How many financial advisors are in Escondido, California?

Falists lists 7 registered investment advisers with a principal office or filing address in Escondido, California, based on public SEC IAPD data.

How do financial advisors in Escondido charge fees?

Fee structures vary by firm. In Escondido, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Escondido?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 7 advisers

Financial Advisors in Escondido, California

Looking for a financial advisor in Escondido, California? Falists indexes 7 SEC-registered and state-registered investment advisers in Escondido — 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 $619.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$619.0M

Financial planning

Filter by specialty

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

All Wealth5 Planning5 Trusts4 Retirement4 Institutional3

Top advisors in Escondido

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

View all 7 →

TRI-AD CAPITAL MANAGEMENT I, LLC

Escondido, CA

AUM

$619.0M

Wealth MgmtRetirement

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

760-743-7555

Full profile Visit site →

RED SEVEN

Escondido, CA

AUM

$104.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

(760) 705-3520

Full profile Visit site →

VECTOR FINANCIAL SOLUTIONS, INC.

Escondido, CA

AUM

$65.7M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

760-741-3159

Full profile Visit site →

HARVESTWISE WEALTH PLANNING

Escondido, CA

AUM

$42.3M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

858-310-1920

Full profile Visit site →

GOODRICH FINANCIAL GROUP, LLC

Escondido, CA

AUM

$14.1M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM

760-317-1067

Full profile Visit site →

STEWARD FAMILY OFFICE, INC.

Escondido, CA

AUM

—

Financial Planning

Team

1 advisors

Clients

11-25

Fees

Fixed fees

858-263-1647

Full profile Visit site →

LAW OFFICE OF JAMIE TOWNSEND

Escondido, CA

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges

760-612-9707

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 Escondido, California?: 7 registered investment advisers are listed in our Escondido directory, sourced from public SEC filings.
What types of advisors are in Escondido?: 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 Escondido?: 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.