Financial advisers in La Jolla, CA
23 registered investment adviser firms in La Jolla managing $235.6B in assets, based on public SEC Form ADV filings.
Stepstone Group LP
La Jolla, CA · Est. 2007
- AUM
- $107.8B
- Per adviser
- $516M
- Advisers
- 209
No reported disclosures
Stepstone Group Real Assets LP
La Jolla, CA · Est. 2015
- AUM
- $41.5B
- Per adviser
- $488M
- Advisers
- 85
No reported disclosures
Brandes Investment Partners, LP
La Jolla, CA · Est. 1985
- AUM
- $40.6B
- Per adviser
- $1.2B
- Advisers
- 35
No reported disclosures
Stepstone Group Real Estate LP
La Jolla, CA · Est. 2015
- AUM
- $17.2B
- Per adviser
- $181M
- Advisers
- 95
No reported disclosures
Alphacore Capital LLC
La Jolla, CA · Est. 2016
- AUM
- $9.0B
- Per adviser
- $131M
- Advisers
- 69
No reported disclosures
Context Capital Management LLC
La Jolla, CA · Est. 2005
- AUM
- $8.0B
- Per adviser
- $1.0B
- Advisers
- 8
No reported disclosures
Stepstone Group Private Debt LLC
La Jolla, CA · Est. 2022
- AUM
- $5.8B
- Per adviser
- —
- Advisers
- —
No reported disclosures
Torreyana Capital
La Jolla, CA · Est. 2023
- AUM
- $837M
- Per adviser
- $209M
- Advisers
- 4
No reported disclosures
Frontier Global Partners LLC
La Jolla, CA · Est. 2010
- AUM
- $713M
- Per adviser
- $119M
- Advisers
- 6
No reported disclosures
Financial Alternatives, INC.
La Jolla, CA · Est. 2000
- AUM
- $615M
- Per adviser
- $88M
- Advisers
- 7
No reported disclosures
Jet Wealth Advisors
La Jolla, CA · Est. 2026
- AUM
- $547M
- Per adviser
- $91M
- Advisers
- 6
No reported disclosures
Syrios Wealth Management Group
La Jolla, CA · Est. 2024
- AUM
- $425M
- Per adviser
- $425M
- Advisers
- 1
No reported disclosures
Castle Coast Wealth, LLC
La Jolla, CA · Est. 2019
- AUM
- $424M
- Per adviser
- $106M
- Advisers
- 4
No reported disclosures
Canter Wealth
La Jolla, CA · Est. 2019
- AUM
- $386M
- Per adviser
- $55M
- Advisers
- 7
No reported disclosures
Nautilus Advisors LLC
La Jolla, CA · Est. 2010
- AUM
- $304M
- Per adviser
- $101M
- Advisers
- 3
No reported disclosures
Carter Financial, LLC
La Jolla, CA · Est. 2019
- AUM
- $282M
- Per adviser
- $94M
- Advisers
- 3
No reported disclosures
Sage Stone Wealth Management LLC
La Jolla, CA · Est. 2015
- AUM
- $261M
- Per adviser
- $87M
- Advisers
- 3
No reported disclosures
Coastwise Capital Group, LLC
La Jolla, CA · Est. 2022
- AUM
- $212M
- Per adviser
- $71M
- Advisers
- 3
No reported disclosures
Hamilton Manor & Associates
La Jolla, CA · Est. 2018
- AUM
- $189M
- Per adviser
- $94M
- Advisers
- 2
No reported disclosures
Nerad + Deppe Wealth Management
La Jolla, CA · Est. 2022
- AUM
- $176M
- Per adviser
- $88M
- Advisers
- 2
No reported disclosures
Life Strategies, INC.
La Jolla, CA · Est. 2025
- AUM
- $121M
- Per adviser
- $121M
- Advisers
- 1
No reported disclosures
Mundoval Capital Management, INC.
La Jolla, CA · Est. 2004
- AUM
- $92M
- Per adviser
- $31M
- Advisers
- 3
No reported disclosures
Cosmos Wealth, LLC
La Jolla, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures