EXPLORE THE DIRECTORY

Investment adviser firms in SAN DIEGO, California

Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.

101 firms · Source months shown: August 2026

7 STREETS FINANCIAL, LLCCRD 282577 · SAN DIEGO, CA
$88,400,000.00Regulatory AUM · August 2026
ADVICE ONLY, PBCCRD 334039 · SAN DIEGO, CA
Not availableRegulatory AUM · August 2026
ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLCCRD 159094 · SAN DIEGO, CA
$59,156,389.00Regulatory AUM · August 2026
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLCCRD 131660 · SAN DIEGO, CA
$5,868,168,672.00Regulatory AUM · August 2026
ARIAM GLOBAL INC.CRD 343104 · SAN DIEGO, CA
Not availableRegulatory AUM · August 2026
ARISTON SERVICES GROUP, LLCCRD 146255 · SAN DIEGO, CA
$526,976,174.00Regulatory AUM · August 2026
BENCHMARK ADVISORY SERVICES, LLCCRD 305662 · SAN DIEGO, CA
Not availableRegulatory AUM · August 2026
BETA WEALTH GROUP, INCCRD 165224 · SAN DIEGO, CA
$460,254,498.00Regulatory AUM · August 2026
BLUE SUMMIT FINANCIAL GROUP, INC.CRD 148782 · SAN DIEGO, CA
$211,359,841.00Regulatory AUM · August 2026
BOXER CAPITAL MANAGEMENT, LLCCRD 330106 · SAN DIEGO, CA
$578,221,564.00Regulatory AUM · August 2026
BREAKAWAY INDEPENDENT ADVISORS, LLCCRD 340675 · SAN DIEGO, CA
$3,296,154.00Regulatory AUM · August 2026
BRIAN D. LOWDER, INC.CRD 105972 · SAN DIEGO, CA
$388,077,258.00Regulatory AUM · August 2026
CARMEL CAPITAL PARTNERS, LLCCRD 123907 · SAN DIEGO, CA
$434,260,039.00Regulatory AUM · August 2026
CASCADE FINANCIAL PARTNERS, LLCCRD 326620 · SAN DIEGO, CA
$1,381,234,310.00Regulatory AUM · August 2026
CASTLE CREEK ADVISORS IV LLCCRD 158079 · SAN DIEGO, CA
$1,135,436,615.00Regulatory AUM · August 2026
CCG WEALTH MANAGEMENT, LLCCRD 296985 · SAN DIEGO, CA
$1,195,740,335.00Regulatory AUM · August 2026
CHANDLER ASSET MANAGEMENT INCCRD 107287 · SAN DIEGO, CA
$45,311,900,938.00Regulatory AUM · August 2026
CLARIVEST ASSET MANAGEMENT LLCCRD 139785 · SAN DIEGO, CA
$3,048,432,229.00Regulatory AUM · August 2026
CLELLAND & CO INCCRD 105406 · SAN DIEGO, CA
$465,676,047.00Regulatory AUM · August 2026
CLUTINGER WILLIAMS & VERHOYE INCCRD 111082 · SAN DIEGO, CA
$163,101,604.00Regulatory AUM · August 2026
COASTEDGE PARTNERS, LLCCRD 149685 · SAN DIEGO, CA
$2,142,300,000.00Regulatory AUM · August 2026
COPLEY FINANCIAL GROUP, INC.CRD 283070 · SAN DIEGO, CA
$331,175,167.00Regulatory AUM · August 2026
COUNTERPOINT MUTUAL FUNDS, LLCCRD 172379 · SAN DIEGO, CA
$3,238,897,410.00Regulatory AUM · August 2026
CQ WEALTH ADVISORS, INC.CRD 313833 · SAN DIEGO, CA
