Areas served: San Diego, CA and surrounding San Diego County
San Diego's financial advisory landscape reflects the region's diverse economy, from military personnel and defense contractors to biotech professionals and retirees. The concentration of wealth management firms downtown and in La Jolla serves high-net-worth individuals, while fee-only planners throughout North County and East County focus on comprehensive financial planning for middle-income families. This directory provides detailed comparisons of San Diego financial advisors based on compensation structure, fiduciary commitment, areas of specialization, professional designations, and client service models.
Canter Wealth is a fee-only fiduciary financial planning firm serving La Jolla and San Diego, staffed by CFP® professionals who specialize in comprehensive wealth management through life's major transitions. They provide integrated services including retirement planning, tax strategy, estate planning, and investment management, with a focus on adapting financial plans as clients navigate milestones like career changes, family growth, real estate transactions, and liquidity events. Based in La Jolla with a 5-star rating from 87 Google reviews, they serve clients throughout the San Diego area.
“I thought I was doing okay, deep into my retirement and still pretty comfortable financially. But I foresaw possibly big health bills ahead and felt I needed some guidance. I selected Canter because of their client-first, moderate philosophy. Then Jim took me on as his client, and since then my finances have swelled substantially on his and Center's advice. And Jim has given me warm personal and professional support that has relaxed my fears and brightened my future.”
— Mary Heglar, Google Review · 5 ★ avg from 90 reviewsCopley Financial Group, Inc. is an independent, fee-based fiduciary wealth management firm in San Diego, CA with over 30 years of experience and $260M in assets under management. As a fiduciary, they are legally bound to act in clients' best interests, offering personalized retirement planning, investment management, and comprehensive financial strategies. Rated 4.8 stars on Google and A+ BBB accredited, they serve San Diego clients seeking sophisticated, client-first financial planning.
“I am so impressed with Copley Financial Group. After attending a social security seminar for retirement presentation at the local community center, I made an appointment to sit down with Dave to learn more. He is knowledgeable and very professional and has taught me so much about making vast financial choices. He is also very patient with my many questions and promptly gets back to me and my family with any follow-up information. During the past few years, when the market fluctuated due to circumstances such as bank failures, Dave was very proactive in keeping me informed, often sending update messages. Thanks for looking out for my future.”
— María Patricia Alvarez Del Castillo, Google Review · 4.8 ★ avg from 81 reviewsPure Financial Advisors is a fee-only registered investment advisory firm based in San Diego, CA, serving clients nationwide with comprehensive financial planning, retirement strategies, and tax reduction services. The firm's team of certified financial professionals uses evidence-based investment principles and transparent advisory processes to help clients prepare for retirement, minimize tax liability, and build long-term wealth. With a 5-star rating from 191 Google reviews and recognition as a top wealth management firm by San Diego Business Journal and Financial Planning magazine, Pure Financial combines educational resources with personalized financial planning to serve pre-retirees, retirees, and individuals navigating life-altering financial events.
“We are lucky to be working with Rob Canavan at Pure Financial Advisors as our financial planning advisor. He and the Pure Financial team have been doing an excellent job of helping us analyze, invest, and manage our financial resources, as well as monitoring taxes implications. Rob has an easy going personality and is excellent at explaining the concepts and details of financial planning and investing. He takes the time to explain concepts and important items so that we can understand them and make appropriate decisions. He listens to concerns and provides valuable feedback and recommendations. He also provides valuable insights to think about as we go through the various phases of maturing, retiring, and subsequent aging, to help with understanding not only financial planning sides, but also other things to expect in various life stages also. It is always a fun and interesting discussion when meeting with him, and I always learn new things. He's great!!”
— Todd, Google Review · 5 ★ avg from 191 reviewsDarrin A. Santos, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional serving San Diego families and individuals through FSI Wealth. With a fee-only fiduciary approach, Darrin specializes in comprehensive financial planning including retirement strategies, tax optimization, estate planning, and investment management. His holistic process focuses on aligning financial decisions with clients' life goals, backed by a 5.0-star Google rating from 65+ clients in the Mission Valley area.
