# Financial advisors for high-net-worth individuals in San Diego, CA

> AdvisorCensus lists 252 investment advisory firms with a principal office in the San Diego metro area that report high-net-worth individuals 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-high-net-worth-individuals/page/2

## At a glance

- Investment advisory firms: 252
- Registration: SEC-registered investment adviser: 146, State-registered investment adviser: 106
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 95 (38%); Percentage of assets 244 (97%); Hourly charges 131 (52%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 169 (67%); Commissions 6 (2%); Performance-based fees 32 (13%); Other 24 (10%)
- Regulatory assets under management (Item 5.F): Under $25 million 42 (17%); $25 million to $100 million 61 (24%); $100 million to $500 million 98 (39%); $500 million to $1 billion 21 (8%); $1 billion to $5 billion 16 (6%); Over $5 billion 9 (4%); Not reported 5 (2%)
- Years registered: Under 5 years 72 (29%); 5 to 9 years 81 (32%); 10 to 19 years 61 (24%); 20 years or more 37 (15%); Not reported 1 (0%)

## Firms (page 2 of 6, 51 to 100 of 252, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Clutinger Williams & Verhoye Inc](https://advisorcensus.com/firm/clutinger-williams-and-verhoye-inc-san-diego-ca-111082) ([md](https://advisorcensus.com/firm/clutinger-williams-and-verhoye-inc-san-diego-ca-111082.md)) | 111082 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 57 | % of assets, Hourly |
| [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 |
| [Coastwise Capital Group, LLC](https://advisorcensus.com/firm/coastwise-capital-group-llc-la-jolla-ca-139564) ([md](https://advisorcensus.com/firm/coastwise-capital-group-llc-la-jolla-ca-139564.md)) | 139564 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Performance 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 |
| [Copia Wealth Management Advisors, Inc.](https://advisorcensus.com/firm/copia-wealth-management-advisors-inc-san-diego-ca-288286) ([md](https://advisorcensus.com/firm/copia-wealth-management-advisors-inc-san-diego-ca-288286.md)) | 288286 | San Diego, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Copley Financial Group, Inc.](https://advisorcensus.com/firm/copley-financial-group-inc-san-diego-ca-283070) ([md](https://advisorcensus.com/firm/copley-financial-group-inc-san-diego-ca-283070.md)) | 283070 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Other |
| [Corlett Financial, Inc.](https://advisorcensus.com/firm/corlett-financial-inc-san-diego-ca-289019) ([md](https://advisorcensus.com/firm/corlett-financial-inc-san-diego-ca-289019.md)) | 289019 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Cornerstone Wealth Advisors, Inc.](https://advisorcensus.com/firm/cornerstone-wealth-advisors-inc-carlsbad-ca-309544) ([md](https://advisorcensus.com/firm/cornerstone-wealth-advisors-inc-carlsbad-ca-309544.md)) | 309544 | Carlsbad, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % 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 |
| [Counterpoint Asset Management LLC](https://advisorcensus.com/firm/counterpoint-asset-management-llc-san-diego-ca-164291) ([md](https://advisorcensus.com/firm/counterpoint-asset-management-llc-san-diego-ca-164291.md)) | 164291 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Creative Capital Management Investments LLC](https://advisorcensus.com/firm/creative-capital-management-investments-llc-san-diego-ca-286567) ([md](https://advisorcensus.com/firm/creative-capital-management-investments-llc-san-diego-ca-286567.md)) | 286567 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Cross Border Wealth Advisors](https://advisorcensus.com/firm/cross-border-wealth-advisors-san-diego-ca-309890) ([md](https://advisorcensus.com/firm/cross-border-wealth-advisors-san-diego-ca-309890.md)) | 309890 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [CSJ Wealth Management, LLC](https://advisorcensus.com/firm/csj-wealth-management-llc-solana-beach-ca-169437) ([md](https://advisorcensus.com/firm/csj-wealth-management-llc-solana-beach-ca-169437.md)) | 169437 | Solana Beach, CA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [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 |
| [D.R. Harris & Co.](https://advisorcensus.com/firm/d-r-harris-and-co-la-jolla-ca-150174) ([md](https://advisorcensus.com/firm/d-r-harris-and-co-la-jolla-ca-150174.md)) | 150174 | La Jolla, CA | State-registered investment adviser | Not reported | 17 | Fixed fee |
| [Dark Horse Advisors LLC](https://advisorcensus.com/firm/dark-horse-advisors-llc-rancho-santa-fe-ca-312741) ([md](https://advisorcensus.com/firm/dark-horse-advisors-llc-rancho-santa-fe-ca-312741.md)) | 312741 | Rancho Santa Fe, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Subscription, Fixed fee, Other |
| [DBA Seaside Financial & Insurance Services](https://advisorcensus.com/firm/dba-seaside-financial-and-insurance-services-carlsbad-ca-289985) ([md](https://advisorcensus.com/firm/dba-seaside-financial-and-insurance-services-carlsbad-ca-289985.md)) | 289985 | Carlsbad, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Dean Roland Russell, LLC](https://advisorcensus.com/firm/dean-roland-russell-llc-san-diego-ca-109480) ([md](https://advisorcensus.com/firm/dean-roland-russell-llc-san-diego-ca-109480.md)) | 109480 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Hourly, Fixed fee |
