Top 10 advisors in San Diego
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.
1. Independent Financial Group, LLC
Assets under management
$5,141,162,593
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
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
2. Pure Financial Advisors, LLC
Assets under management
$4,533,798,191
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
3. Clarivest Asset Management LLC
Assets under management
$2,952,280,422
Fee structure
A percentage of assets under your management
Performance-based fees
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
4. Metis Global Partners, LLC
Assets under management
$2,088,666,253
Fee structure
A percentage of assets under your management
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)
5. Lm Advisors LLC
Assets under management
$2,001,220,702
Fee structure
A percentage of assets under your management
Fixed fees
REFERRAL FEE
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)
6. Ipg Investment Advisors, LLC
Assets under management
$1,877,886,013
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
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
7. Fairfield Realty Advisors LLC
Assets under management
$1,869,420,522
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Aksia Ca LLC
Assets under management
$1,495,502,248
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Non-discretionary Advisory Services To Private Investment Fund-of-funds
9. Counterpoint Funds
Assets under management
$1,351,835,495
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Model Delivery To Tamp Platforms
- Not sure which one to choose?Use our smart matching tool
10. Telos Capital Management, Inc.
Assets under management
$1,101,816,993
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.