Financial advisors in La Jolla, CA

488 advisors · page 2 of 17

James Holland
Financial advisor at Holland Strategic Wealth Advisors LLC
Holland Strategic Wealth Advisors LLC · $2.6M AUM
CFP®VerifiedFinancial planning
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James Mellon
Financial advisor at Canter Wealth
Canter Wealth · $386.5M AUM
CFP®VerifiedFinancial planning
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Jason Perlman
Financial advisor at Alphacore Capital LLC
Alphacore Capital LLC · $12.96B AUM
CFP®VerifiedFinancial planning
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Jessica Cafferata
Financial advisor at Alphacore Capital LLC
Alphacore Capital LLC · $12.96B AUM
CFP®VerifiedFinancial planning
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Joseph Kalmanovitz
Financial advisor at Canter Wealth
Canter Wealth · $386.5M AUM
CFP®VerifiedFinancial planning
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Joshua Khokhar
Financial advisor at Santara Wealth Management LLC
Santara Wealth Management LLC · $75.5M AUM
CFP®VerifiedFinancial planning
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Juliet Hull
Financial advisor at Alphacore Capital LLC
Alphacore Capital LLC · $12.96B AUM
CFP®VerifiedFinancial planning
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Karen Walker
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Keith Hamilton
Financial advisor at Hamilton Manor & Associates
Hamilton Manor & Associates · $188.9M AUM
CFP®VerifiedFinancial planning
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Kyle Hodges
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Kyle Kraus
Financial advisor at Alphacore Capital LLC
Alphacore Capital LLC · $12.96B AUM
CFP®VerifiedFinancial planning
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Kyle Uthe
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Laura Smith
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Lawrence Andrews
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Lisa Armacost
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Mark Nussbaum
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Matthew Argyropoulos
Financial advisor at Lnw
Lnw · $12.18B AUM
CFP®VerifiedFinancial planning
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Matthew Eovino
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Michael Behner
Financial advisor at Nautilus Advisors LLC
Nautilus Advisors LLC · $304.3M AUM
CFP®VerifiedFinancial planning
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Michael Canzone
Financial advisor at Canter Wealth
Canter Wealth · $386.5M AUM
CFP®VerifiedFinancial planning
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Michael Obrien
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Mitchell Loewenberg
Financial advisor at Wedbush Securities Inc.
Wedbush Securities Inc. · $6.75B AUM
CFP®VerifiedFinancial planning
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Natalie McIntosh
Financial advisor at Mundoval Capital Management, Inc.
Mundoval Capital Management, Inc. · $91.9M AUM
CFP®Verified
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Nathan Manor
Financial advisor at Hamilton Manor & Associates
Hamilton Manor & Associates · $188.9M AUM
CFP®VerifiedFinancial planning
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Neil Jubaili
Financial advisor at Cedar Wealth Management
Cedar Wealth Management · $417.2M AUM
CFP®VerifiedFinancial planning
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Nomathemba Nkala-Hendon
Financial advisor at Alphacore Capital LLC
Alphacore Capital LLC · $12.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Norberto Frassa
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Pei-Shan Li
Financial advisor at Financial Alternatives, Inc.
Financial Alternatives, Inc. · $614.8M AUM
CFP®VerifiedFinancial planning
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Richard Ward
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Robert Dillon
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
CFP®Verified
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in La Jolla, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in La Jolla, CA.

How this list works

Before you hire an advisor in La Jolla, CA