Financial advisers in Encinitas, CA
4 registered investment adviser firms in Encinitas managing $2.2B in assets, based on public SEC Form ADV filings.
Sweetwater Private Equity
Encinitas, CA · Est. 2019
LocalInternational
- AUM
- $1.6B
- Per adviser
- $144M
- Advisers
- 11
No reported disclosures
Cooper Capital Group
Encinitas, CA · Est. 2019
LocalInternational
- AUM
- $283M
- Per adviser
- $71M
- Advisers
- 4
No reported disclosures
Salient Wealth Planning
Encinitas, CA · Est. 2023
LocalInternational
- AUM
- $239M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Stone Steps Financial, LLC
Encinitas, CA · Est. 2024
Regional
- AUM
- $147M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures