Top 10 financial advisors in San Diego, CA
We’ve curated a list of the best financial advisors in San Diego, take a look at it below
Find an advisor in San Diego| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $5,141,162,593 | 697 advisors | ||
| 2 | $4,533,798,191 | 123 advisors | ||
| 3 | $2,952,280,422 | 23 advisors | ||
| 4 | $2,088,666,253 | 8 advisors | ||
| 5 | $2,001,220,702 | 20 advisors | ||
| 6 | $1,877,886,013 | 34 advisors | ||
| 7 | $1,869,420,522 | 387 advisors | ||
| 8 | $1,495,502,248 | 49 advisors | ||
| 9 | $1,351,835,495 | 8 advisors | ||
| 10 | $1,101,816,993 | 17 advisors |
How we came up with this list
To generate our top financial advisors list in San Diego, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Diego. 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.
Independent Financial Group, LLC
Independent Financial Group, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $5,141,162,593 of assets under management and employs about 697 people. Independent Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$5,141,162,593
Headcount
697 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-62667
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
Pure Financial Advisors, LLC
Pure Financial Advisors, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $4,533,798,191 of assets under management and employs about 123 people. Pure Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$4,533,798,191
Headcount
123 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-70137
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Clarivest Asset Management LLC
Clarivest Asset Management LLC is a financial advisory firm based in San Diego, California. It currently has approximately $2,952,280,422 of assets under management and employs about 23 people. Clarivest Asset Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$2,952,280,422
Headcount
23 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-66386
Services offered
Portfolio Management For Investment Companies
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)
Model Portfolios
Metis Global Partners, LLC
Metis Global Partners, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $2,088,666,253 of assets under management and employs about 8 people. Metis Global Partners, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,088,666,253
Headcount
8 advisors
Fee structure
A percentage of assets under your management
SEC number
801-91173
Services offered
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)
Lm Advisors LLC
Lm Advisors LLC is a financial advisory firm based in San Diego, California. It currently has approximately $2,001,220,702 of assets under management and employs about 20 people. Lm Advisors LLC uses a fee structure of a percentage of assets under your management, fixed fees and referral fee.
Assets under management
$2,001,220,702
Headcount
20 advisors
Fee structure
A percentage of assets under your management
Fixed fees
REFERRAL FEE
SEC number
801-72170
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)
Ipg Investment Advisors, LLC
Ipg Investment Advisors, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $1,877,886,013 of assets under management and employs about 34 people. Ipg Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees, commissions, performance-based fees and family office, service , finder's fees $ 12b1 fees via afflt.
Assets under management
$1,877,886,013
Headcount
34 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Performance-based fees
FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT
SEC number
801-71104
Services offered
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)
May Select Advise On And/or Offer Private Funds And Limited Partnerships And/or Provide Family Office Services
- Not sure which one to choose?Use our smart matching tool
Fairfield Realty Advisors LLC
Fairfield Realty Advisors LLC is a financial advisory firm based in San Diego, California. It currently has approximately $1,869,420,522 of assets under management and employs about 387 people. Fairfield Realty Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,869,420,522
Headcount
387 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-115002
Services offered
Portfolio Management For Pooled Investment Vehicles
Aksia Ca LLC
Aksia Ca LLC is a financial advisory firm based in San Diego, California. It currently has approximately $1,495,502,248 of assets under management and employs about 49 people. Aksia Ca LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$1,495,502,248
Headcount
49 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-72746
Services offered
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Non-discretionary Advisory Services To Private Investment Fund-of-funds
Counterpoint Funds
Counterpoint Funds is a financial advisory firm based in San Diego, California. It currently has approximately $1,351,835,495 of assets under management and employs about 8 people. Counterpoint Funds uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,351,835,495
Headcount
8 advisors
Fee structure
A percentage of assets under your management
SEC number
801-80197
Services offered
Portfolio Management For Investment Companies
Model Delivery To Tamp Platforms
- Not sure which one to choose?Use our smart matching tool
Telos Capital Management, Inc.
Telos Capital Management, Inc. is a financial advisory firm based in San Diego, California. It currently has approximately $1,101,816,993 of assets under management and employs about 17 people. Telos Capital Management, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,101,816,993
Headcount
17 advisors
Fee structure
A percentage of assets under your management
SEC number
801-69837
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
See full profileMeet the advisor
13480 Evening Creek Drive North,
Suite 250,
San Diego,
California,
92128
Your first meeting is free.