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Best financial advisors in San Diego, CA

Registered advisers within 25 miles of San Diego, CA.

Offices
1,434
Firms
648
Combined AUM
$23.0T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,730,312 clients when Item 5C has a number
Avg / client
$251.2K
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
TLG ADVISORS, INC.
OSAIC WEALTH, INC.
NWF ADVISORY SERVICES INC
HGS PARTNERS
DIVERSIFY ADVISORY SERVICES, LLC
WEDBUSH SECURITIES INC.
NEWTOWN PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
SIKORSKI WEALTH MANAGEMENT, LLC
TRIVANT CUSTOM PORTFOLIO GROUP LLC
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
RICE HALL JAMES & ASSOCIATES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
UBS FINANCIAL SERVICES INC.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC

Investors

RENATA BARBARA JASKIEWICZ
Mykala Beth Rubey
Daniel R Engel
KEVIN DANIEL CHRISTENSEN
ANDREW JOSEPH ZIMMER
SUSAN JEAN SKOLNIK
BYRON WENDELL HARLAN
JUDITH LEE HARLAN
JOSEPH ELLIS
Lisa Hohl
Taranjit Kaur Khamba
DAVID ROGER HIRONS
BRADLEY LESTER SWAIN
TIMOTHY JOSEPH CANTY
STEPHEN PITCHKOLAN
RICHARD ALLEN WRIGHT
RANDY JO GOODSELL
Alex Matthew Zubak
Jesse Drew Sikorski
Kyle Maurice Kiser
MICHAEL CARL HARRIS
DANIEL MARK LAIMON
James Robert Thompson
James Donald Evenson
WILLIAM GREGORY MCCOLL
BRANDON GLENN SILVIA
THUONG-THAO NGUYEN BUU-HOAN
GARY SCHULER RICE
TIMOTHY ALAN TODARO
ANTHON HORTON SHAW
CARLOS Alejandro SALCEDO
TIFFANY CEDERLIND
KATHERINE TAWODA
DAVID BARRY HARRIS
CHRISTINA JEANNE GUSTIN
DUSTIN BRIEN TRACY
JAMES FRANCIS PEASLEY
ADRIANNE MICHELLE HOY
Christopher Joseph Schierhorn
EARL B THOMPSON
ANDREW MARK RATNER
DENNIS SCOTT FALKOWSKI
PATRICIA BRIBIESCA
WILLIAM B GARBER
RACHEL A. ARENDT
SCOTT HOLLAENDER
GEORGE LEE TOWERS
VLADIMIRA SCOTT
HELENA XU
LINDY D. PICKINPAUGH
RYAN ALEXANDER GREEN
MATTHEW THOMAS RYAN
Brian Anthony Crow
BAYLEY JENSEN THOMAS
Dennis Donovan
MARQUE V COHEN
COURTNEY LIDDY
THOMAS JOHN KRUMENACKER
KARRIN MICHELLE RYAN
JUSTIN JOHN FRAME
EARL III,EARL THOMPSON III
Evan Fowler
IVY EDMUNDS
JOSHUA STEIN
Ryan David Ramirez
Analisa Marie Mcguffie
GAIL ROPSON BUECHLER
LAURA MARIANA JACOBS
Dorian Michael Grady
EDWARD LORNE DAWSON
IRMA BEDOYA
DOUGLAS EARL KINCART
EDWARD ALAN MIRSKY
LETICIA CLAUDIA GOENAGA
LISA MARIE MORENO
Xavier Feu Ricart
NILS EUGENE CLARK
MARIO ANTONIO ROSAS
MICHELE Deanna COLON
MARTHA ALONSO HARA
LUIS ANTONIO IZAGUIRRE
RICHARD DUARTE
XAVIER ORTIZ MENA
LISETT DIDONATOYOUNG
EDUARDO ORDORICA
RODRIGO RAMOS
Pedro Flores
CARLOS FERNANDO ALONSO
