Falists

California · 5 advisers

Financial Advisors in La Mesa, California

Looking for a financial advisor in La Mesa, California? Falists indexes 5 SEC-registered and state-registered investment advisers in La Mesa — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $411.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

4

Largest AUM

$411.9M

Financial planning

5

Filter by specialty

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

AllWealth4Planning5Trusts3Retirement3Institutional2

Top advisors in La Mesa

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

View all 5 →

ALPHA & OMEGA

La Mesa, CA

AUM

$40.3M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

619-462-7812

Full profileVisit site →

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