Top Financial Advisors in Solana Beach, California
Finding the right financial advisor in Solana Beach 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 Solana Beach, 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 Solana Beach, CA.
Find the Best Financial Advisor Firms in Solana Beach:
LAUREL WEALTH ADVISORS, INC.
CRD#: 157139
Address: 990 Highland Drive Suite 205, Solana Beach, CA 92075
Clients: 1,763
Average Clients per Advisor: 45
AUM: $ 2.4B
BLANKINSHIP & FOSTER, LLC
CRD#: 104795
Address: 420 Stevens Avenue Suite 250, Solana Beach, CA 92075
Clients: 107
Average Clients per Advisor: 15
AUM: $ 690M
FOCUS INVESTMENT ADVISORS, INC
CRD#: 109970
Address: 514 Via De La Valle Suite 200, Solana Beach, CA 92075
Clients: 36
Average Clients per Advisor: 7
AUM: $ 684M
DLK INVESTMENT MANAGEMENT
CRD#: 149096
Address: Suite 200 238 North Cedros Avenue, Solana Beach, CA 92075
Clients: 347
Average Clients per Advisor: 57
AUM: $ 292M
ROOT FINANCIAL PARTNERS
CRD#: 290289
Address: Solana Beach, CA
Clients: 179
Average Clients per Advisor: 35
AUM: $ 188M
D. M. BRENNER, INC.
CRD#: 134398
Address: 380 Stevens Avenue Suite 211, Solana Beach, CA 92075
Clients: 69
Average Clients per Advisor: 17
AUM: $ 141M
How We Chose the Top Financial Advisors in Solana Beach, California
To create this list of top financial advisor firms in Solana Beach, 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 Solana Beach has to offer.
Search Financial Advisors in Solana Beach, California
Stefan Prvanov
Registered Affiliation(s):BLANKINSHIP & FOSTER, LLC
Justin Sr Tipp
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Mary Katherine Dean
Registered Affiliation(s):DEAN ROLAND RUSSELL, LLC
Charles Larkin Stanley
Registered Affiliation(s):WORTHPOINTE
Alexis Leon Aldaz
Registered Affiliation(s):EDWARD JONES
Timothy Patrick Kenney
Registered Affiliation(s):SEAWISE FINANCIAL, INC.
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
Matthew C Balderston
Registered Affiliation(s):PURE FINANCIAL ADVISORS, LLC
Rebekah A Peterson
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Marc Robert Roland
Registered Affiliation(s):DEAN ROLAND RUSSELL, LLC
Christopher Edward Jaccard
Registered Affiliation(s):FINANCIAL ALTERNATIVES, INC.
Quynh Ngoc Dao
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David William Rodin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tamara Lynn Colon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Chris Richard Leonhard
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
Danny George Michael
Registered Affiliation(s):SATORI WEALTH MANAGEMENT, INC.
Christopher Gale Pennington
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jan Hendrik Pretorius
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gregory George Hakim
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kristin Carol Norby
Registered Affiliation(s):MORGAN STANLEY
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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