Investment adviser firms in LA JOLLA, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
23 firms · Source months shown: August 2026
- ALPHACORE CAPITAL LLCCRD 174346 · LA JOLLA, CA$9,028,614,790.00Regulatory AUM · August 2026
- BRANDES INVESTMENT PARTNERS, LPCRD 105404 · LA JOLLA, CA$40,646,678,109.00Regulatory AUM · August 2026
- CANTER STRATEGIC WEALTH MANAGEMENT, LLCCRD 167828 · LA JOLLA, CA$386,473,556.00Regulatory AUM · August 2026
- CARTER FINANCIAL, LLCCRD 298327 · LA JOLLA, CA$282,293,248.00Regulatory AUM · August 2026
- CASTLE COAST WEALTH, LLCCRD 298439 · LA JOLLA, CA$423,691,740.00Regulatory AUM · August 2026
- COASTWISE CAPITAL GROUP, LLCCRD 139564 · LA JOLLA, CA$212,200,773.00Regulatory AUM · August 2026
- CONTEXT CAPITAL MANAGEMENT LLCCRD 115167 · LA JOLLA, CA$8,008,157,694.00Regulatory AUM · August 2026
- COSMOS WEALTH, LLCCRD 341781 · LA JOLLA, CANot availableRegulatory AUM · August 2026
- FINANCIAL ALTERNATIVES, INC.CRD 108245 · LA JOLLA, CA$614,784,199.00Regulatory AUM · August 2026
- FRONTIER GLOBAL PARTNERS LLCCRD 145341 · LA JOLLA, CA$713,090,552.00Regulatory AUM · August 2026
- JET WEALTH ADVISORSCRD 333645 · LA JOLLA, CA$546,543,000.00Regulatory AUM · August 2026
- KEITH HAMILTON, INC.CRD 155865 · LA JOLLA, CA$188,893,099.00Regulatory AUM · August 2026
- LIFE STRATEGIES, INC.CRD 167732 · LA JOLLA, CA$121,245,786.00Regulatory AUM · August 2026
- MUNDOVAL CAPITAL MANAGEMENT, INC.CRD 132553 · LA JOLLA, CA$91,931,822.00Regulatory AUM · August 2026
- NAUTILUS ADVISORS LLCCRD 154169 · LA JOLLA, CA$304,291,789.00Regulatory AUM · August 2026
- NDWM LLCCRD 151284 · LA JOLLA, CA$176,299,070.00Regulatory AUM · August 2026
- SAGE STONE WEALTH MANAGEMENT LLCCRD 155477 · LA JOLLA, CA$261,444,674.00Regulatory AUM · August 2026
- STEPSTONE GROUP LPCRD 143635 · LA JOLLA, CA$107,824,428,426.00Regulatory AUM · August 2026
- STEPSTONE GROUP PRIVATE DEBT LLCCRD 323711 · LA JOLLA, CA$5,791,992,870.00Regulatory AUM · August 2026
- STEPSTONE GROUP REAL ASSETS LPCRD 281695 · LA JOLLA, CA$41,482,551,889.00Regulatory AUM · August 2026
- STEPSTONE GROUP REAL ESTATE LPCRD 281698 · LA JOLLA, CA$17,212,566,630.00Regulatory AUM · August 2026
- SYRIOS WEALTH MANAGEMENT GROUP, INC.CRD 332139 · LA JOLLA, CA$424,571,594.00Regulatory AUM · August 2026
- TORREYANA CAPITAL, LLCCRD 329075 · LA JOLLA, CA$837,410,743.00Regulatory AUM · August 2026