{
  "path": "/advisors/ca/san-diego/for-charities",
  "url": "https://advisorcensus.com/advisors/ca/san-diego/for-charities",
  "page_type": "metro_answer",
  "title": "Financial advisors for charitable organizations in San Diego, CA",
  "filters": {},
  "scope_total": 96,
  "faq": [
    {
      "q": "Which financial advisors in San Diego, CA work with charitable organizations?",
      "a": "96 investment advisory firms with a principal office in the San Diego metro area report charitable organizations 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."
    },
    {
      "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 96 investment advisory firms with a principal office in the San Diego metro area that report charitable organizations 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.",
  "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 for charitable organizations in San Diego, CA: 96 firms from Form ADV filings as of October 2026.",
  "total_firms": 96,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 78,
    "state": 18,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 33
    },
    {
      "code": "percentage_of_aum",
      "count": 94
    },
    {
      "code": "hourly",
      "count": 52
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 68
    },
    {
      "code": "commissions",
      "count": 4
    },
    {
      "code": "performance_based",
      "count": 18
    },
    {
      "code": "other",
      "count": 11
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 18
    },
    {
      "code": "5_to_9",
      "count": 30
    },
    {
      "code": "10_to_19",
      "count": 25
    },
    {
      "code": "20_plus",
      "count": 22
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 4
    },
    {
      "code": "25m_100m",
      "count": 15
    },
    {
      "code": "100m_500m",
      "count": 34
    },
    {
      "code": "500m_1b",
      "count": 16
    },
    {
      "code": "1b_5b",
      "count": 16
    },
    {
      "code": "over_5b",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "firms": [
    {
      "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": 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": 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": 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": 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": 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": 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": 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": 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
    },
    {
      "crd_number": 105404,
      "name": "Brandes Investment Partners, LP",
      "name_as_filed": "BRANDES INVESTMENT PARTNERS, LP",
      "url": "https://advisorcensus.com/firm/brandes-investment-partners-lp-la-jolla-ca-105404",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 41,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167828,
      "name": "Canter Wealth",
      "name_as_filed": "CANTER WEALTH",
      "url": "https://advisorcensus.com/firm/canter-wealth-la-jolla-ca-167828",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126752,
      "name": "Cardiff Park Advisors",
      "name_as_filed": "CARDIFF PARK ADVISORS",
      "url": "https://advisorcensus.com/firm/cardiff-park-advisors-san-marcos-ca-126752",
      "city": "San Marcos",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298439,
      "name": "Castle Coast Wealth, LLC",
      "name_as_filed": "CASTLE COAST WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/castle-coast-wealth-llc-la-jolla-ca-298439",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304599,
      "name": "Chan, Arden",
      "name_as_filed": "CHAN, ARDEN",
      "url": "https://advisorcensus.com/firm/chan-arden-san-diego-ca-304599",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107287,
      "name": "Chandler Asset Management Inc",
      "name_as_filed": "CHANDLER ASSET MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/chandler-asset-management-inc-san-diego-ca-107287",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 33,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 22090,
      "name": "Christopher Weil & Co Inc",
      "name_as_filed": "CHRISTOPHER WEIL & CO INC",
      "url": "https://advisorcensus.com/firm/christopher-weil-and-co-inc-san-diego-ca-22090",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 33,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139785,
      "name": "Clarivest Asset Management LLC",
      "name_as_filed": "CLARIVEST ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/clarivest-asset-management-llc-san-diego-ca-139785",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105406,
      "name": "Clelland & Company Inc",
      "name_as_filed": "CLELLAND & COMPANY INC",
      "url": "https://advisorcensus.com/firm/clelland-and-company-inc-san-diego-ca-105406",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 37,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111082,
      "name": "Clutinger Williams & Verhoye Inc",
      "name_as_filed": "CLUTINGER WILLIAMS & VERHOYE INC",
      "url": "https://advisorcensus.com/firm/clutinger-williams-and-verhoye-inc-san-diego-ca-111082",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 57,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149685,
      "name": "Coastedge Partners, LLC",
      "name_as_filed": "COASTEDGE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/coastedge-partners-llc-san-diego-ca-149685",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309544,
      "name": "Cornerstone Wealth Advisors, Inc.",
      "name_as_filed": "CORNERSTONE WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/cornerstone-wealth-advisors-inc-carlsbad-ca-309544",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156264,
      "name": "D'Arcy Capital Management, LLC",
      "name_as_filed": "D'ARCY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/d-arcy-capital-management-llc-san-diego-ca-156264",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286648,
      "name": "Define Financial, LLC",
      "name_as_filed": "DEFINE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/define-financial-llc-san-diego-ca-286648",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175022,
      "name": "DEL MAR Wealth Management Inc",
      "name_as_filed": "DEL MAR WEALTH MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/del-mar-wealth-management-inc-del-mar-ca-175022",
      "city": "Del Mar",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110242,
      "name": "Denali Advisors, LLC",
      "name_as_filed": "DENALI ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/denali-advisors-llc-san-diego-ca-110242",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 25,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149096,
      "name": "DLK Investment Management",
      "name_as_filed": "DLK INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/dlk-investment-management-solana-beach-ca-149096",
      "city": "Solana Beach",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 13162,
      "name": "Dunham",
      "name_as_filed": "DUNHAM",
      "url": "https://advisorcensus.com/firm/dunham-san-diego-ca-13162",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 40,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326204,
      "name": "Fiduciary Benefits Group",
      "name_as_filed": "FIDUCIARY BENEFITS GROUP",
      "url": "https://advisorcensus.com/firm/fiduciary-benefits-group-san-diego-ca-326204",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108245,
      "name": "Financial Alternatives, Inc.",
      "name_as_filed": "FINANCIAL ALTERNATIVES, INC.",
      "url": "https://advisorcensus.com/firm/financial-alternatives-inc-la-jolla-ca-108245",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 26,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282177,
      "name": "Financial Focus LLC",
      "name_as_filed": "FINANCIAL FOCUS LLC",
      "url": "https://advisorcensus.com/firm/financial-focus-llc-carlsbad-ca-282177",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170870,
      "name": "Global IMC LLC",
      "name_as_filed": "GLOBAL IMC LLC",
      "url": "https://advisorcensus.com/firm/global-imc-llc-solana-beach-ca-170870",
      "city": "Solana Beach",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106417,
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    "license": "https://creativecommons.org/licenses/by/4.0/",
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}