$263,303,670.00Regulatory AUM · August 2026
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLCCRD 286567 · SAN DIEGO, CA
$780,406,922.00Regulatory AUM · August 2026
D'ARCY CAPITAL MANAGEMENT, LLCCRD 156264 · SAN DIEGO, CA
$225,614,935.00Regulatory AUM · August 2026
DEAN ROLAND RUSSELL, LLCCRD 109480 · SAN DIEGO, CA
$351,202,738.00Regulatory AUM · August 2026
DECISION INVESTMENTS, INC.CRD 145073 · SAN DIEGO, CA
$154,906,138.00Regulatory AUM · August 2026
DEFINE FINANCIAL, LLCCRD 286648 · SAN DIEGO, CA
$314,636,290.00Regulatory AUM · August 2026
DENALI ADVISORS, LLCCRD 110242 · SAN DIEGO, CA
$1,387,865,090.00Regulatory AUM · August 2026
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.CRD 13162 · SAN DIEGO, CA
$5,627,638,262.00Regulatory AUM · August 2026
EIGER WEALTH MANAGEMENT, LLCCRD 304321 · SAN DIEGO, CA
$338,734,885.00Regulatory AUM · August 2026
FAIRFIELD REALTY ADVISORS LLCCRD 300633 · SAN DIEGO, CA
$6,195,770,884.00Regulatory AUM · August 2026
FINANCIAL SENSE ADVISORS, INC.CRD 111090 · SAN DIEGO, CA
$835,564,894.00Regulatory AUM · August 2026
FINEC ASSET MANAGEMENT LLCCRD 231789 · SAN DIEGO, CA
$157,021,943.00Regulatory AUM · August 2026
GLOBEFLEX CAPITAL LPCRD 106417 · SAN DIEGO, CA
$4,595,328,445.00Regulatory AUM · August 2026
GOLDMAN WEALTH MANAGEMENT & ASSOCIATES, LLCCRD 290153 · SAN DIEGO, CA
$119,967,372.00Regulatory AUM · August 2026
GRADIENT CAPITAL ADVISORS, LLCCRD 168912 · SAN DIEGO, CA
$742,204,721.00Regulatory AUM · August 2026
HEALTHPOINTCAPITAL MANAGEMENT, LLCCRD 309041 · SAN DIEGO, CA
$271,312,307.00Regulatory AUM · August 2026
HERITAGE WEALTH MANAGEMENT, INC.CRD 316956 · SAN DIEGO, CA
$643,361,063.00Regulatory AUM · August 2026
INDEPENDENT FINANCIAL GROUP, LLCCRD 7717 · SAN DIEGO, CA
$12,925,435,801.00Regulatory AUM · August 2026
INTERNATIONAL PRIVATE WEALTH ADVISORS LLCCRD 323032 · SAN DIEGO, CA
$255,341,082.00Regulatory AUM · August 2026
IPG INVESTMENT ADVISORS, LLCCRD 152990 · SAN DIEGO, CA
$4,136,495,918.00Regulatory AUM · August 2026
KACHKOVSKY & FISHER, INC.CRD 117811 · SAN DIEGO, CA
$305,078,255.00Regulatory AUM · August 2026
KAIYO WEALTH LLCCRD 316431 · SAN DIEGO, CA
$240,126,229.00Regulatory AUM · August 2026
KINGSWOOD WEALTH ADVISORS, LLCCRD 288792 · SAN DIEGO, CA
$3,800,734,890.00Regulatory AUM · August 2026
LEEDS CAPITAL GROUP, LLCCRD 327004 · SAN DIEGO, CA
$179,659,342.00Regulatory AUM · August 2026
LM ADVISORS LLCCRD 153940 · SAN DIEGO, CA
$2,877,248,160.00Regulatory AUM · August 2026
LM CAPITAL GROUP, LLCCRD 120277 · SAN DIEGO, CA
