Research Report · 2026-06-30
Largest Registered Investment Advisers in San Diego
San Diego SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
104
Total AUM
$175.99B
Median AUM
$407.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CHANDLER ASSET MANAGEMENT INC | SAN DIEGO | 107287 | $45.31B | 54 | 2026-03-31 | → |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | SAN DIEGO | 7717 | $12.93B | 624 | 2026-03-31 | → |
| 3 | PURE FINANCIAL ADVISORS, LLC | SAN DIEGO | 144316 | $11.05B | 204 | 2026-02-28 | → |
| 4 | FAIRFIELD REALTY ADVISORS LLC | SAN DIEGO | 300633 | $6.20B | 370 | 2026-03-31 | → |
| 5 | LM CAPITAL GROUP, LLC | SAN DIEGO | 120277 | $6.10B | 20 | 2026-03-31 | → |
| 6 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | SAN DIEGO | 131660 | $5.87B | 5 | 2026-03-31 | → |
| 7 | METIS GLOBAL PARTNERS, LLC | SAN DIEGO | 167276 | $5.67B | 11 | 2026-05-31 | → |
| 8 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | SAN DIEGO | 13162 | $5.63B | 43 | 2026-06-30 | → |
| 9 | CUSO FINANCIAL SERVICES, L.P. | SAN DIEGO | 42132 | $5.38B | 791 | 2025-08-31 | → |
| 10 | GLOBEFLEX CAPITAL LP | SAN DIEGO | 106417 | $4.60B | 26 | 2026-03-31 | → |
| 11 | IPG INVESTMENT ADVISORS, LLC | SAN DIEGO | 152990 | $4.14B | 39 | 2026-03-31 | → |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | SAN DIEGO | 288792 | $3.80B | 88 | 2026-05-31 | → |
| 13 | NEOS PARTNERS, LP | SAN DIEGO | 323847 | $3.77B | 34 | 2026-05-31 | → |
| 14 | COUNTERPOINT MUTUAL FUNDS, LLC | SAN DIEGO | 172379 | $3.24B | 15 | 2026-03-31 | → |
| 15 | CLARIVEST ASSET MANAGEMENT LLC | SAN DIEGO | 139785 | $3.05B | 17 | 2026-06-30 | → |
| 16 | LM ADVISORS LLC | SAN DIEGO | 153940 | $2.88B | 22 | 2026-03-31 | → |
| 17 | COASTEDGE PARTNERS, LLC | SAN DIEGO | 149685 | $2.14B | 16 | 2026-03-31 | → |
| 18 | AKSIA CA LLC | SAN DIEGO | 159043 | $2.08B | 51 | 2025-03-31 | → |
| 19 | MADISON AVENUE SECURITIES, LLC | SAN DIEGO | 23224 | $2.02B | 125 | 2026-05-31 | → |
| 20 | SOVRAN ADVISORS, LLC | SAN DIEGO | 329415 | $1.87B | 64 | 2026-03-31 | → |
| 21 | RICE HALL JAMES & ASSOCIATES LLC | SAN DIEGO | 125410 | $1.74B | 23 | 2026-05-31 | → |
| 22 | TELOS CAPITAL MANAGEMENT, INC. | SAN DIEGO | 149108 | $1.63B | 19 | 2026-05-31 | → |
| 23 | NICHOLAS INVESTMENT PARTNERS, L.P. | SAN DIEGO | 140159 | $1.45B | 12 | 2026-03-31 | → |
| 24 | DENALI ADVISORS, LLC | SAN DIEGO | 110242 | $1.39B | 14 | 2026-03-31 | → |
| 25 | CASCADE FINANCIAL PARTNERS, LLC | SAN DIEGO | 326620 | $1.38B | 9 | 2026-03-31 | → |
| 26 | SEASIDE EQUITY PARTNERS, LLC | SAN DIEGO | 307171 | $1.37B | 19 | 2026-03-31 | → |
| 27 | SCF INVESTMENT ADVISORS, INC. | SAN DIEGO | 123608 | $1.35B | 263 | 2025-09-30 | → |
| 28 | CCG WEALTH MANAGEMENT, LLC | SAN DIEGO | 296985 | $1.20B | 64 | 2026-06-30 | → |
| 29 | CASTLE CREEK ADVISORS IV LLC | SAN DIEGO | 158079 | $1.14B | 12 | 2026-03-31 | → |
| 30 | THE WEIL COMPANY | SAN DIEGO | 22090 | $896.2M | 16 | 2026-02-28 | → |
| 31 | FINANCIAL SENSE ADVISORS, INC. | SAN DIEGO | 111090 | $835.6M | 11 | 2026-06-30 | → |
| 32 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | SAN DIEGO | 286567 | $780.4M | 11 | 2026-03-31 | → |
