RIAs in San Diego, CA

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

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

Margo Park Financial

RIA

San Diego, CA

AUM $36.3MTEAM 3REPS 3

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

Corlett Financial, Inc.

RIA

San Diego, CA

AUM $31.2MTEAM 1REPS 1

Osborne Capital Management

RIA

San Diego, CA

AUM $27.4MTEAM 1REPS 1

Herges Capital Management

RIA

San Diego, CA

AUM $25.9MTEAM 2REPS 2

Pathlight Wealth Management

RIA

San Diego, CA

AUM $23.8MTEAM 1REPS 1

Stack Asset Management

RIA

San Diego, CA

AUM $20.7MTEAM 2REPS 2

All California RIAs

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