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Financial advisory firms
in San Diego, CA.

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

671 financial advisors94 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.

94 advisory firmsCompare public facts. Verify experience directly.
671 financial advisors94 advisory firms1 city

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

7 STREETS FINANCIAL, LLCCRD 282577

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADVICE ONLYCRD 334039

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AMERICAN ASSETS INVESTMENT MANAGEMENT, LLCCRD 131660

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsInsurance companiesPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARIAM GLOBAL INC.CRD 343104

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARISTON SERVICES GROUP, LLCCRD 146255

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AURORA WEALTH ADVISORSCRD 322947

Advisory firm

Filed advisory firm office: San Diego, 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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AWM GLOBAL ADVISORSCRD 159094

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BAMBOO WEALTH STRATEGIESCRD 170093

Advisory firm

Filed advisory firm office: San Diego, 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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BENCHMARK ADVISORY SERVICES, LLCCRD 305662

Advisory firm

Filed advisory firm office: San Diego, 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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BETA WEALTH GROUP, INCCRD 165224

Advisory firm

Filed advisory firm office: San Diego, 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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BLUE SUMMIT WEALTH MANAGEMENTCRD 148782

Advisory firm

Filed advisory firm office: San Diego, 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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BOXER CAPITAL MANAGEMENT, LLCCRD 330106

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BREAKAWAY INDEPENDENT ADVISORS, LLCCRD 340675

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

Individuals (other than HNW)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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BRIAN D. LOWDER, INC.CRD 105972

Advisory firm

Filed advisory firm office: San Diego, 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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CARMEL CAPITAL PARTNERS, LLCCRD 123907

Advisory firm

Filed advisory firm office: San Diego, 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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CASCADE FINANCIAL PARTNERS, LLCCRD 326620

Advisory firm

Filed advisory firm office: San Diego, 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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CASTLE CREEK CAPITALCRD 158079

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

Corporations or other businessesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CENTURA WEALTH ADVISORYCRD 296985

Advisory firm

Filed advisory firm office: San Diego, 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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CHANDLER ASSET MANAGEMENT INCCRD 107287

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesPension and profit sharing plansPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
CHOKSHI & QUEEN WEALTH ADVISORSCRD 313833

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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Public source record; verify directly
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