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:
INDEPENDENT FINANCIAL GROUP, LLC
CRD#: 7717
Address: 12671 High Bluff Drive Suite 200, San Diego, CA 92130
Clients: 42,018
In Business for: 24 Years
Average Clients per Advisor: 86
AUM: $ 11.3B
Disclosures: 18
PURE FINANCIAL ADVISORS, LLC
CRD#: 144316
Address: 3131 Camino Del Rio N Suite 1550, San Diego, CA 92108
Clients: 3,193
Average Clients per Advisor: 49
AUM: $ 8.0B
CUSO FINANCIAL SERVICES, L.P.
CRD#: 42132
Address: 10150 Meanley Drive 1st Floor 1st Floor, San Diego, CA, 92131
Clients: 22,453
In Business for: 29 Years
Average Clients per Advisor: 42
AUM: $ 5.4B
Disclosures: 3
KINGSWOOD WEALTH ADVISORS, LLC
CRD#: 288792
Address: 11440 W. Bernardo Court Suite 300, San Diego, CA 92127
Clients: 7,618
Average Clients per Advisor: 104
AUM: $ 2.5B
MADISON AVENUE SECURITIES, LLC
CRD#: 23224
Address: 13500 Evening Creek Dr N #555, San Diego, CA 92128
Clients: 14,100
In Business for: 20 Years
Average Clients per Advisor: 185
AUM: $ 2.0B
Disclosures: 9
COASTEDGE PARTNERS, LLC
CRD#: 149685
Address: 4655 Executive Drive Suite 325, San Diego, CA 92121
AUM: $ 1.8B
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
Paul Avila Neves
Alice Ruiz
Paul Richard Justin
Kent Stewart Borsch
Tracey Ann Davis
Joseph G Kelly JR.
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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