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.

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.

Authentikos Wealth Advisory LLC, based in Morgan Hill, CA, is a distinguished small-scale investment advisory firm with two well-established offices. With a total of nine dedicated professionals, three of whom specialize in providing exceptional investment advisory services, the firm has built a strong reputation in the industry. On average, each investment advisor manages an impressive $44,150,000 in assets, showcasing their expertise and ability to handle substantial portfolios. The firm's compensation structure is diverse, offering clients flexibility in choosing the most suitable option. They offer various methods, such as a percentage of assets under management, fixed fees, hourly charges, and commissions. Notably, Authentikos Wealth Advisory LLC manages a significant portion of assets from employer 401Ks and individual clients, demonstrating their extensive experience in this area. Furthermore, all the assets they manage are handled with discretionary authority, ensuring efficient decision-making to maximize returns. In addition to investment advisory services, Authentikos Wealth Advisory LLC also provides insurance brokering and agency services, further enhancing their comprehensive offerings. With a client base of over 340 individuals, the firm manages an impressive $132,453,000 in assets. The longevity and expertise of advisors like Christine Mason Leis, Jared Elson, and Donald Bergis contribute to the firm's success and the satisfaction of their esteemed clientele. Authentikos Wealth Advisory LLC remains committed to delivering personalized and strategic financial solutions, empowering their clients to achieve their long-term wealth goals. Through their experienced team, comprehensive range of services, and meticulous attention to detail, they continue to make a significant impact in the investment advisory and insurance sectors.

Findec Wealth Services, Inc. is a highly esteemed investment advisory firm headquartered in Stockton, CA. With a single office, the firm focuses on providing exceptional wealth management services to a discerning clientele. Findec Wealth Services, Inc. boasts a team of four dedicated professionals, with three of them serving as investment advisors. Impressively, the firm's investment advisors have an average of approximately $260,010,000 in assets under management per advisor, well above the industry average. This reflects their expertise and ability to effectively manage substantial portfolios on behalf of their clients. Findec Wealth Services, Inc. offers a comprehensive compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach allows the firm to cater to the unique needs and preferences of their clients. While 401K and individual accounts represent less than 30% of their assets under management, Findec Wealth Services, Inc. possesses the capability to manage employer funds, ensuring a complete range of investment services for their clients. An impressive 98% of the assets they manage are under discretionary management, a testament to the trust clients place in the firm's investment strategies. With over 460 individual clients and a combined total of $780,026,000 in assets under management, Findec Wealth Services, Inc. has established itself as a trusted partner for individuals seeking comprehensive wealth management solutions. The firm takes pride in its experienced team of advisors, including the longest-tenured registered advisors Nathan Williamson and Tolen Teigen, who bring extensive industry knowledge and expertise to the table. Findec Wealth Services, Inc.'s unwavering commitment to delivering personalized service and their track record of success make them a prominent choice for clients in Stockton, CA, and beyond.

Oliveira Wealth is a trusted investment advisory firm located in Modesto, CA. With a single office, they cater to the financial needs of their clients. The firm takes pride in serving over 160 individual clients, managing a substantial sum of over $122,513,000 in assets under their discretionary management. Specializing in high-net-worth individuals, Oliveira Wealth excels in tailoring investment strategies to meet their clients' unique requirements. Their compensation structure is flexible, offering options such as a percentage of assets under management and hourly charges, ensuring a fair and transparent fee arrangement. With three dedicated employees, including two investment advisors, Oliveira Wealth effectively manages an average of approximately $61,260,000 in assets per advisor. This figure aligns with the industry average, reflecting their proficiency in handling significant portfolios. Christopher Sharp and Thomas Oliveira are among the longest-tenured registered advisors at Oliveira Wealth, contributing their extensive experience to the firm's success. Their commitment to providing personalized and professional guidance solidifies the firm's reputation. Oliveira Wealth understands the importance of preserving and growing their clients' wealth. By implementing discretionary management, they proactively monitor and adjust investments to capitalize on opportunities and mitigate risks, all while aligning with the clients' financial objectives. In summary, Oliveira Wealth is dedicated to delivering tailored financial solutions to their high-net-worth clientele. Through their experience, expertise, and personalized approach, they strive to help clients achieve their financial goals and secure their financial future.

Integral Wealth Management, based out of Turlock, CA, is a small investment advisory firm that caters to high net worth individuals. With over 180 individual clients and a total of $209,881,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office and employs five dedicated professionals, three of whom provide investment advisory services. While 401K and individual accounts constitute less than 30% of their assets under management, Integral Wealth Management possesses the expertise and capability to manage employer funds. Their investment strategies are discretionary for 83% of the assets they oversee, ensuring flexibility and adaptability to meet client needs. Integral Wealth Management's compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees. Their investment advisors manage an average of approximately $69,960,000 in assets, which aligns with the industry average. The firm takes pride in its experienced team, with Mallory Sise, Michael Abram, and Jodi Karambela being some of the longest-tenured advisors. These professionals bring a wealth of knowledge and expertise to the table, contributing to the success of Integral Wealth Management in delivering comprehensive wealth management solutions. With their client-focused approach, proven track record, and commitment to excellence, Integral Wealth Management is dedicated to helping clients navigate the complexities of the financial landscape while striving to maximize their financial well-being.