$6,098,250,000.00Regulatory AUM · August 2026
M WEALTH MANAGEMENT, LLCCRD 281532 · SAN DIEGO, CA
$177,562,651.00Regulatory AUM · August 2026
MADISON AVENUE SECURITIES, LLCCRD 23224 · SAN DIEGO, CA
$2,019,427,633.00Regulatory AUM · August 2026
MCNAUGHTON WEALTH MANAGEMENT, LLCCRD 300330 · SAN DIEGO, CA
$291,623,458.00Regulatory AUM · August 2026
MEASURED RISK PORTFOLIOS, INC.CRD 141422 · SAN DIEGO, CA
$597,205,588.00Regulatory AUM · August 2026
MERRITHEW & THORSTEN, INC.CRD 133563 · SAN DIEGO, CA
$155,000,174.00Regulatory AUM · August 2026
METIS GLOBAL PARTNERS, LLCCRD 167276 · SAN DIEGO, CA
$5,668,863,355.00Regulatory AUM · August 2026
MISSION HILLS FINANCIAL ADVISORY LLCCRD 328516 · SAN DIEGO, CA
$274,126,360.00Regulatory AUM · August 2026
NECTARINE FINANCIAL, INC.CRD 327155 · SAN DIEGO, CA
Not availableRegulatory AUM · August 2026
NEOS PARTNERS, LPCRD 323847 · SAN DIEGO, CA
$3,773,024,352.00Regulatory AUM · August 2026
NICHOLAS INVESTMENT PARTNERS, L.P.CRD 140159 · SAN DIEGO, CA
$1,450,892,122.00Regulatory AUM · August 2026
ONE DEGREE ADVISORS, INC.CRD 170392 · SAN DIEGO, CA
$489,021,251.00Regulatory AUM · August 2026
ORIN GREEN FINANCIAL, LLCCRD 285670 · SAN DIEGO, CA
$528,799,870.00Regulatory AUM · August 2026
PACIFIC CAPITAL ASSOCIATES, INC.CRD 160407 · SAN DIEGO, CA
$258,800,740.00Regulatory AUM · August 2026
PACIFIC POINT ADVISORS, LLCCRD 310731 · SAN DIEGO, CA
$389,636,943.00Regulatory AUM · August 2026
PACIFIC WEALTH MANAGEMENT, LLCCRD 113217 · SAN DIEGO, CA
$371,941,587.00Regulatory AUM · August 2026
PLATT WEALTH MANAGEMENT, LLCCRD 297487 · SAN DIEGO, CA
$390,634,320.00Regulatory AUM · August 2026
PREMIER WEALTH ADVISORS, LLCCRD 285510 · SAN DIEGO, CA
$694,897,516.00Regulatory AUM · August 2026
PRESIDIO CAPITAL MANAGEMENT, LLCCRD 304501 · SAN DIEGO, CA
$498,887,848.00Regulatory AUM · August 2026
PURE FINANCIAL ADVISORS, LLCCRD 144316 · SAN DIEGO, CA
$11,054,059,366.00Regulatory AUM · August 2026
REYES FINANCIAL ARCHITECTURE INC.CRD 153194 · SAN DIEGO, CA
$196,182,788.00Regulatory AUM · August 2026
RICE HALL JAMES & ASSOCIATES LLCCRD 125410 · SAN DIEGO, CA
$1,740,251,833.00Regulatory AUM · August 2026
RINKEY INVESTMENTSCRD 149576 · SAN DIEGO, CA
$471,052,116.00Regulatory AUM · August 2026
RJ PATTERSON CAPITAL INVESTMENT GROUP INC.CRD 281752 · SAN DIEGO, CA
$142,396,919.00Regulatory AUM · August 2026
ROWLING & ASSOCIATES LLCCRD 308292 · SAN DIEGO, CA
$582,973,248.00Regulatory AUM · August 2026
SANDEEP VARMA WEALTH STRATEGIES, LLCCRD 137705 · SAN DIEGO, CA
