SEC-registered investment advisers in Del Mar
4 SEC-registered investment advisers are headquartered in Del Mar, CA, with $3.02B in combined regulatory assets under management. 3 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 4
- Investment advisers
- $3.02B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 4 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Weatherly Asset Management | RIA | $1.68B |
| First Light Retirement | Asset manager | $844M |
| Torrey Growth & Income Advisors | RIA | $328M |
| Del Mar Wealth Management | RIA | $170M |
- Type
- RIA
- Type
- Asset manager
- Type
- RIA
- Type
- RIA
Del Mar at a glance
Advisers headquartered here, by type
4
advisers
- Financial advisor firms (RIAs)$2.18B regulatory AUM3 (75%)
- Institutional managers$844M regulatory AUM1 (25%)
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