AdvisorCensus / Financial advisors / California / San Diego, CA / New firms
New investment advisory firms in San Diego, CA
25 investment advisory firms in San Diego, CA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
October 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Aligned Asset Management | Oceanside, CA | State-registered investment adviser |
September 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| Alder Capital | San Diego, CA | SEC-registered investment adviser |
| SCSC Advisors, LLC | Rancho Santa Fe, CA | SEC-registered investment adviser |
| Vesta Ventures Management, LLC | Encinitas, CA | Exempt reporting adviser |
August 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Ariam Global Inc. | San Diego, CA | SEC-registered investment adviser |
| VECTOR3 Wealth Management | San Diego, CA | SEC-registered investment adviser |
July 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| Red Seven | Escondido, CA | SEC-registered investment adviser |
| RJ Patterson Group | San Diego, CA | SEC-registered investment adviser |
| Tide Rock Leverageco Manager, LLC | Solana Beach, CA | SEC-registered investment adviser |
June 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| Cosmos Wealth, LLC | La Jolla, CA | SEC-registered investment adviser |
| Dark Horse Advisors LLC | Rancho Santa Fe, CA | SEC-registered investment adviser |
| Goldman Wealth Management | San Diego, CA | SEC-registered investment adviser |
May 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Tweet Management Services, Inc. | La Mesa, CA | SEC-registered investment adviser |
April 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Breakaway Independent Advisors, LLC | San Diego, CA | SEC-registered investment adviser |
| Kaiyo Wealth LLC | San Diego, CA | SEC-registered investment adviser |
March 2026 (4)
| Firm | Location | Registration |
|---|---|---|
| Adviceonly | San Diego, CA | SEC-registered investment adviser |
| Covian Capital Group LLC | La Jolla, CA | Exempt reporting adviser |
| Halo Partners | Encinitas, CA | Exempt reporting adviser |
| Jet Wealth Advisors | La Jolla, CA | SEC-registered investment adviser |
February 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Wealth Compass Financial, Inc. | Carlsbad, CA | SEC-registered investment adviser |
January 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Wealthrise Financial Planning, LLC | Carlsbad, CA | SEC-registered investment adviser |
December 2025 (4)
| Firm | Location | Registration |
|---|---|---|
| Bridgeport Management Services C LLC | Cardiff, CA | Exempt reporting adviser |
| Incrementum Capital Partners LLC | La Jolla, CA | Exempt reporting adviser |
| Join Beyond, LLC | San Diego, CA | Exempt reporting adviser |
| Pacific Point Wealth Management | Carlsbad, CA | State-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
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AdvisorCensus. New investment advisory firms in San Diego, CA. https://advisorcensus.com/advisors/ca/san-diego/new-firms https://advisorcensus.com/advisors/ca/san-diego/new-firms