Top Financial Advisors in San Diego, California

FinanceHQ’s team of experts conducted thorough research on financial advisors in San Diego. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in San Diego range from $140M to $17B in AUM, and have an average of 26 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 29, 2023
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EP Wealth Advisors

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About EP Wealth Advisors

San Diego, CAInvestment Advisor Firm
Assets Managed: $17,057,000,000Total Number of Advisors: 176Number of Accounts: 32,050In Business Since: 1987

EP Wealth Advisors is a top financial advisor in San Diego, CA due to their extensive experience and expertise in investment management, financial planning, and wealth advisory services. Founded in 1987, the firm has grown to become one of the largest financial planning and investment advisory firms in the country, with over $19.5 billion in client assets under management. Their commitment to providing personalized and unbiased advice, as well as their focus on long-term client relationships, sets them apart from other advisors in the area.

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The Mather Group

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About The Mather Group

San Diego, CAInvestment Advisor Firm
Assets Managed: $8,718,717,623Total Number of Advisors: 81Number of Accounts: 16,761In Business Since: 2011

The Mather Group is a top financial advisor in San Diego, CA because they offer comprehensive financial planning services and prioritize the best interests of their clients. Their commitment to educating investors about fiduciary responsibility sets them apart from other firms, and their fee-only approach ensures that clients can maximize their investment potential while minimizing unnecessary costs. With specialties in financial planning, retirement planning, tax planning, estate planning, and investment management, The Mather Group provides a range of services to meet their clients' needs.

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Churchill Management Group

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About Churchill Management Group

San Diego, CAInvestment Advisor Firm
Assets Managed: $7,150,126,857Total Number of Advisors: 43Number of Accounts: 19,055In Business Since: 1963

Churchill Management Group is a top financial advisor in San Diego, CA due to their extensive experience since being founded in 1963 and their commitment to helping clients make and keep money. They specialize in wealth management, retirement planning, and financial planning services, offering a diverse range of tactical strategies to tailor the investment experience based on each client's specific goals and objectives. What sets them apart is their focus on customization, crafting portfolios that aim to minimize risk while meeting individual investment objectives.

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HoyleCohen

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About HoyleCohen

San Diego, CAInvestment Advisor Firm
Assets Managed: $3,085,852,836Total Number of Advisors: 21Number of Accounts: 5,169In Business Since: 2001

HoyleCohen is a top financial advisor in San Diego, CA because they have been serving clients since 2001 and are headquartered in the area. They specialize in financial planning and wealth management, taking a holistic approach to consider all aspects of their client's lives. With a commitment to long-term relationships, transparent communication, and personalized investment strategies, HoyleCohen stands out as a trusted advisor in the San Diego community.

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Copley Financial Group, Inc.

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About Copley Financial Group, Inc.

San Diego, CAInvestment Advisor Firm
Assets Managed: $232,550,387Total Number of Advisors: 7Number of Accounts: 4,308In Business Since: 2014

Copley Financial Group, Inc. is a top financial advisor in San Diego, CA because they specialize in retirement planning and wealth management for individuals and families nearing or already in retirement. They have a track record of delivering higher investment returns compared to managing finances independently. With a commitment to fiduciary duty and integrated planning, Copley Financial Group creates personalized strategies to help clients achieve financial security in their retirement years.

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Bull Oak Capital, LLC

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About Bull Oak Capital, LLC

San Diego, CAInvestment Advisor Firm
Assets Managed: $139,644,753Total Number of Advisors: 2Number of Accounts: 278In Business Since: 2014

Bull Oak Capital, LLC is a top financial advisor in San Diego, CA because they have been providing portfolio management and custom financial plans since their establishment in 2014. As a fee-only registered investment advisory (RIA) firm, they prioritize their clients' best interests by acting as fiduciaries. Their commitment to transparency, exceptional client service, and alignment with clients' specific life goals sets them apart from other advisors in the area.

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Frequently Asked Questions

Can finding a financial advisor in San Diego, CA help you in reducing debt?

Yes, finding a financial advisor in San Diego, CA can be instrumental in reducing debt. Advisors can assess your financial situation, create a budget, and develop a debt repayment plan tailored to your circumstances. Utilizing our platform, connect with San Diego advisors who specialize in debt reduction strategies, providing personalized guidance to help you achieve financial stability.

Can a financial advisor in San Diego, CA help with income tax preparation?

Certainly, a financial advisor in San Diego, CA can provide assistance with income tax preparation. Many advisors offer tax planning services as part of their comprehensive financial guidance. Connect with professionals on our platform to ensure your taxes are prepared strategically, maximizing returns and aligning with your broader financial goals in the vibrant city of San Diego.

How can financial advisors in San Diego, CA assist divorcees?

Financial advisors in San Diego, CA can provide valuable assistance to divorcees by offering specialized financial planning services. They can help with the division of assets, assess the impact of the divorce on your financial situation, and create a post-divorce financial plan. Our platform connects you with advisors experienced in guiding divorcees through these challenges, ensuring a tailored approach to help you achieve financial stability and independence in San Diego.

Are there advisors in San Diego, CA that specialize in retirement planning?

Yes, in San Diego, CA, there are advisors who specialize in retirement planning. Our platform connects you with professionals experienced in creating personalized retirement strategies. These advisors can help you set retirement goals, manage investments, optimize savings, and plan for a financially secure future in the beautiful city of San Diego. Explore FinanceHQ to find retirement planning experts tailored to your unique needs.

What information will you need to provide your San Diego, CA financial advisor to kickstart your financial planning?

To kickstart your financial planning with a San Diego, CA financial advisor, be prepared to provide information about your current financial situation, including income, expenses, assets, and debts. Additionally, share your financial goals, both short-term and long-term, and any specific concerns or priorities you may have. Having documentation such as tax returns, investment statements, and insurance policies can facilitate a more comprehensive analysis. Open communication and transparency about your financial aspirations will help the advisor tailor a personalized plan to meet your needs in San Diego.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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