Find Top Financial Advisors in San Diego, California

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in San Diego, California
Last Updated - 09-May-2022

San Diego has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 315 non-vetted advisors in your local area. These financial advisors in San Diego , California have an average of 23 years of experience.

NOTE: The list of financial advisors in San Diego , California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in San Diego , California .

Qualified Financial Advisors in San Diego, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Harris
600 West Broadway, Suite 225,
San Diego, CA 92101
Not Disclosed Not Specified $200,000 Fee-Only
Pure Financial Advisors, LLC
3131 Camino del Rio N, Suite 1550,
San Diego, CA 92108
Not Disclosed $4.08M Not Specified Fee-Only
R. J. Kelly
4540 Kearny Villa Road,
San Diego, CA 92123
35 $75,000,000 $1,000,000 Fee-Based
Benjamin Bowen
CFP®, Certificate in Blockchain and Digital Assets
3570 Carmel Mountain Road,
San Diego, CA 92130
20 Not Specified Not Specified Fee-Based
Michael Bernier
7825 Fay Ave #140,
La Jolla, CA 92037
16 168,118,467 $250,000 Fee-Only
James Peters
Chartered Financial Consultant (ChFC®)
18662 Macarthur Blvd,
Irvine, CA 92612
21 20,000,000 25,000 Fee-Based

Information on Qualified Financial Advisors in San Diego

Qualifications CRD# 4699319
FirmCRD# 129803
Series 65

Compensation/Fee Fee-Only, Based on Assets

Office Location 600 West Broadway, Suite 225,
San Diego,
Phone Number 619-286-3930

Michael has over two decades of experience in investment management. Prior to joining TriVant, Michael worked as a trader, research analyst and portfolio manager at two Southern California-based high net worth investment firms. Michael has been a San Diego resident for his entire life. He earned his undergraduate degree from the University of California, Los Angeles and his MBA from San Diego State University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Diego. He also has a CFP certification from the Certified Financial Planner Board of Standards. Michael lives in La Mesa with his wife, Cindi, and has two grown children who live in Southern California as well. Michael is very active in the San Diego community. He is currently serving on the Home of Guiding Hands Board of Directors as the Treasurer. He previously served on the board of directors for Sports 4 Exceptional Athletes and as a governing board member for Helix Charter High School.

About TriVant Custom Portfolio Group, LLC

We are long-term investors that have a record of providing a good return and good service to our clients. We are transparent in how we serve our clients. We make understandable investments in publicly- traded assets. We never tie your money up in illiquid assets, annuities or private equity. You always have access to your money when you need it. Our clients have security in knowing their assets are held at Charles Schwab where they can review their accounts at any time. Our statements clearly show your investments, their values and your performance. By operating transparently, we give our clients peace-of-mind showing them that we invest in a straight-forward manner and that we are advising in their best interest.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts

Qualifications FirmCRD# 144316

Compensation/Fee Fee-Only, Based on Assets, Flat Fee

Office Location 3131 Camino del Rio N, Suite 1550,
San Diego,
Phone Number 619-814-4100

About Pure Financial Advisors, LLC

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality. Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.08 billion in client assets under management (as of February 22, 2022) and is currently helping over 3,400 clients plan for their future. The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn. Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Qualifications CRD# 1080259
FirmCRD# 145705
Series 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly

Office Location 4540 Kearny Villa Road,
Suite 114,
San Diego,
Phone Number 858-569-0633

