City
Independent RIAs in San Diego, California
As of October 2, 2026, 197 independent wealth management RIAs with their main office in San Diego, California reported $48.1 billion in regulatory assets under management; the largest by assets was Pure Financial Advisors, LLC, with $11.1 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 197
- Regulatory assets under management
- $48.1 billion
- Average per firm
- $244.1 million
- SEC-registered, of those listed
- 70 of 100 (70.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pure Financial Advisors, LLC | SEC | $11.1 billion | 7,509 |
| 2 | LM Advisors LLC | SEC | $2.9 billion | 1,466 |
| 3 | Coastedge Partners, LLC | SEC | $2.1 billion | 1,266 |
| 4 | Sovran Advisors, LLC | SEC | $1.9 billion | 6,135 |
| 5 | Telos Capital Management, Inc. | SEC | $1.6 billion | 2,471 |
| 6 | Cascade Financial Partners, LLC | SEC | $1.4 billion | 1,093 |
| 7 | Centura Wealth Advisory | SEC | $1.2 billion | 2,558 |
| 8 | Christopher Weil & Co Inc | SEC | $896.2 million | 1,547 |
| 9 | Financial Sense Advisors, Inc. | SEC | $835.6 million | 1,116 |
| 10 | Creative Capital Management Investments LLC | SEC | $780.4 million | 1,198 |
| 11 | Wilsey Asset Management Incorporated | SEC | $768.5 million | 2,318 |
| 12 | Gradient Capital Advisors, LLC | SEC | $742.2 million | 1,548 |
| 13 | Premier Wealth Advisors, LLC | SEC | $694.9 million | 1,824 |
| 14 | Heritage Wealth Management, Inc. | SEC | $643.4 million | 226 |
| 15 | Stolper & Co., Inc. | SEC | $615.7 million | 176 |
| 16 | Measured Risk Portfolios | SEC | $597.2 million | 1,601 |
| 17 | Pathview Wealth Advisors | SEC | $583.0 million | 1,278 |
| 18 | Willow Creek Financial | SEC | $528.8 million | 873 |
| 19 | Ariston Services Group, LLC | SEC | $527.0 million | 220 |
| 20 | Presidio Capital Management, LLC | SEC | $498.9 million | 1,080 |
| 21 | One Degree Advisors, Inc. | SEC | $489.0 million | 1,279 |
| 22 | Illumination Wealth Management | SEC | $471.1 million | 1,246 |
| 23 | Tidemark, LLC | SEC | $462.5 million | 1,163 |
| 24 | Beta Wealth Group, Inc | SEC | $460.3 million | 383 |
| 25 | Carmel Capital Partners, LLC | SEC | $434.3 million | 782 |
| 26 | Western Financial Corporation | SEC | $414.4 million | 483 |
| 27 | Ted Buchan & Company | SEC | $413.2 million | 1,235 |
| 28 | Platt Wealth Management | SEC | $390.6 million | 663 |
| 29 | Pacific Point Advisors, LLC | SEC | $389.6 million | 241 |
| 30 | Brian D. Lowder, Inc. | SEC | $388.1 million | 643 |
| 31 | Ats Wealth Management | SEC | $383.6 million | 1,229 |
| 32 | Torren Management, LLC | SEC | $373.5 million | 156 |
| 33 | Pacific Wealth Management | SEC | $371.9 million | 529 |
| 34 | Dean Roland Russell, LLC | SEC | $351.2 million | 555 |
| 35 | Superior Planning Wealth Management & Family Office | SEC | $349.6 million | 1,059 |
| 36 | Eiger Wealth Management, LLC | SEC | $338.7 million | 567 |
| 37 | Wealth Analytics Partners, LLC | SEC | $316.0 million | 494 |
| 38 | Define Financial, LLC | SEC | $314.6 million | 588 |
| 39 | Kachkovsky & Fisher, Inc. | SEC | $305.1 million | 442 |
| 40 | McNaughton Wealth Management, LLC | SEC | $291.6 million | 944 |
| 41 | Silvia McColl Wealth Management, LLC | SEC | $283.4 million | 357 |
| 42 | Simplifi, Inc. | SEC | $276.1 million | 576 |
| 43 | Mission Hills Financial Advisory LLC | SEC | $274.1 million | 871 |
| 44 | Client First Capital, LLC | SEC | $269.7 million | 64 |
| 45 | Chokshi & Queen Wealth Advisors | SEC | $263.3 million | 775 |
| 46 | Pacific Capital Associates | SEC | $258.8 million | 1,082 |
| 47 | International Private Wealth Advisors LLC | SEC | $255.3 million | 835 |
