AdvisorCensus / Financial advisors / California / San Diego, CA / Branch offices
Advisory firms with an office in San Diego, CA, headquartered elsewhere
207 investment advisory firms with a principal office outside the San Diego, CA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 57 Stars LLC | Solana Beach, CA | Arlington, VA | SEC-registered investment adviser |
| Academy Asset Management | Del Mar, CA | New York, NY | SEC-registered investment adviser |
| Actions Capital Managers LLC | Encinitas, CA | New York, NY | Exempt reporting adviser |
| Advisory Solutions Group | Coronado, CA | Plymouth, MN | SEC-registered investment adviser |
| AE Wealth Management, LLC | Carlsbad, CA | Topeka, KS | SEC-registered investment adviser |
| Aldrich Wealth LP | Carlsbad, CA | Lake Oswego, OR | SEC-registered investment adviser |
| Alliancebernstein L.P. | San Diego, CA | Nashville, TN | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Poway, CA | Lincoln, NE | SEC-registered investment adviser |
| Ameriprise Financial Services, LLC | San Diego, CA | Minneapolis, MN | SEC-registered investment adviser |
| Anzu Partners, LLC | La Jolla, CA | Tampa, FL | SEC-registered investment adviser |
| Apriem Advisors | San Diego, CA | Irvine, CA | SEC-registered investment adviser |
| Ascentis Independent Advisors, LLC | Encinitas, CA | Dallas, TX | SEC-registered investment adviser |
| Aspiriant, LLC | San Diego, CA | Los Angeles, CA | SEC-registered investment adviser |
| Avior Wealth Management, LLC | San Diego, CA | Omaha, NE | SEC-registered investment adviser |
| AWH Financial, LLC | Poway, CA | Bala Cynwyd, PA | SEC-registered investment adviser |
| Axos Invest, Inc | San Diego, CA | Las Vegas, NV | SEC-registered investment adviser |
| Bakeravenue | Del Mar, CA | San Francisco, CA | SEC-registered investment adviser |
| Balboa Wealth Partners, Inc. | Encinitas, CA | Scottsdale, AZ | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Carlsbad, CA | Newport Beach, CA | SEC-registered investment adviser |
| Belpointe Asset Management LLC | San Diego, CA | Reno, NV | SEC-registered investment adviser |
| Bolton Global Asset Management | La Jolla, CA | Bolton, MA | SEC-registered investment adviser |
| BPM Wealth Advisors, LLC | San Diego, CA | San Francisco, CA | SEC-registered investment adviser |
| Breakthrough Properties | San Diego, CA | Los Angeles, CA | SEC-registered investment adviser |
| Breckinridge Capital Advisors Inc | San Diego, CA | Boston, MA | SEC-registered investment adviser |
| Brighton Jones LLC | San Diego, CA | Seattle, WA | SEC-registered investment adviser |
| Brookfield Asset Management PIC US, LLC | San Diego, CA | New York, NY | SEC-registered investment adviser |
| Brown Advisory Investment Solutions Group LLC | Encinitas, CA | Baltimore, MD | SEC-registered investment adviser |
| Cabin Advisors, LLC | San Diego, CA | Overland Park, KS | SEC-registered investment adviser |
| Cantor Fitzgerald Investment Advisors | La Jolla, CA | New York, NY | SEC-registered investment adviser |
| Casdin Capital, LLC | San Diego, CA | New York, NY | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | San Diego, CA | New York, NY | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | San Diego, CA | Schaumburg, IL | SEC-registered investment adviser |
| Cetera Investment Management LLC | San Diego, CA | Schamburg, IL | SEC-registered investment adviser |
| CL Wealth Management LLC | La Jolla, CA | Schaumburg, IL | SEC-registered investment adviser |
| Cogenuity Partners, LLC | Encinitas, CA | San Francisco, CA | SEC-registered investment adviser |
| Columbia Capital Management, LLC | Carlsbad, CA | Merriam, KS | SEC-registered investment adviser |
| Commonwealth Financial Network | San Diego, CA | Waltham, MA | SEC-registered investment adviser |
| Compass Financial Management LLC | San Diego, CA | Tampa, FL | SEC-registered investment adviser |
| Comunidad Realty Partners | San Diego, CA | Austin, TX | SEC-registered investment adviser |
| Concorde Asset Management, LLC | San Diego, CA | Ann Arbor, MI | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | San Diego, CA | Tampa, FL | SEC-registered investment adviser |
