SEC-registered financial advisors in San Diego, CA
Common fee types
- 100%Percentage of assets
- 74%Fixed or flat fee
- 58%Hourly
Showing 24 of 80
- American Assets Investment Management, LLC$1B or moreSEC recordPercentage of assets
- Ariston Services Group, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Ats Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Awm Global Advisors$25M to $100MSEC recordPercentage of assets
- Bamboo Wealth Strategies$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Beta Wealth Group, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Blue Summit Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Brian D. Lowder, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Carmel Capital Partners, LLC$100M to $500MSEC recordPercentage of assets
- Cascade Financial Partners, LLC$1B or moreSEC recordPercentage of assets
- Centura Wealth Advisory$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Chokshi & Queen Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Christopher Weil & Co Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Clelland & Company Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Clutinger Williams & Verhoye Inc$100M to $500MSEC recordPercentage of assetsHourly
- Coastedge Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Copley Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsOther
- Creative Capital Management Investments LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- D'Arcy Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Dean Roland Russell, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Decision Investments, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Define Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Denali Advisors, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Dunham$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Eiger Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Financial Sense Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Finec Asset Management$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Goldman Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Gradient Capital Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Heritage Wealth Management, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Illumination Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Independent Financial Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
- International Private Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ipg Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissionsPerformance-basedOther
- Kachkovsky & Fisher, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kaiyo Wealth LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Kingswood Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- LM Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- M Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Madison Avenue Securities, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- McNaughton Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Measured Risk Portfolios$500M to $1BSEC recordPercentage of assetsHourlyPerformance-based
- Merrithew & Thorsten, Inc.$100M to $500MSEC recordPercentage of assetsOther
- Mission Hills Financial Advisory LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Nicholas Investment Partners, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- One Degree Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Pacific Capital Associates$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pacific Point Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Pacific Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Pathview Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Platt Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Practicecfo Investments$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Premier Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Presidio Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Pure Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Reyes Financial Architecture Inc.$100M to $500MSEC recordPercentage of assets
- Rice Hall James & Associates LLC$1B or moreSEC recordPercentage of assets
- RJ Patterson Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Seabird Investment Partners$100M to $500MSEC recordPercentage of assetsPerformance-based
- Sikorski Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Silvia McColl Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Simplifi, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- SocialtraderUnder $25MSEC recordPercentage of assetsNewsletter subscriptionsPerformance-based
- Sovran Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Stirling Financial Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Stolper & Co., Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Superior Planning Wealth Management & Family Office$100M to $500MSEC recordPercentage of assetsHourlyOther
- Ted Buchan & Company$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Telos Capital Management, Inc.$1B or moreSEC recordPercentage of assetsHourlyOther
- Tidemark, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Torren Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Torrey Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Trivant Custom Portfolio Group LLC$100M to $500MSEC recordPercentage of assets
- Ward & Associates$100M to $500MSEC recordPercentage of assetsHourly
- Wealth Analytics Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Western Financial Corporation$100M to $500MSEC recordPercentage of assets
- Willow Creek Financial$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Wilsey Asset Management Incorporated$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Zermatt Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Zermatt Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.