Financial advisers in Carlsbad, CA
17 registered investment adviser firms in Carlsbad managing $37.0B in assets, based on public SEC Form ADV filings.
Meketa Fiduciary Management, LLC
Carlsbad, CA · Est. 2022
- AUM
- $20.1B
- Per adviser
- $20.1B
- Advisers
- 1
No reported disclosures
Axxcess Wealth Management, LLC
Carlsbad, CA · Est. 2012
- AUM
- $8.9B
- Per adviser
- $202M
- Advisers
- 44
No reported disclosures
Resource Capital Investment Corporation
Carlsbad, CA · Est. 2013
- AUM
- $3.7B
- Per adviser
- —
- Advisers
- —
No reported disclosures
Intelligence Driven Advisers, LLC
Carlsbad, CA · Est. 2018
- AUM
- $882M
- Per adviser
- $80M
- Advisers
- 11
No reported disclosures
Financial Focus LLC
Carlsbad, CA · Est. 2018
- AUM
- $800M
- Per adviser
- $160M
- Advisers
- 5
No reported disclosures
Mkt Advisors LLC
Carlsbad, CA · Est. 2012
- AUM
- $464M
- Per adviser
- $116M
- Advisers
- 4
No reported disclosures
Seaside Wealth Management, INC.
Carlsbad, CA · Est. 2017
- AUM
- $459M
- Per adviser
- $42M
- Advisers
- 11
No reported disclosures
Vistica Wealth Advisors, LLC
Carlsbad, CA · Est. 2021
- AUM
- $260M
- Per adviser
- $52M
- Advisers
- 5
No reported disclosures
Anchor Bay Capital, INC.
Carlsbad, CA · Est. 2016
- AUM
- $247M
- Per adviser
- $49M
- Advisers
- 5
No reported disclosures
Carlsbad Wealth Advisory Group, INC.
Carlsbad, CA · Est. 2016
- AUM
- $238M
- Per adviser
- $59M
- Advisers
- 4
No reported disclosures
Frank Financial Advisors
Carlsbad, CA · Est. 2021
- AUM
- $188M
- Per adviser
- $94M
- Advisers
- 2
No reported disclosures
Fonte Financial Advisors
Carlsbad, CA · Est. 2021
- AUM
- $158M
- Per adviser
- $158M
- Advisers
- 1
No reported disclosures
Mh & Associates Securities Management Corporation
Carlsbad, CA · Est. 1981
- AUM
- $151M
- Per adviser
- $50M
- Advisers
- 3
No reported disclosures
Cornerstone Wealth Advisors, INC.
Carlsbad, CA · Est. 2025
- AUM
- $146M
- Per adviser
- $36M
- Advisers
- 4
No reported disclosures
Wealthrise Financial Planning, LLC
Carlsbad, CA · Est. 2025
- AUM
- $136M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Wealth Compass Financial, INC.
Carlsbad, CA · Est. 2026
- AUM
- $115M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Anchor Bay Private Wealth LLC
Carlsbad, CA · Est. 2023
- AUM
- $52M
- Per adviser
- $9M
- Advisers
- 6
No reported disclosures