{ "path": "/advisors/ca/san-diego", "url": "https://advisorcensus.com/advisors/ca/san-diego", "page_type": "metro", "title": "Financial advisors in San Diego, CA", "filters": {}, "scope_total": 423, "faq": [ { "q": "How many financial advisory firms are there in San Diego, CA?", "a": "AdvisorCensus lists 423 investment advisory firms with a principal office in the San Diego metro area, from Form ADV filings as of October 2026: 182 SEC-registered, 162 state-registered, and 79 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in San Diego, CA?", "a": "132 of the 423 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in San Diego, CA offer financial planning?", "a": "241 of the 344 firms in San Diego, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in San Diego, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 132 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 423 investment advisory firms with a principal office in the San Diego metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "San Diego has 423 investment advisory firms with a principal office in the metro area as of October 2026: 182 SEC-registered, 162 state-registered, and 79 exempt reporting advisers. 132 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 146 report under $100 million in regulatory assets under management. The metro area has 1,171,278 households, 248,402 of them with income of $200,000 or more, or 587 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in San Diego, CA: 423 firms from Form ADV filings as of October 2026.", "total_firms": 423, "page": 1, "total_pages": 9, "sort": "name", "registration_types": { "sec": 182, "state": 162, "exempt": 79 }, "fee_model_mix": [ { "code": "fee-only", "count": 132 }, { "code": "percentage_of_aum", "count": 312 }, { "code": "hourly", "count": 166 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 219 }, { "code": "commissions", "count": 7 }, { "code": "performance_based", "count": 57 }, { "code": "other", "count": 35 }, { "code": "not_reported", "count": 79 } ], "years_registered_distribution": [ { "code": "under_5", "count": 183 }, { "code": "5_to_9", "count": 105 }, { "code": "10_to_19", "count": 80 }, { "code": "20_plus", "count": 52 }, { "code": "not_reported", "count": 3 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 82 }, { "code": "25m_100m", "count": 64 }, { "code": "100m_500m", "count": 101 }, { "code": "500m_1b", "count": 28 }, { "code": "1b_5b", "count": 25 }, { "code": "over_5b", "count": 16 }, { "code": "not_reported", "count": 107 } ], "firms": [ { "crd_number": 160657, "name": "\"tate Asset Management\" and \"DCO Wealth Management\"", "name_as_filed": "\"TATE ASSET MANAGEMENT\" AND \"DCO WEALTH MANAGEMENT\"", "url": "https://advisorcensus.com/firm/tate-asset-management-and-dco-wealth-management-rancho-santa-fe-ca-160657", "city": "Rancho Santa Fe", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145873, "name": "10 Star Asset Management", "name_as_filed": "10 STAR ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/10-star-asset-management-carlsbad-ca-145873", "city": "Carlsbad", "state": "CA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325571, "name": "1200 MGMT. LLC", "name_as_filed": "1200 MGMT. LLC", "url": "https://advisorcensus.com/firm/1200-mgmt-llc-la-jolla-ca-325571", "city": "La Jolla", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307392, "name": "618 Longevity Partners, LLC", "name_as_filed": "618 LONGEVITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/618-longevity-partners-llc-del-mar-ca-307392", "city": "Del Mar", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282577, "name": "7 Streets Financial, LLC", "name_as_filed": "7 STREETS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/7-streets-financial-llc-san-diego-ca-282577", "city": "San Diego", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312367, "name": "77 Financial Group", "name_as_filed": "77 FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/77-financial-group-carlsbad-ca-312367", "city": "Carlsbad", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 343155, "name": "ADV Capital Management LLC", "name_as_filed": "ADV CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/adv-capital-management-llc-la-jolla-ca-343155", "city": "La Jolla", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334039, "name": "Adviceonly", "name_as_filed": "ADVICEONLY", "url": "https://advisorcensus.com/firm/adviceonly-san-diego-ca-334039", "city": "San Diego", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110155, "name": "Advisory Financial Services LLC", "name_as_filed": "ADVISORY FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/advisory-financial-services-llc-oceanside-ca-110155", "city": "Oceanside", "state": "CA", "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 343367, "name": "Alder Capital", "name_as_filed": "ALDER CAPITAL", "url": "https://advisorcensus.com/firm/alder-capital-san-diego-ca-343367", "city": "San Diego", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 173796, "name": "Aligned Advisors", "name_as_filed": "ALIGNED ADVISORS", "url": "https://advisorcensus.com/firm/aligned-advisors-oceanside-ca-173796", "city": "Oceanside", "state": "CA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 341768, "name": "Aligned Asset Management", "name_as_filed": "ALIGNED ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/aligned-asset-management-oceanside-ca-341768", "city": "Oceanside", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 337542, "name": "Allen Financial Advisement, Inc.", "name_as_filed": "ALLEN FINANCIAL ADVISEMENT, INC.", "url": "https://advisorcensus.com/firm/allen-financial-advisement-inc-la-jolla-ca-337542", "city": "La