# Financial advisors for businesses in San Diego, CA

> AdvisorCensus lists 88 investment advisory firms with a principal office in the San Diego metro area that report businesses among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-diego/for-businesses

## At a glance

- Investment advisory firms: 88
- Registration: SEC-registered investment adviser: 70, State-registered investment adviser: 18
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 28 (32%); Percentage of assets 86 (98%); Hourly charges 46 (52%); Fixed fees 56 (64%); Commissions 3 (3%); Performance-based fees 19 (22%); Other 7 (8%)
- Regulatory assets under management (Item 5.F): Under $25 million 5 (6%); $25 million to $100 million 11 (13%); $100 million to $500 million 38 (43%); $500 million to $1 billion 12 (14%); $1 billion to $5 billion 11 (13%); Over $5 billion 9 (10%); Not reported 2 (2%)
- Years registered: Under 5 years 22 (25%); 5 to 9 years 26 (30%); 10 to 19 years 21 (24%); 20 years or more 19 (22%)

## Firms (page 1 of 2, 1 to 50 of 88, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Alphacore Capital LLC](https://advisorcensus.com/firm/alphacore-capital-llc-la-jolla-ca-174346) ([md](https://advisorcensus.com/firm/alphacore-capital-llc-la-jolla-ca-174346.md)) | 174346 | La Jolla, CA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Fixed fee |
| [American Assets Investment Management, LLC](https://advisorcensus.com/firm/american-assets-investment-management-llc-san-diego-ca-131660) ([md](https://advisorcensus.com/firm/american-assets-investment-management-llc-san-diego-ca-131660.md)) | 131660 | San Diego, CA | SEC-registered investment adviser | Over $5 billion | 20 | % of assets |
| [American Money Management, LLC](https://advisorcensus.com/firm/american-money-management-llc-rancho-santa-fe-ca-115357) ([md](https://advisorcensus.com/firm/american-money-management-llc-rancho-santa-fe-ca-115357.md)) | 115357 | Rancho Santa Fe, CA | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly, Fixed fee, Performance fee |
| [Andrew Arroyo Investments, LLC](https://advisorcensus.com/firm/andrew-arroyo-investments-llc-san-diego-ca-152691) ([md](https://advisorcensus.com/firm/andrew-arroyo-investments-llc-san-diego-ca-152691.md)) | 152691 | San Diego, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Commissions, Performance fee |
| [AWM Global Advisors](https://advisorcensus.com/firm/awm-global-advisors-san-diego-ca-159094) ([md](https://advisorcensus.com/firm/awm-global-advisors-san-diego-ca-159094.md)) | 159094 | San Diego, CA | SEC-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Axxcess Wealth Management, LLC](https://advisorcensus.com/firm/axxcess-wealth-management-llc-carlsbad-ca-164081) ([md](https://advisorcensus.com/firm/axxcess-wealth-management-llc-carlsbad-ca-164081.md)) | 164081 | Carlsbad, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Fixed fee, Performance fee |
| [Azimuth Wealth Advisors](https://advisorcensus.com/firm/azimuth-wealth-advisors-san-diego-ca-290050) ([md](https://advisorcensus.com/firm/azimuth-wealth-advisors-san-diego-ca-290050.md)) | 290050 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Brandes Investment Partners, LP](https://advisorcensus.com/firm/brandes-investment-partners-lp-la-jolla-ca-105404) ([md](https://advisorcensus.com/firm/brandes-investment-partners-lp-la-jolla-ca-105404.md)) | 105404 | La Jolla, CA | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Fixed fee, Performance fee |
| [Brian D. Lowder, Inc.](https://advisorcensus.com/firm/brian-d-lowder-inc-san-diego-ca-105972) ([md](https://advisorcensus.com/firm/brian-d-lowder-inc-san-diego-ca-105972.md)) | 105972 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 40 | % of assets, Hourly, Fixed fee |
| [Carmel Capital Partners, LLC](https://advisorcensus.com/firm/carmel-capital-partners-llc-san-diego-ca-123907) ([md](https://advisorcensus.com/firm/carmel-capital-partners-llc-san-diego-ca-123907.md)) | 123907 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets |
