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Find The Best Financial Advisors in Rancho Santa Fe, 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!
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How To Find The Best Financial Advisors in Rancho Santa Fe, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Rancho Santa Fe, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Rancho Santa Fe, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Rancho Santa Fe, California have an average of 18 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 Rancho Santa Fe, California
619-354-0609
Top Financial Advisor Firms in Rancho Santa Fe, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| NICHOLAS INVESTMENT PARTNERS, L.P. 6451 El Sicomoro Street, Rancho Santa Fe, CA, 92067 | 140159 | $780,885,921 | 33 | A Percentage of AUM, Performance Based |
| AMERICAN MONEY MANAGEMENT, LLC 14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA, 92067 | 115357 | $552,812,983 | 1606 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| FAIRBANKS CAPITAL MANAGEMENT, INC. 16236 San Dieguito Rd., Suite 3-28 Rancho Santa Fe, CA, 92067 | 107650 | $223,765,471 | 187 | A Percentage of AUM, Other (SEE SCHEDULE D MISCELLANEOUS 5E (7)) |
| "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" 5531 Cancha De Golf, Suite 206 Rancho Santa Fe, CA, 92091 | 160657 | $206,764,176 | 568 | A Percentage of AUM, Hourly charges, Fixed Fees |
| PACIFIC POINT ADVISORS, LLC 16236 San Dieguito Road, Suite 4-21, #9491 Rancho Santa Fe, CA, 92091 | 310731 | $148,461,085 | 126 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
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