Top Financial Advisors in La Jolla, California
Finding the right financial advisor in La Jolla is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in La Jolla, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in La Jolla, CA.
Find the Best Financial Advisor Firms in La Jolla:
COASTEDGE PARTNERS, LLC
CRD#: 149685
Address: 888 Prospect St. Suite 220, La Jolla, CA 92037
AUM: $ 2.2B
ALPHACORE CAPITAL LLC
CRD#: 174346
Address: 875 Prospect Street Suite 315, La Jolla, CA 92037
Clients: 279
Average Clients per Advisor: 16
AUM: $ 1.5B
CALLAN CAPITAL, LLC
CRD#: 142527
Address: 1250 Prospect Street Suite 1, La Jolla, CA 92037
Clients: 55
Average Clients per Advisor: 9
AUM: $ 1.5B
WORTHPOINTE
CRD#: 143996
Address: 888 Prospect Street Suite 200, La Jolla, CA 92037
Clients: 394
Average Clients per Advisor: 39
AUM: $ 733M
FINANCIAL ALTERNATIVES, INC.
CRD#: 108245
Address: 7825 Fay Avenue Suite 210, La Jolla, CA 92037
Clients: 127
Average Clients per Advisor: 18
AUM: $ 459M
LITTON FINANCIAL
CRD#: 298439
Address: 4225 Executive Square Suite 1030, La Jolla, CA 92037
Clients: 158
Average Clients per Advisor: 31
AUM: $ 282M
How We Chose the Top Financial Advisors in La Jolla, California
To create this list of top financial advisor firms in La Jolla, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors La Jolla has to offer.
Search Financial Advisors in La Jolla, California
Brett Preston Tomlinson
Registered Affiliation(s):FOUNDATIONS INVESTMENT ADVISORS LLC
Javier Malfavon
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Tanne Hill Schwager
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Charles Larkin Stanley
Registered Affiliation(s):WORTHPOINTE
Justin Sr Tipp
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Stefan Prvanov
Registered Affiliation(s):BLANKINSHIP & FOSTER, LLC
Mary Katherine Dean
Registered Affiliation(s):DEAN ROLAND RUSSELL, LLC
Alexis Leon Aldaz
Registered Affiliation(s):EDWARD JONES
Peter A Susic
Registered Affiliation(s):EDWARD JONES
Michael Richard Judge
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christopher George Muniz
Registered Affiliation(s):CREATIVE PLANNING
Antonio Silva Marques
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gregory John Roel
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Timothy Patrick Kenney
Registered Affiliation(s):SEAWISE FINANCIAL, INC.
Garrett Winfield Imeson
Registered Affiliation(s):EDWARD JONES
Matthew C Balderston
Registered Affiliation(s):PURE FINANCIAL ADVISORS, LLC
Christopher Edward Jaccard
Registered Affiliation(s):FINANCIAL ALTERNATIVES, INC.
Rebekah A Peterson
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Quynh Ngoc Dao
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David William Rodin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Marc Robert Roland
Registered Affiliation(s):DEAN ROLAND RUSSELL, LLC
Carlo Manalastas Boton
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Luke Ervin
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Egan Kiyoshi Yamamura
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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