City
Wealth management firms in Solana Beach, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Solana Beach, California reported $1.9 billion in regulatory assets under management; the largest by assets was Blankinship & Foster, LLC, with $939.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $269.2 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Blankinship & Foster, LLC | SEC | $939.5 million | 996 |
| 2 | DLK Investment Management | SEC | $524.0 million | 1,208 |
| 3 | D. M. Brenner, Inc. | SEC | $193.6 million | 369 |
| 4 | Goal Line Wealth Management, Inc. | State | $85.8 million | 218 |
| 5 | CSJ Wealth Management, LLC | State | $71.4 million | 57 |
| 6 | Cornerstone Asset Advisors Inc. | State | $69.1 million | 101 |
| 7 | Measured Money Maneuvers | State | $1.3 million | 29 |
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.