Top financial advisors in Del Mar, CA
We’ve curated a list of the best financial advisors in Del Mar, take a look at it below
Find an advisor in Del Mar| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $618,858,773 | 2 advisors | ||
| 2 | $108,281,389 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Del Mar, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Del Mar. 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.
First Turn Management, LLC
First Turn Management, LLC is a financial advisory firm based in Del Mar, California. It currently has approximately $618,858,773 of assets under management and employs about 2 people. First Turn Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$618,858,773
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-128649
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Del Mar Wealth Management Inc
Del Mar Wealth Management Inc is a financial advisory firm based in Del Mar, California. It currently has approximately $108,281,389 of assets under management and employs about 2 people. Del Mar Wealth Management Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$108,281,389
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-119990
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)
Selection Of Other Advisers
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