One Degree Advisors is a fee-only financial planning firm in San Diego led by a team of CFP® and CKA® certified advisors including CEO Anthony Saffer and Founder Janice Thompson, MSFS. They specialize in comprehensive wealth management for clients navigating major life transitions—retirement planning, tax optimization, Social Security strategies, and family legacy planning. Their proprietary Compass System starts with understanding your 'why' to create truly personalized plans, not cookie-cutter advice. Serving San Diego and beyond since 2001 with a 5-star Google rating.
“This review is a bit overdue! Last April we became clients of One Degree Advisors. We extensively researched them via reviews, viewing many of their learning videos on YouTube and, of course, interviewing them. They were a perfect fit for our needs...and we've been very pleased. Not only is their level of financial intelligence beyond impressive, they have the whole customer service/professionalism thing down! A special shout out goes to our personal advisor, Matt Calcagno. His calming demeanor and staggering wealth of knowledge has truly given us the peace of mind we were needing!”
— Ron Ripley, Google Review · 5 ★ avg from 61 reviewsAnna Beasley is a First Command Financial Advisor in San Diego specializing in comprehensive financial planning for military families. As a military spouse herself, she brings firsthand understanding of the unique financial pressures facing service members and their families. She holds Series 7 and 66 securities licenses plus life and health insurance licenses across multiple states, and focuses on retirement income planning, asset allocation, and risk management for the military community.
“Anna Beasley is the best financial advisor I’ve worked with in over five years. She is patient, kind, and genuinely committed to putting her clients first. Over the past two years, Anna has helped me get out of debt, gain a much better understanding of my finances, and build a clear plan for long-term investing and retirement. Her guidance has made a huge difference in my financial confidence and future outlook. I highly recommend Anna to anyone looking for a knowledgeable and trustworthy financial advisor.”
— Alex Szymanski, Google Review · 5 ★ avg from 42 reviewsRoot Financial is an independent financial advisory firm based in Encinitas, CA, specializing in comprehensive wealth management and financial planning for individuals and families. The team provides personalized investment management, retirement planning, and strategic financial guidance tailored to each client's goals. Root Financial is known for taking a fiduciary approach to client relationships, meaning advisors act in clients' best interests.
C.B. Financial Insurance Services is an independent Medicare insurance agency in San Diego, CA, led by licensed insurance agents specializing in Medicare Advantage, Medicare Supplement (Medigap), and Prescription Drug Plans. Unlike captive agents who represent one carrier, they compare plans from multiple top-rated insurance companies to find the best fit for each client's health needs and budget. With a 5.0-star rating from 30+ Google reviews, they provide personalized guidance through Medicare enrollment, Annual Enrollment Period changes, and Special Enrollment Periods at no cost to clients.
“My wife has known Coley Davis for over 30 years, and was one of his first clients. When I saw how well he handled her investments, and realized how trustworthy and honest he was in his business dealings, I decided to invest with him as well. Over the years, the returns on our investments have been remarkable, and Coley has helped me develop many strategies for protecting my money. My wife and I are now happily retired, and living the good life in Florida. Coley Davis and his wonderful staff have helped make this possible. We are so glad we allowed C.B. Financial to manage our finances.”
— John Durina, Google Review · 5 ★ avg from 29 reviewsChillax Finance is a bilingual financial coaching practice in San Diego led by Cally Ingebritson, who brings 16 years of personal finance experience to helping clients build confidence with their money. Specializing in personalized budgeting, savings plans, debt payoff strategies, and credit building, Cally provides judgment-free, LGBTQ+-friendly coaching through monthly 1:1 Zoom sessions and ongoing support. With a 5-star rating from 40+ Google reviews, Chillax Finance serves clients across the country who want to feel calm and in control of their finances without the stress or guilt.
“Cally at Chillax Finance has completely changed my outlook of my finances. I feel confident and secure about where I'm at and where I'm headed. I have also never felt judged by her and from day one she has accepted me right where I was when it came to finances. You won't regret getting on her books as she will help you move into a financial life you will be proud of.”
— Kaleigh Frey, Google Review · 5 ★ avg from 40 reviewsPlatt Wealth Management is a fee-only, fiduciary wealth management firm serving individuals and families in San Diego and nationwide. Led by a team holding CFP®, CFA, and JD credentials, they provide comprehensive financial planning, investment management, retirement planning, and tax strategies. NAPFA-registered with over $500M in assets under management and a perfect 5-star Google rating, they specialize in serving retirees, pre-retirees, and business owners seeking holistic wealth preservation and legacy planning.
