Financial advisors in San Diego, CA

3,805 advisors · page 1 of 127

Danny Michael
Financial advisor at Satori Wealth Management, Inc.
Satori Wealth Management, Inc. · $74.7M AUM
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Levi Anderson
Financial Advisor at Root Financial Partners
Root Financial Partners · $2.15B AUM
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Steven Fox
Financial advisor at AdviceOnly
AdviceOnly
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Tyrone Ross Jr.
CEO and Founder of @Turnqey Labs, Inc. | CEO @401 Financial, Inc.
401 Financial
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Aaron Kaplan
Financial advisor at Telos Capital Management, Inc.
Telos Capital Management, Inc. · $1.63B AUM
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Aaron Muther
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Aaron Puttroff
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
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Adam Correa
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Adam Werner
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
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Adrian Concepcion
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Akhilesh Sinha
Financial advisor at Sovran Advisors, LLC
Sovran Advisors, LLC · $1.87B AUM
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Alan Grismore
Financial advisor at Santara Wealth Management LLC
Santara Wealth Management LLC · $75.5M AUM
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Alana Hall
Financial advisor at Creative Capital Management Investments LLC
Creative Capital Management Investments LLC · $780.4M AUM
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Alex Nunes
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
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Alex Wanerman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Alexander Flecker
Financial advisor at Measured Risk Portfolios
Measured Risk Portfolios · $597.2M AUM
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Alexander Okugawa
Financial advisor at One Degree Advisors, Inc.
One Degree Advisors, Inc. · $489M AUM
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Alexander Urbanek
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
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Alexandra Mastrota
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
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Alexandra Sonnenberg
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Alfredo Paredes
Financial advisor at Mariner
Mariner · $125.41B AUM
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Alice Ruiz
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
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Allen Trim
Financial advisor at Blue Summit Wealth Management
Blue Summit Wealth Management · $211.4M AUM
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Allison Alley
Financial advisor at Pure Financial Advisors, LLC
Pure Financial Advisors, LLC · $11.05B AUM
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Alvaro Santana
Financial advisor at Puente Wealth
Puente Wealth
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Amar Shah
Financial advisor at Client First Capital, LLC
Client First Capital, LLC · $269.7M AUM
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Amer Mistry
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Ami Aranha
Financial advisor at Aspiriant, LLC
Aspiriant, LLC · $18.05B AUM
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Amy Moore
Financial advisor at Pure Financial Advisors, LLC
Pure Financial Advisors, LLC · $11.05B AUM
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Anastasia Melbrod
Financial advisor at M Wealth Management, LLC
M Wealth Management, LLC · $177.6M AUM
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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 San Diego, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in San Diego, CA.

How this list works

Before you hire an advisor in San Diego, CA