24 financial advisors & firms and 0 insurance agents verified near Solana Beach, CA โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Solana Beach, CA 92075 ยท Registered investment adviser ยท $940M AUM
CRD 104795 ยท verify at the regulator
RIA firm ยท Solana Beach, CA 92075 ยท Registered investment adviser ยท $956M AUM
CRD 109970 ยท verify at the regulator
RIA firm ยท Solana Beach, CA 92075 ยท Registered investment adviser
CRD 130806 ยท verify at the regulator
RIA firm ยท Solana Beach, CA 92075 ยท Registered investment adviser ยท $194M AUM
CRD 134398 ยท verify at the regulator
RIA firm ยท Solana Beach, CA 92075 ยท Registered investment adviser ยท $1.5B AUM
CRD 144908 ยท verify at the regulator
RIA firm ยท Solana Beach, CA 92075 ยท Registered investment adviser ยท $524M AUM
CRD 149096 ยท verify at the regulator
RIA firm ยท Solana Beach, CA 92075 ยท Registered investment adviser ยท $790M AUM
CRD 170870 ยท verify at the regulator
RIA firm ยท Solana Beach, CA 92075 ยท Registered investment adviser ยท $636M AUM
CRD 307701 ยท verify at the regulator
RIA firm ยท Solana Beach, CA 92075 ยท Registered investment adviser ยท $900M AUM
CRD 327421 ยท verify at the regulator
RIA firm ยท Cardiff-by-the-sea, CA 92007 ยท Registered investment adviser ยท $100M AUM
CRD 134599 ยท verify at the regulator
RIA firm ยท Cardiff BY the Sea, CA 92007 ยท Registered investment adviser ยท $7M AUM
CRD 148154 ยท verify at the regulator
RIA firm ยท Cardiff BY the Sea, CA 92007 ยท Registered investment adviser ยท $75M AUM
CRD 298012 ยท verify at the regulator
RIA firm ยท Cardiff BY the Sea, CA 92007 ยท Registered investment adviser
CRD 339734 ยท verify at the regulator
RIA firm ยท Del Mar, CA 92014 ยท Registered investment adviser ยท $1.7B AUM
CRD 106935 ยท verify at the regulator
RIA firm ยท Del Mar, CA 92014 ยท Registered investment adviser ยท $328M AUM
CRD 139940 ยท verify at the regulator
RIA firm ยท Del Mar, CA 92014 ยท Registered investment adviser ยท $10M AUM
CRD 161174 ยท verify at the regulator
RIA firm ยท Del Mar, CA 92014 ยท Registered investment adviser ยท $170M AUM
CRD 175022 ยท verify at the regulator
RIA firm ยท Del Mar, CA 92014 ยท Registered investment adviser ยท $109M AUM
CRD 282424 ยท verify at the regulator
RIA firm ยท Del Mar, CA 92014 ยท Registered investment adviser ยท $844M AUM
CRD 314509 ยท verify at the regulator
RIA firm ยท Del Mar, CA 92014 ยท Registered investment adviser ยท $11M AUM
CRD 318701 ยท verify at the regulator
RIA firm ยท Del Mar, CA 92014 ยท Registered investment adviser
CRD 330216 ยท verify at the regulator
RIA firm ยท Encinitas, CA 92024 ยท Registered investment adviser ยท $77M AUM
CRD 120587 ยท verify at the regulator
RIA firm ยท Encinitas, CA 92024 ยท Registered investment adviser
CRD 138418 ยท verify at the regulator
RIA firm ยท Encinitas, CA 92024 ยท Registered investment adviser ยท $6M AUM
CRD 145451 ยท verify at the regulator
Verified advisors and insurance agents in the places closest to Solana Beach, CA.
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 โ always confirm licensure directly with the regulator.