AdvisorRanked

Best Financial Advisors in SAN DIEGO, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

99
Registered Firms
0.95%
Median Fee
of assets/year
$413M
Median AUM
99
Firms Listed
in our database

Top-Ranked Advisors in SAN DIEGO

#1
100

STOLPER & CO., INC.

SAN DIEGO, CA · Since 1976

$616M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100

CLELLAND & COMPANY INC

SAN DIEGO, CA · Since 1989

$466M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100

ZERMATT WEALTH PARTNERS

SAN DIEGO, CA · Since 1982

$158M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
100

CHANDLER ASSET MANAGEMENT INC

SAN DIEGO, CA · Since 1993

$45.3B AUM20 clientsFee: 0%
FiduciaryFee-Only
#5
100

WARD & ASSOCIATES

SAN DIEGO, CA · Since 1998

$187M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

DEAN ROLAND RUSSELL, LLC

SAN DIEGO, CA · Since 1999

$351M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
100

CLUTINGER WILLIAMS & VERHOYE INC

SAN DIEGO, CA · Since 1969

$163M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
100

PACIFIC WEALTH MANAGEMENT

SAN DIEGO, CA · Since 2012

$372M AUM6 clientsFee: 0%
FiduciaryFee-Only
#9
100

LM CAPITAL GROUP, LLC

SAN DIEGO, CA · Since 2002

$6.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#10
100

WILSEY ASSET MANAGEMENT INCORPORATED

SAN DIEGO, CA · Since 2009

$768M AUM2 clientsFee: 0%
FiduciaryFee-Only
#11
100

MERRITHEW & THORSTEN, INC.

SAN DIEGO, CA · Since 2021

$155M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
100

BLUE SUMMIT WEALTH MANAGEMENT

SAN DIEGO, CA · Since 2019

$211M AUM3 clientsFee: 0%
FiduciaryFee-Only
#13
100

REYES FINANCIAL ARCHITECTURE INC.

SAN DIEGO, CA · Since 2022

$196M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
100

LM ADVISORS LLC

SAN DIEGO, CA · Since 2011

$2.9B AUM8 clientsFee: 0%
FiduciaryFee-Only
#15
100

D'ARCY CAPITAL MANAGEMENT, LLC

SAN DIEGO, CA · Since 2021

$226M AUM4 clientsFee: 0%
FiduciaryFee-Only
#16
100

AWM GLOBAL ADVISORS

SAN DIEGO, CA · Since 2011

$59M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
100

VALIDEX GLOBAL INVESTING

SAN DIEGO, CA · Since 2013

$353M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18
100

METIS GLOBAL PARTNERS, LLC

SAN DIEGO, CA · Since 2015

$5.7B AUM5 clientsFee: 0%
FiduciaryFee-Only
#19
100

ONE DEGREE ADVISORS, INC.

SAN DIEGO, CA · Since 2014

$489M AUM6 clientsFee: 0%
FiduciaryFee-Only
#20
100

COUNTERPOINT FUNDS

SAN DIEGO, CA · Since 2014

$3.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#21
100

FINEC ASSET MANAGEMENT

SAN DIEGO, CA · Since 2025

$157M AUM6 clientsFee: 0%
FiduciaryFee-Only
#22
100

SEABIRD INVESTMENT PARTNERS

SAN DIEGO, CA · Since 2016

$419M AUM5 clientsFee: 0%
FiduciaryFee-Only
#23
100

KINGSWOOD WEALTH ADVISORS, LLC

SAN DIEGO, CA · Since 2017

$3.8B AUM76 clientsFee: 0%
FiduciaryFee-Only
#24
100

PLATT WEALTH MANAGEMENT

SAN DIEGO, CA · Since 2018

$391M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
100

BENCHMARK ADVISORY SERVICES, LLC

SAN DIEGO, CA · Since 2019

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#26
100

WFA OF SAN DIEGO

SAN DIEGO, CA · Since 2020

$207M AUM2 clientsFee: 0%
FiduciaryFee-Only
#27
100

CHOKSHI & QUEEN WEALTH ADVISORS

SAN DIEGO, CA · Since 2021

$263M AUM2 clientsFee: 0%
FiduciaryFee-Only
#28
100

KAIYO WEALTH LLC

SAN DIEGO, CA · Since 2026

$240M AUM3 clientsFee: 0%
FiduciaryFee-Only
#29
100

HERITAGE WEALTH MANAGEMENT, INC.

