Financial advisers in Solana Beach, CA

9 registered investment adviser firms in Solana Beach managing $6.4B in assets, based on public SEC Form ADV filings.

The Informed Momentum Company LLC

Solana Beach, CA · Est. 2009

LocalInternational

Fee-only

AUM: $1.5B
Per adviser: $115M
Advisers: 13

No reported disclosures

Focus Investment Advisors, INC

Solana Beach, CA · Est. 2000

Local

Fee-based

AUM: $956M
Per adviser: $239M
Advisers: 4

No reported disclosures

Blankinship & Foster, LLC

Solana Beach, CA · Est. 1989

Local

Fee-based

AUM: $940M
Per adviser: $104M
Advisers: 9

No reported disclosures

First Turn Management, LLC

Solana Beach, CA · Est. 2023

LocalInternational

Fee-only

AUM: $900M
Per adviser: $225M
Advisers: 4

No reported disclosures

Global Imc LLC

Solana Beach, CA · Est. 2014

LocalInternational

Fee-only

AUM: $790M
Per adviser: $61M
Advisers: 13

No reported disclosures

Karmel Capital Management LLC

Solana Beach, CA · Est. 2025

Local

Fee-only

AUM: $636M
Per adviser: $80M
Advisers: 8

No reported disclosures

Dlk Investment Management

Solana Beach, CA · Est. 2009

Local

Fee-based

AUM: $524M
Per adviser: $105M
Advisers: 5

No reported disclosures

D. M. Brenner, INC.

Solana Beach, CA · Est. 2020

Local

Fee-based

AUM: $194M
Per adviser: $65M
Advisers: 3

No reported disclosures

Tide Rock Leverageco Manager, LLC

Solana Beach, CA · Est. 2026

Local

Fee-only

AUM: —
Per adviser: —
Advisers: 11

No reported disclosures