{
  "path": "/advisors/ca/san-diego",
  "url": "https://advisorcensus.com/advisors/ca/san-diego/page/8",
  "page_type": "metro",
  "title": "Financial advisors in San Diego, CA",
  "filters": {},
  "scope_total": 423,
  "faq": [
    {
      "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 423 investment advisory firms with a principal office in the San Diego metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "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 in San Diego, CA: 423 firms from Form ADV filings as of October 2026.",
  "total_firms": 423,
  "page": 8,
  "total_pages": 9,
  "sort": "name",
  "registration_types": {
    "sec": 182,
    "state": 162,
    "exempt": 79
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 132
    },
    {
      "code": "percentage_of_aum",
      "count": 312
    },
    {
      "code": "hourly",
      "count": 166
    },
    {
      "code": "subscription",
      "count": 3
    },
    {
      "code": "fixed",
      "count": 219
    },
    {
      "code": "commissions",
      "count": 7
    },
    {
      "code": "performance_based",
      "count": 57
    },
    {
      "code": "other",
      "count": 35
    },
    {
      "code": "not_reported",
      "count": 79
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 183
    },
    {
      "code": "5_to_9",
      "count": 105
    },
    {
      "code": "10_to_19",
      "count": 80
    },
    {
      "code": "20_plus",
      "count": 52
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 82
    },
    {
      "code": "25m_100m",
      "count": 64
    },
    {
      "code": "100m_500m",
      "count": 101
    },
    {
      "code": "500m_1b",
      "count": 28
    },
    {
      "code": "1b_5b",
      "count": 25
    },
    {
      "code": "over_5b",
      "count": 16
    },
    {
      "code": "not_reported",
      "count": 107
    }
  ],
  "firms": [
    {
      "crd_number": 306928,
      "name": "SV18 MGMT, LLC",
      "name_as_filed": "SV18 MGMT, LLC",
      "url": "https://advisorcensus.com/firm/sv18-mgmt-llc-san-diego-ca-306928",
      "city": "San Diego",
      "state": "CA",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 297613,
      "name": "Sweetwater Private Equity",
      "name_as_filed": "SWEETWATER PRIVATE EQUITY",
      "url": "https://advisorcensus.com/firm/sweetwater-private-equity-encinitas-ca-297613",
      "city": "Encinitas",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332806,
      "name": "SWVP Fund 24 GP LLC",
      "name_as_filed": "SWVP FUND 24 GP LLC",
      "url": "https://advisorcensus.com/firm/swvp-fund-24-gp-llc-san-diego-ca-332806",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310454,
      "name": "SWVP Fund XIV GP, LLC",
      "name_as_filed": "SWVP FUND XIV GP, LLC",
      "url": "https://advisorcensus.com/firm/swvp-fund-xiv-gp-llc-san-diego-ca-310454",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 292772,
      "name": "SWVP Fund XIX GP LLC",
      "name_as_filed": "SWVP FUND XIX GP LLC",
      "url": "https://advisorcensus.com/firm/swvp-fund-xix-gp-llc-san-diego-ca-292772",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 294633,
      "name": "SWVP Fund XV GP, LLC",
      "name_as_filed": "SWVP FUND XV GP, LLC",
      "url": "https://advisorcensus.com/firm/swvp-fund-xv-gp-llc-san-diego-ca-294633",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 294638,
      "name": "SWVP Fund XVI GP, LLC",
      "name_as_filed": "SWVP FUND XVI GP, LLC",
      "url": "https://advisorcensus.com/firm/swvp-fund-xvi-gp-llc-san-diego-ca-294638",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 294640,
      "name": "SWVP Fund XVII GP, LLC",
      "name_as_filed": "SWVP FUND XVII GP, LLC",
      "url": "https://advisorcensus.com/firm/swvp-fund-xvii-gp-llc-san-diego-ca-294640",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 288354,
      "name": "SWVP Fund XVIII GP LLC",
      "name_as_filed": "SWVP FUND XVIII GP LLC",
      "url": "https://advisorcensus.com/firm/swvp-fund-xviii-gp-llc-san-diego-ca-288354",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 305423,
      "name": "SWVP Fund XX GP LLC",
      "name_as_filed": "SWVP FUND XX GP LLC",
      "url": "https://advisorcensus.com/firm/swvp-fund-xx-gp-llc-san-diego-ca-305423",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 309968,
      "name": "SWVP Fund XXI GP LLC",
      "name_as_filed": "SWVP FUND XXI GP LLC",
      "url": "https://advisorcensus.com/firm/swvp-fund-xxi-gp-llc-san-diego-ca-309968",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 321848,
      "name": "SWVP Fund XXII GP LLC",
      "name_as_filed": "SWVP FUND XXII GP LLC",
      "url": "https://advisorcensus.com/firm/swvp-fund-xxii-gp-llc-san-diego-ca-321848",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 324682,
      "name": "SWVP Fund XXIII GP LLC",
      "name_as_filed": "SWVP FUND XXIII GP LLC",
      "url": "https://advisorcensus.com/firm/swvp-fund-xxiii-gp-llc-san-diego-ca-324682",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 325084,
      "name": "Symphonic Capital",
      "name_as_filed": "SYMPHONIC CAPITAL",
      "url": "https://advisorcensus.com/firm/symphonic-capital-solana-beach-ca-325084",
      "city": "Solana Beach",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 332139,
      "name": "Syrios Wealth Management Group",
      "name_as_filed": "SYRIOS WEALTH MANAGEMENT GROUP",
      "url": "https://advisorcensus.com/firm/syrios-wealth-management-group-la-jolla-ca-332139",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304187,
