D'ARCY CAPITAL MANAGEMENT, LLC
San Diego, CA
AUM
$225.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-461-4391
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
192 advisers found
BLUE SUMMIT WEALTH MANAGEMENT
San Diego, CA
AUM
$211.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
619-698-4330
WFA OF SAN DIEGO
San Diego, CA
AUM
$206.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(619) 491-0225
REYES FINANCIAL ARCHITECTURE INC.
San Diego, CA
AUM
$196.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
858-597-1966
WILSHIRE QUINN CAPITAL, INC.
San Diego, CA
AUM
$188.4M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
619-872-6000
WARD & ASSOCIATES
San Diego, CA
AUM
$187.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
858-759-5330
STIRLING FINANCIAL GROUP
San Diego, CA
AUM
$179.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
619-435-1210
M WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$177.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
855-635-2763
TORREY WEALTH, LLC
San Diego, CA
AUM
$176.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
858-732-5300
CLUTINGER WILLIAMS & VERHOYE INC
San Diego, CA
AUM
$163.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
619-326-0900
ZERMATT WEALTH PARTNERS
San Diego, CA
AUM
$158.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
619-491-0225
FINEC ASSET MANAGEMENT
San Diego, CA
AUM
$157.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-945-3192
MERRITHEW & THORSTEN, INC.
San Diego, CA
AUM
$155.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; FINANCIAL PLANNING FOR A FIXED FEE
858-547-1845
DECISION INVESTMENTS, INC.
San Diego, CA
AUM
$154.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-812-3026
AURORA WEALTH ADVISORS
San Diego, CA
AUM
$148.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
858-326-0046
RJ PATTERSON GROUP
San Diego, CA
AUM
$142.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
619-331-4133
SIKORSKI WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$139.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
619-363-6007
GOLDMAN WEALTH MANAGEMENT
San Diego, CA
AUM
$120.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
858-361-3698
CLEARVIEW FINANCIAL, INC.
San Diego, CA
AUM
$101.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
858 450-3200
WEALTH LEGACY GROUP, INC.
San Diego, CA
AUM
$97.2M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
858-569-0633
THE HOLLAND GROUP, INC.
San Diego, CA
AUM
$96.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
619-401-8892
TAXABLE WEALTH
San Diego, CA
AUM
$91.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
858-221-7521
COUNTERPOINT ASSET MANAGEMENT LLC
San Diego, CA
AUM
$90.6M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
858-314-9300
7 STREETS FINANCIAL, LLC
San Diego, CA
AUM
$88.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
619-798-3372