Falists

California · 7 advisers

Financial Advisors in Rancho Santa Fe, California

Looking for a financial advisor in Rancho Santa Fe, California? Falists indexes 7 SEC-registered and state-registered investment advisers in Rancho Santa Fe — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $844.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

7

With website

5

Largest AUM

$844.0M

Financial planning

4

Filter by specialty

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

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Top advisors in Rancho Santa Fe

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

View all 7 →

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 Rancho Santa Fe, California?
7 registered investment advisers are listed in our Rancho Santa Fe directory, sourced from public SEC filings.
What types of advisors are in Rancho Santa Fe?
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 Rancho Santa Fe?
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.