| 33 | WILSEY ASSET MANAGEMENT INCORPORATED | SAN DIEGO | 130482 | $768.5M | 9 | 2026-03-31 | → |
| 34 | GRADIENT CAPITAL ADVISORS, LLC | SAN DIEGO | 168912 | $742.2M | 7 | 2026-02-28 | → |
| 35 | PREMIER WEALTH ADVISORS, LLC | SAN DIEGO | 285510 | $694.9M | 6 | 2026-02-28 | → |
| 36 | HERITAGE WEALTH MANAGEMENT, INC. | SAN DIEGO | 316956 | $643.4M | 13 | 2026-06-30 | → |
| 37 | STOLPER & COMPANY | SAN DIEGO | 6911 | $615.7M | 2 | 2026-01-31 | → |
| 38 | MEASURED RISK PORTFOLIOS, INC. | SAN DIEGO | 141422 | $597.2M | 13 | 2026-04-30 | → |
| 39 | ROWLING & ASSOCIATES LLC | SAN DIEGO | 308292 | $583.0M | 14 | 2026-06-30 | → |
| 40 | BOXER CAPITAL MANAGEMENT, LLC | SAN DIEGO | 330106 | $578.2M | 19 | 2026-05-31 | → |
| 41 | ORIN GREEN FINANCIAL, LLC | SAN DIEGO | 285670 | $528.8M | 7 | 2026-03-31 | → |
| 42 | ARISTON SERVICES GROUP, LLC | SAN DIEGO | 146255 | $527.0M | 5 | 2026-03-31 | → |
| 43 | PRESIDIO CAPITAL MANAGEMENT, LLC | SAN DIEGO | 304501 | $498.9M | 14 | 2026-03-31 | → |
| 44 | ONE DEGREE ADVISORS, INC. | SAN DIEGO | 170392 | $489.0M | 6 | 2026-05-31 | → |
| 45 | RINKEY INVESTMENTS | SAN DIEGO | 149576 | $471.1M | 14 | 2026-05-31 | → |
| 46 | CLELLAND & CO INC | SAN DIEGO | 105406 | $465.7M | 3 | 2026-03-31 | → |
| 47 | TIDEMARK, LLC | SAN DIEGO | 327611 | $462.5M | 12 | 2026-06-30 | → |
| 48 | BETA WEALTH GROUP, INC | SAN DIEGO | 165224 | $460.3M | 3 | 2026-06-30 | → |
| 49 | CARMEL CAPITAL PARTNERS, LLC | SAN DIEGO | 123907 | $434.3M | 9 | 2026-03-31 | → |
| 50 | VON BERGE WEALTH MANAGEMENT GROUP, LLC | SAN DIEGO | 313332 | $430.0M | 2 | 2025-03-31 | → |
| 51 | SEABIRD FINANCIAL CORPORATION | SAN DIEGO | 284125 | $419.1M | 6 | 2026-04-30 | → |
| 52 | TED BUCHAN & COMPANY, LLC | SAN DIEGO | 140722 | $413.2M | 7 | 2026-03-31 | → |
| 53 | SILVER COAST INVESTMENTS LLC | SAN DIEGO | 167771 | $401.6M | 32 | 2026-03-31 | → |
| 54 | PLATT WEALTH MANAGEMENT, LLC | SAN DIEGO | 297487 | $390.6M | 5 | 2026-02-28 | → |
| 55 | PACIFIC POINT ADVISORS, LLC | SAN DIEGO | 310731 | $389.6M | 9 | 2026-03-31 | → |
| 56 | BRIAN D. LOWDER, INC. | SAN DIEGO | 105972 | $388.1M | 3 | 2026-01-31 | → |
| 57 | SANDEEP VARMA WEALTH STRATEGIES, LLC | SAN DIEGO | 137705 | $383.6M | 6 | 2026-02-28 | → |
| 58 | TORREN MANAGEMENT, LLC | SAN DIEGO | 329263 | $373.5M | 5 | 2026-03-31 | → |
| 59 | PACIFIC WEALTH MANAGEMENT, LLC | SAN DIEGO | 113217 | $371.9M | 6 | 2026-04-30 | → |
| 60 | DEAN ROLAND RUSSELL, LLC | SAN DIEGO | 109480 | $351.2M | 6 | 2026-03-31 | → |
| 61 | SUPERIOR PLANNING, LLC | SAN DIEGO | 130711 | $349.6M | 12 | 2026-06-30 | → |
| 62 | EIGER WEALTH MANAGEMENT, LLC | SAN DIEGO | 304321 | $338.7M | 6 | 2026-03-31 | → |
| 63 | COPLEY FINANCIAL GROUP, INC. | SAN DIEGO | 283070 | $331.2M | 8 | 2026-05-31 | → |
| 64 | AMERICAN ASSETS CAPITAL ADVISERS, LLC | SAN DIEGO | 168805 | $327.3M | 6 | 2025-03-31 | → |
| 65 | WEALTH ANALYTICS PARTNERS, LLC | SAN DIEGO | 140115 | $316.0M | 6 | 2026-06-30 | → |
| 66 | DEFINE FINANCIAL, LLC | SAN DIEGO | 286648 | $314.6M | 7 | 2026-05-31 | → |
| 67 | LIFEPRO ASSET MANAGEMENT, LLC | SAN DIEGO | 285252 | $311.3M | 42 | 2025-01-31 | → |
| 68 | WESTERN FINANCIAL CORPORATION | SAN DIEGO | 6118 | $309.2M | 6 | 2026-05-31 | → |
| 69 | KACHKOVSKY & FISHER, INC. | SAN DIEGO | 117811 | $305.1M | 6 | 2026-03-31 | → |
| 70 | MCNAUGHTON WEALTH MANAGEMENT, LLC | SAN DIEGO | 300330 | $291.6M | 6 | 2026-03-31 | → |
| 71 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | SAN DIEGO | 295339 | $283.4M | 2 | 2026-02-28 | → |
| 72 | SIMPLIFI, INC. | SAN DIEGO | 154900 | $276.1M | 5 | 2026-03-31 | → |
| 73 | MISSION HILLS FINANCIAL ADVISORY LLC | SAN DIEGO | 328516 | $274.1M | 6 | 2026-03-31 | → |
| 74 | HEALTHPOINTCAPITAL MANAGEMENT, LLC | SAN DIEGO | 309041 | $271.3M | 8 | 2026-03-31 | → |
| 75 | CQ WEALTH ADVISORS, INC. | SAN DIEGO | 313833 | $263.3M | 4 | 2026-01-31 | → |
| 76 | PACIFIC CAPITAL ASSOCIATES, INC. | SAN DIEGO | 160407 | $258.8M | 6 | 2026-04-30 | → |
| 77 | INTERNATIONAL PRIVATE WEALTH ADVISORS LLC | SAN DIEGO | 323032 | $255.3M | 8 | 2026-04-30 | → |
| 78 | KAIYO WEALTH LLC | SAN DIEGO | 316431 | $240.1M | 4 | 2026-04-30 | → |
| 79 | TRIVANT CUSTOM PORTFOLIO GROUP LLC | SAN DIEGO | 129803 | $239.4M | 5 | 2026-02-28 | → |
| 80 | SPECTRUM PLANNING & ADVISORY SERVICES INC. | SAN DIEGO | 170093 | $235.7M | 8 | 2026-05-31 | → |
| 81 | D'ARCY CAPITAL MANAGEMENT, LLC | SAN DIEGO | 156264 | $225.6M | 4 | 2026-02-28 | → |
| 82 | SORRENTO PACIFIC FINANCIAL, LLC | SAN DIEGO | 127787 | $222.3M | 248 | 2025-08-31 | → |
| 83 | BLUE SUMMIT FINANCIAL GROUP, INC. | SAN DIEGO | 148782 | $211.4M | 3 | 2026-02-28 | → |
| 84 | WFA OF SAN DIEGO, LLC | SAN DIEGO | 307404 | $206.9M | 5 | 2026-06-30 | → |
| 85 | REYES FINANCIAL ARCHITECTURE INC. | SAN DIEGO | 153194 | $196.2M | 5 | 2026-03-31 | → |
| 86 | WILSHIRE QUINN CAPITAL, INC. | SAN DIEGO | 148012 | $188.4M | 6 | 2026-01-31 | → |
| 87 | WARD & ASSOCIATES | SAN DIEGO | 107878 | $187.2M | 2 | 2026-06-30 | → |
| 88 | LEEDS CAPITAL GROUP, LLC | SAN DIEGO | 327004 | $179.7M | 2 | 2026-04-30 | → |
| 89 | M WEALTH MANAGEMENT, LLC | SAN DIEGO | 281532 | $177.6M | 3 | 2026-02-28 | → |
| 90 | TORREY WEALTH, LLC | SAN DIEGO | 310688 | $176.7M | 1 | 2026-03-31 | → |
| 91 | CLUTINGER WILLIAMS & VERHOYE INC | SAN DIEGO | 111082 | $163.1M | 2 | 2025-09-30 | → |
| 92 | ZERMATT WEALTH PARTNERS LLC | SAN DIEGO | 105736 | $158.4M | 6 | 2026-06-30 | → |
| 93 | FINEC ASSET MANAGEMENT LLC | SAN DIEGO | 231789 | $157.0M | 6 | 2026-03-31 | → |
| 94 | MERRITHEW & THORSTEN, INC. | SAN DIEGO | 133563 | $155.0M | 2 | 2026-02-28 | → |
| 95 | DECISION INVESTMENTS, INC. | SAN DIEGO | 145073 | $154.9M | 3 | 2026-03-31 | → |
| 96 | SANDENA, INC. | SAN DIEGO | 322947 | $148.8M | 7 | 2026-03-31 | → |
| 97 | RJ PATTERSON CAPITAL INVESTMENT GROUP INC. | SAN DIEGO | 281752 | $142.4M | 5 | 2026-06-30 | → |
| 98 | SIKORSKI WEALTH MANAGEMENT, LLC | SAN DIEGO | 312805 | $139.6M | 3 | 2026-03-31 | → |
| 99 | GOLDMAN WEALTH MANAGEMENT & ASSOCIATES, LLC | SAN DIEGO | 290153 | $120.0M | 2 | 2026-04-30 | → |
| 100 | SANTARA WEALTH MANAGEMENT LLC | SAN DIEGO | 333780 | $68.7M | 2 | 2025-08-31 | → |
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