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Find The Best Financial Advisors in San Diego, 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 San Diego, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in San Diego, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 100 non-vetted financial advisors in San Diego, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in San Diego, California have an average of 10 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 San Diego, California
619-814-4100
Top Financial Advisor Firms in San Diego, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| CHANDLER ASSET MANAGEMENT INC 9255 Towne Centre Drive, Suite 600 San Diego, CA, 92121 | 107287 | $41,582,938,832 | 1049 | A percentage of AUM, Hourly charges, Fixed fees |
| INDEPENDENT FINANCIAL GROUP, LLC 12671 High Bluff Dr, Suite 200 San Diego, CA, 92130 | 7717 | $6,750,889,024 | 30369 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| PURE FINANCIAL ADVISORS, LLC 3131 Camino Del Rio N, Suite 1550 San Diego, CA, 92108 | 144316 | $6,292,814,320 | 17762 | A percentage of AUM, Hourly charges, Fixed fees |
| LM CAPITAL GROUP, LLC 750 B Street, Suite 3010 San Diego, CA, 92101 | 120277 | $4,996,891,947 | 38 | A percentage of AUM |
| CUSO FINANCIAL SERVICES, L.P. 10150 Meanley Drive, 1st Floor San Diego, CA, 92131 | 42132 | $4,664,869,848 | 26968 | A percentage of AUM, Hourly charges, Fixed fees |
| FAIRFIELD REALTY ADVISORS LLC 5355 Mira Sorrento Place, Suite 100 San Diego, CA, 92121 | 300633 | $4,522,406,024 | 12 | A percentage of AUM, Performance Based |
| GLOBEFLEX CAPITAL LP 4365 Executive Dr. Ste 720, San Diego, CA, 92121-2126 | 106417 | $4,382,705,923 | 31 | A percentage of AUM, Performance Based, Other (RESEARCH REIMBURSEMENT FEES) |
| AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC 3430 Carmel Mountain Road, Ste. 150, Suite 150 San Diego, CA, 92121 | 131660 | $3,955,806,039 | 10 | A percentage of AUM |
| DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. 6256 Greenwich Drive, Suite 550 San Diego, CA, 92122 | 13162 | $3,763,899,427 | 10985 | A percentage of AUM, Fixed fees, Performance Based |
| IPG INVESTMENT ADVISORS, LLC 501 West Broadway, Suite 1350 San Diego, CA, 92101 | 152990 | $3,506,282,702 | 1051 | A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT) |
| METIS GLOBAL PARTNERS, LLC 501 W. Broadway, Suite 710 San Diego, CA, 92101 | 167276 | $3,495,138,602 | 24 | A percentage of AUM |
| SCF INVESTMENT ADVISORS, INC. 10150 Meanley Drive, First Floor San Diego, CA, 92131 | 123608 | $2,554,158,376 | 11146 | A percentage of AUM, Hourly charges, Fixed fees |
| CLARIVEST ASSET MANAGEMENT LLC 3611 Valley Centre Drive, Suite 100 San Diego, CA, 92130 | 139785 | $2,548,043,383 | 27 | A percentage of AUM, Performance Based |
| BOXER CAPITAL MANAGEMENT, LLC 12860 El Camino Real, Ste 300, San Diego, CA, 92130 | 330106 | $2,543,913,691 | 1 | Fixed fees, Performance Based |
| LM ADVISORS LLC 750 B Street, Suite 3020 San Diego, CA, 92101-8192 | 153940 | $2,123,359,687 | 977 | A percentage of AUM, Fixed fees, Other (REFERRAL FEE) |
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