| Context Capital Management LLC | La Jolla, CA | Greenwich, CT | SEC-registered investment adviser |
| Cooper McManus | Carlsbad, CA | Irvine, CA | SEC-registered investment adviser |
| Corient | San Diego, CA | Miami, FL | SEC-registered investment adviser |
| Creative Planning | San Diego, CA | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | San Diego, CA | Newport Beach, CA | SEC-registered investment adviser |
| D.A. Davidson & Co. | Carlsbad, CA | Great Falls, MT | SEC-registered investment adviser |
| D.H. Hill Advisors, Inc. | San Diego, CA | Kingwood, TX | SEC-registered investment adviser |
| Davidson Investment Advisors, Inc. | Carlsbad, CA | Great Falls, MT | SEC-registered investment adviser |
| Debussy Capital Management LP | San Diego, CA | Chicago, IL | Exempt reporting adviser |
| Diversify Advisory Services, LLC | Rancho Santa Fe, CA | South Jordan, UT | SEC-registered investment adviser |
| Drive Wealth Advisers | San Diego, CA | Lehi, UT | SEC-registered investment adviser |
| Dynamic | San Diego, CA | Phoenix, AZ | SEC-registered investment adviser |
| Eagle Asset Management Inc | San Diego, CA | St. Petersburg, FL | SEC-registered investment adviser |
| ECP | San Diego, CA | Summit, NJ | SEC-registered investment adviser |
| Energy Innovation Capital Management, LLC | Solana Beach, CA | Orinda, CA | Exempt reporting adviser |
| EP Wealth Advisors | San Diego, CA | Torrance, CA | SEC-registered investment adviser |
| Equita Financial Network, Inc. | Coronado, CA | Fort Washington, PA | SEC-registered investment adviser |
| Exodus Wealth, LLC | San Diego, CA | Fort Lauderdale, FL | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | San Diego, CA | Ontario, CA | SEC-registered investment adviser |
| First Citizens Investor Services, Inc. | San Diego, CA | Raleigh, NC | SEC-registered investment adviser |
| First Command Advisory Services | San Diego, CA | Fort Worth, TX | SEC-registered investment adviser |
| First Foundation Advisors | San Diego, CA | Irvine, CA | SEC-registered investment adviser |
| Focus Partners Wealth, LLC | San Diego, CA | St. Louis, MO | SEC-registered investment adviser |
| Frazier Life Sciences Management, LP | San Diego, CA | Palo Alto, CA | SEC-registered investment adviser |
| FSA Investment Group, LLC | San Diego, CA | Pensacola, FL | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | San Diego, CA | Alpharetta, GA | SEC-registered investment adviser |
| Gladstone Wealth Partners | San Diego, CA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Golden State Wealth Management, LLC | Carlsbad, CA | Powell, WY | SEC-registered investment adviser |
| Good Life Advisors, LLC | San Diego, CA | Celebration, FL | SEC-registered investment adviser |
| Graham Sports and Entertainment Partners | Solana Beach, CA | El Segundo, CA | Exempt reporting adviser |
| Halbert Hargrove | Carlsbad, CA | Long Beach, CA | SEC-registered investment adviser |
| Hayfin Capital Management LLC | La Jolla, CA | New York, NY | SEC-registered investment adviser |
| Highpoint Planning Partners | San Diego, CA | Downers Grove, IL | SEC-registered investment adviser |
| Hightower Advisors, LLC | San Diego, CA | Chicago, IL | SEC-registered investment adviser |
| Hilltop Securities Asset Management, LLC | Solana Beach, CA | Dallas, TX | SEC-registered investment adviser |
| Hilltop Securities Inc. | San Diego, CA | Dallas, TX | SEC-registered investment adviser |
| Hines Capital Advisors LLC | San Diego, CA | Houston, TX | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | San Diego, CA | Springfield, IL | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Carlsbad, CA | Austin, TX | SEC-registered investment adviser |
| Ignite Planners LLC | San Diego, CA | San Clemente, CA | SEC-registered investment adviser |
| Impact Investors | San Diego, CA | Aptos, CA | SEC-registered investment adviser |
| Independence Square Holdings, LLC | Carlsbad, CA | King of Prussia, PA | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | San Diego, CA | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Partners | Ramona, CA | Tampa, FL | SEC-registered investment adviser |
