City
Wealth management firms in Del Mar, California
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Del Mar, California reported $2.7 billion in regulatory assets under management; the largest by assets was Weatherly Asset Management, with $1.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $2.7 billion
- Average per firm
- $221.5 million
- SEC-registered, of those listed
- 4 of 12 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Weatherly Asset Management | SEC | $1.7 billion | 1,348 |
| 2 | Torrey Growth & Income Advisors, LLC | SEC | $328.4 million | 294 |
| 3 | Kelley Investments | SEC | $238.0 million | 387 |
| 4 | Del Mar Wealth Management Inc | SEC | $169.9 million | 263 |
| 5 | Lanyon Advisory Services | State | $109.0 million | 238 |
| 6 | Leyenda Capital | State | $55.0 million | 17 |
| 7 | Phase Two Capital, LLC | State | $25.5 million | 21 |
| 8 | Karafilis Investments Corporation | State | $17.3 million | 39 |
| 9 | Favrile Financial | State | $15.9 million | 45 |
| 10 | Flightpath Financial Planning | State | $11.1 million | 196 |
| 11 | JSB Capital Management, LLC | State | $10.3 million | 93 |
| 12 | Torrey Pines Investment Management | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.