Top Financial Advisors in La Jolla, California
Finding the right financial advisor in La Jolla is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in La Jolla, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in La Jolla, CA.
Find the Best Financial Advisor Firms in La Jolla:
ALPHACORE CAPITAL LLC
CRD#: 174346
Address: 1200 Prospect St Suite 200, La Jolla, CA 92037
Clients: 1,776
Average Clients per Advisor: 25
AUM: $ 13.0B
FINANCIAL ALTERNATIVES, INC.
CRD#: 108245
Address: 7825 Fay Avenue Suite 210, La Jolla, CA 92037
Clients: 121
Average Clients per Advisor: 17
AUM: $ 548M
CASTLE COAST WEALTH, LLC
CRD#: 298439
Address: 4225 Executive Square Suite 1030, La Jolla, CA 92037
Clients: 160
Average Clients per Advisor: 40
AUM: $ 412M
SYRIOS WEALTH MANAGEMENT GROUP
CRD#: 332139
Address: Wall Street Building 7855 Ivanhoe Avenue, Suite 420, La Jolla, CA 92037
Clients: 87
Average Clients per Advisor: 87
AUM: $ 404M
CANTER WEALTH
CRD#: 167828
Address: 7825 Fay Avenue Suite 140, La Jolla, CA 92037
Clients: 175
Average Clients per Advisor: 21
AUM: $ 276M
NAUTILUS ADVISORS LLC
CRD#: 154169
Address: 888 Prospect St. Suite 200, La Jolla, CA 92037
Clients: 26
Average Clients per Advisor: 8
AUM: $ 268M
How We Chose the Top Financial Advisors in La Jolla, California
To create this list of top financial advisor firms in La Jolla, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors La Jolla has to offer.
Search Financial Advisors in La Jolla, California
Jennifer R Perkinson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Bryan Molnar
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Karen Louise Mortimer
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Eric Rose
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Scot Samuel Fairchild
Registered Affiliation(s):LPL FINANCIAL LLC
Marie Accunzo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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