City
Wealth management firms in La Jolla, California
As of October 2, 2026, 30 wealth management firms, including broker-dealer firms, with their main office in La Jolla, California reported $18.1 billion in regulatory assets under management; the largest by assets was Alphacore Capital LLC, with $13.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 30
- Regulatory assets under management
- $18.1 billion
- Average per firm
- $603.5 million
- SEC-registered, of those listed
- 15 of 30 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Alphacore Capital LLC | SEC | $13.0 billion | 13,477 |
| 2 | Financial Alternatives, Inc. | SEC | $614.8 million | 1,258 |
| 3 | Jet Wealth Advisors | SEC | $546.5 million | 952 |
| 4 | Syrios Wealth Management Group | SEC | $424.6 million | 582 |
| 5 | Castle Coast Wealth, LLC | SEC | $423.7 million | 963 |
| 6 | Cedar Wealth Management | SEC | $417.2 million | 132 |
| 7 | Canter Wealth | SEC | $386.5 million | 280 |
| 8 | Nautilus Advisors LLC | SEC | $304.3 million | 607 |
| 9 | Carter Financial, LLC | SEC | $282.3 million | 489 |
| 10 | Myecfo | SEC | $263.4 million | 187 |
| 11 | Sage Stone Wealth Management LLC | SEC | $261.4 million | 455 |
| 12 | Coastwise Capital Group, LLC | SEC | $212.2 million | 467 |
| 13 | Cosmos Wealth, LLC | SEC | $191.5 million | 135 |
| 14 | Hamilton Manor & Associates | SEC | $188.9 million | 395 |
| 15 | Nerad + Deppe Wealth Management | SEC | $176.3 million | 613 |
| 16 | Cliveden Capital Management, LLC | State | $140.0 million | 10 |
| 17 | Grow Funds LLC | State | $86.5 million | 46 |
| 18 | Quality Asset Management, LLC | State | $63.7 million | 87 |
| 19 | Private Portfolio of San Diego Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $50.0 million | 37 |
| 20 | La Jolla Institute for Wealth Management | State | $45.2 million | 101 |
| 21 | Pacific Spirit Investments LP | State | $19.5 million | 31 |
| 22 | Grandva Capital LLC | State | $15.6 million | 15 |
| 23 | Higgins Capital Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $7.7 million | 11 |
| 24 | Onemoney | State | $7.0 million | 6 |
| 25 | Allen Financial Advisement, Inc. | State | $6.7 million | 135 |
| 26 | Reviresco Wealth Advisory LLC | State | $4.5 million | 35 |
| 27 | Holland Strategic Wealth Advisors LLC | State | $2.6 million | 24 |
| 28 | The Tides Group | State | $2.2 million | 3 |
| 29 | Pacific Equity Advisors LLC | State | $268,210 | 1 |
| 30 | D.R. Harris & Co. | 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.