Top 10 financial advisor firms in La Jolla

13 SEC-registered financial advisor firms are headquartered in La Jolla, CA, with $17B in combined regulatory assets under management. The largest by assets are AlphaCore Capital ($13B), Financial Alternatives ($615M) and Jet Wealth Advisors ($547M).

13
Financial advisor firms: $17B
Their combined AUM: $304M
Median firm AUM: 6,281
Clients of the top 10

The 10 largest by assets

1
AlphaCore Capital
RIA
$13B
0.75% to 1.50% a year
2
Financial Alternatives
RIA
$615M
0.50% to 1.00%
3
Jet Wealth Advisors
RIA
$547M
1.00% to 2.00% a year
4
Syrios Wealth Management Group
RIA
$425M
Up to 1.50% a year
5
Castle Coast Wealth
RIA
$424M
0.30% to 1.00% a year
6
Canter Strategic Wealth Management
RIA
$386M
0.50% to 1.00% a year
7
Nautilus Advisors
RIA
$304M
0.90% to 1.50% a year
8
Carter Financial
RIA
$282M
Up to 1.20% a year
9
Sage Stone Wealth Management
RIA
$261M
Up to 1.00% a year
10
Coastwise Capital Group
RIA
$212M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

AlphaCore Capital

AlphaCore Capital is an investment adviser based in La Jolla, CA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and banking or thrift institutions. Its regulatory assets under management total $13 billion, as filed on 1 October 2026.

AlphaCore Capital charges 0.75%–1.50% a year for its Investment Advisory Services.

Regulatory AUM: $13B
Clients: 4,065
Advisory staff: 70
Founded: 2015
Fee schedule: 0.75% to 1.50% a year
Minimum account: $1,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 1200 Prospect St, Suite 200, La Jolla, CA 92037
Phone: 858-875-4100
Website: alphacore.com

No. 2 · RIA

Financial Alternatives

Financial Alternatives is an investment adviser based in La Jolla, CA, registered with the SEC since 2000. 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 $615 million, as filed on 13 March 2026.

Financial Alternatives charges 0.50%–1.00% for its Investment Advisory Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $615M
Clients: 271
Advisory staff: 7
Fee schedule: 0.50% to 1.00%
Custodians: Fidelity, Charles Schwab
Headquarters: 7825 Fay Avenue, Suite 245, La Jolla, CA 92037
Phone: 858-459-8289
Website: financialalternatives.com

No. 3 · RIA

Jet Wealth Advisors

Jet Wealth Advisors is an investment adviser based in La Jolla, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $547 million, as filed on 5 June 2026.

Jet Wealth Advisors charges 1.00%–2.00% a year for its Portfolio management services.

Regulatory AUM: $547M
Clients: 556
Advisory staff: 6
Founded: 2013
Fee schedule: 1.00% to 2.00% a year
Custodians: Fidelity
Headquarters: 4275 Executive Square Drive, Suite 1030, La Jolla, CA 92037
Phone: 858-457-1003
Website: jetwealthadvisors.com

No. 4 · RIA

Syrios Wealth Management Group

Syrios Wealth Management Group is an investment adviser based in La Jolla, CA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $425 million, as filed on 14 September 2026.

Syrios Wealth Management Group charges up to 1.50% a year for its Wealth and Investment Management Services.

Regulatory AUM: $425M
Clients: 145
Advisory staff: 1
Fee schedule: Up to 1.50% a year
Custodians: Wells Fargo Clearing Services
Headquarters: Wall Street Building, 7855 Ivanhoe Avenue, Suite 420, La Jolla, CA 92037
Phone: 858-333-6151
Website: syrioswmg.com

No. 5 · RIA

Castle Coast Wealth

Castle Coast Wealth is an investment adviser based in La Jolla, CA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $424 million, as filed on 21 August 2026.

Castle Coast Wealth charges 0.30%–1.00% a year for its Asset Management Fees.

Regulatory AUM: $424M
Clients: 306
Advisory staff: 4
Founded: 2019
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 4225 Executive Square, Suite 1030, La Jolla, CA 92037
Phone: 858-546-1247
Website: castlecoastwealthllc.com

No. 6 · RIA

Canter Strategic Wealth Management

Canter Strategic Wealth Management is an investment adviser based in La Jolla, CA, registered with the SEC since 2019. 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 $386 million, as filed on 10 August 2026.

Canter Strategic Wealth Management charges 0.50%–1.00% a year for its Individual Client Asset Management Services.

Regulatory AUM: $386M
Clients: 280
Advisory staff: 7
Founded: 2013
Fee schedule: 0.50% to 1.00% a year
Minimum account: $750,000
Custodians: Charles Schwab
Headquarters: 7825 Fay Avenue, Suite 140, La Jolla, CA 92037
Phone: 858-812-7550
Website: canterwealth.com

No. 7 · RIA

Nautilus Advisors

Nautilus Advisors is an investment adviser based in La Jolla, CA, registered with the SEC since 2010. 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 $304 million, as filed on 25 February 2026.

Nautilus Advisors charges 0.90%–1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $304M
Clients: 188
Advisory staff: 3
Founded: 2010
Fee schedule: 0.90% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 888 Prospect St., Suite 200, La Jolla, CA 92037
Phone: 619-573-4590
Website: nautilusadv.com

No. 8 · RIA

Carter Financial

Carter Financial is an investment adviser based in La Jolla, CA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $282 million, as filed on 8 July 2026.

Carter Financial charges up to 1.20% a year for its Asset Management.

Regulatory AUM: $282M
Clients: 177
Advisory staff: 3
Founded: 2018
Fee schedule: Up to 1.20% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 4225 Executive Square, Suite 1030, La Jolla, CA 92037
Phone: 858-678-0579
Website: carterfinancialllc.com

No. 9 · RIA

Sage Stone Wealth Management

Sage Stone Wealth Management is an investment adviser based in La Jolla, CA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $261 million, as filed on 16 March 2026.

Sage Stone Wealth Management charges up to 1.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $261M
Clients: 126
Advisory staff: 3
Fee schedule: Up to 1.00% a year
Minimum account: $250,000
Custodians: Fidelity
Headquarters: 7946 Ivanhoe Avenue, Suite 316, La Jolla, CA 92037
Phone: 858-412-6404
Website: sagestonewealth.com

No. 10 · RIA

Coastwise Capital Group

Coastwise Capital Group is an investment adviser based in La Jolla, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $212 million, as filed on 19 March 2026.

Regulatory AUM: $212M
Clients: 167
Advisory staff: 3
Founded: 2006
Custodians: Charles Schwab
Headquarters: 7777 Fay Avenue, Suite G5, La Jolla, CA 92037
Phone: 858-454-6670
Website: coastwisegroup.com

Questions about financial advisors in La Jolla

How many financial advisor firms are headquartered in La Jolla?

13 SEC-registered financial advisor firms report their principal office in La Jolla, CA, managing $17B in regulatory assets between them. The other 7 advisers 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 La Jolla?

AlphaCore Capital, with $13B in regulatory assets under management on its latest Form ADV. The next largest are Financial Alternatives ($615M) and Jet Wealth Advisors ($547M).

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

How large is a typical financial advisor firm in La Jolla?

The median firm manages $304M in regulatory assets. That is the midpoint of the 13 firms headquartered in La Jolla.

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

How much do financial advisors in La Jolla charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in La Jolla?

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

La Jolla has 13 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in La Jolla

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