$383,571,666.00Regulatory AUM · August 2026
SANDENA, INC.CRD 322947 · SAN DIEGO, CA
$148,779,499.00Regulatory AUM · August 2026
SEABIRD FINANCIAL CORPORATIONCRD 284125 · SAN DIEGO, CA
$419,136,366.00Regulatory AUM · August 2026
SEASIDE EQUITY PARTNERS, LLCCRD 307171 · SAN DIEGO, CA
$1,367,116,915.00Regulatory AUM · August 2026
SIKORSKI WEALTH MANAGEMENT, LLCCRD 312805 · SAN DIEGO, CA
$139,584,563.00Regulatory AUM · August 2026
SILVER COAST INVESTMENTS LLCCRD 167771 · SAN DIEGO, CA
$401,606,316.00Regulatory AUM · August 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLCCRD 295339 · SAN DIEGO, CA
$283,430,027.00Regulatory AUM · August 2026
SIMPLIFI, INC.CRD 154900 · SAN DIEGO, CA
$276,123,718.00Regulatory AUM · August 2026
SOCIALTRADER.AI INC.CRD 326985 · SAN DIEGO, CA
$73,145.00Regulatory AUM · August 2026
SOVRAN ADVISORS, LLCCRD 329415 · SAN DIEGO, CA
$1,874,347,252.00Regulatory AUM · August 2026
SPECTRUM PLANNING & ADVISORY SERVICES INC.CRD 170093 · SAN DIEGO, CA
$235,695,335.00Regulatory AUM · August 2026
STOLPER & COMPANYCRD 6911 · SAN DIEGO, CA
$615,674,739.00Regulatory AUM · August 2026
SUPERIOR PLANNING, LLCCRD 130711 · SAN DIEGO, CA
$349,553,158.00Regulatory AUM · August 2026
TED BUCHAN & COMPANY, LLCCRD 140722 · SAN DIEGO, CA
$413,227,292.00Regulatory AUM · August 2026
TELOS CAPITAL MANAGEMENT, INC.CRD 149108 · SAN DIEGO, CA
$1,625,227,036.00Regulatory AUM · August 2026
THE WEIL COMPANYCRD 22090 · SAN DIEGO, CA
$896,242,185.00Regulatory AUM · August 2026
TIDEMARK, LLCCRD 327611 · SAN DIEGO, CA
$462,503,256.00Regulatory AUM · August 2026
TORREN MANAGEMENT, LLCCRD 329263 · SAN DIEGO, CA
$373,498,620.00Regulatory AUM · August 2026
TORREY WEALTH, LLCCRD 310688 · SAN DIEGO, CA
$176,749,096.00Regulatory AUM · August 2026
TRIVANT CUSTOM PORTFOLIO GROUP LLCCRD 129803 · SAN DIEGO, CA
$239,428,000.00Regulatory AUM · August 2026
VECTOR3 WEALTH MANAGEMENTCRD 343072 · SAN DIEGO, CA
Not availableRegulatory AUM · August 2026
WARD & ASSOCIATESCRD 107878 · SAN DIEGO, CA
$187,200,000.00Regulatory AUM · August 2026
WEALTH ANALYTICS PARTNERS, LLCCRD 140115 · SAN DIEGO, CA
$316,007,259.00Regulatory AUM · August 2026
WESTERN FINANCIAL CORPORATIONCRD 6118 · SAN DIEGO, CA
$309,189,116.00Regulatory AUM · August 2026
WFA OF SAN DIEGO, LLCCRD 307404 · SAN DIEGO, CA
$206,868,931.00Regulatory AUM · August 2026
WILSEY ASSET MANAGEMENT INCORPORATEDCRD 130482 · SAN DIEGO, CA
$768,472,183.00Regulatory AUM · August 2026
WILSHIRE QUINN CAPITAL, INC.CRD 148012 · SAN DIEGO, CA
$188,421,541.00Regulatory AUM · August 2026