Best Financial Advisors in Escondido, CA
15 firms listed · 10 in Escondido · 2 open weekends · 9 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Kerby Financial Services
Martinez & Winter
“Service with integrity and honesty is at the core!”
Wollman Wealth Designs
Retirementdna
CMB Wealth Solutions
The 15 firms listed for Escondido, 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: Escondido, CA
Of the 15 firms we list here, 10 are in Escondido itself and 5 come from towns including San Diego (2, 21 mi), San Marcos (1, 6 mi) and Carlsbad (1, 12 mi). 9 of the firms on this page have a rating, from 4.9 to 5.0 across 304 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (100%) and quality (77%). 2 are open on Saturdays. 2 show a license on their websites and 1 has a BBB rating of A or A+. 10 have ten or more years of experience, the longest 42 years. 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 8 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.
Do firms listed for Escondido take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
John E. Richardson, Jr. Cpa, CFP
Dirk A. Reschly, CPA
Todd Financial Group
First Then Insurance & Financial Services
Practicecfo
“Practice CFO helped me through the purchase of my practice and I've been with them ever since.”
Pacific Tax & Financial Group
“He is extremely knowledgeable and provides great advice!”
Mydirect IRA
“Communication was excellent; he was always available for a quick question or two and provided thoughtful answers, and worked with us to facilitate a speedy setup.”
Seaside Wealth Management
“Brad and team alway tailor recommendations to my unique circumstances, considering my goals, risk tolerance, and preferences.”
Krvaric Capital & Risk Management
Why these companies made our list
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