| Infinity Financial Services Advisory | Chula Vista, CA | Oakland, CA | SEC-registered investment adviser |
| Insigneo Advisory Services, LLC | El Cajon, CA | Miami, FL | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Carlsbad, CA | Dallas, TX | SEC-registered investment adviser |
| Integrated Wealth Concepts LLC | Escondido, CA | Waltham, MA | SEC-registered investment adviser |
| Invicta Financial Group | Coronado, CA | Yuma, AZ | SEC-registered investment adviser |
| JMI Management, L.P. | La Jolla, CA | Baltimore, MD | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Solana Beach, CA | Los Angeles, CA | SEC-registered investment adviser |
| Kestra Private Wealth Services, LLC | San Diego, CA | Austin, TX | SEC-registered investment adviser |
| Kingstone Capital Partners Texas, LLC | San Diego, CA | Frisco, TX | SEC-registered investment adviser |
| Kingsview Wealth Management, LLC | San Marcos, CA | Grants Pass, OR | SEC-registered investment adviser |
| Larson Financial Group, LLC | San Diego, CA | Saint Louis, MO | SEC-registered investment adviser |
| Lasalle Investment Management | San Diego, CA | Chicago, IL | SEC-registered investment adviser |
| Legacy Cornerstone Wealth LLC | San Diego, CA | Peoria, AZ | SEC-registered investment adviser |
| Lido | San Diego, CA | Los Angeles, CA | SEC-registered investment adviser |
| LPL Financial LLC | San Diego, CA | Fort Mill, SC | SEC-registered investment adviser |
| LS Power Equity Advisors, LLC | San Diego, CA | New York, NY | SEC-registered investment adviser |
| Mariner | Carlsbad, CA | Overland Park, KS | SEC-registered investment adviser |
| Mariner Advisor Network | Carlsbad, CA | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | San Diego, CA | Overland Park, KS | SEC-registered investment adviser |
| Meketa Capital, LLC | Carlsbad, CA | Denver, CO | SEC-registered investment adviser |
| Meketa Investment Group Inc | Carlsbad, CA | Westwood, MA | SEC-registered investment adviser |
| Mercer Global Advisors Inc. | San Diego, CA | Denver, CO | SEC-registered investment adviser |
| Mission Wealth Management, LP | San Diego, CA | Santa Barbara, CA | SEC-registered investment adviser |
| MMA Securities LLC | San Diego, CA | New York, NY | SEC-registered investment adviser |
| Momentum Independent Network Inc. | Solana Beach, CA | Dallas, TX | SEC-registered investment adviser |
| Monex Asset Management, Inc. | San Diego, CA | Houston, TX | SEC-registered investment adviser |
| Money Managers, Inc. | Carlsbad, CA | Las Vegas, NV | State-registered investment adviser |
| Mosley Wealth Management, Inc. | San Diego, CA | Anaheim, CA | SEC-registered investment adviser |
| Namcoa | San Diego, CA | Mooresville, NC | SEC-registered investment adviser |
| Nationwide Investment Advisors, LLC | San Diego, CA | Columbus, OH | SEC-registered investment adviser |
| Nationwide Securities, LLC | San Diego, CA | Columbus, OH | SEC-registered investment adviser |
| Navy Federal Investment Services, LLC | Oceanside, CA | Vienna, VA | SEC-registered investment adviser |
| Newedge Advisors | San Diego, CA | New Orleans, LA | SEC-registered investment adviser |
| Newport Wealth Advisors, Inc. | San Diego, CA | Newport Beach, CA | SEC-registered investment adviser |
| Northern Trust Securities, Inc | Fort Lauderdale, FL | Chicago, IL | SEC-registered investment adviser |
| Northwest Asset Management | La Mesa, CA | Mercer Island, WA | SEC-registered investment adviser |
| NWF Advisory Services Inc | San Diego, CA | Los Angeles, CA | SEC-registered investment adviser |
| Octavia Wealth Advisors LLC | San Diego, CA | Cincinnati, OH | SEC-registered investment adviser |
| One Capital Management, LLC | San Diego, CA | Westlake Village, CA | SEC-registered investment adviser |
| Oneamerica Securities, Inc. | Carlsbad, CA | Indianapolis, IN | SEC-registered investment adviser |
| Onedigital | San Diego, CA | Overland Park, KS | SEC-registered investment adviser |