R. J. Kelly is Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. Located in San Diego, CA, WLG has clients in nineteen states and growing. Creator of the proprietary Critical Actions Roadmap, R. J. and the WLG team develop comprehensive plans that maximize investment and asset growth, reduce taxes, mitigate risk, create clarity in family legacy & issues of philanthropy, and facilitate business succession and exit strategies. He has been repeatedly called upon as an expert witness and is skilled in handling delicate interpersonal matters and facilitating family communication. R. J. is a frequent speaker and author. The San Diego Union Tribune, L.A. Times, Yahoo Finance, San Diego Magazine have run feature articles on R. J. or published articles by him, to name just a few. Speaking audiences are many and include: Vistage International Conference and numerous local chapters; Strazzeri/Mancini Gathering; main platform speaker for various national conferences including: Advisors in Philanthropy, Nothing Bundt Cakes, Million Dollar Round Table, NAIFA, and many others. Additionally, R. J. was featured on the PBS series - The Financial Advisors. Read More: https://wealthlegacygroup.com/team/r-j-kelly-financial-advisor-san-diego/ Professional Credentials Explained: https://wealthlegacygroup.com/wp-content/uploads/2021/06/Professional-Credentials-rev-06-01-2021.pdf

About Wealth Legacy Group, Inc.

Our Vision We believe that successful business owners, executives and professionals want and need a comprehensive planning process to ensure the eventual transition and legacy of their business and/or their wealth. Unfortunately, most individuals are too busy running their hectic day-to-day lives and don't take the time to put an integrated and comprehensive plan in place. Our vision is to provide a roadmap to ensure that wealth (which includes: financial, relational, mental, emotional, physical, family, and spiritual wealth) is protected through all stages of the financial life cycle. We bring a unique perspective forged over decades of experience as a multi-disciplinary group. Using our proprietary process built upon trust and clear communication, our perspective encompasses: Asset & risk management - Estate & business transition planning - Retirement & wealth management - Family & employee relationships - Philanthropic & legacy goals Mission Statement We provide a unique and multi-disciplinary planning experience to exceptional entrepreneurs, professionals, executives, and their families using a comprehensive team approach. Value Statement We are committed to being the nation's premier organization for assisting clients in successfully navigating significant business, life, and legacy issues, while creating long-standing and mutually profitable relationships. Our Values Are To ... Provide a warm and welcoming professional experience - Treat our clients, staff and strategic partners with integrity and respect - Develop lasting relationships to help our clients reach their long-term goals - Apply our expert skills, knowledge, and creativity to develop unique and comprehensive solutions - Encourage our clients to make wise philanthropic decisions - Respect our clients privacy by safeguarding personal information - Encourage feedback and initiate positive change - Serve our greater community by engaging in meaningful non-profit activities - Enjoy our team, clients and work environment and have fun in the process! Visit us at: https://wealthlegacygroup.com/

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications CRD# 5847634
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 3570 Carmel Mountain Road,
Suite 450,
San Diego,
Phone Number 858-345-4254

In my career to this point, I have worked with thousands of families to help them create plans designed to simplify and improve their financial lives. In my time away from work, I love to travel and spend time at the beach with my wife and son.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.

Qualifications FirmCRD# 167828

Compensation/Fee Fee-Only, Based on Assets, Flat Fee

Office Location 7825 Fay Ave #140,
La Jolla,
Phone Number 858-812-7547

From our CERTIFIED FINANCIAL PLANNERS to our dedicated marketing and administration staff, we strive to provide our clients with our best wealth management experience.

About Canter Wealth

Canter Wealth was born out of the need for integration within the wealth management industry. Your financial story has many moving parts, what matters most is that they all work together on the same mission: to help you achieve your life goals. Investments create taxes, assets lead to estate plans, and real estate influences all of the above. The question we ask is, shouldnt all the aspects of someones financial health be integrated? The outcome of our approach is clear  integrated efficiencies can lead to lower investment costs, reduced tax burdens, and increased peace of mind.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Qualifications CRD# 2665577
FirmCRD# 30833
Series 6, 7, 63

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly

Office Location 18662 Macarthur Blvd,
Suite 200,
Phone Number 949-631-3840

About Centaurus Financial

We help our clients accomplish their financial goals. We customize our clients investments and financial plans to to help them meet their individual needs. The real benefit of using our firm is that our clients feel their financial dreams will be accomplished and that we are there to provide service as their needs change.

