# Financial advisors in La Jolla, CA

> AdvisorCensus lists 54 investment advisory firms with a principal office in La Jolla, California (part of the San Diego metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Diego metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

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

## At a glance

- Investment advisory firms: 54
- Registration: SEC-registered investment adviser: 22, State-registered investment adviser: 12, Exempt reporting adviser: 20
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 7 (21%); Percentage of assets 33 (97%); Hourly charges 10 (29%); Fixed fees 23 (68%); Performance-based fees 13 (38%); Other 3 (9%); No compensation arrangements reported 20
- Regulatory assets under management (Item 5.F): Under $25 million 8 (15%); $25 million to $100 million 4 (7%); $100 million to $500 million 10 (19%); $500 million to $1 billion 4 (7%); $1 billion to $5 billion 1 (2%); Over $5 billion 6 (11%); Not reported 21 (39%)
- Years registered: Under 5 years 27 (50%); 5 to 9 years 11 (20%); 10 to 19 years 13 (24%); 20 years or more 3 (6%)

## Firms (page 1 of 2, 1 to 50 of 54, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1200 MGMT. LLC](https://advisorcensus.com/firm/1200-mgmt-llc-la-jolla-ca-325571) ([md](https://advisorcensus.com/firm/1200-mgmt-llc-la-jolla-ca-325571.md)) | 325571 | La Jolla, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [ADV Capital Management LLC](https://advisorcensus.com/firm/adv-capital-management-llc-la-jolla-ca-343155) ([md](https://advisorcensus.com/firm/adv-capital-management-llc-la-jolla-ca-343155.md)) | 343155 | La Jolla, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Allen Financial Advisement, Inc.](https://advisorcensus.com/firm/allen-financial-advisement-inc-la-jolla-ca-337542) ([md](https://advisorcensus.com/firm/allen-financial-advisement-inc-la-jolla-ca-337542.md)) | 337542 | La Jolla, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Alpha Square Management, LLC](https://advisorcensus.com/firm/alpha-square-management-llc-la-jolla-ca-335096) ([md](https://advisorcensus.com/firm/alpha-square-management-llc-la-jolla-ca-335096.md)) | 335096 | La Jolla, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Avalon Bioventures Management, LLC](https://advisorcensus.com/firm/avalon-bioventures-management-llc-la-jolla-ca-316674) ([md](https://advisorcensus.com/firm/avalon-bioventures-management-llc-la-jolla-ca-316674.md)) | 316674 | La Jolla, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Avalon Ventures Management, LLC](https://advisorcensus.com/firm/avalon-ventures-management-llc-la-jolla-ca-161930) ([md](https://advisorcensus.com/firm/avalon-ventures-management-llc-la-jolla-ca-161930.md)) | 161930 | La Jolla, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Bakay Capital Management, LLC](https://advisorcensus.com/firm/bakay-capital-management-llc-la-jolla-ca-309975) ([md](https://advisorcensus.com/firm/bakay-capital-management-llc-la-jolla-ca-309975.md)) | 309975 | La Jolla, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Blueprint Equity Management, LLC](https://advisorcensus.com/firm/blueprint-equity-management-llc-la-jolla-ca-301470) ([md](https://advisorcensus.com/firm/blueprint-equity-management-llc-la-jolla-ca-301470.md)) | 301470 | La Jolla, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [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 |
| [Canter Wealth](https://advisorcensus.com/firm/canter-wealth-la-jolla-ca-167828) ([md](https://advisorcensus.com/firm/canter-wealth-la-jolla-ca-167828.md)) | 167828 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Other |
| [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 |
| [Cascade Oak Investments, LLC](https://advisorcensus.com/firm/cascade-oak-investments-llc-la-jolla-ca-309524) ([md](https://advisorcensus.com/firm/cascade-oak-investments-llc-la-jolla-ca-309524.md)) | 309524 | La Jolla, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [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 |
| [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 |
