MEKETA FIDUCIARY MANAGEMENT, LLC
Carlsbad, CA
AUM
$20.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
760.795.3450
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, CARLSBAD
13 advisers found
AXXCESS WEALTH MANAGEMENT, LLC
Carlsbad, CA
AUM
$8.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(858) 217-5347
INTELLIGENCE DRIVEN ADVISERS, LLC
Carlsbad, CA
AUM
$881.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(888) 401-2083
MKT ADVISORS LLC
Carlsbad, CA
AUM
$463.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(760) 658-8780
VISTICA WEALTH ADVISORS, LLC
Carlsbad, CA
AUM
$260.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
760-854-4003
ANCHOR BAY CAPITAL, INC.
Carlsbad, CA
AUM
$247.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
760-602-3470
FRANK FINANCIAL ADVISORS
Carlsbad, CA
AUM
$188.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
760-438-3360
CORNERSTONE WEALTH ADVISORS, INC.
Carlsbad, CA
AUM
$145.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
760-476-1376
DBA SEASIDE FINANCIAL & INSURANCE SERVICES
Carlsbad, CA
AUM
$81.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(760) 433-4632
CENTERED FINANCIAL
Carlsbad, CA
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(760) 931-4729
ANCHOR BAY PRIVATE WEALTH LLC
Carlsbad, CA
AUM
$51.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM
760-602-3470
CORONADO INVESTMENT ADVISORS, LLC
Carlsbad, CA
AUM
$28.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
619-568-6840
77 FINANCIAL GROUP
Carlsbad, CA
AUM
$27.1M
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
858-283-7185