Top Financial Advisors in San Diego, California
Finding the right financial advisor in San Diego 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 San Diego, 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 San Diego, CA.
Find the Best Financial Advisor Firms in San Diego:
PURE FINANCIAL ADVISORS, LLC
CRD#: 144316
Address: 3131 Camino Del Rio N Suite 1550, San Diego, CA 92108
Clients: 3,936
Average Clients per Advisor: 51
AUM: $ 11.1B
DOWLING & YAHNKE, LLC
CRD#: 107672
Address: 12265 El Camino Real Suite 300, San Diego, CA 92130
Clients: 153
Average Clients per Advisor: 6
AUM: $ 6.1B
INDEPENDENT FINANCIAL GROUP, LLC
CRD#: 7717
Address: 12671 High Bluff Drive Suite 200, San Diego, CA 92130
Clients: 26,135
In Business for: 25 Years
Average Clients per Advisor: 56
AUM: $ 6.0B
Disclosures: 12
CUSO FINANCIAL SERVICES, L.P.
CRD#: 42132
Address: 10150 Meanley Drive 1st Floor, San Diego, CA, 92131
Clients: 20,400
In Business for: 29 Years
Average Clients per Advisor: 35
AUM: $ 4.1B
Disclosures: 3
HOYLECOHEN, LLC
CRD#: 141125
Address: 9350 Waxie Way Suite 500, San Diego, CA 92123
Clients: 947
Average Clients per Advisor: 45
AUM: $ 3.1B
MADISON AVENUE SECURITIES, LLC
CRD#: 23224
Address: 13500 Evening Creek Dr N #555, San Diego, CA 92128
Clients: 13,595
In Business for: 21 Years
Average Clients per Advisor: 176
AUM: $ 1.6B
Disclosures: 5
How We Chose the Top Financial Advisors in San Diego, California
To create this list of top financial advisor firms in San Diego, 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 San Diego has to offer.
Search Financial Advisors in San Diego, California
Edward Joseph Finnegan
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Andrew Thomas Null
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Kristin Carol Norby
Registered Affiliation(s):MORGAN STANLEY
Ronald Michael Sisk
Registered Affiliation(s):FINANCIAL ENGINES ADVISORS L.L.C.
Ken Morris
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Allyn Naviaux
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Shui Lung Tam
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Kenneth Americo Attorri
Registered Affiliation(s):EDWARD JONES
Dean Robert Ridgway
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew Thomas Hathaway
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Scott Hollaender
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Monica Elaine Bezy
Registered Affiliation(s):EDWARD JONES
Jon Paul Beyrer
Registered Affiliation(s):BLANKINSHIP & FOSTER, LLC
Kevin Joseph Rainosek
Registered Affiliation(s):EDWARD JONES
Terrance Anthony Green
Registered Affiliation(s):BLUE WATER CAPITAL MANAGEMENT, LLC
Tina M. Vieregg
Registered Affiliation(s):CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
James Curtis West
Registered Affiliation(s):PLATT WEALTH MANAGEMENT
Eric Anthony Rodriguez
Registered Affiliation(s):WEALTHBUILDERS, LLC
Kaitlyn M Cruse
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Shane J Kochon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Oliver Polo
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brian Christopher Young
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Casey Albert Caliva
Registered Affiliation(s):EDWARD JONES
James Charles Lugannani
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
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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