PACIFIC POINT ADVISORS, LLC
San Diego, CA
AUM
$389.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
858-356-6600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
192 advisers found
BRIAN D. LOWDER, INC.
San Diego, CA
AUM
$388.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-794-6800
ATS WEALTH MANAGEMENT
San Diego, CA
AUM
$383.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-643-5757
TORREN MANAGEMENT, LLC
San Diego, CA
AUM
$373.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
619-649-0700
PACIFIC WEALTH MANAGEMENT
San Diego, CA
AUM
$371.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
858-509-9797
DEAN ROLAND RUSSELL, LLC
San Diego, CA
AUM
$351.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-485-8547
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
San Diego, CA
AUM
$349.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-546-1046
EIGER WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$338.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-769-0100
COPLEY FINANCIAL GROUP, INC.
San Diego, CA
AUM
$331.2M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
619-294-6008
WEALTH ANALYTICS PARTNERS, LLC
San Diego, CA
AUM
$316.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-794-2100
DEFINE FINANCIAL, LLC
San Diego, CA
AUM
$314.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(858) 345-1197
WESTERN FINANCIAL CORPORATION
San Diego, CA
AUM
$309.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
619-544-0260
KACHKOVSKY & FISHER, INC.
San Diego, CA
AUM
$305.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858.450.9711
MCNAUGHTON WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$291.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(858) 693-2310
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$283.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(619) 637-9920
SIMPLIFI, INC.
San Diego, CA
AUM
$276.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-695-6600
MISSION HILLS FINANCIAL ADVISORY LLC
San Diego, CA
AUM
$274.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
619-294-9420
HEALTHPOINTCAPITAL MANAGEMENT, LLC
San Diego, CA
AUM
$271.3M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-935-7780
CHOKSHI & QUEEN WEALTH ADVISORS
San Diego, CA
AUM
$263.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
858-550-0030
PACIFIC CAPITAL ASSOCIATES
San Diego, CA
AUM
$258.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-560-5244
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
San Diego, CA
AUM
$255.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
858-384-5700
KAIYO WEALTH LLC
San Diego, CA
AUM
$240.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(858) 252-4403
TRIVANT CUSTOM PORTFOLIO GROUP LLC
San Diego, CA
AUM
$239.4M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
619-286-3930
BAMBOO WEALTH STRATEGIES
San Diego, CA
AUM
$235.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(619) 289-9670