City
Wealth management firms in Oceanside, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Oceanside, California reported $40.0 million in regulatory assets under management; the largest by assets was Aligned Advisors, with $29.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $40.0 million
- Average per firm
- $5.7 million
- SEC-registered, of those listed
- 0 of 7 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Aligned Advisors | State | $29.0 million | 76 |
| 2 | Building Equities, LLC | State | $8.1 million | 136 |
| 3 | Joseph M. Sebo, CFP Inc. | State | $2.0 million | 1 |
| 4 | Advisory Financial Services LLC | State | $500,000 | 11 |
| 5 | QTR Capital Management LLC | State | $450,000 | 7 |
| 6 | 10/28 Wealth Management LLC | State | $0 | 0 |
| 7 | Gustafson Financial Solutions | 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.