“I have had an excellent experience working for several years now with Platt Wealth Management. Jeff Platt is knowledgeable, personable, and ethical. He consistently takes the time to review my portfolio and explain financial strategies with clarity and thoroughness. I feel confident knowing that my investments and planning are being handled with care, professionalism and integrity. Thanks to the expertise of the Platt Wealth Management team, I feel less stressed and more secure about my financial future. I highly recommend Platt Wealth Management to anyone seeking a trustworthy and skilled financial manager.”
— Judy Stern, Google Review · 5 ★ avg from 22 reviewsTidemark Financial Partners is an independent registered investment advisor in San Diego specializing in comprehensive financial planning for biotech executives, engineers, and educators. Led by a team with deep expertise in employer-specific benefits (Illumina, Pfizer, Tesla, Solar Turbines, Microsoft, Nvidia), they develop holistic retirement plans that incorporate unique stock options, equity compensation, and industry-specific retirement programs. With a 5.0-star Google rating from 21 reviews, they serve San Diego and California's Central Coast.
Traction Wealth Management is a San Diego financial planning firm specializing in personalized wealth strategies for court reporters and Intuit employees. They focus on tax-efficient financial planning, retirement strategies, and investment management tailored to the unique income patterns and benefits structures of these professions. Based in Pacific Beach, they serve clients throughout San Diego County with comprehensive financial planning services.
“Brandon has been very helpful in helping me plan for retirement and setting me up to be financially secure in my sunset years. I started late in life, but he has given me confidence that my future will be bright. He is very professional, knowledgeable, and punctual. He has other resources to help in other areas, as well, such as connections for life insurance planning. He has the knowledge I lack in investing and financial planning. I would highly recommend his services!”
— Dawn Davila, Google Review · 5 ★ avg from 61 reviewsPacific Wealth Management is a San Diego-based fiduciary financial planning firm led by Certified Financial Planner™ professionals. They specialize in comprehensive wealth management for professionals and retirees, offering fee-only financial planning, investment management, and retirement planning services. Known for their client-first fiduciary commitment and personalized approach, they serve individuals and families throughout San Diego County seeking independent, conflict-free financial advice.
Heritage Wealth Management is a fee-only fiduciary financial advisor serving San Diego and surrounding areas, specializing in retirement planning, tax strategies, business owner liquidity events, real estate and private equity investments, and wealth transfer. Led by a team of partners with expertise as CPAs, CFAs, and CFPs, they offer comprehensive financial guidance for complex situations including 1031 exchanges, charitable giving, and family office services. Their independent fiduciary status means their sole focus is securing the best risk-adjusted returns for clients across traditional and alternative asset classes.
Yorkshire Wealth Management is an independent, fiduciary wealth management firm in San Diego specializing in comprehensive financial planning for families and public safety officers. Founded by retired Fire Captain Phil Bell and Chartered Market Technician Douglas Shultz, they offer investment management, retirement planning (including CalPERS, DROP, 457, and SDCERA/SDCERS expertise), estate and legacy planning, tax mitigation strategies, risk management, and education funding guidance. Their fiduciary approach ensures clients' interests come first, with a focus on sustainable wealth creation through low-volatility, resilient portfolios managed with advanced analytics.
Wealth Legacy Group, Inc., led by founder and Registered Investment Advisor R.J. Kelly, specializes in comprehensive financial planning for entrepreneurs, executives, professionals, and franchise owners. With over 30 years of experience, they provide integrated planning across retirement, tax strategy, business succession, estate planning, insurance, and investment management. Their holistic approach combines business planning, legacy planning, accumulation strategy, and personal financial planning to help successful families achieve clarity on their goals and build long-term wealth.
Verus Capital Partners is a San Diego and Scottsdale-based financial advisory firm specializing in retirement income planning, investment management, tax-efficient strategies, and divorce financial analysis for retirees, families, and business owners. Led by Managing Partner Steve Bull and a team of CFP® professionals and a CDFA®, they provide comprehensive financial planning with a fiduciary standard of care, meaning all advice is legally required to be in your best interest. They focus on simplifying complex money decisions and helping clients plan with confidence through personalized, human-centered guidance.
