California · 7 advisers
Financial Advisors in Coronado, California
Looking for a financial advisor in Coronado, California? Falists indexes 7 SEC-registered and state-registered investment advisers in Coronado — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $433.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
7
With website
6
Largest AUM
$433.9M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Coronado
Ranked by AUM · Fees, team & specialties at a glance
SESTANTE FAMILY OFFICE
Coronado, CA
AUM
$433.9M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
619-268-6279
ORION CAPITAL MANAGEMENT LLC
Coronado, CA
AUM
$370.9M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(619) 319-0520
ANDREWS CAPITAL MANAGEMENT INC
Coronado, CA
AUM
$71.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
619-435-8866
HAYES HART CPA'S WEALTH MANAGEMENT, INC
Coronado, CA
AUM
$50.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
619-435-4195
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Common questions
- How many financial advisors are in Coronado, California?
- 7 registered investment advisers are listed in our Coronado directory, sourced from public SEC filings.
- What types of advisors are in Coronado?
- 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 Coronado?
- 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.