NivaLet’s talk

Top 3 financial advisor firms in Solana Beach

3 SEC-registered financial advisor firms are headquartered in Solana Beach, CA, with $1.66B in combined regulatory assets under management. The largest by assets are Blankinship & Foster ($940M), DLK Investment Management ($524M) and D. M. Brenner ($194M).

3
Financial advisor firms
$1.66B
Their combined AUM
$524M
Median firm AUM
894
Clients of the top 3

The 3 largest by assets

  1. 1
    Blankinship & Foster

    RIA

    $940M

  2. 2
    DLK Investment Management

    RIA

    $524M

  3. 3
    D. M. Brenner

    RIA

    $194M

Profiles of the top 3

No. 1 · RIA

Blankinship & Foster

Blankinship & Foster is an investment adviser based in Solana Beach, CA, registered with the SEC since 1989. 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 $940 million, as filed on 5 March 2026.

Blankinship & Foster charges 0.40%–1.00% a year for its Investment Management Services.

Regulatory AUM
$940M
Clients
290
Advisory staff
9
Founded
1989
Fee schedule
0.40% to 1.00% a year
Custodians
Charles Schwab
Headquarters
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075
Phone
858-755-5166

No. 2 · RIA

DLK Investment Management

DLK Investment Management is an investment adviser based in Solana Beach, CA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include individual clients, other clients and high-net-worth individuals. Its regulatory assets under management total $524 million, as filed on 30 March 2026.

DLK Investment Management charges 0.85%–1.50% a year for its Investment Management.

Regulatory AUM
$524M
Clients
467
Advisory staff
5
Fee schedule
0.85% to 1.50% a year
Minimum account
$300,000
Custodians
Charles Schwab
Headquarters
238 North Cedros Ave, Suite 200, Solana Beach, CA 92075
Phone
858-433-3200
Website
dlkinvest.com

No. 3 · RIA

D. M. Brenner

D. M. Brenner is an investment adviser based in Solana Beach, CA, registered with the SEC since 2020. 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 $194 million, as filed on 30 March 2026.

Regulatory AUM
$194M
Clients
137
Advisory staff
3
Custodians
Charles Schwab
Headquarters
380 Stevens Avenue, Suite 205, Solana Beach, CA 92075
Phone
858-345-1001
Website
dmbrenner.com

Questions about financial advisors in Solana Beach

How many financial advisor firms are headquartered in Solana Beach?

3 SEC-registered financial advisor firms report their principal office in Solana Beach, CA, managing $1.66B in regulatory assets between them. The other 5 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 Solana Beach?

Blankinship & Foster, with $940M in regulatory assets under management on its latest Form ADV. The next largest are DLK Investment Management ($524M) and D. M. Brenner ($194M).

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

How large is a typical financial advisor firm in Solana Beach?

The median firm manages $524M in regulatory assets. That is the midpoint of the 3 firms headquartered in Solana Beach.

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

How can I check a financial advisor's record in Solana Beach?

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

Solana Beach has 3 financial advisor firms; see every adviser in the city →

Top financial advisor firms in other California cities