AdvisorCensus / Financial advisors / California / San Diego, CA / Charles Schwab
Financial advisors in San Diego, CA using Charles Schwab
104 SEC-registered investment advisory firms headquartered in the San Diego, CA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| "tate Asset Management" and "DCO Wealth Management" | Rancho Santa Fe | SEC-registered investment adviser | $100 million to $500 million |
| Alphacore Capital LLC | La Jolla | SEC-registered investment adviser | Over $5 billion |
| American Money Management, LLC | Rancho Santa Fe | SEC-registered investment adviser | $500 million to $1 billion |
| Anchor Bay Capital, Inc. | Carlsbad | SEC-registered investment adviser | $100 million to $500 million |
| Anchor Bay Private Wealth LLC | Carlsbad | SEC-registered investment adviser | $25 million to $100 million |
| Ariston Services Group, LLC | San Diego | SEC-registered investment adviser | $500 million to $1 billion |
| ATS Wealth Management | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Axxcess Wealth Management, LLC | Carlsbad | SEC-registered investment adviser | Over $5 billion |
| Bamboo Wealth Strategies | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Beta Wealth Group, Inc | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Blankinship & Foster, LLC | Solana Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Blue Sky Capital Consultants Group, Inc. | Poway | SEC-registered investment adviser | $100 million to $500 million |
| Brian D. Lowder, Inc. | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Bull Oak Capital, LLC | Rancho Santa Fe | SEC-registered investment adviser | $100 million to $500 million |
| Canter Wealth | La Jolla | SEC-registered investment adviser | $100 million to $500 million |
| Cardiff Park Advisors | San Marcos | SEC-registered investment adviser | $1 billion to $5 billion |
| Carlsbad Wealth Advisory Group, Inc. | Carlsbad | SEC-registered investment adviser | $100 million to $500 million |
| Carmel Capital Partners, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Carter Financial, LLC | La Jolla | SEC-registered investment adviser | $100 million to $500 million |
| Cascade Financial Partners, LLC | San Diego | SEC-registered investment adviser | $1 billion to $5 billion |
| Castle Coast Wealth, LLC | La Jolla | SEC-registered investment adviser | $100 million to $500 million |
| Castle Creek Capital | San Diego | SEC-registered investment adviser | $1 billion to $5 billion |
| Cavu Wealth Management | Lakeside | SEC-registered investment adviser | $100 million to $500 million |
| Centura Wealth Advisory | San Diego | SEC-registered investment adviser | $1 billion to $5 billion |
| Chokshi & Queen Wealth Advisors | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Clelland & Company Inc | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Clutinger Williams & Verhoye Inc | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Coastedge Partners, LLC | San Diego | SEC-registered investment adviser | $1 billion to $5 billion |
| Coastwise Capital Group, LLC | La Jolla | SEC-registered investment adviser | $100 million to $500 million |
| Cooper Capital Group | Encinitas | SEC-registered investment adviser | $100 million to $500 million |
| Copley Financial Group, Inc. | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Cornerstone Wealth Advisors, Inc. | Carlsbad | SEC-registered investment adviser | $100 million to $500 million |
| Creative Capital Management Investments LLC | San Diego | SEC-registered investment adviser | $500 million to $1 billion |
| D. M. Brenner, Inc. | Solana Beach | SEC-registered investment adviser | $100 million to $500 million |
| Dark Horse Advisors LLC | Rancho Santa Fe | SEC-registered investment adviser | $100 million to $500 million |
| Decision Investments, Inc. | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| DEL MAR Wealth Management Inc | Del Mar | SEC-registered investment adviser | $100 million to $500 million |
| Denali Advisors, LLC | San Diego | SEC-registered investment adviser | $1 billion to $5 billion |
| DLK Investment Management | Solana Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Eiger Wealth Management, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Essential Partners LLC | Rancho Santa Fe, | SEC-registered investment adviser | $100 million to $500 million |
| Fairbanks Capital Management, Inc. | Rancho Santa Fe | SEC-registered investment adviser | $100 million to $500 million |
| Fiduciary Benefits Group | San Diego | SEC-registered investment adviser | $1 billion to $5 billion |
| Financial Alternatives, Inc. | La Jolla | SEC-registered investment adviser | $500 million to $1 billion |
| Financial Focus LLC | Carlsbad | SEC-registered investment adviser | $500 million to $1 billion |
| Fonte Financial Advisors | Carlsbad | SEC-registered investment adviser | $100 million to $500 million |
| Frank Financial Advisors | Carlsbad | SEC-registered investment adviser | $100 million to $500 million |
| Goldman Wealth Management | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Gradient Capital Advisors, LLC | San Diego | SEC-registered investment adviser | $500 million to $1 billion |
| Heritage Wealth Management, Inc. | San Diego | SEC-registered investment adviser | $500 million to $1 billion |
