Marest Capital, LLC is a distinguished investment advisory firm headquartered in Tarzana, CA. With one office, the firm is comprised of a dedicated team of two employees, both of whom provide exceptional investment advisory services. Their comprehensive compensation structure includes various types, such as fixed fees, tailored to meet clients' specific needs. Catering to a discerning clientele, Marest Capital, LLC manages the assets of over 40 individual clients, totaling an impressive $165,604,000 in assets under management. Specializing in high-net-worth individuals, the firm is well-versed in handling complex financial portfolios and delivering personalized investment strategies. Marest Capital, LLC prides itself on offering discretionary asset management, allowing clients to entrust the firm with full authority over their investments. This hands-off approach provides peace of mind, knowing that their assets are managed with expertise and diligence. As a small investment advisory firm, Marest Capital, LLC places a strong emphasis on building long-term relationships with its clients. Their local presence in Tarzana, CA reflects their commitment to serving the community and providing personalized, responsive service. Aaron Cohen and Paul Cohen, two of the firm's longest-tenured registered advisors, bring a wealth of experience and expertise to Marest Capital, LLC, ensuring clients receive top-tier guidance and advice. With a steadfast dedication to delivering exceptional investment advisory services, Marest Capital, LLC strives to help clients achieve their financial goals while navigating the complexities of the ever-changing market.

Paragon Financial Partners, a small investment advisory firm based out of Woodland Hills, CA, is dedicated to providing exceptional financial services to its esteemed clientele. With over 40 individual clients and a staggering $247,023,000 in assets under management, Paragon Financial Partners boasts an impressive track record of success. Specializing in serving high net worth individuals, the firm prides itself on its ability to manage discretionary assets with utmost proficiency, constituting a remarkable 67% of the total assets they oversee. The firm's compensation structure offers clients flexibility, incorporating various models such as a percentage of assets under management, fixed fees, and hourly charges. With a team of two dedicated and experienced employees, Paragon Financial Partners ensures that every client receives personalized attention and expert guidance. Each investment advisor manages an average of approximately $123,510,000 in assets under management, aligning with the industry average. Evan Shorten and Elean Mendoza, two of the firm's longest-tenured registered advisors, bring extensive expertise and industry knowledge to the table. Their commitment to excellence and client satisfaction has solidified Paragon Financial Partners' reputation as a trusted and reliable partner in the realm of financial advisory services. Situated in Woodland Hills, CA, Paragon Financial Partners operates from a single office, leveraging its local presence to serve clients effectively and foster strong, long-lasting relationships. By combining their comprehensive understanding of the financial landscape with a client-centric approach, Paragon Financial Partners strives to empower individuals and guide them towards achieving their financial goals.

Oak Root LLC, based out of Montecito, CA, is a small investment advisory firm specializing in serving high net worth individuals. With a team of one dedicated employee, Oak Root LLC offers comprehensive investment advisory services to its clientele. Led by Kevin Root, one of the firm's longest tenured registered advisors since 2015, the company brings a wealth of experience and expertise to the table. Oak Root LLC prides itself on managing a substantial amount of assets under management, with an average of approximately $32,360,000 per investment advisor. The firm's compensation structure is diverse, including various types such as a percentage of assets under management, fixed fees, and performance-based fees. Catering to a select group of over 10 individual clients, Oak Root LLC currently oversees more than $666,000,000 in assets under management. The firm's clientele primarily consists of high net worth individuals, and an impressive 98% of the assets they manage are discretionary. Despite being a small firm, Oak Root LLC maintains a strong presence with its main office in Montecito, CA. The company's commitment to providing personalized and tailored investment advisory services has earned it a reputation for excellence within the industry. As Oak Root LLC continues to expand its client base and manage substantial assets, it remains dedicated to offering top-notch investment advice and maintaining the trust and confidence of its valued clients.

Pensionmark Financial Group, LLC is a leading regional investment advisory firm headquartered in Santa Barbara, CA. With over 60 offices, the firm serves a diverse clientele of over 3,310 individual clients. Their exceptional team of 244 employees, including 130 dedicated investment advisors, ensures the delivery of top-notch financial guidance and support. With a remarkable track record, Pensionmark Financial Group manages an impressive $26,622,603,000 in assets under management. This includes 39% of discretionary assets, showcasing their expertise in tailored investment strategies. Their compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges, providing flexibility and customization to their clients. Pensionmark Financial Group stands out in the industry with their exceptional average of approximately $204,790,000 in assets under management per investment advisor, significantly higher than the industry average. This achievement speaks to their commitment to individualized attention and client satisfaction. Among the firm's seasoned advisors are Mary Francisco, William Kendall, and Mallory Van Leeuwen, who have demonstrated their dedication and expertise over the years. Their extensive experience, combined with the collective knowledge of the entire team, allows Pensionmark Financial Group to provide comprehensive financial solutions to meet their clients' specific needs. Pensionmark Financial Group, LLC continues to set the standard for excellence in the investment advisory industry. With their strong presence, vast resources, and unwavering commitment to client success, they are well-positioned to help individuals achieve their financial goals with confidence.

