# Financial advisors in San Diego, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-diego/page/8

## At a glance

- Investment advisory firms: 423
- Registration: SEC-registered investment adviser: 182, State-registered investment adviser: 162, Exempt reporting adviser: 79
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 132 (38%); Percentage of assets 312 (91%); Hourly charges 166 (48%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 219 (64%); Commissions 7 (2%); Performance-based fees 57 (17%); Other 35 (10%); No compensation arrangements reported 79
- Regulatory assets under management (Item 5.F): Under $25 million 82 (19%); $25 million to $100 million 64 (15%); $100 million to $500 million 101 (24%); $500 million to $1 billion 28 (7%); $1 billion to $5 billion 25 (6%); Over $5 billion 16 (4%); Not reported 107 (25%)
- Years registered: Under 5 years 183 (43%); 5 to 9 years 105 (25%); 10 to 19 years 80 (19%); 20 years or more 52 (12%); Not reported 3 (1%)

## Firms (page 8 of 9, 351 to 400 of 423, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [SV18 MGMT, LLC](https://advisorcensus.com/firm/sv18-mgmt-llc-san-diego-ca-306928) ([md](https://advisorcensus.com/firm/sv18-mgmt-llc-san-diego-ca-306928.md)) | 306928 | San Diego, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Sweetwater Private Equity](https://advisorcensus.com/firm/sweetwater-private-equity-encinitas-ca-297613) ([md](https://advisorcensus.com/firm/sweetwater-private-equity-encinitas-ca-297613.md)) | 297613 | Encinitas, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [SWVP Fund 24 GP LLC](https://advisorcensus.com/firm/swvp-fund-24-gp-llc-san-diego-ca-332806) ([md](https://advisorcensus.com/firm/swvp-fund-24-gp-llc-san-diego-ca-332806.md)) | 332806 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SWVP Fund XIV GP, LLC](https://advisorcensus.com/firm/swvp-fund-xiv-gp-llc-san-diego-ca-310454) ([md](https://advisorcensus.com/firm/swvp-fund-xiv-gp-llc-san-diego-ca-310454.md)) | 310454 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SWVP Fund XIX GP LLC](https://advisorcensus.com/firm/swvp-fund-xix-gp-llc-san-diego-ca-292772) ([md](https://advisorcensus.com/firm/swvp-fund-xix-gp-llc-san-diego-ca-292772.md)) | 292772 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SWVP Fund XV GP, LLC](https://advisorcensus.com/firm/swvp-fund-xv-gp-llc-san-diego-ca-294633) ([md](https://advisorcensus.com/firm/swvp-fund-xv-gp-llc-san-diego-ca-294633.md)) | 294633 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SWVP Fund XVI GP, LLC](https://advisorcensus.com/firm/swvp-fund-xvi-gp-llc-san-diego-ca-294638) ([md](https://advisorcensus.com/firm/swvp-fund-xvi-gp-llc-san-diego-ca-294638.md)) | 294638 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SWVP Fund XVII GP, LLC](https://advisorcensus.com/firm/swvp-fund-xvii-gp-llc-san-diego-ca-294640) ([md](https://advisorcensus.com/firm/swvp-fund-xvii-gp-llc-san-diego-ca-294640.md)) | 294640 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SWVP Fund XVIII GP LLC](https://advisorcensus.com/firm/swvp-fund-xviii-gp-llc-san-diego-ca-288354) ([md](https://advisorcensus.com/firm/swvp-fund-xviii-gp-llc-san-diego-ca-288354.md)) | 288354 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SWVP Fund XX GP LLC](https://advisorcensus.com/firm/swvp-fund-xx-gp-llc-san-diego-ca-305423) ([md](https://advisorcensus.com/firm/swvp-fund-xx-gp-llc-san-diego-ca-305423.md)) | 305423 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SWVP Fund XXI GP LLC](https://advisorcensus.com/firm/swvp-fund-xxi-gp-llc-san-diego-ca-309968) ([md](https://advisorcensus.com/firm/swvp-fund-xxi-gp-llc-san-diego-ca-309968.md)) | 309968 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SWVP Fund XXII GP LLC](https://advisorcensus.com/firm/swvp-fund-xxii-gp-llc-san-diego-ca-321848) ([md](https://advisorcensus.com/firm/swvp-fund-xxii-gp-llc-san-diego-ca-321848.md)) | 