Financial advisers in San Diego, CA
99 registered investment adviser firms in San Diego managing $165.9B in assets, based on public SEC Form ADV filings.
Chandler Asset Management INC
San Diego, CA · Est. 1993
- AUM
- $45.3B
- Per adviser
- $2.3B
- Advisers
- 20
No reported disclosures
Independent Financial Group, LLC
San Diego, CA · Est. 2004
- AUM
- $12.9B
- Per adviser
- $27M
- Advisers
- 476
Pure Financial Advisors, LLC
San Diego, CA · Est. 2009
- AUM
- $11.1B
- Per adviser
- $145M
- Advisers
- 76
No reported disclosures
Fairfield Realty Advisors LLC
San Diego, CA · Est. 2019
- AUM
- $6.2B
- Per adviser
- $42M
- Advisers
- 149
No reported disclosures
Lm Capital Group, LLC
San Diego, CA · Est. 2002
- AUM
- $6.1B
- Per adviser
- $678M
- Advisers
- 9
No reported disclosures
American Assets Investment Management, LLC
San Diego, CA · Est. 2006
- AUM
- $5.9B
- Per adviser
- $2.9B
- Advisers
- 2
No reported disclosures
Metis Global Partners, LLC
San Diego, CA · Est. 2015
- AUM
- $5.7B
- Per adviser
- $1.1B
- Advisers
- 5
No reported disclosures
Dunham
San Diego, CA · Est. 1985
- AUM
- $5.6B
- Per adviser
- $625M
- Advisers
- 9
No reported disclosures
Globeflex Capital LP
San Diego, CA · Est. 1994
- AUM
- $4.6B
- Per adviser
- $460M
- Advisers
- 10
No reported disclosures
Ipg Investment Advisors, LLC
San Diego, CA · Est. 2010
- AUM
- $4.1B
- Per adviser
- $109M
- Advisers
- 38
Kingswood Wealth Advisors, LLC
San Diego, CA · Est. 2017
- AUM
- $3.8B
- Per adviser
- $50M
- Advisers
- 76
No reported disclosures
Neos Partners, LP
San Diego, CA · Est. 2024
- AUM
- $3.8B
- Per adviser
- $164M
- Advisers
- 23
No reported disclosures
Counterpoint Funds
San Diego, CA · Est. 2014
- AUM
- $3.2B
- Per adviser
- $540M
- Advisers
- 6
No reported disclosures
Clarivest Asset Management LLC
San Diego, CA · Est. 2006
- AUM
- $3.0B
- Per adviser
- $305M
- Advisers
- 10
No reported disclosures
Lm Advisors LLC
San Diego, CA · Est. 2011
- AUM
- $2.9B
- Per adviser
- $360M
- Advisers
- 8
No reported disclosures
Coastedge Partners, LLC
San Diego, CA · Est. 2009
- AUM
- $2.1B
- Per adviser
- $428M
- Advisers
- 5
No reported disclosures
Madison Avenue Securities, LLC
San Diego, CA · Est. 2009
- AUM
- $2.0B
- Per adviser
- $25M
- Advisers
- 81
Sovran Advisors, LLC
San Diego, CA · Est. 2024
- AUM
- $1.9B
- Per adviser
- $31M
- Advisers
- 60
No reported disclosures
Rice Hall James & Associates LLC
San Diego, CA · Est. 2003
- AUM
- $1.7B
- Per adviser
- $134M
- Advisers
- 13
No reported disclosures
Telos Capital Management, INC.
San Diego, CA · Est. 2009
- AUM
- $1.6B
- Per adviser
- $232M
- Advisers
- 7
No reported disclosures
Nicholas Investment Partners, L.P.
