Best Financial Advisors in Encinitas, CA

15 firms listed · 11 in Encinitas · 1 open weekends · 12 rated 4.5+ · 4 show a license

Data verified October 18, 2026

Trade Genie

Trade Genie

4.8 35 reviews
“All trades I received were winning trades, the frequency of the trades is just amazing.”
Since 2004
315 S Coast Hwy 101
i
Stone Steps Financial

Stone Steps Financial

5.0 27 reviews
“Scott has always been professional and taken time to learn my personal and business goals and looked at how those can serve as a foundation for my financial planning.”
Since 2015
533 2nd St #207
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Solomon Wealth Management

Solomon Wealth Management

5.0 1 review
Since 1995Family-owned
531 Encinitas Blvd STE 200
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Jim Lee Financial

Jim Lee Financial

4.9 8 reviews
“From the moment she answers your phone call, her friendliness shines through and then the competence stuns you because it's extremely rare in this day and age to find someone like her!!!”
LIC #0710939Since 2006
937 S Coast Hwy 101 suite c-206
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Longhouse Wealth Management

Longhouse Wealth Management

5.0 8 reviews
“I am very pleased with the professional service I am getting with Longhouse Wealth Management.”
Since 2019
187 Calle Magdalena Suite 103
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Independent Wealth Solutions

Independent Wealth Solutions

5.0 8 reviews
“I'm a cautious person with my investments and they still manage to get me where I wanna go!!”
LicensedSince 2015
763 2nd St STE 200
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The 15 firms listed for Encinitas, 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: Encinitas, CA

Of the 15 firms we list here, 11 are in Encinitas itself and 4 come from Carlsbad (3, 5 mi) and Solana Beach (1, 4 mi). 12 of the firms on this page have a rating, from 4.5 to 5.0 across 316 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (87%), responsiveness (87%) and quality (74%). 1 is open on Saturdays. 4 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 11 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Encinitas listed here?

11 of the 15 firms are located in Encinitas. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Lifetime Financial Advisors

Lifetime Financial Advisors

5.0 1 review
“They are easy to work with and informed on the latest regulations and monetary changes to keep your finances growing.”
LicensedSince 2008
2210 Encinitas Blvd Ste. C
i
Campbell Wealth Advisors

Campbell Wealth Advisors

5.0 1 review
“What separates her from most others in her field is the aforementioned fiduciary responsibility -- which means she puts the client's interest before her own -- and her expertise with taxes and financial planning.”
Since 2019
285 N El Camino Real #215
i
Cooper Capital Group

Cooper Capital Group

Since 2019
280 N Coast Hwy 101
i
Gemini Strategies

Gemini Strategies

LicensedSince 2012Financing
619 S Vulcan Ave #203
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Wealth Management Associates

Wealth Management Associates

Since 2003
511 Saxony Pl #101
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My Solo 401k Financial

My Solo 401k Financial

4.9 49 reviews
“They really make the process of creating a self-directed 401k simple and easy.”
Since 2011FinancingPrices online
Carlsbad, CA · 5 mi from Encinitas
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Artists Business Management Group - San Diego

Artists Business Management Group - San Diego

5.0 14 reviews
“I always get a prompt response when I have question.”
Responds within 24 hoursFree consultationBBB A+Since 1983
Carlsbad, CA · 5 mi from Encinitas
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Root Financial

Root Financial

4.9 49 reviews
“He is proactive and knowledgeable and has given me a great deal of confidence as I prepare to retire.”
Since 2009
Solana Beach, CA · 4 mi from Encinitas
i
Book onlineBook
Seaside Wealth Management

Seaside Wealth Management

5.0 32 reviews
“They have been my financial partner since 2016 and I am very happy with the service, results, and relationship.”
Since 2011
Carlsbad, CA · 5 mi from Encinitas
i
HomeWealth Management AdvisorsCaliforniaEncinitas, CA

Why these companies made our list

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