Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
192 advisers found
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC
San Diego, CA
AUM
$5.87B
Team
2 advisors
Clients
—
Fees
Percentage of AUM
858-345-1461
IPG INVESTMENT ADVISORS, LLC
San Diego, CA
AUM
$4.14B
Team
38 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +3 more
619-326-1200
AXION WEALTH ADVISORS
San Diego, CA
AUM
$59.3M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
760-473-9109
OSBORNE CAPITAL MANAGEMENT
San Diego, CA
AUM
$27.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
858-373-7591
LIBERTY SOLUTIONS ADVISORS
San Diego, CA
AUM
$7.5M
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
619-246-2746
PEARSON, FREDERICK, NORMAN JR.
San Diego, CA
AUM
$76K
Team
1 advisors
Clients
—
Fees
Percentage of AUM
858-829-2288
BREAKAWAY INDEPENDENT ADVISORS, LLC
San Diego, CA
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
619-704-2110
CHAN, ARDEN
San Diego, CA
AUM
—
Team
1 advisors
Clients
1-10
Fees
Hourly charges; PROJECT FEES
619-453-6791