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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 330 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 21 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
Pure Financial Advisors, LLC
Pure Financial Advisors, LLC
3131 Camino del Rio N
Suite 1550
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 6225 Lusk Boulevard, San Diego, CA, 92121-2796 | 107287 | $25,784,973,967 | 1122 | A percentage of AUM, Hourly charges, Fixed fees |
| INDEPENDENT FINANCIAL GROUP, LLC 12671 High Bluff Dr, Suite 200 San Diego, CA, 92130 | 7717 | $6,646,729,741 | 20980 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based |
| DOWLING & YAHNKE, LLC 12265 El Camino Real, Suite 300 San Diego, CA, 92130 | 107672 | $6,113,330,197 | 4834 | A percentage of AUM, Hourly charges |
| LM CAPITAL GROUP, LLC 750 B Street, Suite 3010 San Diego, CA, 92101 | 120277 | $4,926,878,401 | 30 | A percentage of AUM |
| CUSO FINANCIAL SERVICES, L.P. 10150 Meanley Drive, 1st Floor, San Diego, CA, 92131 | 42132 | $4,384,538,933 | 24999 | A percentage of AUM, Hourly charges, Fixed fees |
| CLARIVEST ASSET MANAGEMENT LLC 3611 Valley Centre Drive, Suite 100 San Diego, CA, 92130 | 139785 | $4,145,143,000 | 35 | A percentage of AUM, Performance Based |
| PURE FINANCIAL ADVISORS, LLC 3131 Camino Del Rio N, Suite 1550 San Diego, CA, 92108 | 144316 | $4,084,060,108 | 3471 | A percentage of AUM, Hourly charges, Fixed fees |
| FAIRFIELD REALTY ADVISORS LLC 5355 Mira Sorrento Place, Suite 100 San Diego, CA, 92121 | 300633 | $3,715,121,625 | 9 | A percentage of AUM, Performance Based |
| GLOBEFLEX CAPITAL LP 4365 Executive Dr. Ste 720, San Diego, CA, 92121-2126 | 106417 | $3,668,601,978 | 30 | A percentage of AUM, Performance Based, Other (RESEARCH REIMBURSEMENT FEES) |
| HOYLECOHEN, LLC 9350 Waxie Way, Suite 500 San Diego, CA, 92123 | 141125 | $3,236,699,572 | 4312 | A percentage of AUM, Hourly charges, Fixed fees |
| DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. 10251 Vista Sorrento Pkwy, Suite 200 San Diego, CA, 92121 | 13162 | $3,043,067,911 | 8769 | A percentage of AUM, Fixed fees, Performance Based |
| AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC 3430 Carmel Mountain Road, Ste. 150, Suite 150 San Diego, CA, 92121 | 131660 | $2,953,579,786 | 10 | A percentage of AUM |
| RICE HALL JAMES & ASSOCIATES LLC 600 West Broadway Suite 1000, San Diego, CA, 92101 | 125410 | $2,947,679,029 | 321 | A percentage of AUM, Performance Based |
| IPG INVESTMENT ADVISORS, LLC 350 10th Avenue, Suite 1150 San Diego, CA, 92101 | 152990 | $2,861,780,021 | 1192 | A percentage of AUM, Fixed fees, Commision Based, Performance Based, Other (FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT) |
| LM ADVISORS LLC 750 B Street, Suite 3020 San Diego, CA, 92101-8192 | 153940 | $2,208,723,811 | 1026 | A percentage of AUM, Fixed fees, Other (REFERRAL FEE) |
Additional Financial Advisors in San Diego, California
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Alan Holt Inquire with Alan | 8910 University Center Ln, Ste 200 San Diego, CA 92122 | 858-535-1331 |
| Alejandro Valle Inquire with Alejandro | 101 W Broadway, Ste 1800 San Diego, CA 92101 | 619-544-6574 |
| Bret A Cleveland Inquire with Bret | 101 W Broadway, Ste 1800 San Diego, CA 92101 | 619-238-3449 |
| Armand Magcalas Inquire with Armand | 4350 La Jolla Village Dr, Ste 1000 San Diego, CA 92122 | 858-597-7709 |
| Brendan McNamara Inquire with Brendan | 3655 Nobel Dr, Ste 510 San Diego, CA 92122 | 858-842-3278 |
| Allison Wooton Inquire with Allison | 3655 Nobel Dr, Ste 510 San Diego, CA 92122 | 858-217-5133 |
| Bosco Lujan Inquire with Bosco | 101 W Broadway, Ste 1800 San Diego, CA 92101 | 619-238-6205 |
| Bradford Willis Inquire with Bradford | 16644 West Bernardo Dr, Suite 400 San Diego, CA 92127 | 858-674-3946 |
| Ann Tu Inquire with Ann | 16644 West Bernardo Dr, Suite 400 San Diego, CA 92127 | 858-674-3981 |
| Andres Marek Inquire with Andres | 101 W Broadway, Ste 1800 San Diego, CA 92101 | 619-238-3439 |
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