Fiduciary advisors in San Diego, CA
97 registered advisers
Military pensions, biotech equity, and cross-border commerce with Tijuana create a financial planning environment unlike anywhere else in California. 97 SEC-registered fiduciary advisors serve the San Diego metro, 90 on a fee-only basis. The concentration of defense contractors and pharmaceutical firms means many local advisors handle security clearance considerations alongside traditional wealth management.
7 STREETS FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$88M
Minimum--
Clients270
ADVICE ONLY
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
AKSIA CA LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.1B
Minimum--
Clients3
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.9B
Minimum--
Clients11
ARISTON SERVICES GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$491M
Minimum--
Clients223
ATS WEALTH MANAGEMENT
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$384M
Minimum--
Clients1,229
AURORA WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$134M
Minimum--
Clients675
AWM GLOBAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$91M
Minimum--
Clients143
BAMBOO WEALTH STRATEGIES
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$236M
Minimum--
Clients807
BENCHMARK ADVISORY SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
BETA WEALTH GROUP, INC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$429M
Minimum--
Clients430
BLUE SUMMIT WEALTH MANAGEMENT
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$211M
Minimum--
Clients630
BOXER CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients2
BRIAN D. LOWDER, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$388M
Minimum--
Clients643
CARMEL CAPITAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$380M
Minimum--
Clients718
CASCADE FINANCIAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients1,069
CASTLE CREEK CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.2B
Minimum--
Clients13
CENTURA WEALTH ADVISORY
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$769M
Minimum--
Clients1,467
CHANDLER ASSET MANAGEMENT INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$41.6B
Minimum--
Clients1,049
CHOKSHI & QUEEN WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$263M
Minimum--
Clients775
CHRISTOPHER WEIL & CO INC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$896M
Minimum--
Clients1,547
CLARIVEST ASSET MANAGEMENT LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee1.00%
AUM$3.0B
Minimum--
Clients27
CLELLAND & COMPANY INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$432M
Minimum--
Clients279
CLUTINGER WILLIAMS & VERHOYE INC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$163M
Minimum--
Clients255
COASTEDGE PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.8B
Minimum--
Clients1,151
COPLEY FINANCIAL GROUP, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$319M
Minimum--
Clients3,270
COUNTERPOINT FUNDS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.6B
Minimum--
Clients5
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$668M
Minimum--
Clients1,126
D'ARCY CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$226M
Minimum--
Clients313
DEAN ROLAND RUSSELL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$314M
Minimum--
Clients556
DECISION INVESTMENTS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$132M
Minimum--
Clients363
DEFINE FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.25%
AUM$276M
Minimum--
Clients524
DENALI ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients312
DUNHAM
Clean RecordAlso Compensated via BrokerageTypical Fee2.00%
AUM$4.7B
Minimum--
Clients12,032
EIGER WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$322M
Minimum--
Clients549
FAIRFIELD REALTY ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.2B
Minimum--
Clients12
FINANCIAL SENSE ADVISORS, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$681M
Minimum--
Clients1,104
FINEC ASSET MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$126M
Minimum--
Clients148
GLOBEFLEX CAPITAL LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.6B
Minimum--
Clients30
GRADIENT CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$742M
Minimum--
Clients1,548
HEALTHPOINTCAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$243M
Minimum--
Clients3
HERITAGE WEALTH MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$491M
Minimum--
Clients978
ILLUMINATION WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$377M
Minimum--
Clients1,091
INDEPENDENT FINANCIAL GROUP, LLC
Also Compensated via BrokerageTypical Fee--
AUM$11.3B
Minimum--
Clients44,046
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$255M
Minimum--
Clients835
IPG INVESTMENT ADVISORS, LLC
Also Compensated via Product SalesTypical Fee--
AUM$3.8B
Minimum--
Clients1,154
KACHKOVSKY & FISHER, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$244M
Minimum--
Clients413
KINGSWOOD WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.5B
Minimum--
Clients9,250
LM ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.3B
Minimum--
Clients1,158
LM CAPITAL GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.8B
Minimum--
Clients38
M WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$178M
Minimum--
Clients831
MADISON AVENUE SECURITIES, LLC
Also Compensated via BrokerageTypical Fee--
AUM$2.0B
Minimum--
Clients14,100
MCNAUGHTON WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$243M
Minimum--
Clients875
MEASURED RISK PORTFOLIOS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$400M
Minimum--
Clients1,456
MERRITHEW & THORSTEN, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$155M
Minimum--
Clients372
METIS GLOBAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.7B
Minimum--
Clients25
MISSION HILLS FINANCIAL ADVISORY LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$209M
Minimum--
Clients717
NECTARINE
Fee-Only, No ConflictsTypical Fee--
AUM--
Minimum--
Clients--
NEOS PARTNERS, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.0B
Minimum--
Clients8
ONE DEGREE ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$342M
Minimum--
Clients1,012
PACIFIC CAPITAL ASSOCIATES
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$259M
Minimum--
Clients1,082
PACIFIC POINT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$346M
Minimum--
Clients172
PACIFIC WEALTH MANAGEMENT
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$318M
Minimum--
Clients524
PATHVIEW WEALTH ADVISORS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$580M
Minimum--
Clients1,332
PLATT WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$391M
Minimum--
Clients663
PRACTICECFO INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$332M
Minimum--
Clients429
PREMIER WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$695M
Minimum--
Clients1,824
PRESIDIO CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$397M
Minimum--
Clients967
PURE FINANCIAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$11.1B
Minimum--
Clients7,509
REYES FINANCIAL ARCHITECTURE INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$157M
Minimum--
Clients485
RICE HALL JAMES & ASSOCIATES LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.8B
Minimum--
Clients265
SALIENT WEALTH PLANNING
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$200M
Minimum--
Clients824
SEABIRD INVESTMENT PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$354M
Minimum--
Clients270
SEASIDE EQUITY PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$606M
Minimum--
Clients6
SIKORSKI WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$103M
Minimum--
Clients544
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$283M
Minimum--
Clients357
SIMPLIFI, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$252M
Minimum--
Clients562
SOCIALTRADER
Fee-Only, No ConflictsClean RecordTypical Fee1.00%
AUM$400
Minimum$50,000
Clients4
SOVRAN ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients4,470
STIRLING FINANCIAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$180M
Minimum--
Clients475
STOLPER & CO., INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$616M
Minimum--
Clients176
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$192M
Minimum--
Clients810
TED BUCHAN & COMPANY
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$347M
Minimum--
Clients1,155
TELOS CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients2,322
TIDEMARK, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$345M
Minimum--
Clients1,567
TORREN MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$334M
Minimum--
Clients134
TORREY WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$153M
Minimum--
Clients246
TRIVANT CUSTOM PORTFOLIO GROUP LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$239M
Minimum--
Clients482
VALIDEX GLOBAL INVESTING
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$305M
Minimum--
Clients1,170
WARD & ASSOCIATES
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$191M
Minimum--
Clients55
WEALTH ANALYTICS PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$283M
Minimum--
Clients440
WESTERN FINANCIAL CORPORATION
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.00%
AUM$309M
Minimum$2000M
Clients398
WFA OF SAN DIEGO
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$178M
Minimum--
Clients359
WILLOW CREEK FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$464M
Minimum--
Clients837
WILSEY ASSET MANAGEMENT INCORPORATED
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$650M
Minimum--
Clients1,825
WILSHIRE QUINN CAPITAL, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$188M
Minimum--
Clients1
ZERMATT WEALTH PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$116M
Minimum--
Clients254