Financial Advisors in San Diego, California

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.

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.

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.

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.

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.

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.