| Osaic Wealth, Inc. | La Jolla, CA | Scottsdale, AZ | SEC-registered investment adviser |
| Oxford Finance Advisors, LLC | San Diego, CA | Alexandria, VA | SEC-registered investment adviser |
| Pacific Investment Management Company LLC | San Diego, CA | Newport Beach, CA | SEC-registered investment adviser |
| Pandora Wealth, Inc. | San Diego, CA | Las Vegas, NV | SEC-registered investment adviser |
| Parafi Capital LP | San Diego, CA | New York, NY | SEC-registered investment adviser |
| Park Avenue Securities LLC | San Diego, CA | New York, NY | SEC-registered investment adviser |
| Pathstone | San Diego, CA | Englewood, NJ | SEC-registered investment adviser |
| Pathwise | Carlsbad, CA | Walnut Creek, CA | SEC-registered investment adviser |
| Performance Wealth | San Diego, CA | Hinsdale, IL | SEC-registered investment adviser |
| Perigon Wealth Management, LLC | Rancho Santa Fe, CA | San Francisco, CA | SEC-registered investment adviser |
| Permcap Investment Office | Solana Beach, CA | Charleston, SC | SEC-registered investment adviser |
| PFG Advisors | Carlsbad, CA | Phoenix, AZ | SEC-registered investment adviser |
| Planmember Securities Corporation | San Diego, CA | Carpinteria, CA | SEC-registered investment adviser |
| Prime Capital Financial | San Diego, CA | Overland Park, KS | SEC-registered investment adviser |
| Principal Securities, Inc. | San Diego, CA | Des Moines, IA | SEC-registered investment adviser |
| Prosperitea Planning | San Diego, CA | Greenfield, MA | SEC-registered investment adviser |
| Prosperity - an Eisneramper Company | La Jolla, CA | Owings Mills, MD | SEC-registered investment adviser |
| RBC Rochdale, LLC | La Jolla, CA | New York, NY | SEC-registered investment adviser |
| RBC Securities, Inc. | La Jolla, CA | Los Angeles, CA | SEC-registered investment adviser |
| Realta Investment Advisors, Inc | Escondido, CA | Wilmington, DE | SEC-registered investment adviser |
| Redhawk Wealth Advisors, Inc. | Del Mar, CA | Minneapolis, MN | SEC-registered investment adviser |
| Regent Properties | San Diego, CA | Los Angeles, CA | SEC-registered investment adviser |
| Resmark Equity Partners, LLC | San Diego, CA | Los Angeles, CA | SEC-registered investment adviser |
| Rivervest Venture Partners | San Diego, CA | St. Louis, MO | Exempt reporting adviser |
| Rockefeller Capital Management | San Diego, CA | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | San Diego, CA | New York, NY | SEC-registered investment adviser |
| Root Financial Partners | Encinitas, CA | Austin, TX | SEC-registered investment adviser |
| Rossby Financial, LLC | Carlsbad, CA | Melbourne, FL | SEC-registered investment adviser |
| Safeguard Investment Advisory Group, LLC | Escondido, CA | Corona, CA | SEC-registered investment adviser |
| Sage Capital Advisors, LLC | La Jolla, CA | Sioux Falls, SD | SEC-registered investment adviser |
| Sage Private Wealth Group, LLC | San Diego, CA | Oakbrook Terrace, IL | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | San Diego, CA | Nashville, TN | SEC-registered investment adviser |
| SAX Wealth Advisors, LLC | San Diego, CA | Parsippany, NJ | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | San Diego, CA | San Francisco, CA | SEC-registered investment adviser |
| Secure Investment Management, LLC | San Diego, CA | Tucson, AZ | SEC-registered investment adviser |
| Signature Resources Capital Management, LLC | San Diego, CA | Newport Beach, CA | SEC-registered investment adviser |
| Silvercrest Asset Management Group LLC | San Diego, CA | New York, NY | SEC-registered investment adviser |
| Simplicity Wealth | San Diego, CA | Summit, NJ | SEC-registered investment adviser |
| Simplyria Advisor Network | San Diego, CA | Brighton, MI | SEC-registered investment adviser |
| Snowden Capital Advisors LLC | San Diego, CA | New York, NY | SEC-registered investment adviser |
| Sound Income Strategies, LLC | San Diego, CA | Fort Lauderdale, FL | SEC-registered investment adviser |
| Sprott Asset Management USA Inc. | Carlsbad, CA | Darien, CT | SEC-registered investment adviser |
