LPL Financial
44yrs
Top 1% by experience in San Diego
Financial advisors in San Diego, CA
Looking for a financial advisor in San Diego, CA? We list 3,648 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.
3,648Advisors with offices here
16Median years of experience
91%Fiduciary advisors?
380Firms represented
Largest firms here: LPL Financial LLC (850), Wells Fargo Advisors (178), Morgan Stanley (160).
Nearby: Coronado, National City, Lemon Grove, La Mesa, La Jolla, Spring Valley, Bonita, Chula Vista.
Morgan Stanley
44yrs
Top 1% by experience in San Diego
Kingswood Wealth Advisors
44yrs
Top 1% by experience in San Diego
Merrill Lynch, Pierce, Fenner & Smith
44yrs
Top 1% by experience in San Diego
UBS Financial Services
43yrs
Top 1% by experience in San Diego
Wells Fargo Advisors
43yrs
Top 1% by experience in San Diego
Wells Fargo Advisors
43yrs
Top 1% by experience in San Diego
Lincoln Investment
43yrs
Top 1% by experience in San Diego
Kaiyo Wealth
43yrs
Top 1% by experience in San Diego
Morgan Stanley
43yrs
Top 1% by experience in San Diego
Independent Financial Group
43yrs
Top 1% by experience in San Diego
Morgan Stanley
43yrs
Top 1% by experience in San Diego
Morgan Stanley
43yrs
Top 1% by experience in San Diego
Mission Hills Financial Advisory
43yrs
Top 1% by experience in San Diego
Rockefeller Capital Management
43yrs
Top 1% by experience in San Diego
RBC Capital Markets
43yrs
Top 1% by experience in San Diego
Morgan Stanley
43yrs
Top 1% by experience in San Diego
LPL Financial
43yrs
Top 1% by experience in San Diego
Park Avenue Securities
43yrs
Top 1% by experience in San Diego
Morgan Stanley
43yrs
Top 1% by experience in San Diego
Liberty Solutions Advisors
43yrs
Top 1% by experience in San Diego
Kingswood Wealth Advisors
43yrs
Top 1% by experience in San Diego
Morgan Stanley
43yrs
Fredric Stephen Bayles III
Financial advisor
4350 LA Jolla Village Drive Suite 1000
San Diego, CA 92122
San Diego, CA 92122
Top 1% by experience in San Diego
LPL Financial
43yrs
Top 1% by experience in San Diego
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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.