Falists

California · 54 advisers

Financial Advisors in La Jolla, California

Looking for a financial advisor in La Jolla, California? Falists indexes 54 SEC-registered and state-registered investment advisers in La Jolla — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 45 firms list a website you can visit directly. Firms in this directory manage up to $95.63B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

54

With website

45

Largest AUM

$95.63B

Financial planning

17

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth34Planning17Trusts24Retirement17Institutional15

Top advisors in La Jolla

Ranked by AUM · Fees, team & specialties at a glance

View all 54 →
View all 54 advisors in La Jolla

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in La Jolla, California?
54 registered investment advisers are listed in our La Jolla directory, sourced from public SEC filings.
What types of advisors are in La Jolla?
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 La Jolla?
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.