RIAs in SAN DIEGO, CA

152 RIAs based in SAN DIEGO, California managing a combined $148B.

SANTARA WEALTH MANAGEMENT LLC

RIA

SAN DIEGO, CA

AUM $75.5MTEAM 2REPS 2

SATORI WEALTH MANAGEMENT, INC.

RIA

SAN DIEGO, CA

AUM $74.7MTEAM 2REPS 2

WEALTH ALLIANCE, LLC

RIA

SAN DIEGO, CA

AUM $70MTEAM 2REPS 2

CAPITAL FINANCIAL MANAGEMENT

RIA

SAN DIEGO, CA

AUM $69.7MTEAM 4REPS 1

PLATINUM WEALTH MANAGEMENT, INC.

RIA

SAN DIEGO, CA

AUM $69.5MTEAM 3REPS 1

FOCUSED MISSION FINANCIAL

RIA

SAN DIEGO, CA

AUM $64.7MTEAM 2REPS 1

CADENA FINANCIAL PLANNING & TAX SERVICES

RIA

SAN DIEGO, CA

AUM $61.2MTEAM 1REPS 1

VAN NOSTRAND WEALTH MANAGEMENT LLC

RIA

SAN DIEGO, CA

AUM $60.1MTEAM 3REPS 3

FLEMING & ASSOCIATES, LLC

RIA

SAN DIEGO, CA

AUM $59.8MTEAM 1REPS 1

AXION WEALTH ADVISORS

RIA

SAN DIEGO, CA

AUM $59.3MTEAM 3REPS 3

AWM GLOBAL ADVISORS

RIA

SAN DIEGO, CA

AUM $59.2MTEAM 4REPS 1

WEALTH RESCUE STRATEGIES, INC.

RIA

SAN DIEGO, CA

AUM $58.5MTEAM 1REPS 1

CENTURION COUNSEL INC

RIA

SAN DIEGO, CA

AUM $57.4MTEAM 3REPS 3

LA JOLLA ASSET MANAGEMENT, INC.

RIA

SAN DIEGO, CA

AUM $56.8MTEAM 2REPS 3

HAFNIA FINANCIAL, INC.

RIA

SAN DIEGO, CA

AUM $49.5MTEAM 2REPS 2

QUALIFIED PLANNING

RIA

SAN DIEGO, CA

AUM $44.6MTEAM 2REPS 4

NEXT GEN FINANCIAL PLANNING

RIA

SAN DIEGO, CA

AUM $43.5MTEAM 2REPS 2

AZIMUTH WEALTH ADVISORS

RIA

SAN DIEGO, CA

AUM $40.2MTEAM 2REPS 2

TORREY PINES FINANCIAL, INC.

RIA

SAN DIEGO, CA

AUM $34.8MTEAM 2REPS 2

HIGHLANDS WEALTH ADVISORS, LLC

RIA

SAN DIEGO, CA

AUM $33.3MTEAM 1REPS 2

MARGO PARK FINANCIAL

RIA

SAN DIEGO, CA

AUM $33.3MTEAM 3REPS 3

NEXT GEN FINANCIAL PLANNING

RIA

SAN DIEGO, CA

AUM $33.3MTEAM 2REPS 2

CORLETT FINANCIAL, INC.

RIA

SAN DIEGO, CA

AUM $31.2MTEAM 1REPS 1

OSBORNE CAPITAL MANAGEMENT

RIA

SAN DIEGO, CA

AUM $27.4MTEAM 1REPS 1

All California RIAs

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