Top 10 financial advisors in Carlsbad, CA
We’ve curated a list of the best financial advisors in Carlsbad, take a look at it below
Find an advisor in Carlsbad| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $16,030,000,000 | 1 advisors | ||
| 2 | $3,050,198,338 | 9 advisors | ||
| 3 | $2,748,214,415 | 82 advisors | ||
| 4 | $316,987,067 | 5 advisors | ||
| 5 | $300,987,466 | 8 advisors | ||
| 6 | $180,000,000 | 5 advisors | ||
| 7 | $135,163,483 | 2 advisors | ||
| 8 | $122,311,729 | 4 advisors | ||
| 9 | $118,480,816 | 3 advisors | ||
| 10 | $104,643,897 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Carlsbad, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Carlsbad. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Meketa Fiduciary Management, LLC
Meketa Fiduciary Management, LLC is a financial advisory firm based in Carlsbad, California. It currently has approximately $16,030,000,000 of assets under management and employs about 1 people. Meketa Fiduciary Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$16,030,000,000
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-126961
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Resource Capital Investment Corporation
Resource Capital Investment Corporation is a financial advisory firm based in Carlsbad, California. It currently has approximately $3,050,198,338 of assets under management and employs about 9 people. Resource Capital Investment Corporation uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,050,198,338
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-78106
Services offered
Portfolio Management For Pooled Investment Vehicles
Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC is a financial advisory firm based in Carlsbad, California. It currently has approximately $2,748,214,415 of assets under management and employs about 82 people. Axxcess Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Assets under management
$2,748,214,415
Headcount
82 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
SEC number
801-76763
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Tamarack Advisers, Lp
Tamarack Advisers, Lp is a financial advisory firm based in Carlsbad, California. It currently has approximately $316,987,067 of assets under management and employs about 5 people. Tamarack Advisers, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$316,987,067
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-107391
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Financial Focus LLC
Financial Focus LLC is a financial advisory firm based in Carlsbad, California. It currently has approximately $300,987,466 of assets under management and employs about 8 people. Financial Focus LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$300,987,466
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112408
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Anchor Bay Capital, Inc.
Anchor Bay Capital, Inc. is a financial advisory firm based in Carlsbad, California. It currently has approximately $180,000,000 of assets under management and employs about 5 people. Anchor Bay Capital, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$180,000,000
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-107983
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
Frank Financial Advisors
Frank Financial Advisors is a financial advisory firm based in Carlsbad, California. It currently has approximately $135,163,483 of assets under management and employs about 2 people. Frank Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$135,163,483
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-121668
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Mh & Associates Securities Management Corporation
Mh & Associates Securities Management Corporation is a financial advisory firm based in Carlsbad, California. It currently has approximately $122,311,729 of assets under management and employs about 4 people. Mh & Associates Securities Management Corporation uses a fee structure of and a percentage of assets under your management.
Assets under management
$122,311,729
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-16281
Services offered
Portfolio Management For Individuals And/or Small Businesses
Vistica Wealth Advisors, LLC
Vistica Wealth Advisors, LLC is a financial advisory firm based in Carlsbad, California. It currently has approximately $118,480,816 of assets under management and employs about 3 people. Vistica Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$118,480,816
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-121024
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Fonte Financial Advisors
Fonte Financial Advisors is a financial advisory firm based in Carlsbad, California. It currently has approximately $104,643,897 of assets under management and employs about 5 people. Fonte Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$104,643,897
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120581
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
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