Fiduciary advisors in La Jolla, CA

22 registered advisers

La Jolla is a coastal San Diego enclave where biotech wealth from nearby Torrey Pines research campuses meets generational California money. Fee-only firms account for 22 of the 22 registered practices, or about 100% of the local market. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.

ALPHACORE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #174346
Typical Fee--
AUM$9.0B
Minimum--
Clients11,152

BRANDES INVESTMENT PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #105404
Typical Fee--
AUM$26.7B
Minimum--
Clients10,588

CANTER WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #167828
Typical Fee--
AUM$276M
Minimum--
Clients258

CARTER FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #298327
Typical Fee--
AUM$252M
Minimum--
Clients536

CASTLE COAST WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #298439
Typical Fee--
AUM$412M
Minimum--
Clients1,055

COASTWISE CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #139564
Typical Fee--
AUM$184M
Minimum--
Clients397

CONTEXT CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #115167
Typical Fee--
AUM$5.0B
Minimum--
Clients3

FINANCIAL ALTERNATIVES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #108245
Typical Fee--
AUM$559M
Minimum--
Clients1,259

FRONTIER GLOBAL PARTNERS LLC

Fee-Only, No ConflictsClean Record
La Jolla, CaliforniaCRD #145341
Typical Fee--
AUM$713M
Minimum--
Clients50

HAMILTON MANOR & ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #155865
Typical Fee--
AUM$167M
Minimum--
Clients395

LIFE STRATEGIES, INC.

Fee-Only, No ConflictsClean Record
La Jolla, CaliforniaCRD #167732
Typical Fee1.45%
AUM$121M
Minimum--
Clients269

MAKAIRA PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #153729
Typical Fee--
AUM$423M
Minimum--
Clients3

MUNDOVAL CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #132553
Typical Fee--
AUM$92M
Minimum--
Clients117

NAUTILUS ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #154169
Typical Fee--
AUM$304M
Minimum--
Clients607

NERAD + DEPPE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #151284
Typical Fee--
AUM$176M
Minimum--
Clients613

SAGE STONE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #155477
Typical Fee--
AUM$230M
Minimum--
Clients424

STEPSTONE GROUP LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #143635
Typical Fee--
AUM$95.6B
Minimum--
Clients363

STEPSTONE GROUP PRIVATE DEBT LLC

Fee-Only, No ConflictsClean Record
La Jolla, CaliforniaCRD #323711
Typical Fee--
AUM$3.2B
Minimum--
Clients8

STEPSTONE GROUP REAL ASSETS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #281695
Typical Fee--
AUM$33.1B
Minimum--
Clients53

STEPSTONE GROUP REAL ESTATE LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #281698
Typical Fee--
AUM$16.4B
Minimum--
Clients75

SYRIOS WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #332139
Typical Fee--
AUM$404M
Minimum--
Clients797

TORREYANA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #329075
Typical Fee--
AUM$753M
Minimum--
Clients6
Fiduciary Advisors in La Jolla, California | FiduciaryListings