AdvisorGrade

Financial advisers in La Mesa, CA

2 registered investment adviser firms in La Mesa managing $532M in assets, based on public SEC Form ADV filings.

Petix & Botte Financial

La Mesa, CA · Est. 2014

Local
Fee-based
AUM
$412M
Per adviser
$137M
Advisers
3

No reported disclosures

Tweet Management Services, INC.

La Mesa, CA · Est. 2026

Local
Fee-only
AUM
$121M
Per adviser
$121M
Advisers
1

No reported disclosures