| Sterling Bay Capital Advisers, LLC | San Diego, CA | Chicago, IL | SEC-registered investment adviser |
| Stratos Wealth Partners, Ltd | San Diego, CA | Beachwood, OH | SEC-registered investment adviser |
| Sundance Bay | Carlsbad, CA | Salt Lake City, UT | SEC-registered investment adviser |
| Syndicated Capital, Inc. | San Diego, CA | Brea, CA | SEC-registered investment adviser |
| TCFG Investment Advisors, LLC | Escondido, CA | Laguna Niguel, CA | SEC-registered investment adviser |
| Telegraph Hill Partners | La Jolla, CA | San Francisco, CA | Exempt reporting adviser |
| The Ameriflex Group | La Mesa, CA | Las Vegas, NV | SEC-registered investment adviser |
| The Institute | San Diego, CA | Denver, CO | SEC-registered investment adviser |
| The Investment House LLC | Del Mar, CA | Redondo Beach, CA | SEC-registered investment adviser |
| The Mather Group, LLC | San Diego, CA | Chicago, IL | SEC-registered investment adviser |
| The Wealth Consulting Group | San Diego, CA | Las Vegas, NV | SEC-registered investment adviser |
| The Wealthgarden F.S. LLC | San Diego, CA | El Segundo, CA | SEC-registered investment adviser |
| Thrivent Investment Management Inc. | Del Mar, CA | Minneapolis, MN | SEC-registered investment adviser |
| TLG Advisors, Inc. | San Diego, CA | Summit, NJ | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Carlsbad, CA | Scottsdale, AZ | SEC-registered investment adviser |
| Trek Financial | Carlsbad, CA | Scottsdale, AZ | SEC-registered investment adviser |
| Trilogy Capital, Inc. | San Diego, CA | Irvine, CA | SEC-registered investment adviser |
| Trinity Capital Adviser LLC | San Diego, CA | Phoenix, AZ | SEC-registered investment adviser |
| Tritonpoint Partners, LLC | La Jolla, CA | Chevy Chase, MD | SEC-registered investment adviser |
| U.S. Bancorp Advisors, LLC | Chula Vista, CA | Saint Paul, MN | SEC-registered investment adviser |
| United Capital Financial Advisors | San Diego, CA | Irving, TX | SEC-registered investment adviser |
| USI Advisors | San Diego, CA | Glastonbury, CT | SEC-registered investment adviser |
| Versant Venture Management, LLC | San Diego, CA | San Francisco, CA | Exempt reporting adviser |
| Verus Capital Partners, LLC | Escondido, CA | Scottsdale, AZ | SEC-registered investment adviser |
| Virtus Advisers, LLC | San Diego, CA | Hartford, CT | SEC-registered investment adviser |
| Virtus Capital Advisers, LLC | San Diego, CA | Hartford, CT | SEC-registered investment adviser |
| Virtus Investment Advisers, LLC | San Diego, CA | Hartford, CT | SEC-registered investment adviser |
| Vision Investment Advisors, LLC | Fallsbrook, CA | Stamford, CT | SEC-registered investment adviser |
| Voya Investment Management Co. LLC | San Diego, CA | New York, NY | SEC-registered investment adviser |
| Voya Investment Management LLC | San Diego, CA | Atlanta, GA | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | San Diego, CA | Cincinnati, OH | SEC-registered investment adviser |
| Wealth Asset Managers | San Diego, CA | Spokane, WA | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Coronado, CA | Plymouth, MN | SEC-registered investment adviser |
| Wealth Watch Advisors, Inc | Escondido, CA | Englewood, CO | SEC-registered investment adviser |
| Wedbush Securities Inc. | Carlsbad, CA | Pasadena, CA | SEC-registered investment adviser |
| Wells Fargo Advisors | San Diego, CA | St. Louis, MO | SEC-registered investment adviser |
| Wolfgang Capital | Carlsbad, CA | Temecula, CA | SEC-registered investment adviser |
| X Advisors, LLC | Encinitas, CA | Santa Maria, CA | SEC-registered investment adviser |
| Zacks Investment Management, Inc. | La Jolla, CA | Chicago, IL | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in San Diego, CA on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Crown Oak Advisors | San Diego, CA | SEC-registered investment adviser |
| Optimized Investment Partners, LLC | Escondido, CA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in San Diego, CA, headquartered elsewhere. https://advisorcensus.com/advisors/ca/san-diego/branch-offices https://advisorcensus.com/advisors/ca/san-diego/branch-offices