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🤫 Directory · consent-first

Near 92009. Carlsbad.

24 financial advisors & firms and 0 insurance agents verified near Carlsbad, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 92009

Cottingham Management Company, LLC0 mi

RIA firm · Carlsbad, CA 92009 · Registered investment adviser · $29M AUM

CRD 134276 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Financial Planning Solutions, INC.0 mi

RIA firm · Carlsbad, CA 92009 · Registered investment adviser

CRD 134760 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Jmo Financial0 mi

RIA firm · Carlsbad, CA 92009 · Registered investment adviser · $8M AUM

CRD 175086 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Seaside Wealth Management, INC.0 mi

RIA firm · Carlsbad, CA 92009 · Registered investment adviser · $459M AUM

CRD 271039 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Coronado Investment Advisors, LLC0 mi

RIA firm · Carlsbad, CA 92009 · Registered investment adviser · $29M AUM

CRD 283420 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Intelligence Driven Advisers, LLC0 mi

RIA firm · Carlsbad, CA 92009 · Registered investment adviser · $882M AUM

CRD 299589 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
HS Tax Wealth Mgmt, LLC0 mi

RIA firm · Carlsbad, CA 92009 · Registered investment adviser

CRD 326595 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stout Capital Management LLC2.7 mi

RIA firm · Encinitas, CA 92024 · Registered investment adviser · $77M AUM

CRD 120587 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lifetime Financial Advisors INC2.7 mi

RIA firm · Encinitas, CA 92024 · Registered investment adviser

CRD 138418 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
the Garrett Group2.7 mi

RIA firm · Encinitas, CA 92024 · Registered investment adviser · $6M AUM

CRD 145451 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stone Steps Financial, LLC2.7 mi

RIA firm · Encinitas, CA 92024 · Registered investment adviser · $147M AUM

CRD 175289 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Independent Wealth Solutions2.7 mi

RIA firm · Encinitas, CA 92024 · Registered investment adviser · $5M AUM

CRD 281216 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kelly Financial Group LLC2.7 mi

RIA firm · Encinitas, CA 92024 · Registered investment adviser · $90M AUM

CRD 282172 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sweetwater Private Equity2.7 mi

RIA firm · Encinitas, CA 92024 · Registered investment adviser · $1.6B AUM

CRD 297613 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Longhouse Wealth Management2.7 mi

RIA firm · Encinitas, CA 92024 · Registered investment adviser · $7M AUM

CRD 298119 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cooper Capital Group2.7 mi

RIA firm · Encinitas, CA 92024 · Registered investment adviser · $283M AUM

CRD 305121 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Salient Wealth Planning2.7 mi

RIA firm · Encinitas, CA 92024 · Registered investment adviser · $239M AUM

CRD 327885 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
DE Vries Asset Management, LLC2.7 mi

RIA firm · Encinitas, CA 92024 · Registered investment adviser

CRD 341027 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
the Financial Team, INC.3 mi

RIA firm · Carlsbad, CA 92011 · Registered investment adviser

CRD 141355 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Antone Asset Management, INC3 mi

RIA firm · Carlsbad, CA 92011 · Registered investment adviser · $18M AUM

CRD 141468 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vistica Wealth Advisors, LLC3 mi

RIA firm · Carlsbad, CA 92011 · Registered investment adviser · $260M AUM

CRD 147297 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wwm Financial3 mi

RIA firm · Carslbad, CA 92011 · Registered investment adviser · $382M AUM

CRD 157620 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Axxcess Wealth Management, LLC3 mi

RIA firm · Carlsbad, CA 92011 · Registered investment adviser · $8.9B AUM

CRD 164081 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Centered Financial3 mi

RIA firm · Carlsbad, CA 92011 · Registered investment adviser · $75M AUM

CRD 304535 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Carlsbad, CA.

  • Encinitas, CA3 mi
  • Carlsbad, CA3 mi
  • Rancho Santa FE, CA5 mi
  • Carlsbad, CA5 mi
  • Carlsbad, CA5 mi
  • Cardiff-by-the-sea, CA5 mi
  • Rancho Santa FE, CA6 mi
  • Solana Beach, CA7 mi
  • San Diego, CA9 mi
  • Del Mar, CA9 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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