LPL Financial
47yrs
Top advisor by experience in San Diego
25yrs
Bradley Gilbert
Financial advisor at Thrive Portfolios
Based in San Diego, California, Bradley Gilbert is a fiduciary financial advisor with 25 years of industry experience. Bradley has been with Thrive Portfolios since 2026; before that, Bradley spent less than a year at Cresta Advisors and a year at Impact Investors. Thrive Portfolios offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
Office1650 Garnet Ave. #1137, San Diego, CA 92109
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$179,162
States licensed ?1 state
Services through Thrive Portfolios
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowThrive PortfoliosCurrent firm
- May 2023 – Nov 2023Cresta AdvisorsPreviously
- Sep 2019 – Jan 2021Impact InvestorsPreviously
Contact Bradley
(858) 208-0405Thrive Portfolios main office 1650 Garnet Ave. #1137San Diego, CA 92109Office · Get directions LinkedIn pageThrive Portfolios
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Bradley
Tailored to Bradley’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bradley
How do I contact Bradley?
Call Thrive Portfolios at (858) 208-0405 and ask for Bradley Gilbert. Bradley works from the San Diego, CA office.
How long has Bradley been a financial advisor?
Bradley has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Bradley hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bradley a fiduciary?
Bradley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bradley paid?
Thrive Portfolios reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bradley for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stratos Wealth Partners
47yrs
Top 1% by experience in San Diego
LPL Financial
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
UBS Financial Services
46yrs
Top 1% by experience in San Diego