| [Decision Investments, Inc.](https://advisorcensus.com/firm/decision-investments-inc-san-diego-ca-145073) ([md](https://advisorcensus.com/firm/decision-investments-inc-san-diego-ca-145073.md)) | 145073 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Define Financial, LLC](https://advisorcensus.com/firm/define-financial-llc-san-diego-ca-286648) ([md](https://advisorcensus.com/firm/define-financial-llc-san-diego-ca-286648.md)) | 286648 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [DEL MAR Wealth Management Inc](https://advisorcensus.com/firm/del-mar-wealth-management-inc-del-mar-ca-175022) ([md](https://advisorcensus.com/firm/del-mar-wealth-management-inc-del-mar-ca-175022.md)) | 175022 | Del Mar, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, 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 |
| [DL Wealth Management Group](https://advisorcensus.com/firm/dl-wealth-management-group-san-diego-ca-289085) ([md](https://advisorcensus.com/firm/dl-wealth-management-group-san-diego-ca-289085.md)) | 289085 | San Diego, CA | State-registered investment adviser | Not reported | 8 | % of assets |
| [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 |
| [Dynamique Capital Advisors](https://advisorcensus.com/firm/dynamique-capital-advisors-rancho-santa-fe-ca-310588) ([md](https://advisorcensus.com/firm/dynamique-capital-advisors-rancho-santa-fe-ca-310588.md)) | 310588 | Rancho Santa Fe, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, 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 |
| [Equity Logic](https://advisorcensus.com/firm/equity-logic-la-jolla-ca-154870) ([md](https://advisorcensus.com/firm/equity-logic-la-jolla-ca-154870.md)) | 154870 | La Jolla, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Performance fee, Other |
| [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 |
| [Evolution Global Advisors, LLC](https://advisorcensus.com/firm/evolution-global-advisors-llc-san-diego-ca-292350) ([md](https://advisorcensus.com/firm/evolution-global-advisors-llc-san-diego-ca-292350.md)) | 292350 | San Diego, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Performance 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 |
| [Fiduciary Benefits Group](https://advisorcensus.com/firm/fiduciary-benefits-group-san-diego-ca-326204) ([md](https://advisorcensus.com/firm/fiduciary-benefits-group-san-diego-ca-326204.md)) | 326204 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Fixed fee |
| [Financial Alternatives, Inc.](https://advisorcensus.com/firm/financial-alternatives-inc-la-jolla-ca-108245) ([md](https://advisorcensus.com/firm/financial-alternatives-inc-la-jolla-ca-108245.md)) | 108245 | La Jolla, CA | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee |
| [Financial Focus LLC](https://advisorcensus.com/firm/financial-focus-llc-carlsbad-ca-282177) ([md](https://advisorcensus.com/firm/financial-focus-llc-carlsbad-ca-282177.md)) | 282177 | Carlsbad, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [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 |
| [Fleming & Associates, LLC](https://advisorcensus.com/firm/fleming-and-associates-llc-san-diego-ca-136620) ([md](https://advisorcensus.com/firm/fleming-and-associates-llc-san-diego-ca-136620.md)) | 136620 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [Fletcher Financial, LLC](https://advisorcensus.com/firm/fletcher-financial-llc-carlsbad-ca-133270) ([md](https://advisorcensus.com/firm/fletcher-financial-llc-carlsbad-ca-133270.md)) | 133270 | Carlsbad, CA | State-registered investment adviser | Under $25 million | 21 | % of assets, Fixed fee |
| [Flightpath Financial Planning](https://advisorcensus.com/firm/flightpath-financial-planning-del-mar-ca-318701) ([md](https://advisorcensus.com/firm/flightpath-financial-planning-del-mar-ca-318701.md)) | 318701 | Del Mar, CA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed 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 |
| [Fonte Financial Advisors](https://advisorcensus.com/firm/fonte-financial-advisors-carlsbad-ca-311162) ([md](https://advisorcensus.com/firm/fonte-financial-advisors-carlsbad-ca-311162.md)) | 311162 | Carlsbad, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [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 |
| [Goal Line Wealth Management, Inc.](https://advisorcensus.com/firm/goal-line-wealth-management-inc-solana-beach-ca-305986) ([md](https://advisorcensus.com/firm/goal-line-wealth-management-inc-solana-beach-ca-305986.md)) | 305986 | Solana Beach, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Goldman Wealth Management](https://advisorcensus.com/firm/goldman-wealth-management-san-diego-ca-290153) ([md](https://advisorcensus.com/firm/goldman-wealth-management-san-diego-ca-290153.md)) | 290153 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Goodrich Financial Group, LLC](https://advisorcensus.com/firm/goodrich-financial-group-llc-escondido-ca-139958) ([md](https://advisorcensus.com/firm/goodrich-financial-group-llc-escondido-ca-139958.md)) | 139958 | Escondido, CA | State-registered investment adviser | Under $25 million | 20 | % of assets |
| [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 |
| [Grow Funds LLC](https://advisorcensus.com/firm/grow-funds-llc-la-jolla-ca-269960) ([md](https://advisorcensus.com/firm/grow-funds-llc-la-jolla-ca-269960.md)) | 269960 | La Jolla, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee, Performance fee |

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## Questions people ask

**Which financial advisors in San Diego, CA work with high-net-worth individuals?**
252 investment advisory firms with a principal office in the San Diego metro area report high-net-worth individuals 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 for women in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/women) (https://advisorcensus.com/advisors/ca/san-diego/women.md)
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- [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)
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- [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 high-net-worth individuals in San Diego, CA: 252 firms from Form ADV filings as of October 2026.