Top Financial Advisor Firms in San Diego, California
Firm Name AUM No. of Clients Fee Structure
Lm Capital Group, Llc
750 B Street , Suite 3010,
San Diego, CA 92101
$4,926,878,401 30 A percentage of AUM
Ipg Investment Advisors, Llc
350 10th Avenue , Suite 1150,
San Diego, CA 92101
$2,861,780,021 1192 A percentage of AUM
Fixed fees
Commision Based
Performance Based
Nautilus Advisors Llc
4747 Morena Blvd. , Suite 358,
San Diego, CA 92117
$209,191,457 379 A percentage of AUM
Fixed fees
Simplifi, Inc.
9666 Businesspark Ave , Suite 111,
San Diego, CA 92131
$245,019,686 537 A percentage of AUM
Hourly charges
Beta Wealth Group, Inc
11421 W. Bernardo Court,
San Diego, CA 92127
$409,900,000 393 A percentage of AUM
Hourly charges
Fixed fees
Counterpoint Mutual Funds, Llc
12760 High Bluff Drive , Suite 280,
San Diego, CA 92130
$970,660,000 4 A percentage of AUM
M Wealth Management, Llc
13520 Evening Creek Dr. North , Suite 130,
San Diego, CA 92128
$158,875,573 948 A percentage of AUM
Hourly charges
Fixed fees
Mcnaughton Wealth Management, Llc
3655 Nobel Drive , Suite 490,
San Diego, CA 92122
$176,444,362 751 A percentage of AUM
Hourly charges
Fixed fees
Von Berge Wealth Management Group, Llc
600 West Broadway , Suite 2625,
San Diego, CA 92101
$320,479,540 855 A percentage of AUM
Chokshi & Queen Wealth Advisors
4510 Executive Drive , Suite 203,
San Diego, CA 92121
$129,368,445 579 A percentage of AUM
Fixed fees
Heritage Wealth Management, Inc.
11440 W. Bernardo Ct. , Ste 390,
San Diego, CA 92127
$213,115,340 861 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Measured Risk Portfolios
5405 Morehouse Drive , Suite 230,
San Diego, CA 92121
$262,114,144 998 A percentage of AUM
Hourly charges
Performance Based
Kingswood Wealth Advisors, Llc
11440 W. Bernardo Ct. , Suite 300,
San Diego, CA 92127
$451,207,788 1860 A percentage of AUM
Hourly charges
Fixed fees
Zermatt Wealth Partners
3170 Fourth Avenue , Third Floor,
San Diego, CA 92103-6514
$83,335,393 504 A percentage of AUM
Hourly charges
Fixed fees
Clutinger Williams & Verhoye Inc
6398 Del Cerro Blvd , Ste 3,
San Diego, CA 92120-4761
$129,327,500 267 A percentage of AUM
Hourly charges

    List of Additional Advisors in San Diego, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Alan Holt
    Inquire with Alan
    8910 University Center Ln, Ste 200, San Diego, CA  92122 858-535-1331
    Alejandro Valle
    Inquire with Alejandro
    101 W Broadway, Ste 1800, San Diego, CA  92101 619-544-6574
    Bret A Cleveland
    Inquire with Bret
    101 W Broadway, Ste 1800, San Diego, CA  92101 619-238-3449
    Armand Magcalas
    Inquire with Armand
    4350 La Jolla Village Dr, Ste 1000, San Diego, CA  92122 858-597-7709
    Brendan McNamara
    Inquire with Brendan
    3655 Nobel Dr, Ste 510, San Diego, CA  92122 858-842-3278
    Allison Wooton
    Inquire with Allison
    3655 Nobel Dr, Ste 510, San Diego, CA  92122 858-217-5133
    Bosco Lujan
    Inquire with Bosco
    101 W Broadway, Ste 1800, San Diego, CA  92101 619-238-6205
    Bradford Willis
    Inquire with Bradford
    16644 West Bernardo Dr, Suite 400, San Diego, CA  92127 858-674-3946
    Ann Tu
    Inquire with Ann
    16644 West Bernardo Dr, Suite 400, San Diego, CA  92127 858-674-3981
    Andres Marek
    Inquire with Andres
    101 W Broadway, Ste 1800, San Diego, CA  92101 619-238-3439
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