321848 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SWVP Fund XXIII GP LLC](https://advisorcensus.com/firm/swvp-fund-xxiii-gp-llc-san-diego-ca-324682) ([md](https://advisorcensus.com/firm/swvp-fund-xxiii-gp-llc-san-diego-ca-324682.md)) | 324682 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Symphonic Capital](https://advisorcensus.com/firm/symphonic-capital-solana-beach-ca-325084) ([md](https://advisorcensus.com/firm/symphonic-capital-solana-beach-ca-325084.md)) | 325084 | Solana Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Taxable Wealth](https://advisorcensus.com/firm/taxable-wealth-san-diego-ca-304187) ([md](https://advisorcensus.com/firm/taxable-wealth-san-diego-ca-304187.md)) | 304187 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [TED Buchan & Company](https://advisorcensus.com/firm/ted-buchan-and-company-san-diego-ca-140722) ([md](https://advisorcensus.com/firm/ted-buchan-and-company-san-diego-ca-140722.md)) | 140722 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Telos Capital Management, Inc.](https://advisorcensus.com/firm/telos-capital-management-inc-san-diego-ca-149108) ([md](https://advisorcensus.com/firm/telos-capital-management-inc-san-diego-ca-149108.md)) | 149108 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Other |
| [The Financial Team, Inc.](https://advisorcensus.com/firm/the-financial-team-inc-carlsbad-ca-141355) ([md](https://advisorcensus.com/firm/the-financial-team-inc-carlsbad-ca-141355.md)) | 141355 | Carlsbad, CA | State-registered investment adviser | Not reported | 19 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [The Garrett Group](https://advisorcensus.com/firm/the-garrett-group-encinitas-ca-145451) ([md](https://advisorcensus.com/firm/the-garrett-group-encinitas-ca-145451.md)) | 145451 | Encinitas, CA | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [The Holland Group, Inc.](https://advisorcensus.com/firm/the-holland-group-inc-san-diego-ca-135294) ([md](https://advisorcensus.com/firm/the-holland-group-inc-san-diego-ca-135294.md)) | 135294 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [The Informed Momentum Company LLC](https://advisorcensus.com/firm/the-informed-momentum-company-llc-solana-beach-ca-144908) ([md](https://advisorcensus.com/firm/the-informed-momentum-company-llc-solana-beach-ca-144908.md)) | 144908 | Solana Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets |
| [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 |
| [Thrive Portfolios](https://advisorcensus.com/firm/thrive-portfolios-san-diego-ca-314414) ([md](https://advisorcensus.com/firm/thrive-portfolios-san-diego-ca-314414.md)) | 314414 | San Diego, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Tide Cove Capital Partners LLC](https://advisorcensus.com/firm/tide-cove-capital-partners-llc-san-diego-ca-327373) ([md](https://advisorcensus.com/firm/tide-cove-capital-partners-llc-san-diego-ca-327373.md)) | 327373 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Tide Rock Leverageco Manager, LLC](https://advisorcensus.com/firm/tide-rock-leverageco-manager-llc-solana-beach-ca-342458) ([md](https://advisorcensus.com/firm/tide-rock-leverageco-manager-llc-solana-beach-ca-342458.md)) | 342458 | Solana Beach, CA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Tidemark, LLC](https://advisorcensus.com/firm/tidemark-llc-san-diego-ca-327611) ([md](https://advisorcensus.com/firm/tidemark-llc-san-diego-ca-327611.md)) | 327611 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Top Mark Capital Management](https://advisorcensus.com/firm/top-mark-capital-management-san-diego-ca-319106) ([md](https://advisorcensus.com/firm/top-mark-capital-management-san-diego-ca-319106.md)) | 319106 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Torren