USA Financial Consultants in San Diego offers comprehensive financial planning and advisory services to help clients build and protect their wealth. The firm provides personalized guidance on investments, retirement planning, and financial strategy tailored to individual goals and circumstances. With a focus on client education and long-term financial success, they serve families and individuals throughout the San Diego area.
Financial Haus is an independent financial advisory firm based in San Diego specializing in personalized wealth management and financial planning for individuals and families. Led by experienced consultants, they offer comprehensive services including investment management, retirement planning, and strategic financial guidance tailored to each client's unique goals and circumstances.
CFG Wealth Management is an independent financial advisory firm serving San Diego and the broader Southern California region. They provide comprehensive wealth management, investment management, and financial planning services tailored to individuals and families. With a focus on personalized strategies and client relationships, CFG Wealth Management helps clients build and protect their financial futures through thoughtful, comprehensive planning.
Client First Capital is a San Diego-based financial advisory firm specializing in comprehensive wealth management, investment planning, and financial strategy for individuals and businesses. Founded on the principle of putting clients first, they offer personalized financial guidance tailored to each client's unique goals and circumstances.
Satori Wealth Management is an independent financial advisory firm serving San Diego and surrounding areas with comprehensive wealth management, investment management, and retirement planning services. Founded on principles of fiduciary responsibility, they work with individuals and families to develop personalized financial strategies tailored to their unique goals and circumstances.
ATS Wealth Management is an independent financial advisory firm serving San Diego and surrounding areas. They specialize in comprehensive wealth planning, investment management, and retirement strategy for individuals and families. ATS focuses on personalized financial guidance to help clients achieve their long-term goals.
Elite Wealth Management is a San Diego-based financial advisory firm specializing in comprehensive wealth planning and investment management for high-net-worth individuals and families. The firm offers personalized strategies for retirement planning, investment portfolio management, and financial goal optimization. They combine expert analysis with a client-focused approach to help build and preserve long-term wealth.
WMA Wealth Management Accounting, Inc. is an accounting and financial advisory firm serving San Diego businesses and individuals. They provide comprehensive tax planning, accounting services, and wealth management consulting to help clients optimize their financial strategies and tax efficiency. With a focus on personalized service, they work closely with clients to address their specific accounting and financial planning needs.
SRS Wealth Management is an independent financial advisory firm in San Diego specializing in retirement planning and wealth management strategies. The firm helps clients navigate complex financial decisions with personalized guidance tailored to individual goals and circumstances. Their team works to optimize investments, tax efficiency, and long-term financial security for clients approaching or in retirement.
Charles Schwab is a full-service investment and financial services firm offering brokerage accounts, retirement planning, investment management, and financial advisory services. The San Diego branch provides personalized guidance on portfolio management, retirement accounts, and wealth planning to help clients build and protect their financial futures.
Cetera Investors is a financial advisory firm serving San Diego with comprehensive wealth management and investment planning services. The firm provides personalized financial guidance to help clients build and protect their wealth through strategic investment management and retirement planning. With a focus on professional service and client-centered advisory, Cetera Investors serves individuals and families looking to optimize their financial future.
The Financial Planning & Investment Group is an Ameriprise Financial Services office in San Diego offering comprehensive financial planning, investment management, and retirement planning services. Their advisors work with individuals and families to develop personalized strategies for wealth management, insurance products, and long-term financial goals. As part of Ameriprise, they combine local expertise with access to institutional resources and investment platforms.
Raymond James Financial Services in San Diego provides comprehensive wealth management, investment advisory, and financial planning services to individuals and businesses. As part of the nationally recognized Raymond James network, this office delivers personalized financial strategies, retirement planning, portfolio management, and access to a broad range of investment products and services. The team focuses on building long-term client relationships through professional guidance and fiduciary-standard advice.
Fidelity Investments in Rancho Bernardo is a full-service financial services center offering brokerage accounts, investment management, retirement planning, and wealth management solutions. As part of Fidelity, one of the largest and most established investment firms in the United States, this local branch provides personalized advisory services, access to a wide range of investment products, and educational resources for individual investors and families.
