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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 3 vetted financial advisors and 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 20 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

advisor-photo

Aleksandar Raskovic

WestPac Wealth Partners

619-354-0609

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Brandon Bell

Edelman Financial Engines, LLC

619-765-4384

Top Financial Advisor Firms in San Diego, California (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CHANDLER ASSET MANAGEMENT INC
6225 Lusk Boulevard,
San Diego, CA, 92121-2796
107287 $28,640,972,420 1109 A Percentage of AUM, Hourly charges, Fixed Fees
INDEPENDENT FINANCIAL GROUP, LLC
12671 High Bluff Dr, Suite 200
San Diego, CA, 92130
7717 $5,978,096,039 27435 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
LM CAPITAL GROUP, LLC
750 B Street, Suite 3010
San Diego, CA, 92101
120277 $4,606,782,284 36 A Percentage of AUM
PURE FINANCIAL ADVISORS, LLC
3131 Camino Del Rio N, Suite 1550
San Diego, CA, 92108
144316 $4,600,614,925 14757 A Percentage of AUM, Hourly charges, Fixed Fees
FAIRFIELD REALTY ADVISORS LLC
5355 Mira Sorrento Place, Suite 100
San Diego, CA, 92121
300633 $4,498,549,375 10 A Percentage of AUM, Performance Based
CUSO FINANCIAL SERVICES, L.P.
10150 Meanley Drive, 1st Floor,
San Diego, CA, 92131
42132 $4,082,797,608 25992 A Percentage of AUM, Hourly charges, Fixed Fees
GLOBEFLEX CAPITAL LP
4365 Executive Dr. Ste 720,
San Diego, CA, 92121-2126
106417 $3,759,435,170 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 $3,226,308,228 10 A Percentage of AUM
HOYLECOHEN, LLC
350 Camino De La Reina, Suite 500
San Diego, CA, 92108
141125 $3,085,852,836 5169 A Percentage of AUM, Fixed Fees
CLARIVEST ASSET MANAGEMENT LLC
3611 Valley Centre Drive, Suite 100
San Diego, CA, 92130
139785 $3,047,949,000 32 A Percentage of AUM, Performance Based
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.
6256 Greenwich Drive, Suite 550
San Diego, CA, 92122
13162 $2,901,635,752 9143 A Percentage of AUM, Fixed Fees, Performance Based
IPG INVESTMENT ADVISORS, LLC
501 West Broadway, Suite 1350
San Diego, CA, 92101
152990 $2,744,586,245 1224 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
3170 4th Avenue, Suite 200
San Diego, CA, 92103
167276 $2,088,666,253 21 A Percentage of AUM
LM ADVISORS LLC
750 B Street, Suite 3020
San Diego, CA, 92101-8192
153940 $2,013,856,436 1084 A Percentage of AUM, Fixed Fees, Other (REFERRAL FEE)
RICE HALL JAMES & ASSOCIATES LLC
600 West Broadway Suite 1000,
San Diego, CA, 92101
125410 $1,802,790,332 303 A Percentage of AUM, Performance Based

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