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Find 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!

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 Best Financial Advisors & Planners in San Diego?

Looking for a qualified financial advisor in San Diego? We can help you by narrowing down your options & listing the best financial advisors in San Diego as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in San Diego near you with the list of certified and vetted San Diego financial advisors.

List of Qualified Financial Advisors in San Diego, California

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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101

619-286-3930

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Pure Financial Advisors, LLC

Pure Financial Advisors, LLC

3131 Camino del Rio N
Suite 1550

San Diego, CA 92108

619-814-4100

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R.J. Kelly

Wealth Legacy Group, Inc.

4540 Kearny Villa Road
Suite 114

San Diego, CA 92123

858-569-0633

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Aleksandar Raskovic

WestPac Wealth Partners

5280 Carroll Canyon Rd, Suite 300

San Diego, CA 92121

619-354-0609

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Benjamin Bowen

Edelman Financial Engines, LLC

3570 Carmel Mountain Road
Suite 450

San Diego, CA 92130

858-345-4254

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Andrew Chabot

Rancho Wealth Management

4225 Executive Square Suite 600

La Jolla, CA 92037

858-784-1513

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

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Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660

949-674-5190

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
LM CAPITAL GROUP, LLC
750 B Street, Suite 3010 San Diego, CA 92101
120277 $4,926,878,401 30 A percentage of AUM
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
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)
COUNTERPOINT MUTUAL FUNDS, LLC
12760 High Bluff Drive, Suite 280 San Diego, CA 92130
172379 $970,660,000 4 A percentage of AUM
KINGSWOOD WEALTH ADVISORS, LLC
11440 W. Bernardo Ct., Suite 300 San Diego, CA 92127
288792 $451,207,788 1860 A percentage of AUM
Hourly charges
Fixed fees
BETA WEALTH GROUP, INC
11421 W. Bernardo Court, San Diego, CA 92127
165224 $409,900,000 393 A percentage of AUM
Hourly charges
Fixed fees
VON BERGE WEALTH MANAGEMENT GROUP, LLC
600 West Broadway, Suite 2625 San Diego, CA 92101
313332 $320,479,540 855 A percentage of AUM
MEASURED RISK PORTFOLIOS
5405 Morehouse Drive, Suite 230 San Diego, CA 92121
141422 $262,114,144 998 A percentage of AUM
Hourly charges
Performance Based
SIMPLIFI, INC.
9666 Businesspark Ave, Suite 111 San Diego, CA 92131
154900 $245,019,686 537 A percentage of AUM
Hourly charges
HERITAGE WEALTH MANAGEMENT, INC.
11440 W. Bernardo Ct., Ste 390 San Diego, CA 92127
316956 $213,115,340 861 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
NAUTILUS ADVISORS LLC
4747 Morena Blvd., Suite 358 San Diego, CA 92117
154169 $209,191,457 379 A percentage of AUM
Fixed fees
MCNAUGHTON WEALTH MANAGEMENT, LLC
3655 Nobel Drive, Suite 490 San Diego, CA 92122
300330 $176,444,362 751 A percentage of AUM
Hourly charges
Fixed fees
M WEALTH MANAGEMENT, LLC
13520 Evening Creek Dr. North, Suite 130 San Diego, CA 92128
281532 $158,875,573 948 A percentage of AUM
Hourly charges
Fixed fees
CHOKSHI & QUEEN WEALTH ADVISORS
4510 Executive Drive, Suite 203 San Diego, CA 92121
313833 $129,368,445 579 A percentage of AUM
Fixed fees
ZERMATT WEALTH PARTNERS
3170 Fourth Avenue, Third Floor San Diego, CA 92103-6514
105736 $83,335,393 504 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in 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

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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