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Top 3 financial advisor firms in Del Mar

3 SEC-registered financial advisor firms are headquartered in Del Mar, CA, with $2.18B in combined regulatory assets under management. The largest by assets are Weatherly Asset Management ($1.68B), Torrey Growth & Income Advisors ($328M) and Del Mar Wealth Management ($170M).

3
Financial advisor firms
$2.18B
Their combined AUM
$328M
Median firm AUM
747
Clients of the top 3

The 3 largest by assets

  1. 1
    Weatherly Asset Management

    RIA

    $1.68B

  2. 2
    Torrey Growth & Income Advisors

    RIA

    $328M

  3. 3
    Del Mar Wealth Management

    RIA

    $170M

Profiles of the top 3

No. 1 · RIA

Weatherly Asset Management

Weatherly Asset Management is an investment adviser based in Del Mar, CA, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.68 billion, as filed on 25 February 2026.

Weatherly Asset Management charges 0.15%–1.00% for its Asset Management. The brochure does not state whether the rate is annual.

Regulatory AUM
$1.68B
Clients
381
Advisory staff
10
Founded
1994
Fee schedule
0.15% to 1.00%
Custodians
Fidelity
Headquarters
832 Camino Del Mar, Suite 4, Del Mar, CA 92014
Phone
858-259-4507
Website
weatherlyassetmgt.com

No. 2 · RIA

Torrey Growth & Income Advisors

Torrey Growth & Income Advisors is an investment adviser based in Del Mar, CA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $328 million, as filed on 14 August 2026.

Regulatory AUM
$328M
Clients
293
Advisory staff
3
Founded
2006
Custodians
Charles Schwab
Headquarters
1233 Camino Del Mar, Del Mar, CA 92014
Phone
760-274-2744
Website
torreygrowth.com

No. 3 · RIA

Del Mar Wealth Management

Del Mar Wealth Management is an investment adviser based in Del Mar, CA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $170 million, as filed on 27 March 2026.

Del Mar Wealth Management charges 0.90%–1.50% a year for its Portfolio Management Services.

Regulatory AUM
$170M
Clients
73
Advisory staff
2
Fee schedule
0.90% to 1.50% a year
Custodians
Charles Schwab
Headquarters
1110 Camino Del Mar, Suite B, Del Mar, CA 92014
Phone
858-480-3818
Website
delmarwealthmanagement.com

Questions about financial advisors in Del Mar

How many financial advisor firms are headquartered in Del Mar?

3 SEC-registered financial advisor firms report their principal office in Del Mar, CA, managing $2.18B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Del Mar?

Weatherly Asset Management, with $1.68B in regulatory assets under management on its latest Form ADV. The next largest are Torrey Growth & Income Advisors ($328M) and Del Mar Wealth Management ($170M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Del Mar?

The median firm manages $328M in regulatory assets. That is the midpoint of the 3 firms headquartered in Del Mar.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Del Mar?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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