
Find a Financial Advisor in Rancho Santa Fe, CA
Get Top Tier Financial Planning
We did the hard work of finding trustworthy partners in Rancho Santa Fe, CA.
We Only Work With The Best Rancho Santa Fe Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
3rd Party Rankings
Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more
Conflict Free
Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
Education & Designations
All of our partners are advisors who hold the proper designations from FINRA
Trustworthiness
All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in Rancho Santa Fe, CA
-
Financial Advisor Close to Rancho Santa Fe, CA
-
All Advisors Must Meet Fiduciary Standard
-
“Fee-Only” Compensation To Ensure Conflict-Free Advice
-
Exemplary Disciplinary History
-
Required Education and Designations
-
Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Rancho Santa Fe, CA
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near Rancho Santa Fe, CA
We evaluated over 13,000 RIA firms to bring you the best of the best Rancho Santa Fe financial advisors.
How Retirement-Friendly is Rancho Santa Fe, CA?
- Population: 2,510
- % of Population 62 Years and Over: 32.2%
- Average Home Value: $2,000,0,00+
- Average Monthly Housing Cost: $4,0,00+
- Average Household Income: $235,648
- California Total Tax Burden: 9.48% (10th Highest in U.S.)
- California Property Tax: 2.64% (19th Lowest in U.S.)
- California Individual Income Tax: 3.78% (4th Highest in U.S.)
- California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)
This work is licensed under a Creative Commons Attribution 2.0 Generic License.
The Top Financial Advisor Firms in Rancho Santa Fe, CA
WEALTH ADVISORS, INC.
(858) 481-408816909 Via De Santa Fe
Suite 202
Rancho Santa Fe, CA 92067
SEC#: 801-113020
Years in Business: 4 years
TATE ASSET MANAGEMENT AND "DCO WEALTH MANAGEMENT"
(888) 500-92675531 Cancha De Golf
Suite 206
Rancho Santa Fe, CA 92091
SEC#: 801-110370
Years in Business: 5 years
ACM
(858) 467-541516236 San Dieguito Road
Suite 210
Rancho Santa Fe, CA 92067
SEC#: 801-111736
Years in Business: 4 years
FAIRBANKS CAPITAL MANAGEMENT, INC.
(858) 759-061716236 San Dieguito Rd.
Suite 3-28
Rancho Santa Fe, CA 92067
SEC#: 801-50869
Years in Business: 26 years
ALETHEA CAPITAL MANAGEMENT, LLC
(858) 926-205818029 Calle Ambiente
Suite 509
Rancho Santa Fe, CA 92067
SEC#: 801-72176
Years in Business: 11 years
AMERICAN MONEY MANAGEMENT, LLC
(858) 755-090914249 Rancho Santa Fe Farms Road
Rancho Santa Fe, CA 92067
SEC#: 801-60976
Years in Business: 20 years
NICHOLAS INVESTMENT PARNTERS, L.P.
(858) 759-45456451 El Sicomoro Street
Rancho Santa Fe, CA 92067
SEC#: 801-66532
Years in Business: 16 years
CASTLE CREEK ADVISORS IV LLC
(858) 756-83006051 El Tordo
Rancho Santa Fe, CA 92067
SEC#: 801-72923
Years in Business: 11 years
CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC
(858) 779-580016236 San Dieguito Road
Suite 4-23
Rancho Santa Fe, CA 92067
SEC#: 801-65175
Years in Business: 16 years
Rancho Santa Fe, CA Financial Advisor FAQs
Other Nearby Financial Advisors
Solana Beach, CA
Encinitas, CA
Del Mar, CA
Leucadia, CA
San Marcos, CA
Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.