Dash Investments, based out of Woodland Hills, CA, is a distinguished investment advisory firm catering to high net worth individuals. With over 40 individual clients, Dash Investments boasts an impressive $247,465,000 in assets under management. Their commitment to excellence is reflected in their three office locations and a team of seven dedicated professionals, four of whom provide expert investment advisory services. Dash Investments' primary focus is on discretionary asset management, ensuring that their clients' portfolios are handled with utmost care and expertise. Their compensation structure includes various types, such as a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. With an average of $61,870,000 in assets under management per investment advisor, Dash Investments remains competitive within the industry. The firm takes pride in the tenure and experience of their advisors, with notable individuals like Jachin Vercher, Zain Griffith, and Jonathan Dash leading the way. Through their personalized approach and comprehensive investment strategies, Dash Investments seeks to optimize returns for their discerning clientele. By providing tailored financial solutions and staying abreast of market trends, Dash Investments has established a reputation for delivering outstanding results. As a small investment advisory firm with an impressive track record, Dash Investments continues to solidify their position as a trusted partner for individuals seeking expert guidance and successful wealth management.

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.

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.

Summit Wealth Management Group, Inc., based out of Camarillo, CA, is a small investment advisory firm dedicated to providing exceptional financial services to its clients. With a total of 5 employees, including 2 investment advisors, Summit Wealth Management Group offers personalized investment advisory services to a diverse clientele. With an average of approximately $91,760,000 in assets under management per investment advisor, Summit Wealth Management Group maintains a competitive position within the industry. Their compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm boasts over 150 individual clients, collectively entrusting more than $136,887,000 in assets under management. While the majority of their managed assets are held by high-net-worth individuals, Summit Wealth Management Group also possesses the expertise and capability to effectively manage employer funds, although 401K and individual accounts make up less than 30% of their assets under management. All of the assets entrusted to Summit Wealth Management Group are managed on a discretionary basis, ensuring that clients have peace of mind knowing their investments are in capable hands. The firm operates from a single office in Camarillo, CA, and takes pride in its team of highly experienced advisors, including Karen Jones, Carla Mulford, and Christina Zins, who have demonstrated unwavering commitment to serving clients' financial needs.

Omega Financial Group, LLC is a small investment advisory firm based out of Santa Barbara, CA, with two offices. With a team of six dedicated professionals, four of whom specialize in providing expert investment advisory services, Omega Financial Group, LLC offers comprehensive financial guidance to its clients. They have a solid track record and manage an average of approximately $93,030,000 in assets per investment advisor, which aligns with the industry average. The firm's compensation structure is diverse, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges. Omega Financial Group, LLC primarily manages assets from employer 401Ks and individuals, representing roughly half of their assets under management. They possess significant expertise in this area, having accumulated valuable experience over the years. As a discretionary asset management firm, Omega Financial Group, LLC handles 100% of the assets they manage, providing their clients with peace of mind and professional oversight. Their client base consists of over 180 individuals, with assets under management totaling more than $372,103,000. The firm takes pride in its experienced team, which includes highly tenured advisors like Bryan Reinhard, Robert Schultz, and Dylan Minor. Omega Financial Group, LLC remains committed to delivering personalized financial solutions tailored to each client's unique needs. With a reputation for professionalism and a client-centric approach, they continue to build strong relationships and help individuals and businesses achieve their financial goals.

Painted Porch Advisors LLC is a prominent local investment advisory firm with its headquarters located in Santa Barbara, CA. With two offices in the area, the company has established a strong presence in the region. Comprising a dedicated team of professionals, Painted Porch Advisors LLC boasts a total of 12 employees, of whom 7 specialize in providing top-tier investment advisory services. With an impressive average of approximately $33,500,000 in assets under management per investment advisor, Painted Porch Advisors LLC demonstrates its commitment to effectively managing its clients' portfolios. The firm offers a diverse compensation structure, which includes various types such as a percentage of assets under management and fixed fees. While the management of 401K and individual accounts represents less than 30% of their assets under management, Painted Porch Advisors LLC possesses the expertise and capability to effectively handle employer funds. Notably, 100% of the assets they manage are discretionary, ensuring the firm's autonomy and flexibility in making investment decisions. Catering predominantly to high-net-worth individuals, Painted Porch Advisors LLC proudly serves over 100 individual clients with a substantial $234,503,000 in assets under management. The firm's success can be attributed, in part, to the expertise and experience of its longest tenured advisors, including Kurt Schliemann, Brian Lloyd, and Megan Van Den Mar. Painted Porch Advisors LLC continues to provide exceptional investment advisory services, leveraging its knowledge, expertise, and commitment to client success in the ever-evolving financial 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.

Ares Financial Consulting LLC, headquartered in Sherman Oaks, CA, is a distinguished investment advisory firm catering to a diverse client base. With a notable reputation in the industry, Ares Financial Consulting LLC currently serves over 250 individual clients, overseeing an impressive $124,202,000 in assets under management. As a small but well-established firm, Ares Financial Consulting LLC operates from four strategically located offices, enabling them to efficiently serve clients across the region. While a significant portion of their assets under management is derived from high net worth individuals, the firm also possesses the expertise and resources to manage employer funds, although 401K and individual accounts represent less than 30% of their portfolio. Ares Financial Consulting LLC takes pride in its fully discretionary asset management approach, ensuring that clients' financial needs are met with utmost care and attention. The firm offers a flexible compensation structure, including options such as a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose a payment model that aligns with their preferences. With a dedicated team of five professionals, four of whom specialize in providing investment advisory services, Ares Financial Consulting LLC maintains a personalized and client-focused approach. Each investment advisor at the firm handles an average of approximately $31,050,000 in assets under management, showcasing their commitment to delivering tailored financial solutions. Ares Financial Consulting LLC has garnered a reputation for its experienced team, with James Pickett, Nils Wickman, and Jeffrey Richter among the firm's longest-tenured advisors. Their extensive knowledge and expertise contribute to the firm's success in delivering comprehensive financial guidance to their discerning clientele.

Hesen & Haslam is a reputable investment advisory firm headquartered in Woodland Hills, CA, offering their expertise to a diverse range of clients. With a single office location, the firm operates with a team of five professionals, two of whom specialize in providing top-notch investment advisory services. The average assets under management per investment advisor stand at approximately $88,470,000, reflecting the firm's ability to handle substantial portfolios. When it comes to compensation, Hesen & Haslam employs a flexible structure that includes various methods such as a percentage of assets under management, hourly charges, and fixed fees. While their focus primarily lies outside of 401K and individual accounts, they possess the capability to effectively manage employer funds. Notably, 92% of the assets they manage are discretionary, allowing them the freedom to make investment decisions on behalf of their clients. Hesen & Haslam caters primarily to high net worth individuals, underscoring their specialization in managing substantial wealth. With an impressive client base consisting of over 190 individuals, the firm oversees a remarkable $176,947,000 in assets under management. This figure signifies their ability to handle significant financial responsibilities and deliver favorable results for their clients. Through their knowledgeable team, strong track record, and dedication to personalized service, Hesen & Haslam has earned a reputation as a trusted partner in the investment advisory field. Clients can rely on their expertise to navigate the complex world of investments and achieve their financial goals with confidence.

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.

Victus Capital Wealth, headquartered in Santa Monica, CA, is a small yet highly successful investment advisory firm. With a team of four dedicated professionals, all specialized in providing top-notch investment advisory services, Victus Capital Wealth stands out in the industry. Their impressive track record showcases their ability to manage substantial assets, averaging around $148,600,000 per investment advisor, which surpasses the industry average. The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring flexibility and aligning their interests with those of their clients. Victus Capital Wealth boasts a substantial client base, serving over 80 individual clients with a total of $198,115,000 in assets under management. While the majority of the assets they manage are for high net worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets. Operating with discretion and trust, Victus Capital Wealth manages an impressive 99% of the assets they oversee on behalf of their clients. Located in Santa Monica, the firm operates from a single office, showcasing a dedication to personalized and intimate client relationships. The team's longevity and experience contribute to their reputation for excellence, with advisors like Robert Jones, Darrach McCarthy, and Larry Fernandez being some of the most tenured and respected professionals within the firm. Victus Capital Wealth is committed to providing exceptional investment advisory services, guided by a strong commitment to client success and financial prosperity.