% of assets managed in San Diego, CA
123 advisers in San Diego offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
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All 123
7 Streets Financial, LLCSEC registeredNo commissions reportedAmerican Assets Investment Management, LLCSEC registeredNo commissions reportedAriston Services Group, LLCSEC registeredNo commissions reportedAts Wealth ManagementSEC registeredNo commissions reportedAwm Global AdvisorsSEC registeredNo commissions reportedAxion Wealth AdvisorsState registeredNo commissions reportedAzimuth Wealth AdvisorsState registeredNo commissions reportedBamboo Wealth StrategiesSEC registeredNo commissions reportedBeta Wealth Group, INCSEC registeredNo commissions reportedBlue Summit Wealth ManagementSEC registeredNo commissions reported
Breakaway Independent Advisors, LLCSEC registeredNo commissions reportedBrian D. Lowder, INC.SEC registeredNo commissions reportedCadena Financial Planning & Tax ServicesState registeredNo commissions reportedCarmel Capital Partners, LLCSEC registeredNo commissions reportedCascade Financial Partners, LLCSEC registeredNo commissions reportedCentura Wealth AdvisorySEC registeredNo commissions reportedCenturion Counsel INCState registeredNo commissions reportedChokshi & Queen Wealth AdvisorsSEC registeredNo commissions reportedChristopher Weil & CO INCSEC registeredNo commissions reportedClearview Financial, INC.State registeredNo commissions reportedClelland & Company INCSEC registeredNo commissions reportedClutinger Williams & Verhoye INCSEC registeredNo commissions reportedCoastedge Partners, LLCSEC registeredNo commissions reportedCopia Wealth Management Advisors, INC.State registeredNo commissions reportedCopley Financial Group, INC.SEC registeredNo commissions reportedCorlett Financial, INC.State registeredNo commissions reportedCounterpoint Asset Management LLCState registeredNo commissions reportedCreative Capital Management Investments LLCSEC registeredNo commissions reportedD'arcy Capital Management, LLCSEC registeredNo commissions reportedDean Roland Russell, LLCSEC registeredNo commissions reportedDecision Investments, INC.SEC registeredNo commissions reportedDefine Financial, LLCSEC registeredNo commissions reportedDenali Advisors, LLCSEC registeredNo commissions reportedDl Wealth Management GroupState registeredNo commissions reportedDunhamSEC registeredNo commissions reportedEiger Wealth Management, LLCSEC registeredNo commissions reportedElite Wealth Management, LLCState registeredNo commissions reportedEncompass Financial ServicesState registeredNo commissions reportedEvolution Global Advisors, LLCState registeredNo commissions reportedFinancial Sense Advisors, INC.SEC registeredNo commissions reportedFinec Asset ManagementSEC registeredNo commissions reportedFocused Mission FinancialState registeredNo commissions reportedGoldman Wealth ManagementSEC registeredNo commissions reportedGradient Capital Advisors, LLCSEC registeredNo commissions reportedHafnia Financial, INC.State registeredNo commissions reportedHarvesting Gains CorporationState registeredNo commissions reportedHerges Capital ManagementState registeredNo commissions reportedHeritage Wealth Management, INC.SEC registeredNo commissions reportedHighlands Wealth Advisors, LLCState registeredNo commissions reportedIllumination Wealth ManagementSEC registeredNo commissions reportedInternational Private Wealth Advisors LLCSEC registeredNo commissions reportedJle Wealth Management, LLCState registeredNo commissions reportedKachkovsky & Fisher, INC.SEC registeredNo commissions reportedKaiyo Wealth LLCSEC registeredNo commissions reportedKalo Capital Management, LLCState registeredNo commissions reportedKingswood Wealth Advisors, LLCSEC registeredNo commissions reportedLa Jolla Asset Management, INC.State registeredNo commissions reportedLiberty Solutions AdvisorsState registeredNo commissions reportedLightcap Financial Group, LLCState registeredNo commissions reportedLm Advisors LLCSEC