Advanced Financial Strategies Inc is a small investment advisory firm headquartered in Irvine, CA, and has established itself as a trusted player in the financial services industry. With a team of six dedicated professionals, four of whom specialize in investment advisory services, the firm delivers comprehensive financial strategies to a diverse range of clients. With an average of $52,930,000 in assets under management per investment advisor, Advanced Financial Strategies Inc maintains a competitive position within the industry. Their compensation structure caters to client needs, offering options such as a percentage of assets under management and hourly charges. While employer funds constitute a significant portion of their managed assets, less than 30% is allocated to 401K and individual accounts. Remarkably, all the assets under their management are discretionary. The firm primarily serves high-net-worth individuals, managing a substantial portfolio of over 60 clients, totaling more than $211,700,000 in assets under management. This clientele underscores the company's ability to provide tailored financial solutions and personalized attention to meet the unique needs of affluent individuals. In addition to their investment advisory expertise, Advanced Financial Strategies Inc also operates as an insurance broker or agent, expanding their service offerings to further assist clients in protecting and enhancing their wealth. Notably, the firm boasts an experienced team of advisors, including the highly tenured professionals Patricia Vasquez, Jonathon Nguyen, and Pierre Ngo. Their extensive knowledge and commitment to client success contribute to Advanced Financial Strategies Inc's reputation for excellence and reliability in the industry.

Diligent Investors, LLC is a small investment advisory firm based out of Redlands, CA, specializing in providing comprehensive investment advisory services. With a single office, the company boasts a team of four experienced professionals dedicated to guiding clients towards their financial goals. The advisors at Diligent Investors, LLC manage an impressive average of approximately $126,440,000 in assets under management per investment advisor, placing them on par with industry standards. The firm's compensation structure is diverse, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexible options for clients. While 401K and individual accounts account for less than 30% of their assets under management, Diligent Investors, LLC possesses the expertise to effectively oversee employer funds. The firm takes a discretionary approach to managing 100% of the assets they oversee, empowering them to make investment decisions on behalf of their clients. Diligent Investors, LLC has cultivated a robust client base, serving over 410 individual clients with an impressive total of $505,754,000 in assets under management. Notably, the firm boasts a roster of esteemed advisors, including James Wilson, Henk Fischer, and Doyal Brown, who bring extensive experience and industry knowledge to their roles. With their unwavering commitment to providing exceptional investment advisory services, Diligent Investors, LLC remains a trusted partner for individuals seeking expert financial guidance in the Redlands area and beyond.

M Premier Partners is a small investment advisory firm based out of Indian Wells, CA, and operates from a single office. With a team of three employees, two of whom specialize in providing investment advisory services, the firm offers comprehensive financial guidance to its clients. Leveraging their expertise, M Premier Partners manages an average of approximately $94,350,000 in assets under management per investment advisor, aligning with the industry average. M Premier Partners employs a flexible compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's portfolio primarily comprises discretionary assets, representing 100% of the assets under management, they possess the capacity to oversee employer funds, although 401K and individual accounts make up less than 30% of their managed assets. Catering predominantly to high-net-worth individuals, M Premier Partners proudly serves over 170 individual clients, entrusted with more than $188,697,000 in assets under management. Mark Hayek and Michael McConnell, two of the firm's longest-tenured registered advisors, contribute their wealth of experience to deliver exceptional financial solutions. With their strategic location in Indian Wells, CA, M Premier Partners capitalizes on the opportunities presented by the region's robust investment landscape. By combining their industry knowledge, personalized approach, and dedication to delivering optimal outcomes for their clients, M Premier Partners continues to solidify its position as a trusted partner in the realm of investment advisory services.

Cypress Wealth Services, LLC, a leading investment advisory firm, is dedicated to providing comprehensive wealth management solutions to its clients. With over 250 individual clients and more than $677,121,000 in assets under management, they have established themselves as a trusted partner in Palm Desert, CA. Operating from two offices, Cypress Wealth Services, LLC specializes in managing employer 401K plans and individual assets, which together comprise over 80% of their total assets under management. Their extensive experience and expertise uniquely position them to assist employers and employees with their retirement planning needs. With a commitment to transparency and client satisfaction, Cypress Wealth Services, LLC offers a flexible compensation structure that includes a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients receive tailored financial advice while aligning the firm's success with their own. The firm takes pride in its team of 16 dedicated professionals, 10 of whom are skilled investment advisors. Each advisor manages an average of approximately $67,710,000 in assets, which is consistent with industry standards. Notably, Cypress Wealth Services, LLC boasts a roster of highly tenured advisors, including Jason Nettleton, Stephen Biesinger, and David Thatcher, who bring a wealth of experience and expertise to their clients. Cypress Wealth Services, LLC is committed to guiding clients towards achieving their financial goals through personalized investment strategies, diligent risk management, and exceptional customer service.

