Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in La Jolla, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in La Jolla is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in La Jolla & pick the one as per your needs

How To Find The Best Financial Advisors in La Jolla, California
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in La Jolla, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and 23 non-vetted financial advisors in La Jolla, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in La Jolla, California have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in La Jolla, California

Edelman Financial Engines, LLC

877-208-7414

Address

225 South Lake Avenue,
Suite 1185,
Pasadena, CA 91101 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details

Matthew Pixa

My Portfolio Guide, LLC

562-799-5595

Address

3020 Old Ranch Parkway,
Suite 300,
Seal Beach, CA 90740 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Jarret Rodriguez-Conklin

Homestead Wealth Management

909-667-0587

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

Dash Investments

469-915-4786

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Pure Financial Advisors LLC

Pure Financial Advisors, LLC

818-805-5500

Address

6320 Canoga Ave #920,
Woodland Hills, CA 91367 See Details

Andrew Chabot

Rancho Wealth Management

858-784-1513

Address

11810 Sebastian Way Suite 105,
Rancho Cucamonga, CA 91730 See Details

Serena Kim

Prudential

760-930-7629

Address

2173 Salk Ave,
Suite 250 #42,
Carlsbad, CA 92008 See Details

Top Financial Advisor Firms in La Jolla, California (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
STEPSTONE GROUP LP 4225 Executive Square, Suite 1600 La Jolla, CA, 92037	143635	$85,687,398,665	337	A percentage of AUM, Fixed fees, Performance Based
STEPSTONE GROUP REAL ASSETS LP 4225 Executive Square, Suite 1600 La Jolla, CA, 92037	281695	$26,336,073,645	41	A percentage of AUM, Fixed fees, Performance Based
BRANDES INVESTMENT PARTNERS, LP 4275 Executive Square, 5th Floor, La Jolla, CA, 92037	105404	$22,214,086,907	9220	A percentage of AUM, Fixed fees, Performance Based
STEPSTONE GROUP REAL ESTATE LP 4225 Executive Square, Suite 1600 La Jolla, CA, 92037	281698	$14,179,117,235	64	A percentage of AUM, Fixed fees, Performance Based
CONTEXT CAPITAL MANAGEMENT LLC 7724 Girard Avenue, Suite 300 La Jolla, CA, 92037	115167	$2,579,641,000	3	A percentage of AUM, Performance Based
ALPHACORE CAPITAL LLC 875 Prospect Street, Suite 315 La Jolla, CA, 92037	174346	$2,441,972,009	3059	A percentage of AUM
STEPSTONE GROUP PRIVATE DEBT LLC 4225 Executive Square, Suite 1600 La Jolla, CA, 92037	323711	$2,374,225,069	7	A percentage of AUM, Performance Based
CALLAN CAPITAL, LLC 1250 Prospect Street, Suite 01 La Jolla, CA, 92037	142527	$1,883,798,871	1288	A percentage of AUM, Fixed fees
COASTEDGE PARTNERS, LLC 888 Prospect St., Suite 220 La Jolla, CA, 92037	149685	$1,650,333,000	1070	A percentage of AUM, Fixed fees, Performance Based
MAKAIRA PARTNERS, LLC 7817 Ivanhoe Avenue, #310 La Jolla, CA, 92037	153729	$860,477,000	4	A percentage of AUM, Performance Based
TORREYANA CAPITAL 7979 Ivanhoe Avenue, Suite 460 La Jolla, CA, 92037	329075	$736,000,000	6	A percentage of AUM, Performance Based
FRONTIER GLOBAL PARTNERS LLC 7817 Ivanhoe Avenue, Suite 200 La Jolla, CA, 92037	145341	$603,233,682	51	A percentage of AUM, Performance Based
FINANCIAL ALTERNATIVES, INC. 7825 Fay Avenue, Suite 210 La Jolla, CA, 92037	108245	$507,074,427	1218	A percentage of AUM, Hourly charges, Fixed fees
SYRIOS WEALTH MANAGEMENT GROUP Wall Street Building, 7855 Ivanhoe Avenue, Suite 420 La Jolla, CA, 92037	332139	$398,345,100	776	A percentage of AUM, Fixed fees
CASTLE COAST WEALTH, LLC 4225 Executive Square, Suite 1030 La Jolla, CA, 92037	298439	$324,293,260	954	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in La Jolla, California

How To Find The Best Financial Advisors in La Jolla, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in La Jolla, California

Address

Address

My Portfolio Guide, LLC

Address

Address

Homestead Wealth Management

Address

Address

Pure Financial Advisors, LLC

Address

Rancho Wealth Management

Address

Prudential

Address

Top Financial Advisor Firms in La Jolla, California (Ranked by AUM)

Select other cities around La Jolla, California to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in La Jolla, California
Last Updated - 13-Jun-2023

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