Wells Fargo Advisors
39yrs
Top advisor for experience in Chula Vista
Financial advisors in Chula Vista, CA
Looking for a financial advisor in Chula Vista, CA? We list 60 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
60Advisors with offices here
12Median years of experience
73%At fee-only firms
35Firms represented
Largest firms here: Edward Jones (7), Merrill Lynch, Pierce, Fenner & Smith Incorporated (6), Strategic Advisers LLC (4).
Nearby: Bonita, National City, Imperial Beach, Lemon Grove, Spring Valley, Coronado, La Mesa, San Diego.
Primerica Advisors
37yrs
Top 3% for experience in Chula Vista
Wedbush Securities
35yrs
Top 5% for experience in Chula Vista
Edward Jones
31yrs
Top 5% for experience at Edward Jones
Voya Financial Advisors
29yrs
Top 10% for experience in Chula Vista
Equitable Advisors
29yrs
Top 10% for experience in Chula Vista
Primerica Advisors
28yrs
Top 13% for experience in Chula Vista
MML Investors Services
28yrs
Top 13% for experience in Chula Vista
Infinity Financial Services Advisory
27yrs
Top 15% for experience in Chula Vista
State Farm Investment Management
26yrs
Top 13% for experience at State Farm Investment Management
United Planners' Financial Services of America a Limited Partner
25yrs
Top 18% for experience in Chula Vista
Integrated Wealth Concepts
25yrs
Top 20% for experience in Chula Vista
Osaic Institutions
24yrs
Top 22% for experience in Chula Vista
Voya Financial Advisors
24yrs
Top 23% for experience in Chula Vista
LPL Financial
23yrs
Top 25% for experience in Chula Vista
Economic Research and Insurance Solutions
22yrs
More experience than 73% of advisors in Chula Vista
Roth Builder Investments
22yrs
More experience than 72% of advisors in Chula Vista
Ameriprise Financial Services
21yrs
More experience than 70% of advisors in Chula Vista
LPL Financial
20yrs
More experience than 67% of advisors in Chula Vista
Allora Wealth
20yrs
More experience than 67% of advisors in Chula Vista
Private Portfolio of SAN Diego
19yrs
More experience than 65% of advisors in Chula Vista
Cetera Investment Advisers
18yrs
More experience than 63% of advisors in Chula Vista
Wells Fargo Advisors
17yrs
More experience than 62% of advisors in Chula Vista
Ameriprise Financial Services
15yrs
More experience than 60% of advisors in Chula Vista
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.