Top financial advisors in Solana Beach, CA
We’ve curated a list of the best financial advisors in Solana Beach, take a look at it below
Find an advisor in Solana Beach| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,498,331,736 | 23 advisors | ||
| 2 | $690,041,873 | 16 advisors | ||
| 3 | $337,448,462 | 5 advisors | ||
| 4 | $267,086,006 | 6 advisors | ||
| 5 | $45,012,246 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Solana Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Solana Beach. 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.
Eam Global Investors LLC
Eam Global Investors LLC is a financial advisory firm based in Solana Beach, California. It currently has approximately $1,498,331,736 of assets under management and employs about 23 people. Eam Global Investors LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,498,331,736
Headcount
23 advisors
Fee structure
A percentage of assets under your management
SEC number
801-79753
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)
Selection Of Other Advisers
Blankinship & Foster, LLC
Blankinship & Foster, LLC is a financial advisory firm based in Solana Beach, California. It currently has approximately $690,041,873 of assets under management and employs about 16 people. Blankinship & Foster, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$690,041,873
Headcount
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-35218
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
Educational Seminars/workshops
Focus Investment Advisors, Inc
Focus Investment Advisors, Inc is a financial advisory firm based in Solana Beach, California. It currently has approximately $337,448,462 of assets under management and employs about 5 people. Focus Investment Advisors, Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$337,448,462
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-57176
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
Dlk Investment Management
Dlk Investment Management is a financial advisory firm based in Solana Beach, California. It currently has approximately $267,086,006 of assets under management and employs about 6 people. Dlk Investment Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$267,086,006
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-69825
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)
Educational Seminars/workshops
Gracian Capital LLC
Gracian Capital LLC is a financial advisory firm based in Solana Beach, California. It currently has approximately $45,012,246 of assets under management and employs about 3 people. Gracian Capital LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$45,012,246
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-129023
Services offered
Portfolio Management For Pooled Investment Vehicles
Research And Consulting
Your first meeting is free.