| [Covian Capital Group LLC](https://advisorcensus.com/firm/covian-capital-group-llc-la-jolla-ca-335208) ([md](https://advisorcensus.com/firm/covian-capital-group-llc-la-jolla-ca-335208.md)) | 335208 | La Jolla, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Digital Capital Management, LLC](https://advisorcensus.com/firm/digital-capital-management-llc-la-jolla-ca-299312) ([md](https://advisorcensus.com/firm/digital-capital-management-llc-la-jolla-ca-299312.md)) | 299312 | La Jolla, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [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 |
| [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 |
| [FS Investment Management L.P.](https://advisorcensus.com/firm/fs-investment-management-l-p-la-jolla-ca-291774) ([md](https://advisorcensus.com/firm/fs-investment-management-l-p-la-jolla-ca-291774.md)) | 291774 | La Jolla, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Gadget Capital Management, LLC](https://advisorcensus.com/firm/gadget-capital-management-llc-la-jolla-ca-322714) ([md](https://advisorcensus.com/firm/gadget-capital-management-llc-la-jolla-ca-322714.md)) | 322714 | La Jolla, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [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 |
| [Hamilton Manor & Associates](https://advisorcensus.com/firm/hamilton-manor-and-associates-la-jolla-ca-155865) ([md](https://advisorcensus.com/firm/hamilton-manor-and-associates-la-jolla-ca-155865.md)) | 155865 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Hcap Partners, LLC](https://advisorcensus.com/firm/hcap-partners-llc-la-jolla-ca-335625) ([md](https://advisorcensus.com/firm/hcap-partners-llc-la-jolla-ca-335625.md)) | 335625 | La Jolla, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Holland Strategic Wealth Advisors LLC](https://advisorcensus.com/firm/holland-strategic-wealth-advisors-llc-la-jolla-ca-334665) ([md](https://advisorcensus.com/firm/holland-strategic-wealth-advisors-llc-la-jolla-ca-334665.md)) | 334665 | La Jolla, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [Incrementum Capital Partners LLC](https://advisorcensus.com/firm/incrementum-capital-partners-llc-la-jolla-ca-297458) ([md](https://advisorcensus.com/firm/incrementum-capital-partners-llc-la-jolla-ca-297458.md)) | 297458 | La Jolla, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [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 |
| [Kinetic VC LLC](https://advisorcensus.com/firm/kinetic-vc-llc-la-jolla-ca-314829) ([md](https://advisorcensus.com/firm/kinetic-vc-llc-la-jolla-ca-314829.md)) | 314829 | La Jolla, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [LA Jolla Institute for Wealth Management](https://advisorcensus.com/firm/la-jolla-institute-for-wealth-management-la-jolla-ca-109340) ([md](https://advisorcensus.com/firm/la-jolla-institute-for-wealth-management-la-jolla-ca-109340.md)) | 109340 | La Jolla, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Mundoval Capital Management, Inc.](https://advisorcensus.com/firm/mundoval-capital-management-inc-la-jolla-ca-132553) ([md](https://advisorcensus.com/firm/mundoval-capital-management-inc-la-jolla-ca-132553.md)) | 132553 | La Jolla, CA | SEC-registered investment adviser | $25 million to $100 million | 22 | % of assets, Fixed fee |
| [Nautilus Advisors LLC](https://advisorcensus.com/firm/nautilus-advisors-llc-la-jolla-ca-154169) ([md](https://advisorcensus.com/firm/nautilus-advisors-llc-la-jolla-ca-154169.md)) | 154169 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee |
| [Nerad + Deppe Wealth Management](https://advisorcensus.com/firm/nerad-plus-deppe-wealth-management-la-jolla-ca-151284) ([md](https://advisorcensus.com/firm/nerad-plus-deppe-wealth-management-la-jolla-ca-151284.md)) | 151284 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Onemoney](https://advisorcensus.com/firm/onemoney-la-jolla-ca-155391) ([md](https://advisorcensus.com/firm/onemoney-la-jolla-ca-155391.md)) | 155391 | La Jolla, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Pacific Equity Advisors LLC](https://advisorcensus.com/firm/pacific-equity-advisors-llc-la-jolla-ca-328540) ([md](https://advisorcensus.com/firm/pacific-equity-advisors-llc-la-jolla-ca-328540.md)) | 328540 | La Jolla, CA | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Pacific Equity Management](https://advisorcensus.com/firm/pacific-equity-management-la-jolla-ca-163222) ([md](https://advisorcensus.com/firm/pacific-equity-management-la-jolla-ca-163222.md)) | 163222 | La Jolla, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Pacific Spirit Investments LP](https://advisorcensus.com/firm/pacific-spirit-investments-lp-la-jolla-ca-331583) ([md](https://advisorcensus.com/firm/pacific-spirit-investments-lp-la-jolla-ca-331583.md)) | 331583 | La Jolla, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Performance fee |
| [Private Portfolio of San Diego](https://advisorcensus.com/firm/private-portfolio-of-san-diego-la-jolla-ca-36644) ([md](https://advisorcensus.com/firm/private-portfolio-of-san-diego-la-jolla-ca-36644.md)) | 36644 | La Jolla, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Reviresco Wealth Advisory LLC](https://advisorcensus.com/firm/reviresco-wealth-advisory-llc-la-jolla-ca-329236) ([md](https://advisorcensus.com/firm/reviresco-wealth-advisory-llc-la-jolla-ca-329236.md)) | 329236 | La Jolla, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [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 |
| [Seedfolio LLC](https://advisorcensus.com/firm/seedfolio-llc-la-jolla-ca-314159) ([md](https://advisorcensus.com/firm/seedfolio-llc-la-jolla-ca-314159.md)) | 314159 | La Jolla, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Stepstone Group Private Debt LLC](https://advisorcensus.com/firm/stepstone-group-private-debt-llc-la-jolla-ca-323711) ([md](https://advisorcensus.com/firm/stepstone-group-private-debt-llc-la-jolla-ca-323711.md)) | 323711 | La Jolla, CA | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Performance fee |
| [Stepstone Group Real Assets LP](https://advisorcensus.com/firm/stepstone-group-real-assets-lp-la-jolla-ca-281695) ([md](https://advisorcensus.com/firm/stepstone-group-real-assets-lp-la-jolla-ca-281695.md)) | 281695 | La Jolla, CA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Fixed fee, Performance fee |
| [Stepstone Group Real Estate LP](https://advisorcensus.com/firm/stepstone-group-real-estate-lp-la-jolla-ca-281698) ([md](https://advisorcensus.com/firm/stepstone-group-real-estate-lp-la-jolla-ca-281698.md)) | 281698 | La Jolla, CA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Fixed fee, Performance fee |
| [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 |
| [The Tides Group](https://advisorcensus.com/firm/the-tides-group-la-jolla-ca-310110) ([md](https://advisorcensus.com/firm/the-tides-group-la-jolla-ca-310110.md)) | 310110 | La Jolla, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Performance fee |
| [Three Lions Capital Management, LLC](https://advisorcensus.com/firm/three-lions-capital-management-llc-la-jolla-ca-316943) ([md](https://advisorcensus.com/firm/three-lions-capital-management-llc-la-jolla-ca-316943.md)) | 316943 | La Jolla, CA | Exempt reporting adviser | Not reported | 1 | Not reported |

- Next page: https://advisorcensus.com/advisors/ca/san-diego/la-jolla/page/2.md

## Questions people ask

**How many financial advisory firms are there in La Jolla, CA?**
AdvisorCensus lists 54 investment advisory firms with a principal office in La Jolla, California (part of the San Diego metro area), from Form ADV filings as of October 2026: 22 SEC-registered, 12 state-registered, and 20 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 La Jolla, CA?**
7 of the 54 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 La Jolla, CA offer financial planning?**
18 of the 34 firms in La Jolla, 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 La Jolla, 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 7 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.

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Cite as: AdvisorCensus. Financial advisors in La Jolla, CA: 54 firms from Form ADV filings as of October 2026.