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Financial advisory firms
in La Jolla, CA.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

18 financial advisors22 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

22 advisory firmsCompare public facts. Verify experience directly.
18 financial advisors22 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ALPHACORE CAPITAL LLCCRD 174346

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BRANDES INVESTMENT PARTNERS, LPCRD 105404

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CANTER WEALTHCRD 167828

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CARTER FINANCIAL, LLCCRD 298327

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CASTLE COAST WEALTH, LLCCRD 298439

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CONTEXT CAPITAL MANAGEMENT LLCCRD 115167

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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COSMOS WEALTH, LLCCRD 341781

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FINANCIAL ALTERNATIVES, INC.CRD 108245

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FRONTIER GLOBAL PARTNERS LLCCRD 145341

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsPooled investment vehicles (other than ICs)State or municipal government entities
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HAMILTON MANOR & ASSOCIATESCRD 155865

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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JET WEALTH ADVISORSCRD 333645

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LIFE STRATEGIES, INC.CRD 167732

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MUNDOVAL CAPITAL MANAGEMENT, INC.CRD 132553

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Insurance companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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NAUTILUS ADVISORS LLCCRD 154169

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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NERAD + DEPPE WEALTH MANAGEMENTCRD 151284

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SAGE STONE WEALTH MANAGEMENT LLCCRD 155477

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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STEPSTONE GROUP LPCRD 143635

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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STEPSTONE GROUP PRIVATE DEBT LLCCRD 323711

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Business development companiesInvestment companiesPooled investment vehicles (other than ICs)Other: NON-DISCRETIONARY ADVICE TO PENSION PLAN
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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STEPSTONE GROUP REAL ASSETS LPCRD 281695

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Insurance companiesInvestment companiesPension and profit sharing plansPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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STEPSTONE GROUP REAL ESTATE LPCRD 281698

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Banking or thrift institutionsInsurance companiesOther investment advisersPension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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