FLC Capital Advisors is a reputable investment advisory firm located in Palm Desert, CA. With over 110 individual clients and a remarkable $519,021,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in high net worth individuals, FLC Capital Advisors primarily manages discretionary assets, with less than 30% allocated to 401K and individual accounts. This small yet dynamic firm boasts a team of nine dedicated employees, with three of them specifically focused on providing top-notch investment advisory services. Their knowledgeable advisors have an impressive average of approximately $173,010,000 in assets under management per advisor, surpassing industry standards. FLC Capital Advisors takes pride in their flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, commissions, and even hourly charges. This diverse range ensures that clients receive tailored solutions that align with their unique financial goals. Notably, FLC Capital Advisors possesses the expertise and capability to manage employer funds, expanding their reach and value proposition. Their client-centric approach and extensive experience in the industry have earned them a solid reputation for delivering exceptional financial guidance. Within the firm, several advisors stand out for their long-standing dedication and commitment to client success. Esteemed professionals such as Daniel Neil, Daniel Brush, and Max Briggs have been instrumental in providing strategic insights and cultivating lasting relationships. As a prominent investment advisory firm, FLC Capital Advisors continues to deliver personalized and comprehensive financial solutions to their esteemed clientele, helping them navigate the complexities of wealth management with confidence and expertise.

FORTEM FINANCIAL GROUP, LLC: Your Trusted Partner for Wealth Management in Palm Desert, CA Based out of Palm Desert, California, FORTEM FINANCIAL GROUP, LLC is a highly regarded investment advisory firm with a proven track record of providing exceptional financial services. With six dedicated employees, four of whom specialize in investment advisory services, the company offers comprehensive wealth management solutions to a diverse clientele. With an impressive average of approximately $143,330,000 in assets under management per investment advisor, FORTEM FINANCIAL GROUP, LLC surpasses industry standards in delivering superior results to their clients. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' best interests. Serving over 150 individual clients, FORTEM FINANCIAL GROUP, LLC manages a substantial portfolio valued at over $394,793,000. While the majority of these assets cater to high-net-worth individuals, the firm also possesses the expertise to oversee employer funds, despite 401(k) and individual accounts representing less than 30% of their assets under management. Remarkably, 99% of the assets entrusted to FORTEM FINANCIAL GROUP, LLC are managed with discretion, providing clients with peace of mind and a personalized approach to their financial goals. As a small investment advisory firm, FORTEM FINANCIAL GROUP, LLC operates from three conveniently located offices in Palm Desert, CA. The company prides itself on its long-standing team of experienced advisors, including Joseph Romano, Brett D'Orlando, and Brian Amidei, who have consistently provided exceptional service and guidance to their valued clients. Whether you are an individual seeking personalized financial strategies or an employer looking for expert management of your funds, FORTEM FINANCIAL GROUP, LLC is your trusted partner for all your wealth management needs.

Hardworking Capital Advisors, LLC, based out of Palm Desert, CA, is a reputable investment advisory firm that prides itself on its dedicated team of professionals. With a total of three employees, all of whom specialize in providing top-notch investment advisory services, Hardworking Capital Advisors, LLC maintains a high level of expertise and personalized attention for each client. One of the key factors that sets Hardworking Capital Advisors, LLC apart from its competitors is its impressive average assets under management per investment advisor, which stands at approximately $133,050,000. This figure surpasses the industry average and showcases the firm's ability to effectively manage substantial portfolios. The compensation structure at Hardworking Capital Advisors, LLC is comprehensive and includes various types of fees such as a percentage of assets under management and fixed fees. This ensures that the firm's interests are aligned with those of its clients, fostering a strong partnership built on trust and transparency. With over 240 individual clients and assets under management totaling more than $160,459,000, Hardworking Capital Advisors, LLC has established a strong presence in the investment advisory industry. Their expertise in managing employer 401Ks and individual assets is particularly noteworthy, as these represent nearly half of their assets under management. As a small investment advisory firm, Hardworking Capital Advisors, LLC operates from three offices across Palm Desert, CA. The firm boasts a team of experienced professionals, including James Eckley, Vance Boucher, and Mathew Mellier, who have been with the company for an extended period, providing valuable insights and exceptional service to their clients. In summary, Hardworking Capital Advisors, LLC is a dedicated investment advisory firm that excels in managing substantial assets while delivering personalized services to its diverse client base. With their expertise, comprehensive compensation structure, and experienced team, they are well-positioned to continue thriving in the competitive landscape of the industry.

