California · 3 advisers
Financial Advisors in San Marcos, California
Looking for a financial advisor in San Marcos, California? Falists indexes 3 SEC-registered and state-registered investment advisers in San Marcos — 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 $17.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$17.1M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in San Marcos
Ranked by AUM · Fees, team & specialties at a glance
IRVING ADVISORY GROUP, LLC
San Marcos, CA
AUM
$17.1M
Team
1 advisors
Clients
1-10
Fees
SELECTION OF OTHER ADVISERS FEES
760-744-7433
ANORA WEALTH
San Marcos, CA
AUM
$1.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(858)250-0880
MCWILLIAMS ASSET MANAGEMENT INC.
San Marcos, CA
AUM
$3.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
858-228-0618
More cities in California
Common questions
- How many financial advisors are in San Marcos, California?
- 3 registered investment advisers are listed in our San Marcos directory, sourced from public SEC filings.
- What types of advisors are in San Marcos?
- 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 Marcos?
- 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.