals like Benjamin Johnson, Deidre Johnson, and David Mraz have consistently provided exceptional service to their clients, contributing to the firm's sterling reputation in the industry. As a local investment advisory firm, Mraz, Amerine & Associates, Inc. is deeply rooted in the Modesto community, delivering trusted financial guidance with integrity and professionalism.

Archvest Wealth Advisors, Inc. is a reputable investment advisory firm located in Concord, CA. With a single office, they provide comprehensive financial services to clients in the local community and beyond. The firm boasts a dedicated team of seven professionals, five of whom specialize in investment advisory services. Drawing from their extensive knowledge and expertise, Archvest Wealth Advisors manages an average of $47,700,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and fairness for their clients. Although 401K and individual accounts account for less than 30% of their assets under management, Archvest Wealth Advisors possesses the capacity to effectively manage employer funds. Remarkably, 98% of the assets they oversee are under discretionary management, reflecting their clients' trust in the firm's decision-making abilities. Focusing primarily on high-net-worth individuals, Archvest Wealth Advisors proudly serves a diverse portfolio of over 130 individual clients, whose combined assets under management exceed $238,500,000. The firm takes pride in its long-standing relationships and experienced advisors. Notable individuals, such as Jill Shibuya, John Wenzel, and Eric Lai, have demonstrated their dedication and commitment to client success over the years. Archvest Wealth Advisors, Inc. continues to prioritize client satisfaction by offering tailored financial solutions and maintaining a strong presence in the Concord community. Their unwavering commitment to excellence and personalized service distinguishes them as a trusted partner in achieving financial goals.

Burton Enright Welch, a prominent investment advisory firm based in Walnut Creek, CA, caters to a diverse clientele of over 130 individual clients. With an impressive $922,644,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Focused on delivering personalized financial solutions, Burton Enright Welch operates from a single office and prides itself on its local roots and community involvement. Specializing in discretionary asset management, the firm predominantly serves high net worth individuals seeking comprehensive investment strategies. Their compensation structure reflects their commitment to transparency and client-centric approach, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. With a dedicated team of 17 employees, including ten experienced investment advisors, Burton Enright Welch maintains an optimal client-to-advisor ratio, ensuring personalized attention and tailored solutions for each client. The firm's average assets under management per investment advisor amount to approximately $92,260,000, positioning them within the industry average. Burton Enright Welch takes pride in its team of skilled professionals, including the firm's longest tenured advisors Jeremy Welch, Peter Burton, and Robert Enright. Their expertise and commitment to client success have contributed significantly to the firm's solid reputation and continued growth. As a trusted partner in wealth management, Burton Enright Welch is committed to providing expert guidance, personalized solutions, and exceptional service to their valued clients, empowering them to achieve their financial goals with confidence.

Van Hulzen Asset Management, a local investment advisory firm based out of El Dorado Hills, CA, is dedicated to providing exceptional financial services to its clients. With 19 employees, including 10 experienced investment advisors, the firm offers a comprehensive range of investment advisory services. Each advisor manages an average of approximately $117,500,000 in assets, a figure that aligns with the industry average. Van Hulzen Asset Management prides itself on its client-focused approach and a compensation structure that caters to diverse needs. Their compensation options include a percentage of assets under management as well as hourly charges, ensuring flexibility and transparency for their clients. The firm has amassed an impressive client base, serving over 800 individual clients with a substantial $1,464,848,000 in assets under management. While 401K and individual accounts make up less than 30% of their managed assets, Van Hulzen Asset Management possesses the expertise to effectively manage employer funds as well. Notably, a significant majority (99%) of the assets they oversee are under discretionary management. With five offices, Van Hulzen Asset Management is well-positioned to serve clients in the El Dorado Hills area and beyond. The firm takes pride in its team of highly experienced advisors, several of whom have demonstrated long-term commitment to the company. Among these dedicated professionals are Bradley Nicholson, Christopher Schreur, and Craig Vanhulzen, whose tenure reflects their expertise and commitment to client success. Overall, Van Hulzen Asset Management combines its local presence, experienced team, and commitment to tailored financial solutions to help clients navigate the complexities of investment management and achieve their financial goals.

Prosperity Financial Group, Inc. is a reputable investment advisory firm headquartered in San Ramon, CA, with three office locations. With a team of eight dedicated professionals, Prosperity Financial Group offers comprehensive investment advisory services to a diverse clientele. Each advisor manages an average of $26,650,000 in assets, demonstrating their expertise in wealth management. The firm's compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. A notable aspect of Prosperity Financial Group's portfolio is its substantial expertise in managing employer 401Ks and individual investments, which account for approximately half of their assets under management. The firm boasts a remarkable track record of successfully managing discretionary assets, with all the assets they oversee falling under this category. With over 1,030 individual clients and a total of $213,169,000 in assets under management, Prosperity Financial Group has established itself as a trusted partner for individuals seeking financial growth and security. Prosperity Financial Group takes pride in its experienced team, including some of the longest tenured advisors in the firm, namely Cesar Dantes, Charles Ballweg, and Elliot Kallen. Their extensive knowledge and industry expertise contribute to the firm's ability to provide tailored investment strategies that align with clients' financial goals and aspirations. As a local investment advisory firm, Prosperity Financial Group, Inc. is committed to delivering personalized financial solutions, empowering their clients to navigate the complexities of the market while striving for long-term prosperity.

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.