| [Carter Financial, LLC](https://advisorcensus.com/firm/carter-financial-llc-la-jolla-ca-298327) ([md](https://advisorcensus.com/firm/carter-financial-llc-la-jolla-ca-298327.md)) | 298327 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Castle Coast Wealth, LLC](https://advisorcensus.com/firm/castle-coast-wealth-llc-la-jolla-ca-298439) ([md](https://advisorcensus.com/firm/castle-coast-wealth-llc-la-jolla-ca-298439.md)) | 298439 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Castle Creek Capital](https://advisorcensus.com/firm/castle-creek-capital-san-diego-ca-158079) ([md](https://advisorcensus.com/firm/castle-creek-capital-san-diego-ca-158079.md)) | 158079 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Performance fee |
| [Cavu Wealth Management](https://advisorcensus.com/firm/cavu-wealth-management-lakeside-ca-299089) ([md](https://advisorcensus.com/firm/cavu-wealth-management-lakeside-ca-299089.md)) | 299089 | Lakeside, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Centered Financial](https://advisorcensus.com/firm/centered-financial-carlsbad-ca-304535) ([md](https://advisorcensus.com/firm/centered-financial-carlsbad-ca-304535.md)) | 304535 | Carlsbad, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Centura Wealth Advisory](https://advisorcensus.com/firm/centura-wealth-advisory-san-diego-ca-296985) ([md](https://advisorcensus.com/firm/centura-wealth-advisory-san-diego-ca-296985.md)) | 296985 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Chan, Arden](https://advisorcensus.com/firm/chan-arden-san-diego-ca-304599) ([md](https://advisorcensus.com/firm/chan-arden-san-diego-ca-304599.md)) | 304599 | San Diego, CA | State-registered investment adviser | Not reported | 7 | Hourly, Other |
| [Chandler Asset Management Inc](https://advisorcensus.com/firm/chandler-asset-management-inc-san-diego-ca-107287) ([md](https://advisorcensus.com/firm/chandler-asset-management-inc-san-diego-ca-107287.md)) | 107287 | San Diego, CA | SEC-registered investment adviser | Over $5 billion | 33 | % of assets, Hourly, Fixed fee |
| [Christopher Weil & Co Inc](https://advisorcensus.com/firm/christopher-weil-and-co-inc-san-diego-ca-22090) ([md](https://advisorcensus.com/firm/christopher-weil-and-co-inc-san-diego-ca-22090.md)) | 22090 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets, Fixed fee |
| [Clelland & Company Inc](https://advisorcensus.com/firm/clelland-and-company-inc-san-diego-ca-105406) ([md](https://advisorcensus.com/firm/clelland-and-company-inc-san-diego-ca-105406.md)) | 105406 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets, Hourly, Fixed fee |
| [Coastedge Partners, LLC](https://advisorcensus.com/firm/coastedge-partners-llc-san-diego-ca-149685) ([md](https://advisorcensus.com/firm/coastedge-partners-llc-san-diego-ca-149685.md)) | 149685 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee |
| [Cooper Capital Group](https://advisorcensus.com/firm/cooper-capital-group-encinitas-ca-305121) ([md](https://advisorcensus.com/firm/cooper-capital-group-encinitas-ca-305121.md)) | 305121 | Encinitas, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Coronado Investment Advisors, LLC](https://advisorcensus.com/firm/coronado-investment-advisors-llc-carlsbad-ca-283420) ([md](https://advisorcensus.com/firm/coronado-investment-advisors-llc-carlsbad-ca-283420.md)) | 283420 | Carlsbad, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Cosmos Wealth, LLC](https://advisorcensus.com/firm/cosmos-wealth-llc-la-jolla-ca-341781) ([md](https://advisorcensus.com/firm/cosmos-wealth-llc-la-jolla-ca-341781.md)) | 341781 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [D'Arcy Capital Management, LLC](https://advisorcensus.com/firm/d-arcy-capital-management-llc-san-diego-ca-156264) ([md](https://advisorcensus.com/firm/d-arcy-capital-management-llc-san-diego-ca-156264.md)) | 156264 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [D. M. Brenner, Inc.](https://advisorcensus.com/firm/d-m-brenner-inc-solana-beach-ca-134398) ([md](https://advisorcensus.com/firm/d-m-brenner-inc-solana-beach-ca-134398.md)) | 134398 | Solana Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Denali Advisors, LLC](https://advisorcensus.com/firm/denali-advisors-llc-san-diego-ca-110242) ([md](https://advisorcensus.com/firm/denali-advisors-llc-san-diego-ca-110242.md)) | 110242 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Performance fee |