ULRICH FROWEIN
CARLOS BERNARDO ROBERT GUADALAJARA
CHRISTIAN YIP TO NG
MARIO ANTONIO REECE-ROSAS
Magdiel Delgado
Brian Lopez
Yueh-Ling Hsiung
CLARK LACERDA
Paola Leal Cervantes
MICHAEL CHARLES WASSERMAN
MANUEL JOSE CASTILLA
CHRISTOPHER ROLAND MORENCY
JASMINE OLIVIA TURNER
DARIN MICHAEL BEEGHLEY
YI JESSIE LU
Victor Hugo Guzman Lopez
DAVID MARTIN DODD
Veronica Ramos Flores
Azarell Diaz
Jordi TeixidoTeixido
ADOLFO PASTORI
Ricardo Mendez Gutierrez
Antonio Llach Mena
MIGUEL ANGEL BARBOSA-MACHADO
JUAN CALDERON
ALFONSO BARROS
MICHAEL GARVIDA ACIO
CHRISTA ALESSANDRA KECK-ENGLISH
MARIANNA SADA
DIANNE KAROL DAVIS
CHAD ANDREW LAFAUCI
Ian Carr
Kirby H Sloan
David Boothby
Julian Myers
JOHN JAMES ROONEY
PATRICIA JEAN POSADA
GARY C MARKHAM
BERT WILLIAM MCCLINTOCK
TERRENCE C. VAUSE
KEVIN ANDREW ROACH
SHANNON LEE STAIGER
ANTHONY MARTIN BONAFEDE
SUSAN PILLEN-LEVINE
ROBERT ERIC MOLINARI
MICHAEL DALE HUBER
MELONY JANE HARRIS
SHAWN PATRICK WIEGAND
MATTHEW ALBERT DIGIACOMO
ASHLEY DIANA RINAUDO
MATTHEW GUY PETERS
SHANNON KELLY MCKEEHAN
Christopher Barber
NICOLE SABRINA VENUTI GRIFFITHS
ASHLEY MARIE BURNEKA
CHOMREUN PAO
JONATHAN MICHAEL GOOD
MICHAEL YOUNGERMAN
JOHN RICHARD DORFF
ERIK JOHN KUMAS
Jessica E Szombathelyi
MICHAEL EDWARD SHEEHAN
ALEXIS ANN CANNON
Robert Kyle Gabhart
Christine M Martinez
NATASHA SHU HUI
CHRISTOPHER ANDREW SCHWARTZ
Jordan Charles Hendry
Eric Christian Enriquez
Cole H Winship
Nelly Nguyen Warner
Wesley J Cope
VICTORIA GABRIELLE BLACKWELL-RIVAS
Andrew Page Vaughn
BENJAMIN EUGENE ROTH
Shelley L Pearson
KELLY GERARD WATZKA
Tim Pantaleon
CLESHELLE A. PEARSON
David Wohl
MICHAEL GEORGE TRIANA
VALERIE JEAN CARLSON
KEVIN ROBERT CARLIN
JESSICA J MARCHESINI
NATHAN BENJAMIN PARKER
BRADFORD J. A. BYRNS
LAURA ELIZABETH CLEM
Eduardo Macias
Mary Budiongan Minas
STEVEN DANIEL THOMAS BRAGG
DEREK KEITH MONTECINOS
MOISES GABRIEL GARCIA
ARI JUSTIN FELDMAN
KYLIE ELIZABETH CUSICK
VICTORIA JOY UTECHT
DAVID MICHAEL HARRISON
BRIAN KEITH WISNIEWSKI
PATRICIA ANN LOCKWOOD
WARD E GORHAM
JESUS AURELIO ESTRADA
BRENDA JOY CONTRERAS
Jackson Lee Cusick
ANTHONY WOOD
DEBORAH KIM HAZARD MACNEIL
ANDREW BITTERLIN
TIMOTHY PATRICK CUSICK
DAVID HARRISON RASCOE
PHILLIP THOMAS WENDT
Pablo Joshua Thompson
Esperanza Martinez
Lee Thomas Gagne

Within 25 miles of San Diego, CA, Best Investors lists 648 registered investment advisory firms with 1,434 offices nearby, managing about $23.0T in combined regulatory AUM across 91,730,312 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in San Diego

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM