Best Financial Advisors in CARLSBAD, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in CARLSBAD
MEKETA FIDUCIARY MANAGEMENT, LLC
CARLSBAD, CA · Since 2022
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
FINANCIAL FOCUS LLC
CARLSBAD, CA · Since 2018
FRANK FINANCIAL ADVISORS
CARLSBAD, CA · Since 2021
DBA SEASIDE FINANCIAL & INSURANCE SERVICES
CARLSBAD, CA · Since 2018
ANCHOR BAY PRIVATE WEALTH LLC
CARLSBAD, CA · Since 2023
AXXCESS WEALTH MANAGEMENT, LLC
CARLSBAD, CA · Since 2012
CORNERSTONE WEALTH ADVISORS, INC.
CARLSBAD, CA · Since 2025
RESOURCE CAPITAL INVESTMENT CORPORATION
CARLSBAD, CA · Since 2013
WEALTHRISE FINANCIAL PLANNING, LLC
CARLSBAD, CA · Since 2025
WEALTH COMPASS FINANCIAL, INC.
CARLSBAD, CA · Since 2026
MKT ADVISORS LLC
CARLSBAD, CA · Since 2012
INTELLIGENCE DRIVEN ADVISERS, LLC
CARLSBAD, CA · Since 2018
SEASIDE WEALTH MANAGEMENT, INC.
CARLSBAD, CA · Since 2017
VISTICA WEALTH ADVISORS, LLC
CARLSBAD, CA · Since 2021
FONTE FINANCIAL ADVISORS
CARLSBAD, CA · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.