      "name": "Taxable Wealth",
      "name_as_filed": "TAXABLE WEALTH",
      "url": "https://advisorcensus.com/firm/taxable-wealth-san-diego-ca-304187",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140722,
      "name": "TED Buchan & Company",
      "name_as_filed": "TED BUCHAN & COMPANY",
      "url": "https://advisorcensus.com/firm/ted-buchan-and-company-san-diego-ca-140722",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149108,
      "name": "Telos Capital Management, Inc.",
      "name_as_filed": "TELOS CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/telos-capital-management-inc-san-diego-ca-149108",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141355,
      "name": "The Financial Team, Inc.",
      "name_as_filed": "THE FINANCIAL TEAM, INC.",
      "url": "https://advisorcensus.com/firm/the-financial-team-inc-carlsbad-ca-141355",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145451,
      "name": "The Garrett Group",
      "name_as_filed": "THE GARRETT GROUP",
      "url": "https://advisorcensus.com/firm/the-garrett-group-encinitas-ca-145451",
      "city": "Encinitas",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135294,
      "name": "The Holland Group, Inc.",
      "name_as_filed": "THE HOLLAND GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-holland-group-inc-san-diego-ca-135294",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144908,
      "name": "The Informed Momentum Company LLC",
      "name_as_filed": "THE INFORMED MOMENTUM COMPANY LLC",
      "url": "https://advisorcensus.com/firm/the-informed-momentum-company-llc-solana-beach-ca-144908",
      "city": "Solana Beach",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310110,
      "name": "The Tides Group",
      "name_as_filed": "THE TIDES GROUP",
      "url": "https://advisorcensus.com/firm/the-tides-group-la-jolla-ca-310110",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316943,
      "name": "Three Lions Capital Management, LLC",
      "name_as_filed": "THREE LIONS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/three-lions-capital-management-llc-la-jolla-ca-316943",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 314414,
      "name": "Thrive Portfolios",
      "name_as_filed": "THRIVE PORTFOLIOS",
      "url": "https://advisorcensus.com/firm/thrive-portfolios-san-diego-ca-314414",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327373,
      "name": "Tide Cove Capital Partners LLC",
      "name_as_filed": "TIDE COVE CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/tide-cove-capital-partners-llc-san-diego-ca-327373",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342458,
      "name": "Tide Rock Leverageco Manager, LLC",
      "name_as_filed": "TIDE ROCK LEVERAGECO MANAGER, LLC",
      "url": "https://advisorcensus.com/firm/tide-rock-leverageco-manager-llc-solana-beach-ca-342458",
      "city": "Solana Beach",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327611,
      "name": "Tidemark, LLC",
      "name_as_filed": "TIDEMARK, LLC",
      "url": "https://advisorcensus.com/firm/tidemark-llc-san-diego-ca-327611",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319106,
      "name": "Top Mark Capital Management",
      "name_as_filed": "TOP MARK CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/top-mark-capital-management-san-diego-ca-319106",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 329263,
      "name": "Torren Management, LLC",
      "name_as_filed": "TORREN MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/torren-management-llc-san-diego-ca-329263",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134599,
      "name": "Torrey Capital Investments",
      "name_as_filed": "TORREY CAPITAL INVESTMENTS",
      "url": "https://advisorcensus.com/firm/torrey-capital-investments-cardiff-by-the-sea-ca-134599",
      "city": "Cardiff-By-The-Sea",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139940,
      "name": "Torrey Growth & Income Advisors, LLC",
      "name_as_filed": "TORREY GROWTH & INCOME ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/torrey-growth-and-income-advisors-llc-del-mar-ca-139940",
      "city": "Del Mar",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288213,
      "name": "Torrey Pines Financial, Inc.",
      "name_as_filed": "TORREY PINES FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/torrey-pines-financial-inc-san-diego-ca-288213",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330216,
      "name": "Torrey Pines Investment Management",
      "name_as_filed": "TORREY PINES INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/torrey-pines-investment-management-del-mar-ca-330216",
      "city": "Del Mar",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310688,
      "name": "Torrey Wealth, LLC",
      "name_as_filed": "TORREY WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/torrey-wealth-llc-san-diego-ca-310688",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329075,
      "name": "Torreyana Capital",
      "name_as_filed": "TORREYANA CAPITAL",
      "url": "https://advisorcensus.com/firm/torreyana-capital-la-jolla-ca-329075",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332263,
      "name": "Traction Wealth Management, LLC",
      "name_as_filed": "TRACTION WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/traction-wealth-management-llc-san-diego-ca-332263",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324364,
      "name": "Tri-AD Capital Management I, LLC",
      "name_as_filed": "TRI-AD CAPITAL MANAGEMENT I, LLC",
