Best Financial Advisors in LA JOLLA, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in LA JOLLA
NAUTILUS ADVISORS LLC
LA JOLLA, CA · Since 2010
HAMILTON MANOR & ASSOCIATES
LA JOLLA, CA · Since 2018
COASTWISE CAPITAL GROUP, LLC
LA JOLLA, CA · Since 2022
SYRIOS WEALTH MANAGEMENT GROUP
LA JOLLA, CA · Since 2024
COSMOS WEALTH, LLC
LA JOLLA, CA · Since 2026
STEPSTONE GROUP REAL ASSETS LP
LA JOLLA, CA · Since 2015
STEPSTONE GROUP LP
LA JOLLA, CA · Since 2007
BRANDES INVESTMENT PARTNERS, LP
LA JOLLA, CA · Since 1985
LIFE STRATEGIES, INC.
LA JOLLA, CA · Since 2025
ALPHACORE CAPITAL LLC
LA JOLLA, CA · Since 2016
STEPSTONE GROUP REAL ESTATE LP
LA JOLLA, CA · Since 2015
CONTEXT CAPITAL MANAGEMENT LLC
LA JOLLA, CA · Since 2005
JET WEALTH ADVISORS
LA JOLLA, CA · Since 2026
FRONTIER GLOBAL PARTNERS LLC
LA JOLLA, CA · Since 2010
STEPSTONE GROUP PRIVATE DEBT LLC
LA JOLLA, CA · Since 2022
FINANCIAL ALTERNATIVES, INC.
LA JOLLA, CA · Since 2000
MUNDOVAL CAPITAL MANAGEMENT, INC.
LA JOLLA, CA · Since 2004
SAGE STONE WEALTH MANAGEMENT LLC
LA JOLLA, CA · Since 2015
CANTER WEALTH
LA JOLLA, CA · Since 2019
CARTER FINANCIAL, LLC
LA JOLLA, CA · Since 2019
CASTLE COAST WEALTH, LLC
LA JOLLA, CA · Since 2019
TORREYANA CAPITAL
LA JOLLA, CA · Since 2023
NERAD + DEPPE WEALTH MANAGEMENT
LA JOLLA, CA · Since 2022
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 LA JOLLA?
The median advisory fee in LA JOLLA, CA is 0.95% of assets under management per year, based on Form ADV filings from 23 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.