Find a Financial Advisor in San Diego, CA

 

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We did the hard work of finding trustworthy partners in San Diego, CA.

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We Only Work With The Best San Diego 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 San Diego, CA


  • Financial Advisor Close to San Diego, 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 San Diego, 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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near San Diego, CA

We evaluated over 13,000 RIA firms to bring you the best of the best San Diego financial advisors.
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How Retirement-Friendly is San Diego, CA?

  • Population: 1409,573
  • % of Population 62 Years and Over: 15.8%
  • Average Home Value: $608,100
  • Average Monthly Housing Cost: $1,806
  • Average Household Income: $108,864
  • 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.)



The Top Financial Advisor Firms in San Diego, CA

 

WESTERN FINANCIAL CORPORATION

Website

(619) 544-0260

600 "B" Street
Ste. 2204
San Diego, CA 92101

SEC#: 801-117841
Years in Business: 1 years

LM CAPITAL GROUP, LLC

Website

(619) 814-1401

750 B Street
Suite 3010
San Diego, CA 92101

SEC#: 801-61100
Years in Business: 19 years

IPG INVESTMENT ADVISORS, LLC

Website

(619) 326-1200

350 10th Avenue
Suite 1150
San Diego, CA 92101

SEC#: 801-71104
Years in Business: 11 years

NAUTILUS ADVISORS LLC

Website

(619) 573-4600

4747 Morena Blvd.
Suite 358
San Diego, CA 92117

SEC#: 801-71754
Years in Business: 11 years

SIMPLIFI, INC.

Website

(877) 692-6800

9666 Businesspark Ave
Suite 111
San Diego, CA 92131

SEC#: 801-78839
Years in Business: 7 years

BETA WEALTH GROUP, INC

Website

(858) 207-3377

11421 W. Bernardo Court

San Diego, CA 92127

SEC#: 801-77060
Years in Business: 9 years

REALITY SHARES ADVISORS

Website

(619) 487-1445

402 W Broadway
Suite 920
San Diego, CA 92101

SEC#: 801-78878
Years in Business: 7 years

COUNTERPOINT MUTUAL FUNDS, LLC

Website

(844) 273-8637

12760 High Bluff Drive
Suite 280
San Diego, CA 92130

SEC#: 801-80197
Years in Business: 7 years

M WEALTH MANAGEMENT, LLC

Website

(855) 635-2763

13520 Evening Creek Dr. North
Suite 130
San Diego, CA 92128

SEC#: 801-112774
Years in Business: 3 years

 


San Diego, CA Financial Advisor FAQs

The best way to find a financial advisor is by word of mouth. Friends and family are your best bet for finding an advisor, but if you don't personally know any one that has considered using a financial advisor then start broad with Google or LinkedIn.
Financial advisors help people create new investment accounts, or get them started in retirement plans like 401(k)s and IRAs. They'll also recommend different types of investments, such as bonds, stocks, mutual funds, index funds etc., depending on the person's goals.
One is the fee-based model where the advisor charges a recurring monthly or yearly fee based on assets under management. The other is commission based, meaning if they recommend an investment product, for example mutual funds, stocks etc., they will receive commissions from that sale or trade.
Financial advisor cost varies greatly depending on the services, complexity and needs of the client.