San Diego, CA · Est. 2006
- AUM
- $1.5B
- Per adviser
- $290M
- Advisers
- 5
No reported disclosures
Denali Advisors, LLC
San Diego, CA · Est. 2001
- AUM
- $1.4B
- Per adviser
- $154M
- Advisers
- 9
No reported disclosures
Cascade Financial Partners, LLC
San Diego, CA · Est. 2023
- AUM
- $1.4B
- Per adviser
- $230M
- Advisers
- 6
No reported disclosures
Seaside Equity Partners
San Diego, CA · Est. 2022
- AUM
- $1.4B
- Per adviser
- $80M
- Advisers
- 17
No reported disclosures
Centura Wealth Advisory
San Diego, CA · Est. 2018
- AUM
- $1.2B
- Per adviser
- $63M
- Advisers
- 19
No reported disclosures
Castle Creek Capital
San Diego, CA · Est. 2011
- AUM
- $1.1B
- Per adviser
- $103M
- Advisers
- 11
No reported disclosures
Christopher Weil & Co INC
San Diego, CA · Est. 1992
- AUM
- $896M
- Per adviser
- $128M
- Advisers
- 7
No reported disclosures
Financial Sense Advisors, INC.
San Diego, CA · Est. 1985
- AUM
- $836M
- Per adviser
- $104M
- Advisers
- 8
No reported disclosures
Creative Capital Management Investments LLC
San Diego, CA · Est. 2017
- AUM
- $780M
- Per adviser
- $111M
- Advisers
- 7
No reported disclosures
Wilsey Asset Management Incorporated
San Diego, CA · Est. 2009
- AUM
- $768M
- Per adviser
- $384M
- Advisers
- 2
No reported disclosures
Gradient Capital Advisors, LLC
San Diego, CA · Est. 2014
- AUM
- $742M
- Per adviser
- $148M
- Advisers
- 5
No reported disclosures
Premier Wealth Advisors, LLC
San Diego, CA · Est. 2018
- AUM
- $695M
- Per adviser
- $116M
- Advisers
- 6
No reported disclosures
Heritage Wealth Management, INC.
San Diego, CA · Est. 2021
- AUM
- $643M
- Per adviser
- $92M
- Advisers
- 7
No reported disclosures
Stolper & Co., INC.
San Diego, CA · Est. 1976
- AUM
- $616M
- Per adviser
- $308M
- Advisers
- 2
No reported disclosures
Measured Risk Portfolios
San Diego, CA · Est. 2014
- AUM
- $597M
- Per adviser
- $149M
- Advisers
- 4
No reported disclosures
Pathview Wealth Advisors
San Diego, CA · Est. 2020
- AUM
- $583M
- Per adviser
- $97M
- Advisers
- 6
No reported disclosures
Boxer Capital Management, LLC
San Diego, CA · Est. 2024
- AUM
- $578M
- Per adviser
- $72M
- Advisers
- 8
No reported disclosures
Willow Creek Financial
San Diego, CA · Est. 2016
- AUM
- $529M
- Per adviser
- $106M
- Advisers
- 5
No reported disclosures
Ariston Services Group, LLC
San Diego, CA · Est. 2008
- AUM
- $527M
- Per adviser
- $176M
- Advisers
- 3
No reported disclosures
Presidio Capital Management, LLC
San Diego, CA · Est. 2022
- AUM
- $499M
- Per adviser
- $55M
- Advisers
- 9
No reported disclosures
One Degree Advisors, INC.
San Diego, CA · Est. 2014
- AUM
- $489M
- Per adviser
- $82M
- Advisers
- 6
No reported disclosures
Illumination Wealth Management
San Diego, CA · Est. 2021
- AUM
- $471M
- Per adviser
- $52M
- Advisers
- 9
No reported disclosures
Clelland & Company INC
San Diego, CA · Est. 1989
- AUM
- $466M
- Per adviser
- $233M
- Advisers
- 2
No reported disclosures
Tidemark, LLC
San Diego, CA · Est. 2023
- AUM
- $463M
- Per adviser
- $58M
- Advisers
- 8
No reported disclosures
Beta Wealth Group, INC
San Diego, CA · Est. 2012
- AUM
- $460M
- Per adviser
- $153M
- Advisers
- 3
No reported disclosures
Carmel Capital Partners, LLC
San Diego, CA · Est. 2005
- AUM
- $434M
- Per adviser
- $87M
- Advisers
- 5
No reported disclosures
Seabird Investment Partners
San Diego, CA · Est. 2016
- AUM
- $419M
- Per adviser
- $84M
- Advisers
- 5
No reported disclosures
Ted Buchan & Company
San Diego, CA · Est. 2018
- AUM
- $413M
- Per adviser
- $207M
- Advisers
- 2
No reported disclosures
Practicecfo Investments
San Diego, CA · Est. 2021
- AUM
- $402M
- Per adviser
- $33M
- Advisers
- 12
No reported disclosures
Platt Wealth Management
San Diego, CA · Est. 2018
- AUM
- $391M
- Per adviser
- $130M
- Advisers
- 3
No reported disclosures
Pacific Point Advisors, LLC
San Diego, CA · Est. 2022
- AUM
- $390M
- Per adviser
- $65M
- Advisers
- 6
No reported disclosures
Brian D. Lowder, INC.
