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