Bourke Wealth Management, a reputable investment advisory firm, operates from its headquarters in Santa Barbara, CA. With a single office, this small yet distinguished firm is dedicated to providing exceptional investment advisory services. With a total of three employees, Bourke Wealth Management boasts a team of experienced professionals who are committed to helping their clients achieve their financial goals. On average, each investment advisor at Bourke Wealth Management oversees an impressive $35,850,000 in assets under management. The firm offers a diverse compensation structure to meet their clients' needs, including a percentage of assets under management, hourly charges, and fixed fees. Although the firm manages less than 30% of their assets under management in 401K and individual accounts, they possess the expertise to effectively manage employer funds. Notably, an overwhelming 99% of the assets they handle are under discretionary management. Bourke Wealth Management primarily serves high-net-worth individuals, as the majority of the assets they manage are attributed to this discerning clientele. With a client base of over 50 individuals, the firm effectively oversees more than $107,562,000 in assets under management. Notably, John Lee and Kevin Bourke are two of the longest-tenured registered advisors at Bourke Wealth Management, contributing their wealth of experience and expertise to the firm's success. As a trusted partner in wealth management, Bourke Wealth Management leverages its extensive knowledge and personalized approach to provide comprehensive financial solutions tailored to the unique needs of each client. Their dedication to delivering exceptional service has solidified their reputation as a leading investment advisory firm in the Santa Barbara area.

ATALA FINANCIAL INC: Delivering Expert Investment Advisory Services Based out of Calabasas, California, Atala Financial Inc is a distinguished investment advisory firm, providing exceptional financial guidance and management solutions. With a team of three highly skilled professionals, Atala Financial offers a comprehensive range of services, ensuring clients' financial goals are met and exceeded. With an impressive average of approximately $38,220,000 in assets under management per investment advisor, Atala Financial possesses a remarkable track record of successfully growing and preserving clients' wealth. Their compensation structure includes various methods, such as a percentage of assets under management and hourly charges, ensuring flexible and personalized arrangements for each client. Atala Financial Inc has cultivated a robust client base of over 10 individuals, entrusting the firm with a substantial sum of over $173,056,000 in assets under management. Primarily catering to high-net-worth individuals, Atala Financial expertly navigates the intricacies of wealth management, tailoring strategies to meet the unique needs and aspirations of each client. A testament to their expertise and dedication, Atala Financial manages 100% of the assets under their care on a discretionary basis. This approach empowers the firm to make informed investment decisions swiftly and effectively, ensuring optimal results and peace of mind for their clients. Operating from two offices, Atala Financial boasts a dynamic presence in Calabasas, California. Among their accomplished team, Shawn Patt stands as one of the firm's most experienced registered advisors, with an unwavering commitment to serving clients since joining in 2022. Atala Financial Inc sets the bar high in the investment advisory industry, consistently delivering exceptional services, personalized strategies, and unwavering dedication to their clients' financial success.

Arlington Financial Advisors, LLC, based out of Santa Barbara, CA, is a reputable local investment advisory firm with a proven track record of delivering exceptional financial services. With over 20 individual clients and a staggering $740,660,000 in assets under management, Arlington Financial Advisors, LLC stands out as a trusted partner in wealth management. Catering primarily to high net worth individuals, Arlington Financial Advisors, LLC provides comprehensive investment advice tailored to the unique needs and goals of their clients. The firm's compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment of interests. With a team of 10 dedicated professionals, including 6 experienced investment advisors, Arlington Financial Advisors, LLC maintains a client-centric approach and strives to build long-lasting relationships. Their advisors, such as Joseph Weiland, Arthur Swalley, and John Lorenz, possess extensive industry expertise and are committed to providing personalized guidance to help clients navigate the complexities of the financial landscape. Arlington Financial Advisors, LLC prides itself on their discretionary management of 100% of the assets they oversee. This allows them to make informed investment decisions on behalf of their clients, optimizing portfolio performance while mitigating risks. With an impressive average of approximately $123,440,000 in assets under management per investment advisor, Arlington Financial Advisors, LLC compares favorably to industry standards. Their commitment to excellence, client satisfaction, and prudent financial stewardship solidifies their position as a leading investment advisory firm in the Santa Barbara area.

Millennium Investment Services is a well-established investment advisory firm with two offices located in Van Nuys, CA. With a team of three dedicated professionals, they provide comprehensive investment advisory services to a diverse client base. Boasting an average of $119,860,000 in assets under management per investment advisor, Millennium Investment Services is on par with industry standards. The firm offers a flexible compensation structure that includes various options such as a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. While the majority of their assets under management, about 96%, are discretionary, they also have the expertise to manage employer funds, although 401K and individual accounts make up less than 30% of their managed assets. Catering primarily to high net worth individuals, Millennium Investment Services proudly serves over 50 individual clients, overseeing a substantial $119,863,000 in assets under management. Anthony Reed, one of their registered advisors, has been an integral part of the firm since 1995, showcasing their commitment to long-term relationships with both clients and employees. With a strong presence in the investment advisory industry, Millennium Investment Services prioritizes providing personalized strategies tailored to each client's financial goals. Through their expertise and commitment to excellence, they strive to deliver exceptional investment management services to help clients achieve their financial objectives.

