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Best Financial Advisors in San Diego, CA
23 firms listed · all 23 in San Diego · all 23 rated 4.5+ · 4 show a license
Data verified October 21, 2026
PTM Financial
“We have skillfully navigated through good economic times and bad, including the Global Financial Crisis of 2008, more recent monetary policy changes, and many other events in between.”
The Options Lady
“Laurie helped us confirm a path forward that was fair for both of us, and even refunded half of her retainer since we were able to resolve everything in our first one hour call, which was very much appreciated.”
San Diego Business Advisors
“Staff on site are polite and understand that I don't know tax laws or procedures, they explain in a professional manner.”
Copley Financial Group
“I highly recommend these guys after having a couple previous investment managers with mediocre results.”
Pierre Tax and Wealth Management
“Eric is very attentive & helpful in providing information to help figure out our financial needs.”
The 23 firms listed for San Diego, 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: San Diego, CA
All 23 firms we list here are in San Diego itself. We have 203 firms in San Diego on file; this page shows the highest-rated 23. The firms on this page are rated from 4.6 to 5.0 across 467 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (88%), responsiveness (79%) and quality (62%). The topics that come up most in reviews of the firms on this page are "knowledge" and "communication". The services the firms on this page list most often on their websites are investment management (3), retirement planning (3), estate planning (2) and financial planning (2). 4 show a license on their websites; 1 lists staff certifications (CFP) and 13 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 30 years. 2 offer a free initial consultation and 2 list coupons or special offers. We have a website on file for all 23 of the firms on this page; 20 publish a contact page; 18 list a public email and 5 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 San Diego 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.
Darrin A. Santos, Cfp-Fsi Wealth
“His experience shows as he walks with you, guides you, through your financial and health care insurance options.”
Pacific Wealth Management
“Most importantly my portfolio has done better working with Pacific Wealth than any other Financial Advisory Firm that I have used in my 30+ years of investing.”
CFG Wealth Management
“Graydon Coghlan is an outstanding person whose professionalism is exemplified in every manner.”
Pars Financial Corporation
“He and his staff especially Luis are very professional, honest, prompt, valuable and knowledgeable.”
Wealth Legacy Group
“I'm always impressed at his organized approach to discovery, strategy and implementation, and I feel confident that clients feel safe in his and his team's care.”
Pure Financial Advisors
“He is very knowledgeable and concerned with helping individuals with their finances and future wealth opportunities.”
Reyes Financial Architecture
“No hassle on my part and work is done efficiently even if sometimes it's on the eleventh hour.”
Fleetridge Financial
“Over the past 13 years, Dareen's expertise and the flexibility of the team have been instrumental in helping me navigate the complex world of taxes.”
Krvaric Capital & Risk Management
Bull Oak Capital
“I love the methodical approach and the focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically.”
Thomas A Trax, Wealth Advisor, Cep, Aams- LPL Financial
“It's not about "buy this stock or that stock" - he helped us with long term planning, life insurance, tax issues, and other matters.”
Creative Capital Management Investments
Armstrong, Fisch & Tutoli, Attorneys At Law
“While the trust was a thick document, and I really didn't have any issues with the beneficiaries, Stephanie helped with answering questions and providing suggestions or approaches to potential problems (transferring property, stocks, selling assets, liquidating home furnishings, etc).”
Serenity Financial Planning
“She truly cares about the financial needs of her clients and always gives it her all.”
San Diego Wealth Management
“I can honestly say that with San Diego Wealth Management's assistance, my wife and I are not only looking forward to our retirement, but were are starting it years before we thought we could.”
Daca Financial Group
“They get things done quickly and explain everything thoroughly.”
Parabolic Asset Management - San Diego Financial Advisor
“I've known Rainier for over 3 years and he has provided an exponential amount of financial market information to me and our business.”
Why these companies made our list
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