Falists

California · 192 advisers

Financial Advisors in San Diego, California

Looking for a financial advisor in San Diego, California? Falists indexes 192 SEC-registered and state-registered investment advisers in San Diego — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 179 firms list a website you can visit directly. Firms in this directory manage up to $45.31B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

192

With website

179

Largest AUM

$45.31B

Financial planning

109

Filter by specialty

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

AllWealth148Planning109Trusts131Retirement73Institutional72

Top advisors in San Diego

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

View all 192 →

DUNHAM

San Diego, CA

AUM

$5.63B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

858-964-0500

Full profileVisit site →
View all 192 advisors in San Diego

More cities in California

San Francisco (760)Los Angeles (373)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)Santa Barbara (56)

Common questions

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