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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!
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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 12 vetted financial advisors and 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 16 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
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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 | $75,405,865,130 | 308 | A Percentage of AUM, Fixed Fees, Performance Based |
| STEPSTONE GROUP REAL ASSETS LP 4225 Executive Square, Suite 1600 La Jolla, CA, 92037 | 281695 | $23,806,927,038 | 37 | A Percentage of AUM, Fixed Fees, Performance Based |
| BRANDES INVESTMENT PARTNERS, LP 4275 Executive Square, 5th Floor, La Jolla, CA, 92037 | 105404 | $17,530,381,334 | 8697 | A Percentage of AUM, Fixed Fees, Performance Based |
| STEPSTONE GROUP REAL ESTATE LP 4225 Executive Square, Suite 1600 La Jolla, CA, 92037 | 281698 | $11,182,324,201 | 52 | A Percentage of AUM, Fixed Fees, Performance Based |
| ALPHACORE CAPITAL LLC 875 Prospect Street, Suite 315 La Jolla, CA, 92037 | 174346 | $2,325,402,186 | 2968 | A Percentage of AUM, Other (FIXED OR PERCENTAGE FEE FOR INSTITUTIONAL CONSULTING SERVICES) |
| COASTEDGE PARTNERS, LLC 888 Prospect St., Suite 220 La Jolla, CA, 92037 | 149685 | $2,167,136,000 | 1056 | A Percentage of AUM, Fixed Fees, Performance Based |
| CONTEXT CAPITAL MANAGEMENT LLC 7724 Girard Avenue, Suite 300 La Jolla, CA, 92037 | 115167 | $1,781,877,859 | 3 | A Percentage of AUM, Performance Based |
| CALLAN CAPITAL, LLC 1250 Prospect Street, Suite 01 La Jolla, CA, 92037 | 142527 | $1,477,212,185 | 1064 | A Percentage of AUM, Fixed Fees |
| MAKAIRA PARTNERS, LLC 7776 Ivanhoe Avenue, #250 La Jolla, CA, 92037 | 153729 | $775,068,000 | 4 | A Percentage of AUM, Performance Based |
| FRONTIER GLOBAL PARTNERS LLC 7817 Ivanhoe Avenue, Suite 200 La Jolla, CA, 92037 | 145341 | $651,754,329 | 53 | A Percentage of AUM, Performance Based |
| FINANCIAL ALTERNATIVES, INC. 7825 Fay Avenue, Suite 210 La Jolla, CA, 92037 | 108245 | $458,983,612 | 1223 | A Percentage of AUM, Hourly charges, Fixed Fees |
| ALTEGRIS ADVISORS, LLC 1200 Prospect Street, Suite 400 La Jolla, CA, 92037 | 154003 | $327,554,909 | 3 | A Percentage of AUM |
| CASTLE COAST WEALTH, LLC 4225 Executive Square, Suite 1030 La Jolla, CA, 92037 | 298439 | $282,197,908 | 947 | A Percentage of AUM, Hourly charges, Fixed Fees |
| CANTER WEALTH 7825 Fay Avenue, Suite 140 La Jolla, CA, 92037 | 167828 | $217,348,557 | 238 | A Percentage of AUM, Fixed Fees, Other (EDUCATIONAL SEMINARS) |
| CARTER FINANCIAL, LLC 4225 Executive Square, Suite 1030 La Jolla, CA, 92037 | 298327 | $190,514,241 | 514 | A Percentage of AUM, Fixed Fees |
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