SAN DIEGO, CA · Since 2021

$643M AUM7 clientsFee: 0%
FiduciaryFee-Only
#30
100

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

SAN DIEGO, CA · Since 2022

$255M AUM3 clientsFee: 0%
FiduciaryFee-Only
#31
100

SOCIALTRADER

SAN DIEGO, CA · Since 2023

$73K AUM0 clientsFee: 0%
FiduciaryFee-Only
#32
100

STIRLING FINANCIAL GROUP

SAN DIEGO, CA · Since 2024

$180M AUM2 clientsFee: 0%
FiduciaryFee-Only
#33
100

TIDEMARK, LLC

SAN DIEGO, CA · Since 2023

$463M AUM8 clientsFee: 0%
FiduciaryFee-Only
#34
100

SOVRAN ADVISORS, LLC

SAN DIEGO, CA · Since 2024

$1.9B AUM60 clientsFee: 0%
FiduciaryFee-Only
#35
100

ADVICE ONLY

SAN DIEGO, CA · Since 2026

$0 AUM6 clientsFee: 0%
FiduciaryFee-Only
#36
100

BREAKAWAY INDEPENDENT ADVISORS, LLC

SAN DIEGO, CA · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#37
100

7 STREETS FINANCIAL, LLC

SAN DIEGO, CA · Since 2020

$88M AUM2 clientsFee: 0%
FiduciaryFee-Only
#38
95

WESTERN FINANCIAL CORPORATION

SAN DIEGO, CA · Since 2020

$309M AUM2 clientsFee: 0%
FiduciaryFee-Only
#39
95

DUNHAM

SAN DIEGO, CA · Since 1985

$5.6B AUM9 clientsFee: 0%
Broker-Dealer
#40
95

CHRISTOPHER WEIL & CO INC

SAN DIEGO, CA · Since 1992

$896M AUM7 clientsFee: 0%
FiduciaryFee-Only
#41
95

BRIAN D. LOWDER, INC.

SAN DIEGO, CA · Since 1986

$388M AUM3 clientsFee: 0%
FiduciaryFee-Only
#42
95

GLOBEFLEX CAPITAL LP

SAN DIEGO, CA · Since 1994

$4.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
#43
95

DENALI ADVISORS, LLC

SAN DIEGO, CA · Since 2001

$1.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#44
95

FINANCIAL SENSE ADVISORS, INC.

SAN DIEGO, CA · Since 1985

$836M AUM8 clientsFee: 0%
FiduciaryFee-Only
#45
95

KACHKOVSKY & FISHER, INC.

SAN DIEGO, CA · Since 2018

$305M AUM3 clientsFee: 0%
FiduciaryFee-Only
#46
95

CARMEL CAPITAL PARTNERS, LLC

SAN DIEGO, CA · Since 2005

$434M AUM5 clientsFee: 0%
FiduciaryFee-Only
#47
95

RICE HALL JAMES & ASSOCIATES LLC

SAN DIEGO, CA · Since 2003

$1.7B AUM13 clientsFee: 0%
FiduciaryFee-Only
#48
95

TRIVANT CUSTOM PORTFOLIO GROUP LLC

SAN DIEGO, CA · Since 2019

$239M AUM5 clientsFee: 0%
FiduciaryFee-Only
#49
95

AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC

SAN DIEGO, CA · Since 2006

$5.9B AUM2 clientsFee: 0%
FiduciaryFee-Only
#50
95

WEALTH ANALYTICS PARTNERS, LLC

SAN DIEGO, CA · Since 2006

$316M AUM4 clientsFee: 0%
FiduciaryFee-Only
#51
95

NICHOLAS INVESTMENT PARTNERS, L.P.

