My Solo 401k Financial
“I have been working with Mark Nolan at My Solo401K Financial for over ten years, and every year, Mark (and everyone at the company)'s service, expertise, knowledge and willingness to be of help has been invaluable.”
Best Financial Advisors in Carlsbad, CA
23 firms listed · all 23 in Carlsbad · 20 rated 4.5+ · 5 show a license
Data verified October 18, 2026
Artists Business Management Group - San Diego
“Larry and ABMG are the absolute best, he and his office staff can't be beat!”
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Seaside Wealth Management
“As a world traveler, they always have my back and give me peace of mind with my finances.”
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O'Reilly Wealth Advisors
“He's a great communicator and is willing to take the time to make sure I understand the financial decisions I'm making.”
Wellspring Divorce Advisors
“In one phone call Justin relieved a ton of anxiety and stress from a really difficult process.”
Andrew Marshall Financial
“There was no rushing during the initial zoom meeting, and same for the in-person meeting.”
The 23 firms listed for Carlsbad, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Carlsbad, CA
All 23 firms we list here are in Carlsbad itself. We have 45 firms in Carlsbad on file; this page shows the highest-rated 23. 20 of the firms on this page have a rating, from 4.9 to 5.0 across 224 reviews; 1 has 50 or more reviews. The topics that come up most in reviews of the firms on this page are "communication" and "expertise". The services the firms on this page list most often on their websites are divorce financial planning (2), investment management (2) and retirement planning (2). 5 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 61 years. 1 offers payment plans; 2 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 23 of the firms on this page; 17 publish a contact page; 16 list a public email and 8 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Carlsbad offer a free first meeting?
2 of the 23 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Brenton Stransky, CFP - Independence Square Advisors
“I recently had the pleasure of collaborating with Brent, a financial advisor at Independence Square Advisors, and I am thoroughly impressed with the exceptional service I received.”
Vistica Wealth Advisors
“I have had the pleasure of working very closely with the Visticas for several years now and not once have I been disappointed.”
Guide My Finances
“Jackie is experienced, has a pulse on the economy and markets, proactive, confident without arrogance, and direct- everything you need from someone managing your assets.”
Birchwood Capital
“Stephen's style and business model immediately resonated with us and we felt comfortable with him from the start.”
Meritage Wealth Management
“She gets to know her clients through frequent personal communication and truly cares about their overall well-being and financial needs/goals.”
Financial Focus
“Not only have they been in contact with me during the good times but also when the market is not doing well.”
Retirement Solutions
GFH Financial
“He provides one on one attention to each of our participants and is quick to respond to any needs.”
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White Bookkeeping & Business Management
“Their exceptional organizational skills saved me time and money; optimized my business and financial position.”
The Financial Team
“We trust that when they give advice, that advice is in our best interest; not just theirs.”
Comprehensive Advisor
“Brett and his caring staff are conscientious, detail-oriented, and professional.”
Stone Beacon Capital
Financial Planning Solutions
E3 Coastal Advisors
“We've consulted on a variety of topics over the last several years and his technical knowledge and perspective have been invaluable.”
Delegge Wealth Planning
“Ron helped me examine ALL options and together, we forged a plan that is attainable and will leave me comfortable when I face my retirement years.”
Strategic Wealth Advisors Group
“Very open and honest organization that is transparent and client focused.”
Centered Financial
“Nothing is too small or too big for them and never made me feel insignificant or that my questions were irrelevant.”
Why these companies made our list
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