Falists

California · 13 advisers

Financial Advisors in Solana Beach, California

Looking for a financial advisor in Solana Beach, California? Falists indexes 13 SEC-registered and state-registered investment advisers in Solana Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $1.49B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

12

Largest AUM

$1.49B

Financial planning

4

Filter by specialty

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

AllWealth8Planning4Trusts4Retirement2Institutional7

Top advisors in Solana Beach

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

View all 13 →

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