🤫 Directory · consent-first

Near 92123. 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

Search this ZIP — or use your location

Financial

Advisors & firms near 92123

Centurion Counsel INC0 mi

RIA firm · San Diego, CA 92123 · Registered investment adviser · $57M AUM

CRD 110083 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wealth Legacy Group, INC.0 mi

RIA firm · San Diego, CA 92123 · Registered investment adviser · $97M AUM

CRD 145705 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pacific Capital Associates0 mi

RIA firm · San Diego, CA 92123 · Registered investment adviser · $259M AUM

CRD 160407 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Srs Wealth Mangement0 mi

RIA firm · San Diego, CA 92123 · Registered investment adviser

CRD 287572 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Corlett Financial, INC.0 mi

RIA firm · San Diego, CA 92123 · Registered investment adviser · $31M AUM

CRD 289019 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Copley Financial Group, INC.2 mi

RIA firm · San Diego, CA 92111 · Registered investment adviser · $331M AUM

CRD 283070 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capital Financial Management2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $70M AUM

CRD 130841 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Financial Planning Consultants2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser

CRD 137502 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pure Financial Advisors, LLC2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $11.1B AUM

CRD 144316 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Stack Asset Management2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $21M AUM

CRD 151247 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bamboo Wealth Strategies2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $236M AUM

CRD 170093 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

One Degree Advisors, INC.2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $489M AUM

CRD 170392 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Copia Wealth Management Advisors, INC.2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $20M AUM

CRD 288286 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Platt Wealth Management2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $391M AUM

CRD 297487 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Liberty Solutions Advisors2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $8M AUM

CRD 304043 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Qualified Planning2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $45M AUM

CRD 304788 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pathview Wealth Advisors2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $583M AUM

CRD 308292 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Platinum Wealth Management, INC.2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $69M AUM

CRD 309839 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kaiyo Wealth LLC2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $240M AUM

CRD 316431 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Elite Wealth Management, LLC2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $2M AUM

CRD 317481 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

International Private Wealth Advisors LLC2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $255M AUM

CRD 323032 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sovran Advisors, LLC2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $1.9B AUM

CRD 329415 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Advice Only2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser

CRD 334039 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Next Gen Financial Planning2.5 mi

RIA firm · San Diego, CA 92108 · Registered investment adviser · $43M AUM

CRD 337683 · 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 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.

← Back to the national directory

🤫 Directory · consent-first

Near 92123. 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