Jolla", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336562, "name": "Allora Wealth, LLC", "name_as_filed": "ALLORA WEALTH, LLC", "url": "https://advisorcensus.com/firm/allora-wealth-llc-san-diego-ca-336562", "city": "San Diego", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105548, "name": "Alpha & Omega", "name_as_filed": "ALPHA & OMEGA", "url": "https://advisorcensus.com/firm/alpha-and-omega-la-mesa-ca-105548", "city": "La Mesa", "state": "CA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335096, "name": "Alpha Square Management, LLC", "name_as_filed": "ALPHA SQUARE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/alpha-square-management-llc-la-jolla-ca-335096", "city": "La Jolla", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174346, "name": "Alphacore Capital LLC", "name_as_filed": "ALPHACORE CAPITAL LLC", "url": "https://advisorcensus.com/firm/alphacore-capital-llc-la-jolla-ca-174346", "city": "La Jolla", "state": "CA", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131660, "name": "American Assets Investment Management, LLC", "name_as_filed": "AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/american-assets-investment-management-llc-san-diego-ca-131660", "city": "San Diego", "state": "CA", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 115357, "name": "American Money Management, LLC", "name_as_filed": "AMERICAN MONEY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/american-money-management-llc-rancho-santa-fe-ca-115357", "city": "Rancho Santa Fe", "state": "CA", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 116913, "name": "Anchor Bay Capital, Inc.", "name_as_filed": "ANCHOR BAY CAPITAL, INC.", "url": "https://advisorcensus.com/firm/anchor-bay-capital-inc-carlsbad-ca-116913", "city": "Carlsbad", "state": "CA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327418, "name": "Anchor Bay Private Wealth LLC", "name_as_filed": "ANCHOR BAY PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/anchor-bay-private-wealth-llc-carlsbad-ca-327418", "city": "Carlsbad", "state": "CA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152691, "name": "Andrew Arroyo Investments, LLC", "name_as_filed": "ANDREW ARROYO INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/andrew-arroyo-investments-llc-san-diego-ca-152691", "city": "San Diego", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 281930, "name": "Andrew Marshall Financial LLC", "name_as_filed": "ANDREW MARSHALL FINANCIAL LLC", "url": "https://advisorcensus.com/firm/andrew-marshall-financial-llc-carlsbad-ca-281930", "city": "Carlsbad", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108013, "name": "Andrews Capital Management Inc", "name_as_filed": "ANDREWS CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/andrews-capital-management-inc-coronado-ca-108013", "city": "Coronado", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337437, "name": "Anora Wealth", "name_as_filed": "ANORA WEALTH", "url": "https://advisorcensus.com/firm/anora-wealth-san-marcos-ca-337437", "city": "San Marcos", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141468, "name": "Antone Asset Management, Inc", "name_as_filed": "ANTONE ASSET MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/antone-asset-management-inc-carlsbad-ca-141468", "city": "Carlsbad", "state": "CA", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338346, "name": "Aquarius Investment Group LLC", "name_as_filed": "AQUARIUS INVESTMENT GROUP LLC", "url": "https://advisorcensus.com/firm/aquarius-investment-group-llc-san-diego-ca-338346", "city": "San Diego", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335003, "name": "Aranova Capital, LLC", "name_as_filed": "ARANOVA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/aranova-capital-llc-coronado-ca-335003", "city": "Coronado", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339734, "name": "Arcadia Private Wealth LLC", "name_as_filed": "ARCADIA PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/arcadia-private-wealth-llc-cardiff-by-the-sea-ca-339734", "city": "Cardiff by the Sea", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 343104, "name": "Ariam Global Inc.", "name_as_filed": "ARIAM GLOBAL INC.", "url": "https://advisorcensus.com/firm/ariam-global-inc-san-diego-ca-343104", "city": "San Diego", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146255, "name": "Ariston Services Group, LLC", "name_as_filed": "ARISTON SERVICES GROUP, LLC", "url": "https://advisorcensus.com/firm/ariston-services-group-llc-san-diego-ca-146255", "city": "San Diego", "state": "CA", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 334609, "name": "Astra Wealth Management LLC", "name_as_filed": "ASTRA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/astra-wealth-management-llc-san-diego-ca-334609", "city": "San Diego", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137705, "name": "ATS Wealth Management", "name_as_filed": "ATS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ats-wealth-management-san-diego-ca-137705", "city": "San Diego", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327134, "name": "Austin Consulting", "name_as_filed": "AUSTIN CONSULTING", "url": "https://advisorcensus.com/firm/austin-consulting-la-mesa-ca-327134", "city": "La Mesa", "state": "CA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 316674, "name": "Avalon Bioventures Management, LLC", "name_as_filed": "AVALON BIOVENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/avalon-bioventures-management-llc-la-jolla-ca-316674", "city": "La Jolla", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161930, "name": "Avalon Ventures Management, LLC", "name_as_filed": "AVALON VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/avalon-ventures-management-llc-la-jolla-ca-161930", "city": "La Jolla", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330337, "name": "AVR Capital Management, LLC", "name_as_filed": "AVR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/avr-capital-management-llc-rancho-santa-fe-ca-330337", "city": "Rancho Santa Fe", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159094, "name": "AWM Global Advisors", "name_as_filed": "AWM GLOBAL ADVISORS", "url": "https://advisorcensus.com/firm/awm-global-advisors-san-diego-ca-159094", "city": "San Diego", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325396, "name": "Axion Wealth Advisors", "name_as_filed": "AXION WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/axion-wealth-advisors-san-diego-ca-325396", "city": "San Diego", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164081, "name": "Axxcess Wealth Management, LLC", "name_as_filed": "AXXCESS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/axxcess-wealth-management-llc-carlsbad-ca-164081", "city": "Carlsbad", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 290050, "name": "Azimuth Wealth Advisors", "name_as_filed": "AZIMUTH WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/azimuth-wealth-advisors-san-diego-ca-290050", "city": "San Diego", "state": "CA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309975, "name": "Bakay Capital Management, LLC", "name_as_filed": "BAKAY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bakay-capital-management-llc-la-jolla-ca-309975", "city": "La Jolla", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170093, "name": "Bamboo Wealth Strategies", "name_as_filed": "BAMBOO WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/bamboo-wealth-strategies-san-diego-ca-170093", "city": "San Diego", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157454, "name": "Beacon Financial Management LLC", "name_as_filed": "BEACON FINANCIAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/beacon-financial-management-llc-encinitas-ca-157454", "city": "Encinitas", "state": "CA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305662, "name": "Benchmark Advisory Services, LLC", "name_as_filed": "BENCHMARK ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/benchmark-advisory-services-llc-san-diego-ca-305662", "city": "San Diego", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165224, "name": "Beta Wealth Group, Inc", "name_as_filed": "BETA WEALTH GROUP, INC", "url": "https://advisorcensus.com/firm/beta-wealth-group-inc-san-diego-ca-165224", "city": "San Diego", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310219, "name": "Birchwood Capital", "name_as_filed": "BIRCHWOOD CAPITAL", "url": "https://advisorcensus.com/firm/birchwood-capital-carlsbad-ca-310219", "city": "Carlsbad", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104795, "name": "Blankinship & Foster, LLC", "name_as_filed": "BLANKINSHIP & FOSTER, LLC", "url": "https://advisorcensus.com/firm/blankinship-and-foster-llc-solana-beach-ca-104795", "city": "Solana Beach", "state": "CA", "years_registered": 37, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329575, "name": "Blue Sky Capital Consultants Group, Inc.", "name_as_filed": "BLUE SKY CAPITAL CONSULTANTS GROUP, INC.", "url": "https://advisorcensus.com/firm/blue-sky-capital-consultants-group-inc-poway-ca-329575", "city": "Poway", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 148782, "name": "Blue Summit Wealth Management", "name_as_filed": "BLUE SUMMIT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/blue-summit-wealth-management-san-diego-ca-148782", "city": "San Diego", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ca", "label": "Financial advisors in California" }, "metro": { "path": "/advisors/ca/san-diego", "label": "Financial advisors in San Diego, CA" }, "city_pages": [ { "path": "/advisors/ca/san-diego/la-jolla", "label": "Financial advisors in La Jolla, CA", "firm_count": 54 }, { "path": "/advisors/ca/san-diego/carlsbad", "label": "Financial advisors in Carlsbad, CA", "firm_count": 44 }, { "path": "/advisors/ca/san-diego/encinitas", "label": "Financial advisors in Encinitas, CA", "firm_count": 19 }, { "path": "/advisors/ca/san-diego/solana-beach", "label": "Financial advisors in Solana Beach, CA", "firm_count": 15 }, { "path": "/advisors/ca/san-diego/rancho-santa-fe", "label": "Financial advisors in Rancho Santa Fe, CA", "firm_count": 13 }, { "path": "/advisors/ca/san-diego/del-mar", "label": "Financial advisors in Del Mar, CA", "firm_count": 10 } ], "fee_pages": [ { "path": "/advisors/ca/san-diego/fee-only", "label": "Fee-only financial advisors in San Diego, CA", "firm_count": 132 }, { "path": "/advisors/ca/san-diego/flat-fee", "label": "Flat-fee financial advisors in San Diego, CA", "firm_count": 219 }, { "path": "/advisors/ca/san-diego/hourly", "label": "Hourly financial advisors in San Diego, CA", "firm_count": 166 } ], "niche_pages": [ { "path": "/advisors/ca/san-diego/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in San Diego, CA" }, { "path": "/advisors/ca/san-diego/corporate-executives", "firm_count": 1, "label": "Financial advisors for corporate executives in San Diego, CA" }, { "path": "/advisors/ca/san-diego/women", "firm_count": 2, "label": "Financial advisors for women in San Diego, CA" } ] }, "csv": "https://advisorcensus.com/advisors/ca/san-diego.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 19, "sec_registered_at_start": 178, "per_100_registered": 10.67, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 19 firms here registered with the SEC as investment advisers: 10.7 for every 100 already registered, against 10.0 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }