City
Wealth management firms in San Diego, California
As of October 2, 2026, 203 wealth management firms, including broker-dealer firms, with their main office in San Diego, California reported $72.8 billion in regulatory assets under management; the largest by assets was Independent Financial Group, LLC, with $12.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 203
- Regulatory assets under management
- $72.8 billion
- Average per firm
- $358.6 million
- SEC-registered, of those listed
- 74 of 100 (74.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Independent Financial Group, LLC 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. | SEC | $12.9 billion | 54,951 |
| 2 | Pure Financial Advisors, LLC | SEC | $11.1 billion | 7,509 |
| 3 | Dunham 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. | SEC | $5.6 billion | 13,155 |
| 4 | Kingswood Wealth Advisors, LLC 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. | SEC | $3.8 billion | 12,273 |
| 5 | LM Advisors LLC | SEC | $2.9 billion | 1,466 |
| 6 | Coastedge Partners, LLC | SEC | $2.1 billion | 1,266 |
| 7 | Madison Avenue Securities, LLC 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. | SEC | $2.0 billion | 14,099 |
| 8 | Sovran Advisors, LLC | SEC | $1.9 billion | 6,135 |
| 9 | Telos Capital Management, Inc. | SEC | $1.6 billion | 2,471 |
| 10 | Cascade Financial Partners, LLC | SEC | $1.4 billion | 1,093 |
| 11 | Centura Wealth Advisory | SEC | $1.2 billion | 2,558 |
| 12 | Christopher Weil & Co Inc | SEC | $896.2 million | 1,547 |
| 13 | Financial Sense Advisors, Inc. | SEC | $835.6 million | 1,116 |
| 14 | Creative Capital Management Investments LLC | SEC | $780.4 million | 1,198 |
| 15 | Wilsey Asset Management Incorporated | SEC | $768.5 million | 2,318 |
| 16 | Gradient Capital Advisors, LLC | SEC | $742.2 million | 1,548 |
| 17 | Premier Wealth Advisors, LLC | SEC | $694.9 million | 1,824 |
| 18 | Heritage Wealth Management, Inc. | SEC | $643.4 million | 226 |
| 19 | Stolper & Co., Inc. | SEC | $615.7 million | 176 |
| 20 | Measured Risk Portfolios | SEC | $597.2 million | 1,601 |
| 21 | Pathview Wealth Advisors | SEC | $583.0 million | 1,278 |
| 22 | Willow Creek Financial | SEC | $528.8 million | 873 |
| 23 | Ariston Services Group, LLC | SEC | $527.0 million | 220 |
| 24 | Presidio Capital Management, LLC | SEC | $498.9 million | 1,080 |
| 25 | One Degree Advisors, Inc. | SEC | $489.0 million | 1,279 |
| 26 | Illumination Wealth Management | SEC | $471.1 million | 1,246 |
| 27 | Tidemark, LLC | SEC | $462.5 million | 1,163 |
| 28 | Beta Wealth Group, Inc | SEC | $460.3 million | 383 |
| 29 | Carmel Capital Partners, LLC | SEC | $434.3 million | 782 |
| 30 | Western Financial Corporation | SEC | $414.4 million | 483 |
| 31 | Ted Buchan & Company | SEC | $413.2 million | 1,235 |
| 32 | Platt Wealth Management | SEC | $390.6 million | 663 |
| 33 | Pacific Point Advisors, LLC | SEC | $389.6 million | 241 |
| 34 | Brian D. Lowder, Inc. | SEC | $388.1 million | 643 |
| 35 | Ats Wealth Management | SEC | $383.6 million | 1,229 |
| 36 | Torren Management, LLC | SEC | $373.5 million | 156 |
| 37 | Pacific Wealth Management | SEC | $371.9 million | 529 |
| 38 | Dean Roland Russell, LLC | SEC | $351.2 million | 555 |
| 39 | Superior Planning Wealth Management & Family Office | SEC | $349.6 million | 1,059 |
| 40 | Eiger Wealth Management, LLC | SEC | $338.7 million | 567 |
| 41 | Copley Financial Group, 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. | SEC | $331.2 million | 2,690 |
| 42 | Wealth Analytics Partners, LLC | SEC | $316.0 million | 494 |
| 43 | Define Financial, LLC | SEC | $314.6 million | 588 |
| 44 | Kachkovsky & Fisher, Inc. | SEC | $305.1 million | 442 |
| 45 | McNaughton Wealth Management, LLC | SEC | $291.6 million | 944 |
