
Find a Financial Advisor in San Diego County, CA
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We did the hard work of finding trustworthy partners in San Diego County, CA.
We Only Work With The Best San Diego County Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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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
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Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
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All of our partners are advisors who hold the proper designations from FINRA
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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 County, CA
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Financial Advisor Close to San Diego County, CA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in San Diego County, 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 San Diego County, CA
We evaluated over 13,000 RIA firms to bring you the best of the best San Diego County financial advisors.
How Retirement-Friendly is San Diego County, CA?
- Population: 3316,073
- % of Population 62 Years and Over: 17%
- Average Home Value: $577,400
- Average Monthly Housing Cost: $1,797
- Average Household Income: $106,600
- 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.)
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The Top Financial Advisor Firms in San Diego County, CA
WESTERN FINANCIAL CORPORATION
(619) 544-0260600 "B" Street
Ste. 2204
San Diego, CA 92101
SEC#: 801-117841
Years in Business: 2 years
LM CAPITAL GROUP, LLC
(619) 814-1401750 B Street
Suite 3010
San Diego, CA 92101
SEC#: 801-61100
Years in Business: 20 years
IPG INVESTMENT ADVISORS, LLC
(619) 326-1200350 10th Avenue
Suite 1150
San Diego, CA 92101
SEC#: 801-71104
Years in Business: 12 years
NAUTILUS ADVISORS LLC
(619) 573-46004747 Morena Blvd.
Suite 358
San Diego, CA 92117
SEC#: 801-71754
Years in Business: 11 years
SIMPLIFI, INC.
(877) 692-68009666 Businesspark Ave
Suite 111
San Diego, CA 92131
SEC#: 801-78839
Years in Business: 8 years
BETA WEALTH GROUP, INC
(858) 207-337711421 W. Bernardo Court
San Diego, CA 92127
SEC#: 801-77060
Years in Business: 9 years
REALITY SHARES ADVISORS
(619) 487-1445402 W Broadway
Suite 920
San Diego, CA 92101
SEC#: 801-78878
Years in Business: 8 years
COUNTERPOINT MUTUAL FUNDS, LLC
(844) 273-863712760 High Bluff Drive
Suite 280
San Diego, CA 92130
SEC#: 801-80197
Years in Business: 7 years
M WEALTH MANAGEMENT, LLC
(855) 635-276313520 Evening Creek Dr. North
Suite 130
San Diego, CA 92128
SEC#: 801-112774
Years in Business: 4 years
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