Best Financial Advisors in CARLSBAD, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in CARLSBAD
MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION
CARLSBAD, CA · Since 1981
ANCHOR BAY CAPITAL, INC.
CARLSBAD, CA · Since 2016
CARLSBAD WEALTH ADVISORY GROUP, INC.
CARLSBAD, CA · Since 2016
FRANK FINANCIAL ADVISORS
CARLSBAD, CA · Since 2021
FINANCIAL FOCUS LLC
CARLSBAD, CA · Since 2018
WEALTHRISE FINANCIAL PLANNING, LLC
CARLSBAD, CA · Since 2025
DBA SEASIDE FINANCIAL & INSURANCE SERVICES
CARLSBAD, CA · Since 2018
WEALTH COMPASS FINANCIAL, INC.
CARLSBAD, CA · Since 2026
CORNERSTONE WEALTH ADVISORS, INC.
CARLSBAD, CA · Since 2025
MEKETA FIDUCIARY MANAGEMENT, LLC
CARLSBAD, CA · Since 2022
ANCHOR BAY PRIVATE WEALTH LLC
CARLSBAD, CA · Since 2023
VISTICA WEALTH ADVISORS, LLC
CARLSBAD, CA · Since 2021
MKT ADVISORS LLC
CARLSBAD, CA · Since 2012
AXXCESS WEALTH MANAGEMENT, LLC
CARLSBAD, CA · Since 2012
RESOURCE CAPITAL INVESTMENT CORPORATION
CARLSBAD, CA · Since 2013
SEASIDE WEALTH MANAGEMENT, INC.
CARLSBAD, CA · Since 2017
INTELLIGENCE DRIVEN ADVISERS, LLC
CARLSBAD, CA · Since 2018
FONTE FINANCIAL ADVISORS
CARLSBAD, CA · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CARLSBAD?
The median advisory fee in CARLSBAD, CA is 0.95% of assets under management per year, based on Form ADV filings from 18 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.