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Financial Advisors in San Diego, California

Our hand-picked list of 8 financial advisors serving San Diego, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in San Diego

Financial professionals in San Diego should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in San Diego

ADVICE ONLY

1455 FRAZEE RD,, SAN DIEGO, CA 92108

📞 (619) 374-••••

AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC

3430 CARMEL MOUNTAIN ROAD, STE. 150, SAN DIEGO, CA 92121

📞 (858) 345-••••

ARISTON SERVICES GROUP, LLC

750 B STREET, SAN DIEGO, CA 92101

📞 (619) 241-••••

ATS WEALTH MANAGEMENT

5435 OBERLIN DR., SAN DIEGO, CA 92121

📞 (858) 643-••••

AURORA WEALTH ADVISORS

9915 MIRA MESA BOULEVARD, SAN DIEGO, CA 92131

📞 (858) 326-••••

AWM GLOBAL ADVISORS

750 B STREET, SAN DIEGO, CA 92101

📞 (619) 225-••••

BLUE SUMMIT WEALTH MANAGEMENT

4660 LA JOLLA VILLAGE DRIVE, SAN DIEGO, CA 92122

📞 (619) 698-••••

CASCADE FINANCIAL PARTNERS, LLC

3579 VALLEY CENTRE DRIVE, SAN DIEGO, CA 92130

📞 (858) 379-••••

Frequently Asked Questions

Where can I find financial advisors in San Diego, California?

San Diego, California has 8 financial advisors listed in our directory. ADVICE ONLY is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in San Diego?

Financial professionals in San Diego should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in San Diego?

Yes. Use our free quote form below — describe your project, and we'll match you with verified San Diego-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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