SPIRIT GLOBAL INVESTMENT ADVISORS, LLC
San Diego, CA
AUM
$85.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
858-695-4168
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
192 advisers found
SANTARA WEALTH MANAGEMENT LLC
San Diego, CA
AUM
$75.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
619-997-5368
SATORI WEALTH MANAGEMENT, INC.
San Diego, CA
AUM
$74.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(619) 305-0553
WEALTH ALLIANCE, LLC
San Diego, CA
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-793-0513
CAPITAL FINANCIAL MANAGEMENT
San Diego, CA
AUM
$69.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
619-295-4883
PLATINUM WEALTH MANAGEMENT, INC.
San Diego, CA
AUM
$69.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
951-698-7509
FOCUSED MISSION FINANCIAL
San Diego, CA
AUM
$64.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
619-279-5002
CADENA FINANCIAL PLANNING & TAX SERVICES
San Diego, CA
AUM
$61.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
858-437-3836
VAN NOSTRAND WEALTH MANAGEMENT LLC
San Diego, CA
AUM
$60.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
858-487-5195
FLEMING & ASSOCIATES, LLC
San Diego, CA
AUM
$59.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
619-839-9136
AWM GLOBAL ADVISORS
San Diego, CA
AUM
$59.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
619-225-7600
WEALTH RESCUE STRATEGIES, INC.
San Diego, CA
AUM
$58.5M
Retirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
619-952-7035
CENTURION COUNSEL INC
San Diego, CA
AUM
$57.4M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(619) 391-2383
LA JOLLA ASSET MANAGEMENT, INC.
San Diego, CA
AUM
$56.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(858)453-9915
HAFNIA FINANCIAL, INC.
San Diego, CA
AUM
$49.5M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
858-750-6206
QUALIFIED PLANNING
San Diego, CA
AUM
$44.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
619-309-4700
NEXT GEN FINANCIAL PLANNING
San Diego, CA
AUM
$43.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(619)259-0584
AZIMUTH WEALTH ADVISORS
San Diego, CA
AUM
$40.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-225-8210
MARGO PARK FINANCIAL
San Diego, CA
AUM
$36.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(858) 847-9191
TORREY PINES FINANCIAL, INC.
San Diego, CA
AUM
$34.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
858-453-5136
HIGHLANDS WEALTH ADVISORS, LLC
San Diego, CA
AUM
$33.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(858) 794-1454
NEXT GEN FINANCIAL PLANNING
San Diego, CA
AUM
$33.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(619) 363-5187
CORLETT FINANCIAL, INC.
San Diego, CA
AUM
$31.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(619) 261-2248
HERGES CAPITAL MANAGEMENT
San Diego, CA
AUM
$25.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
8583140150