registeredNo commissions reportedM Wealth Management, LLCSEC registeredNo commissions reportedMargo Park FinancialState registeredNo commissions reportedMcNaughton Wealth Management, LLCSEC registeredNo commissions reportedMeasured Risk PortfoliosSEC registeredNo commissions reportedMerrithew & Thorsten, INC.SEC registeredNo commissions reportedMission Hills Financial Advisory LLCSEC registeredNo commissions reportedNext Gen Financial PlanningState registeredNo commissions reportedNicholas Investment Partners, L.P.SEC registeredNo commissions reportedOne Degree Advisors, INC.SEC registeredNo commissions reportedOsborne Capital ManagementState registeredNo commissions reportedPacific Capital AssociatesSEC registeredNo commissions reportedPacific Point Advisors, LLCSEC registeredNo commissions reportedPacific Wealth ManagementSEC registeredNo commissions reportedPathlight Wealth ManagementState registeredNo commissions reportedPathview Wealth AdvisorsSEC registeredNo commissions reportedPearson, Frederick, Norman Jr.State registeredNo commissions reportedPeelle Wealth Management, LLCState registeredNo commissions reportedPlatt Wealth ManagementSEC registeredNo commissions reportedPracticecfo InvestmentsSEC registeredNo commissions reportedPremier Wealth Advisors, LLCSEC registeredNo commissions reportedPresidio Capital Management, LLCSEC registeredNo commissions reportedPure Financial Advisors, LLCSEC registeredNo commissions reportedQualified PlanningState registeredNo commissions reportedReyes Financial Architecture INC.SEC registeredNo commissions reportedRice Hall James & Associates LLCSEC registeredNo commissions reportedRj Patterson GroupSEC registeredNo commissions reportedSanta Fe' Wealth ManagementState registeredNo commissions reportedSantara Wealth Management LLCState registeredNo commissions reportedSatori Wealth Management, INC.State registeredNo commissions reportedSeabird Investment PartnersSEC registeredNo commissions reportedSikorski Wealth Management, LLCSEC registeredNo commissions reportedSilvia McColl Wealth Management, LLCSEC registeredNo commissions reportedSimplifi, INC.SEC registeredNo commissions reportedSocialtraderSEC registeredNo commissions reportedSovran Advisors, LLCSEC registeredNo commissions reportedSpirit Global Investment Advisors, LLCState registeredNo commissions reportedStack Asset ManagementState registeredNo commissions reportedStirling Financial GroupSEC registeredNo commissions reportedStolper & CO., INC.SEC registeredNo commissions reportedSuperior Planning Wealth Management & Family OfficeSEC registeredNo commissions reportedTaxable WealthState registeredNo commissions reportedTed Buchan & CompanySEC registeredNo commissions reportedTelos Capital Management, INC.SEC registeredNo commissions reportedThe Holland Group, INC.State registeredNo commissions reportedThrive PortfoliosState registeredNo commissions reportedTidemark, LLCSEC registeredNo commissions reportedTorren Management, LLCSEC registeredNo commissions reportedTorrey Pines Financial, INC.State registeredNo commissions reportedTorrey Wealth, LLCSEC registeredNo commissions reportedTrivant Custom Portfolio Group LLCSEC registeredNo commissions reportedVan Nostrand Wealth Management LLCState registeredNo commissions reportedWard & AssociatesSEC registeredNo commissions reportedWealth Alliance, LLCState registeredNo commissions reportedWealth Analytics Partners, LLCSEC registeredNo commissions reportedWealth Legacy Group, INC.State registeredNo commissions reportedWealth Rescue Strategies, INC.State registeredNo commissions reportedWealthetic LLCState registeredNo commissions reportedWestern Financial CorporationSEC registeredNo commissions reportedWillow Creek FinancialSEC registeredNo commissions reportedWilsey Asset Management IncorporatedSEC registeredNo commissions reportedYield Growth AdvisorsState registeredNo commissions reportedZermatt Wealth AdvisorsSEC registeredNo commissions reportedZermatt Wealth PartnersSEC registeredNo commissions reported