# Financial advisors for businesses in San Diego, CA

> Find financial advisors in San Diego, CA who work with businesses. AdvisorCensus lists 88 investment advisory firms with a principal office in the San Diego metro area that report businesses among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-diego/for-businesses/page/2

## 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 2 of 2, 51 to 88 of 88, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [KOA Wealth Management, LLC](https://advisorcensus.com/firm/koa-wealth-management-llc-encinitas-ca-297004) ([md](https://advisorcensus.com/firm/koa-wealth-management-llc-encinitas-ca-297004.md)) | 297004 | Encinitas, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Lanyon Advisory Services](https://advisorcensus.com/firm/lanyon-advisory-services-del-mar-ca-282424) ([md](https://advisorcensus.com/firm/lanyon-advisory-services-del-mar-ca-282424.md)) | 282424 | Del Mar, CA | State-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee, Performance fee |
| [Law Office of Jamie Townsend](https://advisorcensus.com/firm/law-office-of-jamie-townsend-escondido-ca-317343) ([md](https://advisorcensus.com/firm/law-office-of-jamie-townsend-escondido-ca-317343.md)) | 317343 | Escondido, CA | State-registered investment adviser | Not reported | 3 | Hourly |
| [Lightcap Financial Group, LLC](https://advisorcensus.com/firm/lightcap-financial-group-llc-san-diego-ca-334873) ([md](https://advisorcensus.com/firm/lightcap-financial-group-llc-san-diego-ca-334873.md)) | 334873 | San Diego, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [LM Capital Group, LLC](https://advisorcensus.com/firm/lm-capital-group-llc-san-diego-ca-120277) ([md](https://advisorcensus.com/firm/lm-capital-group-llc-san-diego-ca-120277.md)) | 120277 | San Diego, CA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets |
| [McWilliams Asset Management Inc.](https://advisorcensus.com/firm/mcwilliams-asset-management-inc-san-marcos-ca-331404) ([md](https://advisorcensus.com/firm/mcwilliams-asset-management-inc-san-marcos-ca-331404.md)) | 331404 | San Marcos, CA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Measured Risk Portfolios](https://advisorcensus.com/firm/measured-risk-portfolios-san-diego-ca-141422) ([md](https://advisorcensus.com/firm/measured-risk-portfolios-san-diego-ca-141422.md)) | 141422 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Performance fee |
| [Mission Hills Financial Advisory LLC](https://advisorcensus.com/firm/mission-hills-financial-advisory-llc-san-diego-ca-328516) ([md](https://advisorcensus.com/firm/mission-hills-financial-advisory-llc-san-diego-ca-328516.md)) | 328516 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [MKT Advisors LLC](https://advisorcensus.com/firm/mkt-advisors-llc-carlsbad-ca-163833) ([md](https://advisorcensus.com/firm/mkt-advisors-llc-carlsbad-ca-163833.md)) | 163833 | Carlsbad, CA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [O'Reilly Wealth Advisors](https://advisorcensus.com/firm/o-reilly-wealth-advisors-carlsbad-ca-141789) ([md](https://advisorcensus.com/firm/o-reilly-wealth-advisors-carlsbad-ca-141789.md)) | 141789 | Carlsbad, CA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Fixed fee |
| [Orion Capital Management LLC](https://advisorcensus.com/firm/orion-capital-management-llc-coronado-ca-119428) ([md](https://advisorcensus.com/firm/orion-capital-management-llc-coronado-ca-119428.md)) | 119428 | Coronado, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Pacific Capital Associates](https://advisorcensus.com/firm/pacific-capital-associates-san-diego-ca-160407) ([md](https://advisorcensus.com/firm/pacific-capital-associates-san-diego-ca-160407.md)) | 160407 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Petix & Botte Financial](https://advisorcensus.com/firm/petix-and-botte-financial-la-mesa-ca-170020) ([md](https://advisorcensus.com/firm/petix-and-botte-financial-la-mesa-ca-170020.md)) | 170020 | La Mesa, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Rice Hall James & Associates LLC](https://advisorcensus.com/firm/rice-hall-james-and-associates-llc-san-diego-ca-125410) ([md](https://advisorcensus.com/firm/rice-hall-james-and-associates-llc-san-diego-ca-125410.md)) | 125410 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets |
| [Sage Stone Wealth Management LLC](https://advisorcensus.com/firm/sage-stone-wealth-management-llc-la-jolla-ca-155477) ([md](https://advisorcensus.com/firm/sage-stone-wealth-management-llc-la-jolla-ca-155477.md)) | 155477 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Santara Wealth Management LLC](https://advisorcensus.com/firm/santara-wealth-management-llc-san-diego-ca-333780) ([md](https://advisorcensus.com/firm/santara-wealth-management-llc-san-diego-ca-333780.md)) | 333780 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Seabird Investment Partners](https://advisorcensus.com/firm/seabird-investment-partners-san-diego-ca-284125) ([md](https://advisorcensus.com/firm/seabird-investment-partners-san-diego-ca-284125.md)) | 284125 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Performance fee |
| [Sestante Family Office](https://advisorcensus.com/firm/sestante-family-office-coronado-ca-335152) ([md](https://advisorcensus.com/firm/sestante-family-office-coronado-ca-335152.md)) | 335152 | Coronado, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Silvia McColl Wealth Management, LLC](https://advisorcensus.com/firm/silvia-mccoll-wealth-management-llc-san-diego-ca-295339) ([md](https://advisorcensus.com/firm/silvia-mccoll-wealth-management-llc-san-diego-ca-295339.md)) | 295339 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Sovran Advisors, LLC](https://advisorcensus.com/firm/sovran-advisors-llc-san-diego-ca-329415) ([md](https://advisorcensus.com/firm/sovran-advisors-llc-san-diego-ca-329415.md)) | 329415 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Hourly, Fixed fee |
| [Stepstone Group LP](https://advisorcensus.com/firm/stepstone-group-lp-la-jolla-ca-143635) ([md](https://advisorcensus.com/firm/stepstone-group-lp-la-jolla-ca-143635.md)) | 143635 | La Jolla, CA | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Fixed fee, Performance fee |
| [Stirling Financial Group](https://advisorcensus.com/firm/stirling-financial-group-san-diego-ca-327004) ([md](https://advisorcensus.com/firm/stirling-financial-group-san-diego-ca-327004.md)) | 327004 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Superior Planning Wealth Management & Family Office](https://advisorcensus.com/firm/superior-planning-wealth-management-and-family-office-san-diego-ca-130711) ([md](https://advisorcensus.com/firm/superior-planning-wealth-management-and-family-office-san-diego-ca-130711.md)) | 130711 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Other |
| [Syrios Wealth Management Group](https://advisorcensus.com/firm/syrios-wealth-management-group-la-jolla-ca-332139) ([md](https://advisorcensus.com/firm/syrios-wealth-management-group-la-jolla-ca-332139.md)) | 332139 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Taxable Wealth](https://advisorcensus.com/firm/taxable-wealth-san-diego-ca-304187) ([md](https://advisorcensus.com/firm/taxable-wealth-san-diego-ca-304187.md)) | 304187 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Telos Capital Management, Inc.](https://advisorcensus.com/firm/telos-capital-management-inc-san-diego-ca-149108) ([md](https://advisorcensus.com/firm/telos-capital-management-inc-san-diego-ca-149108.md)) | 149108 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Other |
| [Tidemark, LLC](https://advisorcensus.com/firm/tidemark-llc-san-diego-ca-327611) ([md](https://advisorcensus.com/firm/tidemark-llc-san-diego-ca-327611.md)) | 327611 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Torren Management, LLC](https://advisorcensus.com/firm/torren-management-llc-san-diego-ca-329263) ([md](https://advisorcensus.com/firm/torren-management-llc-san-diego-ca-329263.md)) | 329263 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Torreyana Capital](https://advisorcensus.com/firm/torreyana-capital-la-jolla-ca-329075) ([md](https://advisorcensus.com/firm/torreyana-capital-la-jolla-ca-329075.md)) | 329075 | La Jolla, CA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Performance fee |
