CHANDLER ASSET MANAGEMENT INC
San Diego, CA
AUM
$45.31B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
858.546.3737
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
192 advisers found
INDEPENDENT FINANCIAL GROUP, LLC
San Diego, CA
AUM
$12.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
476 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
858-436-3180
PURE FINANCIAL ADVISORS, LLC
San Diego, CA
AUM
$11.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
866-876-7873
FAIRFIELD REALTY ADVISORS LLC
San Diego, CA
AUM
$6.20B
Wealth Mgmt
Team
149 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858 457 2123
LM CAPITAL GROUP, LLC
San Diego, CA
AUM
$6.10B
Wealth MgmtInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
619-814-1401
METIS GLOBAL PARTNERS, LLC
San Diego, CA
AUM
$5.67B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
858-436-3030
DUNHAM
San Diego, CA
AUM
$5.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-964-0500
GLOBEFLEX CAPITAL LP
San Diego, CA
AUM
$4.60B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
858-658-9060
KINGSWOOD WEALTH ADVISORS, LLC
San Diego, CA
AUM
$3.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-535-6981
NEOS PARTNERS, LP
San Diego, CA
AUM
$3.77B
Wealth Mgmt
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-727-9690
COUNTERPOINT FUNDS
San Diego, CA
AUM
$3.24B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
858-771-4000
CLARIVEST ASSET MANAGEMENT LLC
San Diego, CA
AUM
$3.05B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-480-2440
LM ADVISORS LLC
San Diego, CA
AUM
$2.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
619-814-1400
COASTEDGE PARTNERS, LLC
San Diego, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-997-2777
MADISON AVENUE SECURITIES, LLC
San Diego, CA
AUM
$2.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
81 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
888-627-7323
SOVRAN ADVISORS, LLC
San Diego, CA
AUM
$1.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
60 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
619-281-9890
RICE HALL JAMES & ASSOCIATES LLC
San Diego, CA
AUM
$1.74B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
619-239-9005
TELOS CAPITAL MANAGEMENT, INC.
San Diego, CA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(858) 271-6350
NICHOLAS INVESTMENT PARTNERS, L.P.
San Diego, CA
AUM
$1.45B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-759-4545
DENALI ADVISORS, LLC
San Diego, CA
AUM
$1.39B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-558-3600
CASCADE FINANCIAL PARTNERS, LLC
San Diego, CA
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM
858-379-6701
SEASIDE EQUITY PARTNERS
San Diego, CA
AUM
$1.37B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(858) 947-1350
CENTURA WEALTH ADVISORY
San Diego, CA
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-771-9500
CASTLE CREEK CAPITAL
San Diego, CA
AUM
$1.14B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-756-8300
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