Investment adviser firms in CARLSBAD, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
17 firms · Source months shown: August 2026
- ANCHOR BAY CAPITAL, INC.CRD 116913 · CARLSBAD, CA$247,127,800.00Regulatory AUM · August 2026
- ANCHOR BAY PRIVATE WEALTH LLCCRD 327418 · CARLSBAD, CA$51,721,000.00Regulatory AUM · August 2026
- AXXCESS WEALTH MANAGEMENT, LLCCRD 164081 · CARLSBAD, CA$8,878,796,013.00Regulatory AUM · August 2026
- CARLSBAD WEALTH ADVISORY GROUP, INC.CRD 146587 · CARLSBAD, CA$237,557,236.00Regulatory AUM · August 2026
- CORNERSTONE WEALTH ADVISORS, INC.CRD 309544 · CARLSBAD, CA$145,630,000.00Regulatory AUM · August 2026
- FINANCIAL FOCUS LLCCRD 282177 · CARLSBAD, CA$800,000,000.00Regulatory AUM · August 2026
- FRANK FINANCIAL SERVICESCRD 147537 · CARLSBAD, CA$188,217,262.00Regulatory AUM · August 2026
- INTELLIGENCE DRIVEN ADVISERS, LLCCRD 299589 · CARLSBAD, CA$881,932,987.00Regulatory AUM · August 2026
- MEKETA FIDUCIARY MANAGEMENT, LLCCRD 323605 · CARLSBAD, CA$20,144,000,000.00Regulatory AUM · August 2026
- MH & ASSOCIATES SECURITIES MANAGEMENT CORPCRD 110516 · CARLSBAD, CA$150,527,167.00Regulatory AUM · August 2026
- MKT ADVISORS LLCCRD 163833 · CARLSBAD, CA$463,745,899.00Regulatory AUM · August 2026
- RESOURCE CAPITAL INVESTMENT CORPORATIONCRD 166722 · CARLSBAD, CA$3,706,679,117.00Regulatory AUM · August 2026
- RG FINANCIAL, LLCCRD 311162 · CARLSBAD, CA$158,090,464.00Regulatory AUM · August 2026
- SEASIDE WEALTH MANAGEMENT, INC.CRD 271039 · CARLSBAD, CA$459,283,506.00Regulatory AUM · August 2026
- VISTICA WEALTH ADVISORS, LLCCRD 147297 · CARLSBAD, CA$260,142,729.00Regulatory AUM · August 2026
- WEALTH COMPASS FINANCIAL, INC.CRD 290139 · CARLSBAD, CA$115,401,312.00Regulatory AUM · August 2026
- WEALTHRISE FINANCIAL PLANNING, LLCCRD 283764 · CARLSBAD, CA$136,033,057.00Regulatory AUM · August 2026