| [Trivant Custom Portfolio Group LLC](https://advisorcensus.com/firm/trivant-custom-portfolio-group-llc-san-diego-ca-129803) ([md](https://advisorcensus.com/firm/trivant-custom-portfolio-group-llc-san-diego-ca-129803.md)) | 129803 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Vistica Wealth Advisors, LLC](https://advisorcensus.com/firm/vistica-wealth-advisors-llc-carlsbad-ca-147297) ([md](https://advisorcensus.com/firm/vistica-wealth-advisors-llc-carlsbad-ca-147297.md)) | 147297 | Carlsbad, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Ward & Associates](https://advisorcensus.com/firm/ward-and-associates-san-diego-ca-107878) ([md](https://advisorcensus.com/firm/ward-and-associates-san-diego-ca-107878.md)) | 107878 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Hourly |
| [Weatherly Asset Management](https://advisorcensus.com/firm/weatherly-asset-management-del-mar-ca-106935) ([md](https://advisorcensus.com/firm/weatherly-asset-management-del-mar-ca-106935.md)) | 106935 | Del Mar, CA | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Fixed fee, Other |
| [Western Financial Corporation](https://advisorcensus.com/firm/western-financial-corporation-san-diego-ca-6118) ([md](https://advisorcensus.com/firm/western-financial-corporation-san-diego-ca-6118.md)) | 6118 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Wilsey Asset Management Incorporated](https://advisorcensus.com/firm/wilsey-asset-management-incorporated-san-diego-ca-130482) ([md](https://advisorcensus.com/firm/wilsey-asset-management-incorporated-san-diego-ca-130482.md)) | 130482 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee, Other |
| [WWM Financial](https://advisorcensus.com/firm/wwm-financial-carslbad-ca-157620) ([md](https://advisorcensus.com/firm/wwm-financial-carslbad-ca-157620.md)) | 157620 | Carslbad, CA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee |
| [Yield Growth Advisors](https://advisorcensus.com/firm/yield-growth-advisors-san-diego-ca-328437) ([md](https://advisorcensus.com/firm/yield-growth-advisors-san-diego-ca-328437.md)) | 328437 | San Diego, CA | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Zermatt Wealth Partners](https://advisorcensus.com/firm/zermatt-wealth-partners-san-diego-ca-105736) ([md](https://advisorcensus.com/firm/zermatt-wealth-partners-san-diego-ca-105736.md)) | 105736 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 44 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/ca/san-diego/for-businesses.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)
- [Flat-fee financial advisors in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/flat-fee) (https://advisorcensus.com/advisors/ca/san-diego/flat-fee.md)
- [Hourly financial advisors in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/hourly) (https://advisorcensus.com/advisors/ca/san-diego/hourly.md)
- [Financial advisors for business owners in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/business-owners) (https://advisorcensus.com/advisors/ca/san-diego/business-owners.md)
- [Financial advisors for corporate executives in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/corporate-executives) (https://advisorcensus.com/advisors/ca/san-diego/corporate-executives.md)
- [Financial advisors for women in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/women) (https://advisorcensus.com/advisors/ca/san-diego/women.md)
- [Financial advisors in La Jolla, CA](https://advisorcensus.com/advisors/ca/san-diego/la-jolla) (https://advisorcensus.com/advisors/ca/san-diego/la-jolla.md)
- [Financial advisors in Carlsbad, CA](https://advisorcensus.com/advisors/ca/san-diego/carlsbad) (https://advisorcensus.com/advisors/ca/san-diego/carlsbad.md)
- [Financial advisors in Encinitas, CA](https://advisorcensus.com/advisors/ca/san-diego/encinitas) (https://advisorcensus.com/advisors/ca/san-diego/encinitas.md)
- [Financial advisors in Solana Beach, CA](https://advisorcensus.com/advisors/ca/san-diego/solana-beach) (https://advisorcensus.com/advisors/ca/san-diego/solana-beach.md)
- [Financial advisors in Rancho Santa Fe, CA](https://advisorcensus.com/advisors/ca/san-diego/rancho-santa-fe) (https://advisorcensus.com/advisors/ca/san-diego/rancho-santa-fe.md)
- [Financial advisors in Del Mar, CA](https://advisorcensus.com/advisors/ca/san-diego/del-mar) (https://advisorcensus.com/advisors/ca/san-diego/del-mar.md)
- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [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.