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.
41 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
RESOURCE CAPITAL INVESTMENT CORPORATION
Carlsbad, CA
AUM
$3.71B
Wealth Mgmt
Team
4 employees
Clients
0
Fees
Percentage of AUM; Performance-based fees
760-444-5254
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
FINANCIAL FOCUS LLC
Carlsbad, CA
AUM
$800.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
760-431-3040
MKT ADVISORS LLC
Carlsbad, CA
AUM
$463.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(760) 658-8780
SEASIDE WEALTH MANAGEMENT, INC.
Carlsbad, CA
AUM
$459.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(760) 730-8120
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
CARLSBAD WEALTH ADVISORY GROUP, INC.
Carlsbad, CA
AUM
$237.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
760-607-0812
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
FONTE FINANCIAL ADVISORS
Carlsbad, CA
AUM
$158.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(858) 800-4176
AUM
$150.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
626-440-9694
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
WEALTHRISE FINANCIAL PLANNING, LLC
Carlsbad, CA
AUM
$136.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(760) 508-0368
WEALTH COMPASS FINANCIAL, INC.
Carlsbad, CA
AUM
$115.4M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
760-509-4000
BIRCHWOOD CAPITAL
Carlsbad, CA
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
760-230-3893
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
WEALTHBUILDERS, LLC
Carlsbad, CA
AUM
$53.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(760) 454-9468
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
MERITAGE WEALTH MANAGEMENT
Carlsbad, CA
AUM
$50.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
760-602-5091
10 STAR ASSET MANAGEMENT
Carlsbad, CA
AUM
$32.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
760-930-1010
CORONADO INVESTMENT ADVISORS, LLC
Carlsbad, CA
AUM
$28.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
619-568-6840
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