San Diego, CA · Est. 1986
- AUM
- $388M
- Per adviser
- $129M
- Advisers
- 3
No reported disclosures
Ats Wealth Management
San Diego, CA · Est. 2020
- AUM
- $384M
- Per adviser
- $96M
- Advisers
- 4
No reported disclosures
Torren Management, LLC
San Diego, CA · Est. 2024
- AUM
- $373M
- Per adviser
- $93M
- Advisers
- 4
No reported disclosures
Pacific Wealth Management
San Diego, CA · Est. 2012
- AUM
- $372M
- Per adviser
- $62M
- Advisers
- 6
No reported disclosures
Dean Roland Russell, LLC
San Diego, CA · Est. 1999
- AUM
- $351M
- Per adviser
- $88M
- Advisers
- 4
No reported disclosures
Superior Planning Wealth Management & Family Office
San Diego, CA · Est. 2024
- AUM
- $350M
- Per adviser
- $44M
- Advisers
- 8
No reported disclosures
Eiger Wealth Management, LLC
San Diego, CA · Est. 2019
- AUM
- $339M
- Per adviser
- $85M
- Advisers
- 4
No reported disclosures
Copley Financial Group, INC.
San Diego, CA · Est. 2020
- AUM
- $331M
- Per adviser
- $47M
- Advisers
- 7
Wealth Analytics Partners, LLC
San Diego, CA · Est. 2006
- AUM
- $316M
- Per adviser
- $79M
- Advisers
- 4
No reported disclosures
Define Financial, LLC
San Diego, CA · Est. 2021
- AUM
- $315M
- Per adviser
- $63M
- Advisers
- 5
No reported disclosures
Western Financial Corporation
San Diego, CA · Est. 2020
- AUM
- $309M
- Per adviser
- $155M
- Advisers
- 2
No reported disclosures
Kachkovsky & Fisher, INC.
San Diego, CA · Est. 2018
- AUM
- $305M
- Per adviser
- $102M
- Advisers
- 3
No reported disclosures
Mcnaughton Wealth Management, LLC
San Diego, CA · Est. 2019
- AUM
- $292M
- Per adviser
- $97M
- Advisers
- 3
No reported disclosures
Silvia Mccoll Wealth Management, LLC
San Diego, CA · Est. 2018
- AUM
- $283M
- Per adviser
- $142M
- Advisers
- 2
No reported disclosures
Simplifi, INC.
