California · 3 advisers
Financial Advisors in Oceanside, California
Looking for a financial advisor in Oceanside, California? Falists indexes 3 SEC-registered and state-registered investment advisers in Oceanside — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $29.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$29.0M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Oceanside
Ranked by AUM · Fees, team & specialties at a glance
ALIGNED ADVISORS
Oceanside, CA
AUM
$29.0M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; FLAT FEE FOR THE COLLECTION AND ORGANIZATION OF FINANCIAL INFO
858-752-7179
OPUS INVESTMENT ADVISORS, LLC
Oceanside, CA
AUM
—
Team
1 advisors
Clients
—
Fees
Hourly charges; Fixed fees
7607323121
JOSEPH M. SEBO, CFP INC.
Oceanside, CA
AUM
$2.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
760-212-2720
More cities in California
Common questions
- How many financial advisors are in Oceanside, California?
- 3 registered investment advisers are listed in our Oceanside directory, sourced from public SEC filings.
- What types of advisors are in Oceanside?
- 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 Oceanside?
- 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.