Management, LLC](https://advisorcensus.com/firm/torren-management-llc-san-diego-ca-329263) ([md](https://advisorcensus.com/firm/torren-management-llc-san-diego-ca-329263.md)) | 329263 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Torrey Capital Investments](https://advisorcensus.com/firm/torrey-capital-investments-cardiff-by-the-sea-ca-134599) ([md](https://advisorcensus.com/firm/torrey-capital-investments-cardiff-by-the-sea-ca-134599.md)) | 134599 | Cardiff-By-The-Sea, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [Torrey Growth & Income Advisors, LLC](https://advisorcensus.com/firm/torrey-growth-and-income-advisors-llc-del-mar-ca-139940) ([md](https://advisorcensus.com/firm/torrey-growth-and-income-advisors-llc-del-mar-ca-139940.md)) | 139940 | Del Mar, CA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Torrey Pines Financial, Inc.](https://advisorcensus.com/firm/torrey-pines-financial-inc-san-diego-ca-288213) ([md](https://advisorcensus.com/firm/torrey-pines-financial-inc-san-diego-ca-288213.md)) | 288213 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Torrey Pines Investment Management](https://advisorcensus.com/firm/torrey-pines-investment-management-del-mar-ca-330216) ([md](https://advisorcensus.com/firm/torrey-pines-investment-management-del-mar-ca-330216.md)) | 330216 | Del Mar, CA | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Torrey Wealth, LLC](https://advisorcensus.com/firm/torrey-wealth-llc-san-diego-ca-310688) ([md](https://advisorcensus.com/firm/torrey-wealth-llc-san-diego-ca-310688.md)) | 310688 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Torreyana Capital](https://advisorcensus.com/firm/torreyana-capital-la-jolla-ca-329075) ([md](https://advisorcensus.com/firm/torreyana-capital-la-jolla-ca-329075.md)) | 329075 | La Jolla, CA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Performance fee |
| [Traction Wealth Management, LLC](https://advisorcensus.com/firm/traction-wealth-management-llc-san-diego-ca-332263) ([md](https://advisorcensus.com/firm/traction-wealth-management-llc-san-diego-ca-332263.md)) | 332263 | San Diego, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Tri-AD Capital Management I, LLC](https://advisorcensus.com/firm/tri-ad-capital-management-i-llc-escondido-ca-324364) ([md](https://advisorcensus.com/firm/tri-ad-capital-management-i-llc-escondido-ca-324364.md)) | 324364 | Escondido, CA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Trivant Custom Portfolio Group LLC](https://advisorcensus.com/firm/trivant-custom-portfolio-group-llc-san-diego-ca-129803) ([md](https://advisorcensus.com/firm/trivant-custom-portfolio-group-llc-san-diego-ca-129803.md)) | 129803 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [True Fiduciary Capital, LLC](https://advisorcensus.com/firm/true-fiduciary-capital-llc-el-cajon-ca-306964) ([md](https://advisorcensus.com/firm/true-fiduciary-capital-llc-el-cajon-ca-306964.md)) | 306964 | El Cajon, CA | State-registered investment adviser | $100 million to $500 million | 6 | % of assets, Other |
| [TVC Capital Management, LLC](https://advisorcensus.com/firm/tvc-capital-management-llc-la-jolla-ca-163541) ([md](https://advisorcensus.com/firm/tvc-capital-management-llc-la-jolla-ca-163541.md)) | 163541 | La Jolla, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Tweet Management Services, Inc.](https://advisorcensus.com/firm/tweet-management-services-inc-la-mesa-ca-156730) ([md](https://advisorcensus.com/firm/tweet-management-services-inc-la-mesa-ca-156730.md)) | 156730 | La Mesa, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Value Trend Capital Management LP](https://advisorcensus.com/firm/value-trend-capital-management-lp-el-cajon-ca-108716) ([md](https://advisorcensus.com/firm/value-trend-capital-management-lp-el-cajon-ca-108716.md)) | 108716 | El Cajon, CA | SEC-registered investment adviser | Under $25 million | 27 | % of assets |