San Diego, CA · Est. 2013
- AUM
- $276M
- Per adviser
- $276M
- Advisers
- 1
No reported disclosures
Mission Hills Financial Advisory LLC
San Diego, CA · Est. 2023
- AUM
- $274M
- Per adviser
- $69M
- Advisers
- 4
Healthpointcapital Management, LLC
San Diego, CA · Est. 2022
- AUM
- $271M
- Per adviser
- $45M
- Advisers
- 6
No reported disclosures
Chokshi & Queen Wealth Advisors
San Diego, CA · Est. 2021
- AUM
- $263M
- Per adviser
- $132M
- Advisers
- 2
No reported disclosures
Pacific Capital Associates
San Diego, CA · Est. 2018
- AUM
- $259M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
International Private Wealth Advisors LLC
San Diego, CA · Est. 2022
- AUM
- $255M
- Per adviser
- $85M
- Advisers
- 3
No reported disclosures
Kaiyo Wealth LLC
San Diego, CA · Est. 2026
- AUM
- $240M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Trivant Custom Portfolio Group LLC
San Diego, CA · Est. 2019
- AUM
- $239M
- Per adviser
- $48M
- Advisers
- 5
No reported disclosures
Bamboo Wealth Strategies
San Diego, CA · Est. 2020
- AUM
- $236M
- Per adviser
- $59M
- Advisers
- 4
No reported disclosures
D'Arcy Capital Management, LLC
San Diego, CA · Est. 2021
- AUM
- $226M
- Per adviser
- $56M
- Advisers
- 4
No reported disclosures
Blue Summit Wealth Management
San Diego, CA · Est. 2019
- AUM
- $211M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Wfa Of San Diego
San Diego, CA · Est. 2020
- AUM
- $207M
- Per adviser
- $103M
- Advisers
- 2
No reported disclosures
Reyes Financial Architecture INC.
San Diego, CA · Est. 2022
- AUM
- $196M
- Per adviser
- $49M
- Advisers
- 4
No reported disclosures
Wilshire Quinn Capital, INC.
San Diego, CA · Est. 2023
- AUM
- $188M
- Per adviser
- $188M
- Advisers
- 1
No reported disclosures
Ward & Associates
San Diego, CA · Est. 1998
- AUM
- $187M
- Per adviser
- $94M
- Advisers
- 2
No reported disclosures
Stirling Financial Group
San Diego, CA · Est. 2024
- AUM
- $180M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
M Wealth Management, LLC
San Diego, CA · Est. 2018
- AUM
- $178M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Torrey Wealth, LLC
San Diego, CA · Est. 2022
- AUM
- $177M
- Per adviser
- $177M
- Advisers
- 1
No reported disclosures
Clutinger Williams & Verhoye INC
San Diego, CA · Est. 1969
- AUM
- $163M
- Per adviser
- $82M
- Advisers
- 2
No reported disclosures
Zermatt Wealth Partners
San Diego, CA · Est. 1982
- AUM
- $158M
- Per adviser
- $40M
- Advisers
- 4
No reported disclosures
Finec Asset Management
San Diego, CA · Est. 2025
- AUM
- $157M
- Per adviser
- $26M
- Advisers
- 6
No reported disclosures
Merrithew & Thorsten, INC.
San Diego, CA · Est. 2021
- AUM
- $155M
- Per adviser
- $78M
- Advisers
- 2
No reported disclosures
Decision Investments, INC.
San Diego, CA · Est. 2025
- AUM
- $155M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Aurora Wealth Advisors
San Diego, CA · Est. 2023
- AUM
- $149M
- Per adviser
- $74M
- Advisers
- 2
No reported disclosures
Rj Patterson Group
San Diego, CA · Est. 2026
- AUM
- $142M
- Per adviser
- $71M
- Advisers
- 2
No reported disclosures
Sikorski Wealth Management, LLC
San Diego, CA · Est. 2025
- AUM
- $140M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures
Goldman Wealth Management
San Diego, CA · Est. 2026
- AUM
- $120M
- Per adviser
- $120M
- Advisers
- 1
No reported disclosures
7 Streets Financial, LLC
San Diego, CA · Est. 2020
- AUM
- $88M
- Per adviser
- $44M
- Advisers
- 2
No reported disclosures
Awm Global Advisors
San Diego, CA · Est. 2011
- AUM
- $59M
- Per adviser
- $20M
- Advisers
- 3
No reported disclosures
Socialtrader
San Diego, CA · Est. 2023
- AUM
- $73,145
- Per adviser
- —
- Advisers
- —
No reported disclosures
Benchmark Advisory Services, LLC
San Diego, CA · Est. 2019
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Nectarine
San Diego, CA · Est. 2023
- AUM
- —
- Per adviser
- —
- Advisers
- 29
No reported disclosures
Advice Only
San Diego, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 6
No reported disclosures
Breakaway Independent Advisors, LLC
San Diego, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures