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Find The Best Financial Advisors in San Diego, California

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

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 San Diego is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in San Diego & pick the one as per your needs

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 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 San Diego, California

Erick Conway

von Berge Wealth Mgt Group

619-573-3542

Address

600 W Broadway, Ste 2625,
San Diego, CA 92101 See Details

Pure Financial Advisors, LLC

619-814-4100

Address

3131 Camino del Rio N,
Suite 1550,
San Diego, CA 92108 See Details

Aleksandar Raskovic

WestPac Wealth Partners

619-354-0609

Address

5280 Carroll Canyon Rd, Suite 300,
San Diego, CA 92121 See Details

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 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

Select other cities around San Diego, California to broaden your search for a financial advisor

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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Find The Best Financial Advisors in San Diego, California

How To Find The Best Financial Advisors in San Diego, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in San Diego, California

Erick Conway

von Berge Wealth Mgt Group

Address

Pure Financial Advisors, LLC

Address

Aleksandar Raskovic

WestPac Wealth Partners

Address

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

Select other cities around San Diego, California to broaden your search for a financial advisor

Frequently Asked Questions

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

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