Best Financial Advisors in SOLANA BEACH, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SOLANA BEACH
THE INFORMED MOMENTUM COMPANY LLC
SOLANA BEACH, CA · Since 2009
FOCUS INVESTMENT ADVISORS, INC
SOLANA BEACH, CA · Since 2000
BLANKINSHIP & FOSTER, LLC
SOLANA BEACH, CA · Since 1989
DLK INVESTMENT MANAGEMENT
SOLANA BEACH, CA · Since 2009
FIRST TURN MANAGEMENT, LLC
SOLANA BEACH, CA · Since 2023
GLOBAL IMC LLC
SOLANA BEACH, CA · Since 2014
D. M. BRENNER, INC.
SOLANA BEACH, CA · Since 2020
KARMEL CAPITAL MANAGEMENT LLC
SOLANA BEACH, CA · Since 2025
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 SOLANA BEACH?
The median advisory fee in SOLANA BEACH, CA is 0.95% of assets under management per year, based on Form ADV filings from 8 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.