RIAs in San Diego, CA

151 RIAs based in San Diego, California managing a combined $147B.

Chandler Asset Management Inc

RIA

San Diego, CA

AUM $45.3BTEAM 54REPS 24

Pure Financial Advisors, LLC

RIA

San Diego, CA

AUM $11.1BTEAM 204REPS 88

Fairfield Realty Advisors LLC

RIA

San Diego, CA

AUM $6.2BTEAM 370REPS 4

LM Capital Group, LLC

RIA

San Diego, CA

AUM $6.1BTEAM 20REPS 6

American Assets Investment Management, LLC

RIA

San Diego, CA

AUM $5.9BTEAM 5REPS 4

Metis Global Partners, LLC

RIA

San Diego, CA

AUM $5.7BTEAM 11REPS 3

Globeflex Capital LP

RIA

San Diego, CA

AUM $4.6BTEAM 26REPS 8

IPG Investment Advisors, LLC

RIA

San Diego, CA

AUM $4.1BTEAM 39REPS 41

Kingswood Wealth Advisors, LLC

RIA

San Diego, CA

AUM $3.8BTEAM 88REPS 122

Neos Partners, LP

RIA

San Diego, CA

AUM $3.8BTEAM 34REPS 3

Counterpoint Funds

RIA

San Diego, CA

AUM $3.2BTEAM 15REPS 9

Clarivest Asset Management LLC

RIA

San Diego, CA

AUM $3BTEAM 17REPS 6

LM Advisors LLC

RIA

San Diego, CA

AUM $2.9BTEAM 22REPS 5

Coastedge Partners, LLC

RIA

San Diego, CA

AUM $2.1BTEAM 16REPS 10

Sovran Advisors, LLC

RIA

San Diego, CA

AUM $1.9BTEAM 64REPS 68

Rice Hall James & Associates LLC

RIA

San Diego, CA

AUM $1.7BTEAM 23REPS 10

Telos Capital Management, Inc.

RIA

San Diego, CA

AUM $1.6BTEAM 19REPS 14

Nicholas Investment Partners, L.P.

RIA

San Diego, CA

AUM $1.5BTEAM 12REPS 8

Denali Advisors, LLC

RIA

San Diego, CA

AUM $1.4BTEAM 14REPS 4

Cascade Financial Partners, LLC

RIA

San Diego, CA

AUM $1.4BTEAM 9REPS 9

Seaside Equity Partners

RIA

San Diego, CA

AUM $1.4BTEAM 19REPS 2

Centura Wealth Advisory

RIA

San Diego, CA

AUM $1.2BTEAM 64REPS 24

Castle Creek Capital

RIA

San Diego, CA

AUM $1.1BTEAM 12REPS 5

Christopher Weil & Co Inc

RIA

San Diego, CA

AUM $896MTEAM 16REPS 12

All California RIAs

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