Cypress Private Wealth is a local investment advisory firm headquartered in Palm Desert, CA, boasting two strategically located offices. With a total staff of 10 professionals, 8 of whom specialize in investment advisory services, Cypress Private Wealth consistently provides expert financial guidance. Drawing on their extensive experience and industry expertise, they manage an average of $52,090,000 in assets per investment advisor, aligning with the industry standard. The firm's compensation structure encompasses various methods, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexible options for clients. Although employer funds management and individual accounts make up less than 30% of their assets under management, Cypress Private Wealth possesses the capacity to effectively oversee these accounts. Remarkably, all the assets they manage are discretionary, signifying a high level of trust placed in their expertise. Primarily catering to high net worth individuals, Cypress Private Wealth serves over 130 individual clients with a remarkable $416,706,000 in assets under management. The firm boasts a team of highly tenured advisors, including Kurt Mortenson, Mark Thatcher, and Shattuck Lamm, who bring stability and a wealth of knowledge to their clients' financial journeys. With a commitment to providing personalized and comprehensive investment strategies, Cypress Private Wealth continues to solidify its reputation as a trusted partner in wealth management within the Palm Desert community and beyond.

Alethea Capital Management, LLC, based out of San Diego, CA, is a premier investment advisory firm that specializes in managing the financial assets of its diverse clientele. With over 10 individual clients, they currently oversee an impressive $202,453,000 in assets under management. As a small yet highly reputable firm, Alethea Capital Management, LLC prides itself on providing personalized and comprehensive financial solutions. With two offices strategically located in San Diego, Alethea Capital Management, LLC caters to a wide range of investors seeking expert guidance and superior wealth management services. The firm's dedication to discretion is evident, as they manage 100% of their clients' assets on a discretionary basis, ensuring maximum flexibility and efficiency. Alethea Capital Management, LLC's compensation structure is tailored to suit their clients' needs, offering various options such as a percentage of assets under management and performance-based fees. This commitment to transparency aligns the firm's success with that of their clients. Employing a team of four highly skilled professionals, including one dedicated investment advisor, Alethea Capital Management, LLC boasts an exceptional average of approximately $202,450,000 in assets under management per investment advisor, far surpassing industry standards. This impressive ratio reflects the firm's commitment to delivering personalized attention and maintaining a close relationship with their clients. Led by Tony Hsu, one of the longest tenured registered advisors since 2011, Alethea Capital Management, LLC combines experience and expertise to navigate the complex landscape of financial markets and offer strategic investment advice. With a client-focused approach and a commitment to excellence, Alethea Capital Management, LLC continues to be a trusted partner in achieving their clients' financial goals.

Financial Sense Advisors, Inc. is a reputable investment advisory firm based out of San Diego, CA. With a total of 15 employees, they have a dedicated team of 10 professionals who specialize in providing comprehensive investment advisory services. With an average of $57,660,000 in assets under management per investment advisor, Financial Sense Advisors, Inc. maintains an industry-average position. The firm's compensation structure offers various options, including a percentage of assets under management and hourly charges. This flexibility allows clients to choose a payment method that suits their needs and preferences. Financial Sense Advisors, Inc. boasts an impressive client base, serving over 930 individual clients and managing assets worth more than $584,563,000. Notably, approximately half of their assets under management originate from employer 401Ks or individual sources, showcasing their expertise and experience in this sector. It is worth noting that all of the assets managed by the firm are discretionary, enabling them to make investment decisions on behalf of their clients. Apart from investment advisory services, Financial Sense Advisors, Inc. also serves as a registered representative of a broker-dealer and functions as an insurance broker or agent. Their local presence in San Diego, CA is supported by a single office, ensuring accessibility and convenience for their clientele. The firm takes pride in its experienced team, with some of the longest-tenured advisors including Robert Bernard, Ryan Puplava, and James Puplava. These professionals bring a wealth of knowledge and expertise to the table, further enhancing the quality of service provided by Financial Sense Advisors, Inc.

KWB Wealth is a reputable investment advisory firm based out of Redlands, CA. With a team of 10 dedicated professionals, 9 of whom specialize in providing expert investment advisory services, KWB Wealth has established itself as a trusted partner in managing clients' wealth. Their expertise is evident as they oversee an impressive average of approximately $88,850,000 in assets under management per investment advisor, aligning closely with the industry average. The firm's compensation structure offers clients a variety of options, including a percentage of assets under management, hourly charges, and fixed fees. KWB Wealth boasts a substantial client base, serving over 950 individual clients who entrust them with more than $699,770,000 in assets under management. Predominantly catering to high net worth individuals, the firm's portfolio predominantly comprises assets managed for this esteemed clientele. While 401K and individual accounts account for less than 30% of their assets under management, KWB Wealth possesses the necessary expertise to effectively manage employer funds as well. Importantly, the firm exercises full discretion over all the assets it manages, ensuring a proactive and personalized approach to investment decisions. With two offices in Redlands, CA, KWB Wealth operates as a local investment advisory firm deeply rooted in the community. The firm takes pride in its experienced team of advisors, including Diana Sailler, Quentin Bubb, and Michael Razzouk, who have earned their tenure by delivering consistent and reliable financial guidance to their valued clients.