CHRISTOPHER WEIL & CO INC
San Diego, CA
AUM
$896.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
858-724-6040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
192 advisers found
FINANCIAL SENSE ADVISORS, INC.
San Diego, CA
AUM
$835.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-487-3939
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
San Diego, CA
AUM
$780.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
619-298-3993
WILSEY ASSET MANAGEMENT INCORPORATED
San Diego, CA
AUM
$768.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
858-224-0004
GRADIENT CAPITAL ADVISORS, LLC
San Diego, CA
AUM
$742.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
619-255-0700
PREMIER WEALTH ADVISORS, LLC
San Diego, CA
AUM
$694.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(858) 668-0776
HERITAGE WEALTH MANAGEMENT, INC.
San Diego, CA
AUM
$643.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
858-613-9191
STOLPER & CO., INC.
San Diego, CA
AUM
$615.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
619-231-9102
MEASURED RISK PORTFOLIOS
San Diego, CA
AUM
$597.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-935-1125
PATHVIEW WEALTH ADVISORS
San Diego, CA
AUM
$583.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
619 295 0200
BOXER CAPITAL MANAGEMENT, LLC
San Diego, CA
AUM
$578.2M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858.400.3115
WILLOW CREEK FINANCIAL
San Diego, CA
AUM
$528.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(858) 634-3232
ARISTON SERVICES GROUP, LLC
San Diego, CA
AUM
$527.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
619-241-2326
PRESIDIO CAPITAL MANAGEMENT, LLC
San Diego, CA
AUM
$498.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
858-461-4959
ONE DEGREE ADVISORS, INC.
San Diego, CA
AUM
$489.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
619-282-3288
ILLUMINATION WEALTH MANAGEMENT
San Diego, CA
AUM
$471.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-246-6855
CLELLAND & COMPANY INC
San Diego, CA
AUM
$465.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
858-587-8700
TIDEMARK, LLC
San Diego, CA
AUM
$462.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-791-0197
BETA WEALTH GROUP, INC
San Diego, CA
AUM
$460.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-207-3377
CARMEL CAPITAL PARTNERS, LLC
San Diego, CA
AUM
$434.3M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
858-457-7544
SEABIRD INVESTMENT PARTNERS
San Diego, CA
AUM
$419.1M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-457-7707
TED BUCHAN & COMPANY
San Diego, CA
AUM
$413.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-605-0686
PRACTICECFO INVESTMENTS
San Diego, CA
AUM
$401.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
800-675-2712
PLATT WEALTH MANAGEMENT
San Diego, CA
AUM
$390.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
619-255-9554