California · 3 advisers
Financial Advisors in Cardiff By The Sea, California
Looking for a financial advisor in Cardiff By The Sea, California? Falists indexes 3 SEC-registered and state-registered investment advisers in Cardiff By The Sea — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $75.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$75.3M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Cardiff By The Sea
Ranked by AUM · Fees, team & specialties at a glance
SEAWISE FINANCIAL, INC.
Cardiff By The Sea, CA
AUM
$75.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(619)738-3079
ARCADIA PRIVATE WEALTH LLC
Cardiff By The Sea, CA
AUM
$0
Team
1 advisors
Clients
0
Fees
Fixed fees
858-800-3229
PACIFIC ROCK CAPITAL, LLC
Cardiff By The Sea, CA
AUM
$7.2M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(760) 635-3391
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Common questions
- How many financial advisors are in Cardiff By The Sea, California?
- 3 registered investment advisers are listed in our Cardiff By The Sea directory, sourced from public SEC filings.
- What types of advisors are in Cardiff By The Sea?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Cardiff By The Sea?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.