Best Financial Advisors in San Diego

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored San Diego Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 318 200 25

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Grace Wealth Management Group, Inc. FEATURED

Grace Wealth Management Group, Inc. is a full-service financial company that offers multiple services and products to San Diego residents. The company has more than two decades of financial planning experience. In addition, the firm holds local workshops to educate people about their financial futures. The company focuses on investment management, financial planning, long-term retirement planning, and insurance products for individuals and families, as well as business planning strategies and multiple employees, benefits plans for business owners.

San Diego, CA


Blake Gallion

Blake Gallion provides San Diego-area customers with customized investment management and financial planning services. Clients will find that the Certified Financial Planner is effective, purposeful, and efficient in his approach to helping clients understand, plan, and invest for a successful financial future. Blake Gallion advises with the highest level of integrity, as well incorporates faith-based principles in advisory services.

San Diego, CA 92128


CURO Financial and Insurance Solutions, LLC

CURO Financial and Insurance Solutions, LLC is a company of certified financial planners serving clients in San Diego and beyond. Experts at this firm help individuals and families understand their unique financial positions and how this can affect their long-term goals. Once income and expenses have been identified, they work together with clients in investment planning, retirement planning, estate planning, tax planning, education planning and protection planning. CURO Financial and Insurance Solutions, LLC also helps clients with the implementation of strategies, offering several investment and insurance strategies

4660 La Jolla Village Dr #300, La Jolla Centre I
San Diego, CA 92121


Donnelly Wealth Advisors

Donnelly Wealth Advisors provides financial life planning to their San Diego-area clients. Their process goes beyond the typical financial planning engagement to understand their client’s true life goals, priorities, and values. The firm focuses on serving retirees, small business owners, and corporate executives who need a trusted partner to help make smart financial life choices. Clients can rely on Donnelly Wealth Advisors for expertise in a range of financial areas including retirement distribution plans, business transitions, stock option planning, and establishing family legacies for generations.

San Diego, CA 92122


DRR Family Wealth Management

DRR Family Wealth Management features well-credentialed, experienced planners passionate about providing high net worth clients with expert advice. The dedicated team of professionals has decades of experience guiding San Diego-area clients in areas of wealth management, financial planning, and investments. DRR Family Wealth Management makes customer satisfaction a top priority by delivering strategies to help clients reach financial goals and achieve peace of mind.

San Diego, CA 92127


Duncan Financial

Duncan Financial has been assisting clients in pursuit of financial goals for over 30 years. Individuals and business owners can look to the financial professionals for advice designed to meet short and long-term investment and retirement goals. The San Diego-area financial advisory firm features experts with comprehensive knowledge in core areas of financial planning, wealth and investment management, retirement portfolio review, and more.

San Diego, CA 92108


Financial Alternatives

Financial Alternatives is a financial advisor firm serving professionals and families in San Diego. Since its establishment in 1991, the firm has helped clients stay wealthy and later, pass on wealth effectively. The advisors gather relevant information and seek to understand financial goals in the short- and long-term periods. Clients receive personalized advice and assistance to develop investment and management strategies. The firm also collaborates with other professionals, including accountants and lawyers, to help clients make the best decision.

7825 Fay Avenue
La Jolla, CA 92037


One Degree Advisors

One Degree Advisors is a team of Certified Financial Planners based in San Diego. The firm's financial advisors seek to understand the values and priorities of families, develop appropriate financial plans, and provide guidance throughout the execution process. Their services include building investment portfolios, stewardship advising, and educating clients about a disciplined approach. Audrey Coleman, the president of One Degree Advisors, guides senior clients through their retirement and creates estate planning strategies. She is also an Accredited Investment Fiduciary.

8880 Rio San Diego Drive, Suite 1000
San Diego, CA 92108


Premier Wealth Advisors

Premier Wealth Advisors commit to providing professional services with the highest level of integrity and objectivity. The San Diego-area firm features a team of financial professionals with a high degree of expertise in wealth management services. Premier Wealth Advisors offers an array of options to help clients improve financial well-being including investment management, financial, estate, tax, and charitable planning. Clients can rely on the trusted firm to create customized strategies that yield results.

San Diego, CA 92130


Rowling & Associates

Rowling & Associates focus on providing clients with tax efficient investment management and financial planning services. The San Diego-area advisory firm commits to helping clients take control of their financial futures with planning advice that is easy to understand. Clientele from all walks of life can rely on the professionals at Rowling & Associates to bring knowledge, experience, and integrity to the table.

San Diego, CA 92108


Satori Wealth Management

Satori Wealth Management provides personalized financial planning and investment management services to professionals, business owners, and families in the San Diego area. Its team of expert financial advisors specializes in retirement, cash flow, tax, and wealth transfer and protection planning. Their investment management services are inclusive of tolerance band rebalancing, asset location, and tax loss harvesting. The company's process involves gathering data and laying out the clients' goals, reviewing financial statements and assessing options, creating and implementing strategies, and continuous planning and monitoring.

501 West Broadway, Suite 1620
San Diego, CA 92101


Vistica Wealth Advisors

Vistica Wealth Advisors concentrates on providing San Diego-area clients with customized, integrated financial plans to suit individual needs and goals. The family-focused practice features seasoned financial wealth professionals with the experience and knowledge to deliver strategic, unbiased advice. Vistica Wealth Advisors serve a range of clientele including professionals, pro athletes, retirement plan sponsors, and institutional trustees. The firm welcomes all clients seeking to build, enjoy, and safely transfer generational wealth.

Carlsbad, CA 92011


Wealth Quest Partners

Wealth Quest Partners commits to helping clients accumulate, preserve, and distribute wealth. The San Diego-area financial advisory firm specializes in providing planning and investment management services that enable individuals and business owners to identify, prioritize, and achieve financial goals. Wealth Quest Partners features a dedicated and knowledgeable team of financial advisors with the experience and expertise to deliver objective analysis and unbiased advice.

San Diego, CA 92131


Weatherly Asset Management

Weatherly Asset Management has been providing professional financial advice to high net worth individuals for more than 20 years. The San Diego fee-only investment advisory firm maintains a team of experts skilled at offering a range of unique solutions to help clients meet financial goals. Weatherly Asset Management commits to delivering superior client service to women, working wealthy, entrepreneurs, and small business owners.

Del Mar, CA 92014


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