| 46 | Silvia McColl Wealth Management, LLC | SEC | $283.4 million | 357 |
| 47 | Simplifi, Inc. | SEC | $276.1 million | 576 |
| 48 | Mission Hills Financial Advisory LLC | SEC | $274.1 million | 871 |
| 49 | Client First Capital, LLC | SEC | $269.7 million | 64 |
| 50 | Chokshi & Queen Wealth Advisors | SEC | $263.3 million | 775 |
| 51 | Pacific Capital Associates | SEC | $258.8 million | 1,082 |
| 52 | International Private Wealth Advisors LLC | SEC | $255.3 million | 835 |
| 53 | Kaiyo Wealth LLC | SEC | $240.1 million | 294 |
| 54 | Trivant Custom Portfolio Group LLC | SEC | $239.4 million | 482 |
| 55 | Bamboo Wealth Strategies | SEC | $235.7 million | 807 |
| 56 | D'Arcy Capital Management, LLC | SEC | $225.6 million | 313 |
| 57 | Blue Summit Wealth Management | SEC | $211.4 million | 630 |
| 58 | Zermatt Wealth Advisors | SEC | $206.9 million | 457 |
| 59 | Reyes Financial Architecture Inc. | SEC | $196.2 million | 170 |
| 60 | Clutinger Williams & Verhoye Inc | SEC | $190.2 million | 242 |
| 61 | Ward & Associates | SEC | $187.2 million | 55 |
| 62 | Dark Horse Advisors LLC | SEC | $181.7 million | 426 |
| 63 | Stirling Financial Group | SEC | $179.7 million | 475 |
| 64 | M Wealth Management, LLC | SEC | $177.6 million | 831 |
| 65 | Torrey Wealth, LLC | SEC | $176.7 million | 258 |
| 66 | Black Horse Wealth Management | SEC | $165.6 million | 73 |
| 67 | Zermatt Wealth Partners | SEC | $158.4 million | 531 |
| 68 | Finec Asset Management | SEC | $157.0 million | 163 |
| 69 | Merrithew & Thorsten, Inc. | SEC | $155.0 million | 372 |
| 70 | Decision Investments, Inc. | SEC | $154.9 million | 324 |
| 71 | RJ Patterson Group | SEC | $142.4 million | 521 |
| 72 | Sikorski Wealth Management, LLC | SEC | $139.6 million | 644 |
| 73 | Goldman Wealth Management | SEC | $120.0 million | 168 |
| 74 | Mark C. Huffman, CPA/RIA | State | $117.0 million | 520 |
| 75 | Heyman Investment Counseling LLC | State | $105.1 million | 56 |
| 76 | Clearview Financial, Inc. | State | $101.3 million | 44 |
| 77 | Wealth Legacy Group, Inc. | State | $97.2 million | 286 |
| 78 | The Holland Group, Inc. | State | $96.4 million | 128 |
| 79 | Taxable Wealth | State | $91.2 million | 100 |
| 80 | Counterpoint Asset Management LLC | State | $90.6 million | 270 |
| 81 | K. D. Clewley Capital Management | State | $90.0 million | 63 |
| 82 | Spreckels Wealth Management | State | $89.9 million | 59 |
| 83 | 7 Streets Financial, LLC | SEC | $88.4 million | 270 |
| 84 | RGB Capital Group | State | $86.1 million | 208 |
| 85 | Donahue Financial Group | State | $85.2 million | 50 |
| 86 | Spirit Global Investment Advisors, LLC | State | $85.0 million | 10 |
| 87 | Polymath Investments LLC | State | $83.0 million | 320 |
| 88 | Oak Summit Wealth Management, Inc. | State | $82.0 million | 250 |
| 89 | Iapetus Capital, Inc. | State | $80.2 million | 43 |
| 90 | Sage Path Solutions | State | $75.8 million | 128 |
| 91 | Santara Wealth Management LLC | State | $75.5 million | 226 |
| 92 | Satori Wealth Management, Inc. | State | $74.7 million | 127 |
| 93 | Lewis Advisory Group | State | $73.5 million | 53 |
| 94 | Wealth Alliance, LLC | State | $70.0 million | 286 |
| 95 | Capital Financial Management | State | $69.7 million | 333 |
| 96 | La Jolla Asset Management, Inc. | State | $66.4 million | 74 |
| 97 | Retirement Roadmap Financial Planning | State | $65.0 million | 99 |
| 98 | Focused Mission Financial | State | $64.7 million | 181 |
| 99 | Cadena Financial Planning & Tax Services | State | $61.2 million | 184 |
| 100 | Van Nostrand Wealth Management LLC | State | $60.1 million | 153 |
Showing the 100 largest of 203 firms. Search by name to find another.
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.