Falists

California · 41 advisers

Financial Advisors in Carlsbad, California

Looking for a financial advisor in Carlsbad, California? Falists indexes 41 SEC-registered and state-registered investment advisers in Carlsbad — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 37 firms list a website you can visit directly. Firms in this directory manage up to $20.14B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

41

With website

37

Largest AUM

$20.14B

Financial planning

30

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth32Planning30Trusts31Retirement18Institutional13

Top advisors in Carlsbad

Ranked by AUM · Fees, team & specialties at a glance

View all 41 →
View all 41 advisors in Carlsbad

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Carlsbad, California?
41 registered investment advisers are listed in our Carlsbad directory, sourced from public SEC filings.
What types of advisors are in Carlsbad?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Carlsbad?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.