| [DLK Investment Management](https://advisorcensus.com/firm/dlk-investment-management-solana-beach-ca-149096) ([md](https://advisorcensus.com/firm/dlk-investment-management-solana-beach-ca-149096.md)) | 149096 | Solana Beach, CA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [Dunham](https://advisorcensus.com/firm/dunham-san-diego-ca-13162) ([md](https://advisorcensus.com/firm/dunham-san-diego-ca-13162.md)) | 13162 | San Diego, CA | SEC-registered investment adviser | Over $5 billion | 40 | % of assets, Fixed fee, Performance fee |
| [Eiger Wealth Management, LLC](https://advisorcensus.com/firm/eiger-wealth-management-llc-san-diego-ca-304321) ([md](https://advisorcensus.com/firm/eiger-wealth-management-llc-san-diego-ca-304321.md)) | 304321 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Essential Partners LLC](https://advisorcensus.com/firm/essential-partners-llc-rancho-santa-fe-ca-315959) ([md](https://advisorcensus.com/firm/essential-partners-llc-rancho-santa-fe-ca-315959.md)) | 315959 | Rancho Santa Fe,, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Fairbanks Capital Management, Inc.](https://advisorcensus.com/firm/fairbanks-capital-management-inc-rancho-santa-fe-ca-107650) ([md](https://advisorcensus.com/firm/fairbanks-capital-management-inc-rancho-santa-fe-ca-107650.md)) | 107650 | Rancho Santa Fe, CA | SEC-registered investment adviser | $100 million to $500 million | 30 | % of assets |
| [Financial Sense Advisors, Inc.](https://advisorcensus.com/firm/financial-sense-advisors-inc-san-diego-ca-111090) ([md](https://advisorcensus.com/firm/financial-sense-advisors-inc-san-diego-ca-111090.md)) | 111090 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 40 | % of assets, Hourly, Fixed fee |
| [Finec Asset Management](https://advisorcensus.com/firm/finec-asset-management-san-diego-ca-231789) ([md](https://advisorcensus.com/firm/finec-asset-management-san-diego-ca-231789.md)) | 231789 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Performance fee |
| [Focused Mission Financial](https://advisorcensus.com/firm/focused-mission-financial-san-diego-ca-322953) ([md](https://advisorcensus.com/firm/focused-mission-financial-san-diego-ca-322953.md)) | 322953 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Frank Financial Advisors](https://advisorcensus.com/firm/frank-financial-advisors-carlsbad-ca-147537) ([md](https://advisorcensus.com/firm/frank-financial-advisors-carlsbad-ca-147537.md)) | 147537 | Carlsbad, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Frontier Global Partners LLC](https://advisorcensus.com/firm/frontier-global-partners-llc-la-jolla-ca-145341) ([md](https://advisorcensus.com/firm/frontier-global-partners-llc-la-jolla-ca-145341.md)) | 145341 | La Jolla, CA | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Performance fee |
| [Globeflex Capital LP](https://advisorcensus.com/firm/globeflex-capital-lp-san-diego-ca-106417) ([md](https://advisorcensus.com/firm/globeflex-capital-lp-san-diego-ca-106417.md)) | 106417 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Performance fee, Other |
| [Gradient Capital Advisors, LLC](https://advisorcensus.com/firm/gradient-capital-advisors-llc-san-diego-ca-168912) ([md](https://advisorcensus.com/firm/gradient-capital-advisors-llc-san-diego-ca-168912.md)) | 168912 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |
| [Hafnia Financial, Inc.](https://advisorcensus.com/firm/hafnia-financial-inc-san-diego-ca-315096) ([md](https://advisorcensus.com/firm/hafnia-financial-inc-san-diego-ca-315096.md)) | 315096 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Hayes Hart CPA's Wealth Management, Inc](https://advisorcensus.com/firm/hayes-hart-cpa-s-wealth-management-inc-coronado-ca-300030) ([md](https://advisorcensus.com/firm/hayes-hart-cpa-s-wealth-management-inc-coronado-ca-300030.md)) | 300030 | Coronado, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Herges Capital Management](https://advisorcensus.com/firm/herges-capital-management-san-diego-ca-288600) ([md](https://advisorcensus.com/firm/herges-capital-management-san-diego-ca-288600.md)) | 288600 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Heritage Wealth Management, Inc.](https://advisorcensus.com/firm/heritage-wealth-management-inc-san-diego-ca-316956) ([md](https://advisorcensus.com/firm/heritage-wealth-management-inc-san-diego-ca-316956.md)) | 316956 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [Independent Financial Group, LLC](https://advisorcensus.com/firm/independent-financial-group-llc-san-diego-ca-7717) ([md](https://advisorcensus.com/firm/independent-financial-group-llc-san-diego-ca-7717.md)) | 7717 | San Diego, CA | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Hourly, Fixed fee, Commissions, Performance fee |
| [Intelligence Driven Advisers, LLC](https://advisorcensus.com/firm/intelligence-driven-advisers-llc-carlsbad-ca-299589) ([md](https://advisorcensus.com/firm/intelligence-driven-advisers-llc-carlsbad-ca-299589.md)) | 299589 | Carlsbad, CA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [International Private Wealth Advisors LLC](https://advisorcensus.com/firm/international-private-wealth-advisors-llc-san-diego-ca-323032) ([md](https://advisorcensus.com/firm/international-private-wealth-advisors-llc-san-diego-ca-323032.md)) | 323032 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [IPG Investment Advisors, LLC](https://advisorcensus.com/firm/ipg-investment-advisors-llc-san-diego-ca-152990) ([md](https://advisorcensus.com/firm/ipg-investment-advisors-llc-san-diego-ca-152990.md)) | 152990 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee, Commissions, Performance fee, Other |
| [Jet Wealth Advisors](https://advisorcensus.com/firm/jet-wealth-advisors-la-jolla-ca-333645) ([md](https://advisorcensus.com/firm/jet-wealth-advisors-la-jolla-ca-333645.md)) | 333645 | La Jolla, CA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets |
| [Kalo Capital Management, LLC](https://advisorcensus.com/firm/kalo-capital-management-llc-san-diego-ca-157232) ([md](https://advisorcensus.com/firm/kalo-capital-management-llc-san-diego-ca-157232.md)) | 157232 | San Diego, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Performance fee |
| [Kingswood Wealth Advisors, LLC](https://advisorcensus.com/firm/kingswood-wealth-advisors-llc-san-diego-ca-288792) ([md](https://advisorcensus.com/firm/kingswood-wealth-advisors-llc-san-diego-ca-288792.md)) | 288792 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ca/san-diego/for-businesses/page/2.md

## Questions people ask

**Which financial advisors in San Diego, CA work with businesses?**
88 investment advisory firms with a principal office in the San Diego metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in San Diego, CA?**
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.

**How many fee-only financial advisors are in San Diego, CA?**
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.

**How many financial advisors in San Diego, CA offer financial planning?**
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.

**Are the financial advisors in San Diego, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Financial advisors in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Fee-only financial advisors in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/fee-only) (https://advisorcensus.com/advisors/ca/san-diego/fee-only.md)
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- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Financial advisors for businesses in San Diego, CA: 88 firms from Form ADV filings as of October 2026.