SAN DIEGO, CA · Since 2006

$1.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#52
95

TED BUCHAN & COMPANY

SAN DIEGO, CA · Since 2018

$413M AUM2 clientsFee: 0%
FiduciaryFee-Only
#53
95

MEASURED RISK PORTFOLIOS

SAN DIEGO, CA · Since 2014

$597M AUM4 clientsFee: 0%
FiduciaryFee-Only
#54
95

PURE FINANCIAL ADVISORS, LLC

SAN DIEGO, CA · Since 2009

$11.1B AUM76 clientsFee: 0%
FiduciaryFee-Only
#55
95

DECISION INVESTMENTS, INC.

SAN DIEGO, CA · Since 2025

$155M AUM2 clientsFee: 0%
FiduciaryFee-Only
#56
95

ARISTON SERVICES GROUP, LLC

SAN DIEGO, CA · Since 2008

$527M AUM3 clientsFee: 0%
FiduciaryFee-Only
#57
95

WILSHIRE QUINN CAPITAL, INC.

SAN DIEGO, CA · Since 2023

$188M AUM1 clientsFee: 0%
FiduciaryFee-Only
#58
95

TELOS CAPITAL MANAGEMENT, INC.

SAN DIEGO, CA · Since 2009

$1.6B AUM7 clientsFee: 0%
FiduciaryFee-Only
#59
95

ILLUMINATION WEALTH MANAGEMENT

SAN DIEGO, CA · Since 2021

$471M AUM9 clientsFee: 0%
FiduciaryFee-Only
#60
95

COASTEDGE PARTNERS, LLC

SAN DIEGO, CA · Since 2009

$2.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#61
95

SIMPLIFI, INC.

