Falists

California · 15 advisers

Financial Advisors in Encinitas, California

Looking for a financial advisor in Encinitas, California? Falists indexes 15 SEC-registered and state-registered investment advisers in Encinitas — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $1.58B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

15

With website

13

Largest AUM

$1.58B

Financial planning

8

Filter by specialty

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

AllWealth10Planning8Trusts7Retirement3Institutional1

Top advisors in Encinitas

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

View all 15 →

THE GARRETT GROUP

Encinitas, CA

AUM

$6.0M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM

8589220192

Full profileNo website

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 Encinitas, California?
15 registered investment advisers are listed in our Encinitas directory, sourced from public SEC filings.
What types of advisors are in Encinitas?
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 Encinitas?
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.