FMB Wealth Management, based out of Westlake Village, CA, is a highly reputable investment advisory firm that caters to high net worth individuals. With over 180 individual clients, they currently oversee an impressive $404,514,000 in assets under management. FMB Wealth Management operates from two well-established offices, ensuring accessibility and personalized service for their valued clientele. While 401K and individual accounts make up less than 30% of their assets under management, FMB Wealth Management possesses the expertise to effectively manage employer funds. Notably, all the assets they manage are handled on a discretionary basis, reflecting their clients' confidence in the firm's investment strategies. With a compensation structure that encompasses various types, including a percentage of assets under management, FMB Wealth Management aligns their interests with their clients' financial success. The firm employs a team of eight professionals, with six dedicated to providing exceptional investment advisory services. On average, each investment advisor oversees approximately $67,420,000 in assets under management, positioning them in line with industry standards. FMB Wealth Management prides itself on its experienced and knowledgeable team of advisors. Among them, Jeremy Fields, Grant Blindbury, and Evan Miller stand as some of the firm's most tenured and respected professionals. Their commitment to delivering personalized financial guidance and fostering long-term client relationships sets FMB Wealth Management apart in the competitive wealth management landscape.

SB Capital Management, Inc., based out of Encino, CA, is a highly regarded local investment advisory firm with a proven track record. With over 180 individual clients and an impressive $982,749,000 in assets under management, the firm offers comprehensive financial solutions tailored to meet the unique needs of their clients. SB Capital Management, Inc. prides itself on its ability to effectively manage a diverse range of investment portfolios. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to efficiently handle employer funds. Notably, an overwhelming 99% of the assets they manage are under discretionary management, giving clients peace of mind knowing their investments are in capable hands. Catering primarily to high net worth individuals, SB Capital Management, Inc. has developed a compensation structure that aligns with their clients' best interests. Their compensation options include a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. With a team of six dedicated employees, each of whom provides expert investment advisory services, SB Capital Management, Inc. ensures personalized attention and tailored financial strategies for every client. Remarkably, the firm averages approximately $163,790,000 in assets under management per investment advisor, a figure significantly higher than the industry average. SB Capital Management, Inc. takes pride in its experienced team of advisors, some of whom have been with the firm for many years. Richard Singer, Sandy Singer, and Matthew Burke are among the longest-tenured advisors, whose expertise and commitment contribute to the firm's success.

California Capital Management is a reputable investment advisory firm located in Sherman Oaks, CA. With over a decade of experience in the financial industry, they offer expert guidance and personalized strategies to their esteemed clientele. The firm operates from a single office and boasts a dedicated team of 10 skilled professionals, with four of them specializing in investment advisory services. At California Capital Management, the average assets under management per investment advisor amount to approximately $64,870,000, aligning with the industry's average. Their compensation structure caters to diverse client needs and includes options such as a percentage of assets under management, hourly charges, and fixed fees. While they manage a range of portfolios, 401K and individual accounts comprise less than 30% of their total assets under management. Moreover, the firm possesses the capability to handle employer funds, showcasing their versatility and comprehensive approach. With a commitment to discretion and trust, California Capital Management focuses primarily on serving high net worth individuals. They currently manage over $259,475,000 in assets for more than 330 individual clients. The firm takes pride in their team's expertise and dedication, evident in the longstanding tenure of advisors like Emily Logan, Gregory Zedlar, and Bradley Salo. As a small investment advisory firm, California Capital Management stands out for its personalized approach and commitment to delivering tailored solutions to their clients' financial goals. With their depth of knowledge, astute guidance, and track record of success, they continue to be a trusted partner for individuals seeking to maximize their wealth and secure their financial future.

Prosperitas Financial, LLC, a reputable investment advisory firm headquartered in Valencia, CA, is dedicated to providing comprehensive financial solutions to a diverse clientele. With over 80 individual clients and assets under management surpassing $221,790,000, the firm has built a solid reputation for delivering exceptional results. Operating as a local firm, Prosperitas Financial, LLC operates from two offices in Valencia. With a deep understanding of employer 401Ks and individual accounts, approximately half of their assets under management originate from these sources, showcasing their expertise and experience in this space. With 97% of the assets they manage falling under discretionary management, Prosperitas Financial, LLC exercises a high level of trust and autonomy. Their compensation structure is designed to align with client interests and may include a percentage of assets under management, hourly charges, and fixed fees. The firm takes pride in its team of 15 dedicated employees, nine of whom provide investment advisory services. Each investment advisor at Prosperitas Financial, LLC oversees an average of approximately $24,640,000 in assets under management, highlighting their commitment to delivering personalized attention and tailored strategies. Christopher Ingram, Rian Denich, and Frederic Wachtel are among the firm's longest-tenured advisors, exemplifying their deep knowledge and expertise. Their contributions, along with the collective skill and dedication of the team, position Prosperitas Financial, LLC as a trusted partner in helping clients achieve their financial goals.