Best Financial Advisors in SAN DIEGO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SAN DIEGO
Page 1 of 4 · 99 firms
CHANDLER ASSET MANAGEMENT INC
SAN DIEGO, CA · Since 1993
LM CAPITAL GROUP, LLC
SAN DIEGO, CA · Since 2002
LM ADVISORS LLC
SAN DIEGO, CA · Since 2011
COUNTERPOINT FUNDS
SAN DIEGO, CA · Since 2014
KINGSWOOD WEALTH ADVISORS, LLC
SAN DIEGO, CA · Since 2017
METIS GLOBAL PARTNERS, LLC
SAN DIEGO, CA · Since 2015
STOLPER & CO., INC.
SAN DIEGO, CA · Since 1976
CLELLAND & COMPANY INC
SAN DIEGO, CA · Since 1989
ZERMATT WEALTH PARTNERS
SAN DIEGO, CA · Since 1982
DEAN ROLAND RUSSELL, LLC
SAN DIEGO, CA · Since 1999
WILSEY ASSET MANAGEMENT INCORPORATED
SAN DIEGO, CA · Since 2009
WARD & ASSOCIATES
SAN DIEGO, CA · Since 1998
CLUTINGER WILLIAMS & VERHOYE INC
SAN DIEGO, CA · Since 1969
PACIFIC WEALTH MANAGEMENT
SAN DIEGO, CA · Since 2012
VALIDEX GLOBAL INVESTING
SAN DIEGO, CA · Since 2013
ONE DEGREE ADVISORS, INC.
SAN DIEGO, CA · Since 2014
SOVRAN ADVISORS, LLC
SAN DIEGO, CA · Since 2024
AWM GLOBAL ADVISORS
SAN DIEGO, CA · Since 2011
SEABIRD INVESTMENT PARTNERS
SAN DIEGO, CA · Since 2016
PLATT WEALTH MANAGEMENT
SAN DIEGO, CA · Since 2018
BLUE SUMMIT WEALTH MANAGEMENT
SAN DIEGO, CA · Since 2019
BENCHMARK ADVISORY SERVICES, LLC
SAN DIEGO, CA · Since 2019
WFA OF SAN DIEGO
SAN DIEGO, CA · Since 2020
CHOKSHI & QUEEN WEALTH ADVISORS
SAN DIEGO, CA · Since 2021
HERITAGE WEALTH MANAGEMENT, INC.
SAN DIEGO, 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 SAN DIEGO?
The median advisory fee in SAN DIEGO, CA is 0.95% of assets under management per year, based on Form ADV filings from 99 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.