SAN DIEGO, CA · Since 2013

$276M AUM1 clientsFee: 0%
FiduciaryFee-Only
#62
95

CASTLE CREEK CAPITAL

SAN DIEGO, CA · Since 2011

$1.1B AUM11 clientsFee: 0%
FiduciaryFee-Only
#63
95

PACIFIC CAPITAL ASSOCIATES

SAN DIEGO, CA · Since 2018

$259M AUM3 clientsFee: 0%
FiduciaryFee-Only
#64
95

BETA WEALTH GROUP, INC

SAN DIEGO, CA · Since 2012

$460M AUM3 clientsFee: 0%
FiduciaryFee-Only
#65
95

PRACTICECFO INVESTMENTS

SAN DIEGO, CA · Since 2021

$402M AUM12 clientsFee: 0%
FiduciaryFee-Only
#66
95

GRADIENT CAPITAL ADVISORS, LLC

SAN DIEGO, CA · Since 2014

$742M AUM5 clientsFee: 0%
FiduciaryFee-Only
#67
95

BAMBOO WEALTH STRATEGIES

SAN DIEGO, CA · Since 2020

$236M AUM4 clientsFee: 0%
FiduciaryFee-Only
#68
95

M WEALTH MANAGEMENT, LLC

SAN DIEGO, CA · Since 2018

$178M AUM3 clientsFee: 0%
FiduciaryFee-Only
#69
95

PREMIER WEALTH ADVISORS, LLC

SAN DIEGO, CA · Since 2018

$695M AUM6 clientsFee: 0%
FiduciaryFee-Only
#70
95

WILLOW CREEK FINANCIAL

SAN DIEGO, CA · Since 2016

$529M AUM5 clientsFee: 0%
FiduciaryFee-Only
#71
95

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

SAN DIEGO, CA · Since 2017

$780M AUM7 clientsFee: 0%
FiduciaryFee-Only
#72
95

DEFINE FINANCIAL, LLC

SAN DIEGO, CA · Since 2021

$315M AUM5 clientsFee: 0%
FiduciaryFee-Only
#73
95

GOLDMAN WEALTH MANAGEMENT

SAN DIEGO, CA · Since 2026

$120M AUM1 clientsFee: 0%
FiduciaryFee-Only
#74
95

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

SAN DIEGO, CA · Since 2018

$283M AUM2 clientsFee: 0%
FiduciaryFee-Only
#75
95

CENTURA WEALTH ADVISORY

SAN DIEGO, CA · Since 2018

$1.2B AUM19 clientsFee: 0%
FiduciaryFee-Only
#76
95

MCNAUGHTON WEALTH MANAGEMENT, LLC

SAN DIEGO, CA · Since 2019

$292M AUM3 clientsFee: 0%
FiduciaryFee-Only
#77
95

FAIRFIELD REALTY ADVISORS LLC

SAN DIEGO, CA · Since 2019

$6.2B AUM149 clientsFee: 0%
FiduciaryFee-Only
#78
95

EIGER WEALTH MANAGEMENT, LLC

SAN DIEGO, CA · Since 2019

$339M AUM4 clientsFee: 0%
FiduciaryFee-Only
#79
95

PRESIDIO CAPITAL MANAGEMENT, LLC

SAN DIEGO, CA · Since 2022

$499M AUM9 clientsFee: 0%
FiduciaryFee-Only
#80
95

SEASIDE EQUITY PARTNERS

SAN DIEGO, CA · Since 2022

$1.4B AUM17 clientsFee: 0%
FiduciaryFee-Only
#81
95

PATHVIEW WEALTH ADVISORS

SAN DIEGO, CA · Since 2020

$583M AUM6 clientsFee: 0%
FiduciaryFee-Only
#82
95

TORREY WEALTH, LLC

SAN DIEGO, CA · Since 2022

$177M AUM1 clientsFee: 0%
FiduciaryFee-Only
#83
95

PACIFIC POINT ADVISORS, LLC

SAN DIEGO, CA · Since 2022

$390M AUM6 clientsFee: 0%
FiduciaryFee-Only
#84
95

SIKORSKI WEALTH MANAGEMENT, LLC

SAN DIEGO, CA · Since 2025

$140M AUM3 clientsFee: 0%
FiduciaryFee-Only
#85
95

AURORA WEALTH ADVISORS

SAN DIEGO, CA · Since 2023

$149M AUM2 clientsFee: 0%
FiduciaryFee-Only
#86
95

NEOS PARTNERS, LP

SAN DIEGO, CA · Since 2024

$3.8B AUM23 clientsFee: 0%
FiduciaryFee-Only
#87
95

CASCADE FINANCIAL PARTNERS, LLC

SAN DIEGO, CA · Since 2023

$1.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#88
95

MISSION HILLS FINANCIAL ADVISORY LLC

SAN DIEGO, CA · Since 2023

$274M AUM4 clientsFee: 0%
FiduciaryFee-Only
#89
95

TORREN MANAGEMENT, LLC

SAN DIEGO, CA · Since 2024

$373M AUM4 clientsFee: 0%
FiduciaryFee-Only
#90
95

BOXER CAPITAL MANAGEMENT, LLC

SAN DIEGO, CA · Since 2024

$578M AUM8 clientsFee: 0%
FiduciaryFee-Only
#91
95

HEALTHPOINTCAPITAL MANAGEMENT, LLC

SAN DIEGO, CA · Since 2022

$271M AUM6 clientsFee: 0%
FiduciaryFee-Only
#92
92

SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

SAN DIEGO, CA · Since 2024

$350M AUM8 clientsFee: 0%
FiduciaryFee-Only
#93
92

ATS WEALTH MANAGEMENT

SAN DIEGO, CA · Since 2020

$384M AUM4 clientsFee: 0%
FiduciaryFee-Only1 complaint
#94
92

IPG INVESTMENT ADVISORS, LLC

SAN DIEGO, CA · Since 2010

$4.1B AUM38 clientsFee: 0%
FiduciaryFee-Only1 complaint
#95
90

COPLEY FINANCIAL GROUP, INC.

SAN DIEGO, CA · Since 2020

$331M AUM7 clientsFee: 0%
FiduciaryFee-Only
#96
90

NECTARINE

SAN DIEGO, CA · Since 2023

$0 AUM29 clientsFee: 0%
FiduciaryFee-Only
#97
82

CLARIVEST ASSET MANAGEMENT LLC

SAN DIEGO, CA · Since 2006

$3.0B AUM10 clientsFee: 0%
FiduciaryFee-Only1 complaint
#98
71

INDEPENDENT FINANCIAL GROUP, LLC

SAN DIEGO, CA · Since 2004

$12.9B AUM476 clientsFee: 0%
Broker-Dealer3 complaints
#99
40

MADISON AVENUE SECURITIES, LLC

SAN DIEGO, CA · Since 2009

$2.0B AUM81 clientsFee: 0%
Broker-Dealer5 complaints

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 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.