| 48 | Kaiyo Wealth LLC | SEC | $240.1 million | 294 |
| 49 | Trivant Custom Portfolio Group LLC | SEC | $239.4 million | 482 |
| 50 | Bamboo Wealth Strategies | SEC | $235.7 million | 807 |
| 51 | D'Arcy Capital Management, LLC | SEC | $225.6 million | 313 |
| 52 | Blue Summit Wealth Management | SEC | $211.4 million | 630 |
| 53 | Zermatt Wealth Advisors | SEC | $206.9 million | 457 |
| 54 | Reyes Financial Architecture Inc. | SEC | $196.2 million | 170 |
| 55 | Clutinger Williams & Verhoye Inc | SEC | $190.2 million | 242 |
| 56 | Ward & Associates | SEC | $187.2 million | 55 |
| 57 | Dark Horse Advisors LLC | SEC | $181.7 million | 426 |
| 58 | Stirling Financial Group | SEC | $179.7 million | 475 |
| 59 | M Wealth Management, LLC | SEC | $177.6 million | 831 |
| 60 | Torrey Wealth, LLC | SEC | $176.7 million | 258 |
| 61 | Black Horse Wealth Management | SEC | $165.6 million | 73 |
| 62 | Zermatt Wealth Partners | SEC | $158.4 million | 531 |
| 63 | Finec Asset Management | SEC | $157.0 million | 163 |
| 64 | Merrithew & Thorsten, Inc. | SEC | $155.0 million | 372 |
| 65 | Decision Investments, Inc. | SEC | $154.9 million | 324 |
| 66 | RJ Patterson Group | SEC | $142.4 million | 521 |
| 67 | Sikorski Wealth Management, LLC | SEC | $139.6 million | 644 |
| 68 | Goldman Wealth Management | SEC | $120.0 million | 168 |
| 69 | Mark C. Huffman, CPA/RIA | State | $117.0 million | 520 |
| 70 | Heyman Investment Counseling LLC | State | $105.1 million | 56 |
| 71 | Clearview Financial, Inc. | State | $101.3 million | 44 |
| 72 | Wealth Legacy Group, Inc. | State | $97.2 million | 286 |
| 73 | The Holland Group, Inc. | State | $96.4 million | 128 |
| 74 | Taxable Wealth | State | $91.2 million | 100 |
| 75 | Counterpoint Asset Management LLC | State | $90.6 million | 270 |
| 76 | K. D. Clewley Capital Management | State | $90.0 million | 63 |
| 77 | Spreckels Wealth Management | State | $89.9 million | 59 |
| 78 | 7 Streets Financial, LLC | SEC | $88.4 million | 270 |
| 79 | RGB Capital Group | State | $86.1 million | 208 |
| 80 | Donahue Financial Group | State | $85.2 million | 50 |
| 81 | Spirit Global Investment Advisors, LLC | State | $85.0 million | 10 |
| 82 | Polymath Investments LLC | State | $83.0 million | 320 |
| 83 | Oak Summit Wealth Management, Inc. | State | $82.0 million | 250 |
| 84 | Iapetus Capital, Inc. | State | $80.2 million | 43 |
| 85 | Sage Path Solutions | State | $75.8 million | 128 |
| 86 | Santara Wealth Management LLC | State | $75.5 million | 226 |
| 87 | Satori Wealth Management, Inc. | State | $74.7 million | 127 |
| 88 | Lewis Advisory Group | State | $73.5 million | 53 |
| 89 | Wealth Alliance, LLC | State | $70.0 million | 286 |
| 90 | Capital Financial Management | State | $69.7 million | 333 |
| 91 | La Jolla Asset Management, Inc. | State | $66.4 million | 74 |
| 92 | Retirement Roadmap Financial Planning | State | $65.0 million | 99 |
| 93 | Focused Mission Financial | State | $64.7 million | 181 |
| 94 | Cadena Financial Planning & Tax Services | State | $61.2 million | 184 |
| 95 | Van Nostrand Wealth Management LLC | State | $60.1 million | 153 |
| 96 | Fleming & Associates, LLC | State | $59.8 million | 306 |
| 97 | Axion Wealth Advisors | State | $59.3 million | 87 |
| 98 | AWM Global Advisors | SEC | $59.2 million | 119 |
| 99 | Centurion Counsel Inc | State | $57.4 million | 52 |
| 100 | Mulholland & Kuperstock Asset Management, LLC | State | $52.5 million | 134 |
Showing the 100 largest of 197 firms. Search by name to find another.
Independent RIAs 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.