      "url": "https://advisorcensus.com/firm/tri-ad-capital-management-i-llc-escondido-ca-324364",
      "city": "Escondido",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129803,
      "name": "Trivant Custom Portfolio Group LLC",
      "name_as_filed": "TRIVANT CUSTOM PORTFOLIO GROUP LLC",
      "url": "https://advisorcensus.com/firm/trivant-custom-portfolio-group-llc-san-diego-ca-129803",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306964,
      "name": "True Fiduciary Capital, LLC",
      "name_as_filed": "TRUE FIDUCIARY CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/true-fiduciary-capital-llc-el-cajon-ca-306964",
      "city": "El Cajon",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163541,
      "name": "TVC Capital Management, LLC",
      "name_as_filed": "TVC CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/tvc-capital-management-llc-la-jolla-ca-163541",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 156730,
      "name": "Tweet Management Services, Inc.",
      "name_as_filed": "TWEET MANAGEMENT SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/tweet-management-services-inc-la-mesa-ca-156730",
      "city": "La Mesa",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108716,
      "name": "Value Trend Capital Management LP",
      "name_as_filed": "VALUE TREND CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/value-trend-capital-management-lp-el-cajon-ca-108716",
      "city": "El Cajon",
      "state": "CA",
      "years_registered": 27,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304200,
      "name": "Van Nostrand Wealth Management LLC",
      "name_as_filed": "VAN NOSTRAND WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/van-nostrand-wealth-management-llc-san-diego-ca-304200",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291895,
      "name": "Vector Financial Solutions, Inc.",
      "name_as_filed": "VECTOR FINANCIAL SOLUTIONS, INC.",
      "url": "https://advisorcensus.com/firm/vector-financial-solutions-inc-escondido-ca-291895",
      "city": "Escondido",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343072,
      "name": "VECTOR3 Wealth Management",
      "name_as_filed": "VECTOR3 WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/vector3-wealth-management-san-diego-ca-343072",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323462,
      "name": "Veil Capital LLC",
      "name_as_filed": "VEIL CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/veil-capital-llc-la-jolla-ca-323462",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 331378,
      "name": "Verde Equity Partners, L.P.",
      "name_as_filed": "VERDE EQUITY PARTNERS, L.P.",
      "url": "https://advisorcensus.com/firm/verde-equity-partners-l-p-san-diego-ca-331378",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 344105,
      "name": "Vesta Ventures Management, LLC",
      "name_as_filed": "VESTA VENTURES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/vesta-ventures-management-llc-encinitas-ca-344105",
      "city": "Encinitas",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 147297,
      "name": "Vistica Wealth Advisors, LLC",
      "name_as_filed": "VISTICA WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/vistica-wealth-advisors-llc-carlsbad-ca-147297",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ca",
      "label": "Financial advisors in California"
    },
    "metro": {
      "path": "/advisors/ca/san-diego",
      "label": "Financial advisors in San Diego, CA"
    },
    "city_pages": [
      {
        "path": "/advisors/ca/san-diego/la-jolla",
        "label": "Financial advisors in La Jolla, CA",
        "firm_count": 54
      },
      {
        "path": "/advisors/ca/san-diego/carlsbad",
        "label": "Financial advisors in Carlsbad, CA",
        "firm_count": 44
      },
      {
        "path": "/advisors/ca/san-diego/encinitas",
        "label": "Financial advisors in Encinitas, CA",
        "firm_count": 19
      },
      {
        "path": "/advisors/ca/san-diego/solana-beach",
        "label": "Financial advisors in Solana Beach, CA",
        "firm_count": 15
      },
      {
        "path": "/advisors/ca/san-diego/rancho-santa-fe",
        "label": "Financial advisors in Rancho Santa Fe, CA",
        "firm_count": 13
      },
      {
        "path": "/advisors/ca/san-diego/del-mar",
        "label": "Financial advisors in Del Mar, CA",
        "firm_count": 10
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ca/san-diego/fee-only",
        "label": "Fee-only financial advisors in San Diego, CA",
        "firm_count": 132
      },
      {
        "path": "/advisors/ca/san-diego/flat-fee",
        "label": "Flat-fee financial advisors in San Diego, CA",
        "firm_count": 219
      },
      {
        "path": "/advisors/ca/san-diego/hourly",
        "label": "Hourly financial advisors in San Diego, CA",
        "firm_count": 166
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ca/san-diego/business-owners",
        "firm_count": 1,
        "label": "Financial advisors for business owners in San Diego, CA"
      },
      {
        "path": "/advisors/ca/san-diego/corporate-executives",
        "firm_count": 1,
        "label": "Financial advisors for corporate executives in San Diego, CA"
      },
      {
        "path": "/advisors/ca/san-diego/women",
        "firm_count": 2,
        "label": "Financial advisors for women in San Diego, CA"
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/ca/san-diego.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