| [Van Nostrand Wealth Management LLC](https://advisorcensus.com/firm/van-nostrand-wealth-management-llc-san-diego-ca-304200) ([md](https://advisorcensus.com/firm/van-nostrand-wealth-management-llc-san-diego-ca-304200.md)) | 304200 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Vector Financial Solutions, Inc.](https://advisorcensus.com/firm/vector-financial-solutions-inc-escondido-ca-291895) ([md](https://advisorcensus.com/firm/vector-financial-solutions-inc-escondido-ca-291895.md)) | 291895 | Escondido, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [VECTOR3 Wealth Management](https://advisorcensus.com/firm/vector3-wealth-management-san-diego-ca-343072) ([md](https://advisorcensus.com/firm/vector3-wealth-management-san-diego-ca-343072.md)) | 343072 | San Diego, CA | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Veil Capital LLC](https://advisorcensus.com/firm/veil-capital-llc-la-jolla-ca-323462) ([md](https://advisorcensus.com/firm/veil-capital-llc-la-jolla-ca-323462.md)) | 323462 | La Jolla, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Verde Equity Partners, L.P.](https://advisorcensus.com/firm/verde-equity-partners-l-p-san-diego-ca-331378) ([md](https://advisorcensus.com/firm/verde-equity-partners-l-p-san-diego-ca-331378.md)) | 331378 | San Diego, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vesta Ventures Management, LLC](https://advisorcensus.com/firm/vesta-ventures-management-llc-encinitas-ca-344105) ([md](https://advisorcensus.com/firm/vesta-ventures-management-llc-encinitas-ca-344105.md)) | 344105 | Encinitas, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vistica Wealth Advisors, LLC](https://advisorcensus.com/firm/vistica-wealth-advisors-llc-carlsbad-ca-147297) ([md](https://advisorcensus.com/firm/vistica-wealth-advisors-llc-carlsbad-ca-147297.md)) | 147297 | Carlsbad, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**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)
- [Flat-fee financial advisors in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/flat-fee) (https://advisorcensus.com/advisors/ca/san-diego/flat-fee.md)
- [Hourly financial advisors in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/hourly) (https://advisorcensus.com/advisors/ca/san-diego/hourly.md)
- [Financial advisors for business owners in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/business-owners) (https://advisorcensus.com/advisors/ca/san-diego/business-owners.md)
- [Financial advisors for corporate executives in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/corporate-executives) (https://advisorcensus.com/advisors/ca/san-diego/corporate-executives.md)
- [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)
- [Financial advisors in La Jolla, CA](https://advisorcensus.com/advisors/ca/san-diego/la-jolla) (https://advisorcensus.com/advisors/ca/san-diego/la-jolla.md)
- [Financial advisors in Carlsbad, CA](https://advisorcensus.com/advisors/ca/san-diego/carlsbad) (https://advisorcensus.com/advisors/ca/san-diego/carlsbad.md)
- [Financial advisors in Encinitas, CA](https://advisorcensus.com/advisors/ca/san-diego/encinitas) (https://advisorcensus.com/advisors/ca/san-diego/encinitas.md)
- [Financial advisors in Solana Beach, CA](https://advisorcensus.com/advisors/ca/san-diego/solana-beach) (https://advisorcensus.com/advisors/ca/san-diego/solana-beach.md)
- [Financial advisors in Rancho Santa Fe, CA](https://advisorcensus.com/advisors/ca/san-diego/rancho-santa-fe) (https://advisorcensus.com/advisors/ca/san-diego/rancho-santa-fe.md)
- [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)
- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [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)

Every firm in this list as CSV: https://advisorcensus.com/advisors/ca/san-diego.csv

Cite as: AdvisorCensus. Financial advisors in San Diego, CA: 423 firms from Form ADV filings as of October 2026.