Financial Planning Consultants is an independent financial advisory firm based in San Diego specializing in comprehensive financial planning and investment management for individual clients. They offer personalized financial guidance to help clients build and protect their wealth through strategic planning and investment strategies.
Sikorski Wealth Management is an independent financial advisory firm in San Diego specializing in comprehensive wealth management and financial planning services. The firm works with clients to develop personalized investment strategies, retirement planning, and overall wealth optimization tailored to individual goals and circumstances.
San Diego Wealth Management provides comprehensive financial advisory services to help clients build and preserve wealth through personalized planning and investment management. Based in San Diego, they work with individuals and families to develop customized strategies aligned with their financial goals and life circumstances.
Morgan Stanley Financial Advisors in La Jolla provides comprehensive wealth management, investment advisory, and financial planning services to individuals and families. As part of the globally recognized Morgan Stanley brand, the team offers personalized guidance on portfolio management, retirement planning, and estate strategies. They serve high-net-worth clients seeking sophisticated financial solutions backed by institutional expertise.
LPL Financial is a leading independent broker-dealer and investment advisor platform headquartered in San Diego. They provide comprehensive financial advisory services, investment management, and wealth planning solutions to individual investors and financial advisors. LPL Financial serves as a trusted partner for those seeking personalized financial guidance and access to a broad range of investment products.
Paradigm Group is a financial advisory team at UBS Financial Services Inc. located in La Jolla, offering comprehensive wealth management and investment services to high-net-worth clients. The team provides personalized financial planning, investment management, retirement strategies, and estate planning guidance backed by UBS's institutional resources and expertise.
DB Wealth Management Group is a financial advisory firm in San Diego specializing in comprehensive wealth management and financial planning services. The firm helps clients navigate investment strategies, retirement planning, and long-term financial goals through personalized consulting and professional guidance.
Edward Jones is a full-service financial advisory firm where CFP® Aaron D Muther provides personalized investment management, retirement planning, and wealth management services to individuals and families in the San Diego area. With a focus on long-term financial goals and comprehensive planning, Aaron D Muther helps clients navigate investment decisions, retirement strategies, and financial planning tailored to their specific needs.
Michael Walsh is a financial advisor with Ameriprise Financial Services, LLC, serving the San Diego area. He provides comprehensive financial planning and advisory services to help clients build and protect their wealth through personalized investment strategies and retirement planning.
Pure Financial Advisors, LLC is the top-ranked financial advisor in San Diego with a Lantern Score of 85.23/100 and a 5-star rating from 191 reviews. They specialize in comprehensive financial planning and are particularly well-suited for pre-retirees, retirees, and high-net-worth individuals seeking transparent fee-only advisory without commission bias.
First Command Financial Advisor - Anna Beasley (Lantern Score: 83.11/100, 5★) specializes in comprehensive financial planning for military families and service members. As a military spouse herself, Anna Beasley is best for active duty service members, military families, veterans, and military spouses.
Chillax Finance (Lantern Score: 81.18/100, 5★) is a woman-owned and LGBTQ+-friendly bilingual financial coaching service founded by Cally Ingebritson with 16 years of experience. They specialize in helping busy professionals, Spanish speakers, and first-time savers reduce financial stress through personalized coaching.
Canter Wealth (Lantern Score: 84.46/100, 5★) and Darrin A. Santos, CFP®-FSI Wealth (Lantern Score: 84.03/100, 5★) both specialize in serving business owners. Canter Wealth focuses on managing liquidity events, while Darrin A. Santos provides comprehensive wealth management for business owners alongside high-net-worth individuals and families.
Tidemark Financial Partners (Lantern Score: 80.85/100, 5★) specializes in personalized retirement planning for biotech executives, software engineers, and tech employees. They also serve educators and other high-income professionals seeking customized retirement planning strategies.
Heritage Wealth Management, Inc. (Lantern Score: 79.93/100, 5★) specializes in retirement planning with complex tax strategies and is best for business owners, high-net-worth individuals, and retirees. Pure Financial Advisors, LLC (Lantern Score: 85.23/100) also emphasizes tax optimization for pre-retirees and retirees throughout Southern California.