Best Financial Advisors in SOLANA BEACH, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SOLANA BEACH
BLANKINSHIP & FOSTER, LLC
SOLANA BEACH, CA · Since 1989
FOCUS INVESTMENT ADVISORS, INC
SOLANA BEACH, CA · Since 2000
THE INFORMED MOMENTUM COMPANY LLC
SOLANA BEACH, CA · Since 2009
DLK INVESTMENT MANAGEMENT
SOLANA BEACH, CA · Since 2009
FIRST TURN MANAGEMENT, LLC
SOLANA BEACH, CA · Since 2023
D. M. BRENNER, INC.
SOLANA BEACH, CA · Since 2020
GLOBAL IMC LLC
SOLANA BEACH, CA · Since 2014
KARMEL CAPITAL MANAGEMENT LLC
SOLANA BEACH, CA · Since 2025
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 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.