🤫 Directory · consent-first

Near 92121. San Diego.

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

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Financial

Advisors & firms near 92121

Globeflex Capital LP0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $4.6B AUM

CRD 106417 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Chandler Asset Management INC0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $45.3B AUM

CRD 107287 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

LA Jolla Asset Management, INC.0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $57M AUM

CRD 112327 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

American Assets Investment Management, LLC0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $5.9B AUM

CRD 131660 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cadena Financial Planning & Tax Services0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $61M AUM

CRD 135892 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ats Wealth Management0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $384M AUM

CRD 137705 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Santa Fe' Wealth Management0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $14M AUM

CRD 140810 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Measured Risk Portfolios0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $597M AUM

CRD 141422 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Decision Investments, INC.0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $155M AUM

CRD 145073 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Coastedge Partners, LLC0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $2.1B AUM

CRD 149685 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Highlands Wealth Advisors, LLC0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $33M AUM

CRD 156428 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

DL Wealth Management Group0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser

CRD 289085 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fairfield Realty Advisors LLC0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $6.2B AUM

CRD 300633 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Healthpointcapital Management, LLC0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $271M AUM

CRD 309041 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Chokshi & Queen Wealth Advisors0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $263M AUM

CRD 313833 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Tidemark, LLC0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $463M AUM

CRD 327611 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wealthetic LLC0 mi

RIA firm · San Diego, CA 92121 · Registered investment adviser · $16M AUM

CRD 334809 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dunham2.8 mi

RIA firm · San Diego, CA 92122 · Registered investment adviser · $5.6B AUM

CRD 13162 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Clelland & Company INC2.8 mi

RIA firm · San Diego, CA 92122 · Registered investment adviser · $466M AUM

CRD 105406 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Denali Advisors, LLC2.8 mi

RIA firm · San Diego, CA 92122 · Registered investment adviser · $1.4B AUM

CRD 110242 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kachkovsky & Fisher, INC.2.8 mi

RIA firm · San Diego, CA 92122 · Registered investment adviser · $305M AUM

CRD 117811 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Blue Summit Wealth Management2.8 mi

RIA firm · San Diego, CA 92122 · Registered investment adviser · $211M AUM

CRD 148782 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Reyes Financial Architecture INC.2.8 mi

RIA firm · San Diego, CA 92122 · Registered investment adviser · $196M AUM

CRD 153194 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Seabird Investment Partners2.8 mi

RIA firm · San Diego, CA 92122 · Registered investment adviser · $419M AUM

CRD 284125 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to San Diego, 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 — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 92121. San Diego.

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

Find your person