| Illumination Wealth Management | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Intelligence Driven Advisers, LLC | Carlsbad | SEC-registered investment adviser | $500 million to $1 billion |
| International Private Wealth Advisors LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Kaiyo Wealth LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Kingswood Wealth Advisors, LLC | San Diego | SEC-registered investment adviser | $1 billion to $5 billion |
| KOA Wealth Management, LLC | Encinitas | SEC-registered investment adviser | $100 million to $500 million |
| Life Strategies, Inc. | Cardiff | SEC-registered investment adviser | $100 million to $500 million |
| M Wealth Management, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| McNaughton Wealth Management, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Measured Risk Portfolios | San Diego | SEC-registered investment adviser | $500 million to $1 billion |
| MH & Associates Securities Management Corporation | Carlsbad | SEC-registered investment adviser | $100 million to $500 million |
| Mission Hills Financial Advisory LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| MKT Advisors LLC | Carlsbad | SEC-registered investment adviser | $100 million to $500 million |
| Mundoval Capital Management, Inc. | La Jolla | SEC-registered investment adviser | $25 million to $100 million |
| Nautilus Advisors LLC | La Jolla | SEC-registered investment adviser | $100 million to $500 million |
| One Degree Advisors, Inc. | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Orion Capital Management LLC | Coronado | SEC-registered investment adviser | $100 million to $500 million |
| Pacific Capital Associates | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Pacific Point Advisors, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Pacific Wealth Management | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Pathview Wealth Advisors | San Diego | SEC-registered investment adviser | $500 million to $1 billion |
| Platt Wealth Management | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Practicecfo Investments | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Premier Wealth Advisors, LLC | San Diego | SEC-registered investment adviser | $500 million to $1 billion |
| Presidio Capital Management, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Pure Financial Advisors, LLC | San Diego | SEC-registered investment adviser | Over $5 billion |
| Reyes Financial Architecture Inc. | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| RJ Patterson Group | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Seabird Investment Partners | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Seaside Wealth Management, Inc. | Carlsbad | SEC-registered investment adviser | $100 million to $500 million |
| Sestante Family Office | Coronado | SEC-registered investment adviser | $100 million to $500 million |
| Sikorski Wealth Management, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Silvia McColl Wealth Management, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Simplifi, Inc. | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Stolper & Co., Inc. | San Diego | SEC-registered investment adviser | $500 million to $1 billion |
| Stone Steps Financial, LLC | Encinitas | SEC-registered investment adviser | $100 million to $500 million |
| Superior Planning Wealth Management & Family Office | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Telos Capital Management, Inc. | San Diego | SEC-registered investment adviser | $1 billion to $5 billion |
| Tide Cove Capital Partners LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Torrey Growth & Income Advisors, LLC | Del Mar | SEC-registered investment adviser | $100 million to $500 million |
| Tri-AD Capital Management I, LLC | Escondido | SEC-registered investment adviser | $500 million to $1 billion |
| Trivant Custom Portfolio Group LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Tweet Management Services, Inc. | La Mesa | SEC-registered investment adviser | $100 million to $500 million |
| Vistica Wealth Advisors, LLC | Carlsbad | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Analytics Partners, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Compass Financial, Inc. | Carlsbad | SEC-registered investment adviser | $100 million to $500 million |
| Wealthrise Financial Planning, LLC | Carlsbad | SEC-registered investment adviser | $100 million to $500 million |
| Western Financial Corporation | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Willow Creek Financial | San Diego | SEC-registered investment adviser | $500 million to $1 billion |
| Wilsey Asset Management Incorporated | San Diego | SEC-registered investment adviser | $500 million to $1 billion |
| Worthpointe | La Jolla | SEC-registered investment adviser | $1 billion to $5 billion |
| WWM Financial | Carslbad | SEC-registered investment adviser | $100 million to $500 million |
| Zermatt Wealth Advisors | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Zermatt Wealth Partners | San Diego | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
Cite this page
AdvisorCensus. Financial advisors in San Diego, CA using Charles Schwab. https://advisorcensus.com/advisors/ca/san-diego/custodians/charles-schwab https://advisorcensus.com/advisors/ca/san-diego/custodians/charles-schwab