Top 10 financial advisor firms in San Diego

65 SEC-registered financial advisor firms are headquartered in San Diego, CA, with $42.1B in combined regulatory assets under management. The largest by assets are Pure Financial Advisors ($11.1B), LM Advisors ($2.88B) and CoastEdge Partners ($2.14B).

65
Financial advisor firms: $42.1B
Their combined AUM: $351M
Median firm AUM: 12,410
Clients of the top 10

The 10 largest by assets

1
Pure Financial Advisors
RIA
$11.1B
0.50% to 1.60% a year
2
LM Advisors
RIA
$2.88B
0.50% to 1.00% a year
3
CoastEdge Partners
RIA
$2.14B
0.20% to 1.00% a year
4
Telos Capital Management
RIA
$1.63B
1.00% to 1.00% a year
5
Cascade Financial Partners
RIA
$1.38B
0.40% to 0.95% a year
6
CCG Wealth Management
RIA
$1.2B
Up to 1.25% a year
7
The Weil
RIA
$896M
0.25% to 0.85%
8
Financial Sense Advisors
RIA
$836M
Regulatory AUM
9
Creative Capital Management Investments
RIA
$780M
0.40% to 1.00% a year
10
Wilsey Asset Management
RIA
$768M
0.50% to 1.50% a year

Profiles of the top 10

No. 1 · RIA

Pure Financial Advisors

Pure Financial Advisors is an investment adviser based in San Diego, CA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $11.1 billion, as filed on 29 September 2026.

Pure Financial Advisors charges 0.50%–1.60% a year for its Fees for Portfolio Management.

Regulatory AUM: $11.1B
Clients: 7,509
Advisory staff: 76
Founded: 2007
Fee schedule: 0.50% to 1.60% a year
Minimum account: None
Custodians: Fidelity, Charles Schwab
Headquarters: 3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108
Phone: 866-876-7873
Website: purefinancial.com

No. 2 · RIA

LM Advisors

LM Advisors is an investment adviser based in San Diego, CA, registered with the SEC since 2011. It provides investment management. Its clients include high-net-worth individuals, insurance companies and individual clients. Its regulatory assets under management total $2.88 billion, as filed on 30 March 2026.

LM Advisors charges 0.50%–1.00% a year for its Investment Supervisory Services.

Regulatory AUM: $2.88B
Clients: 585
Advisory staff: 8
Founded: 1984
Fee schedule: 0.50% to 1.00% a year
Custodians: Morgan Stanley
Headquarters: 750 B Street, Suite 3020, San Diego, CA 92101-8192
Phone: 619-814-1400
Website: lmadvisors.com

No. 3 · RIA

CoastEdge Partners

CoastEdge Partners is an investment adviser based in San Diego, CA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $2.14 billion, as filed on 18 September 2026.

CoastEdge Partners charges 0.20%–1.00% a year for its Advisory Client Fees.

Regulatory AUM: $2.14B
Clients: 183
Advisory staff: 5
Fee schedule: 0.20% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 4655 Executive Drive, Suite 325, San Diego, CA 92121
Phone: 858-997-2777
Website: coastedge.com

No. 4 · RIA

Telos Capital Management

Telos Capital Management is an investment adviser based in San Diego, CA, registered with the SEC since 2009. 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 $1.63 billion, as filed on 1 May 2026.

Telos Capital Management charges 1.00% a year for its TCM Managed Portfolios.

Regulatory AUM: $1.63B
Clients: 956
Advisory staff: 7
Founded: 2003
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 13480 Evening Creek Drive North, Suite 250, San Diego, CA 92128-4310
Phone: 858-271-6350
Website: telosinc.com

No. 5 · RIA

Cascade Financial Partners

Cascade Financial Partners is an investment adviser based in San Diego, CA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.38 billion, as filed on 27 March 2026.

Cascade Financial Partners charges 0.40%–0.95% a year for its Asset Management.

Regulatory AUM: $1.38B
Clients: 283
Advisory staff: 6
Founded: 2023
Fee schedule: 0.40% to 0.95% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 3579 Valley Centre Drive, Suite 125, San Diego, CA 92130
Phone: 858-379-6701
Website: cascadefinancialpartners.com

No. 6 · RIA

CCG Wealth Management

CCG Wealth Management is an investment adviser based in San Diego, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $1.2 billion, as filed on 29 September 2026.

CCG Wealth Management charges up to 1.25% a year for its Investment Management Fees.

Regulatory AUM: $1.2B
Clients: 588
Advisory staff: 19
Fee schedule: Up to 1.25% a year
Minimum account: $2,000,000
Custodians: Charles Schwab
Headquarters: 12255 El Camino Real, Suite 125, San Diego, CA 92130
Phone: 858-771-9500
Website: centurawealth.com

No. 7 · RIA

The Weil

The Weil is an investment adviser based in San Diego, CA, registered with the SEC since 1992. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $896 million, as filed on 24 February 2026.

The Weil charges 0.25%–0.85% for its Advisory and Investment Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $896M
Clients: 519
Advisory staff: 7
Founded: 1989
Fee schedule: 0.25% to 0.85%
Custodians: Fidelity
Headquarters: 11236 El Camino Real, Suite 200, San Diego, CA 92130
Phone: 858-724-6040
Website: cweil.com

No. 8 · RIA

Financial Sense Advisors

Financial Sense Advisors is an investment adviser based in San Diego, CA, registered with the SEC since 1985. 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 $836 million, as filed on 31 August 2026.

Regulatory AUM: $836M
Clients: 597
Advisory staff: 8
Founded: 1985
Custodians: Fidelity
Headquarters: 10920 Via Frontera, Suite 500, San Diego, CA 92127
Phone: 858-487-3939

No. 9 · RIA

Creative Capital Management Investments

Creative Capital Management Investments is an investment adviser based in San Diego, CA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $780 million, as filed on 25 March 2026.

Creative Capital Management Investments charges 0.40%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $780M
Clients: 298
Advisory staff: 7
Founded: 1980
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 6265 Greenwich Drive, Suite 201, San Diego, CA 92122
Phone: 619-298-3993
Website: myccmi.com

No. 10 · RIA

Wilsey Asset Management

Wilsey Asset Management is an investment adviser based in San Diego, CA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $768 million, as filed on 30 July 2026.

Wilsey Asset Management charges 0.50%–1.50% a year for its Investment Management Services.

Regulatory AUM: $768M
Clients: 892
Advisory staff: 2
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 10620 Treena Street, Ste 100, San Diego, CA 92131
Phone: 858-224-0004
Website: wilseyassetmanagement.com

Questions about financial advisors in San Diego

How many financial advisor firms are headquartered in San Diego?

65 SEC-registered financial advisor firms report their principal office in San Diego, CA, managing $42.1B in regulatory assets between them. The other 26 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 San Diego?

Pure Financial Advisors, with $11.1B in regulatory assets under management on its latest Form ADV. The next largest are LM Advisors ($2.88B) and CoastEdge Partners ($2.14B).

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

How large is a typical financial advisor firm in San Diego?

The median firm manages $351M in regulatory assets. That is the midpoint of the 65 firms headquartered in San Diego.

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

How much do financial advisors in San Diego 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 0.85% to 1.60% 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 San Diego?

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

San Diego has 65 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in San Diego

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