Mission Hills Financial is a small investment advisory firm based out of San Diego, CA, with one office. With a total of two employees, Mission Hills Financial specializes in providing investment advisory services. On average, each investment advisor manages approximately $59,670,000 in assets under management, which is on par with the industry average. The firm offers a diverse compensation structure, including a percentage of assets under management, hourly charges, and fixed fees. While Mission Hills Financial primarily manages assets for high net worth individuals, they also possess the capability to oversee employer funds. Their discretionary management approach covers 100% of the assets they handle, with 401(k) and individual accounts accounting for less than 30% of their total assets under management. With over 150 individual clients, Mission Hills Financial effectively manages assets worth over $119,334,000. The firm takes pride in its experienced team of advisors, with notable long-tenured individuals such as Jason Shaya, Minka Hull, and Mark Hull. In addition to their investment advisory services, Mission Hills Financial also serves as an insurance broker or agent. With a commitment to providing expert guidance and personalized service, Mission Hills Financial strives to assist clients in achieving their financial goals and securing their financial futures. Their focus on high net worth individuals and extensive experience in managing substantial assets makes them a trusted partner in the world of investment advisory services.

Financial Sense Advisors, Inc. is a reputable investment advisory firm based out of San Diego, CA. With a total of 15 employees, they have a dedicated team of 10 professionals who specialize in providing comprehensive investment advisory services. With an average of $57,660,000 in assets under management per investment advisor, Financial Sense Advisors, Inc. maintains an industry-average position. The firm's compensation structure offers various options, including a percentage of assets under management and hourly charges. This flexibility allows clients to choose a payment method that suits their needs and preferences. Financial Sense Advisors, Inc. boasts an impressive client base, serving over 930 individual clients and managing assets worth more than $584,563,000. Notably, approximately half of their assets under management originate from employer 401Ks or individual sources, showcasing their expertise and experience in this sector. It is worth noting that all of the assets managed by the firm are discretionary, enabling them to make investment decisions on behalf of their clients. Apart from investment advisory services, Financial Sense Advisors, Inc. also serves as a registered representative of a broker-dealer and functions as an insurance broker or agent. Their local presence in San Diego, CA is supported by a single office, ensuring accessibility and convenience for their clientele. The firm takes pride in its experienced team, with some of the longest-tenured advisors including Robert Bernard, Ryan Puplava, and James Puplava. These professionals bring a wealth of knowledge and expertise to the table, further enhancing the quality of service provided by Financial Sense Advisors, Inc.

M Wealth Management, LLC is a leading investment advisory firm based in San Diego, CA. With over 360 individual clients and a remarkable $142,204,000 in assets under management, they have established themselves as a trusted partner in wealth management. M Wealth Management, LLC operates from a single office in San Diego, catering to a diverse clientele seeking expert financial guidance. Their expertise lies in managing assets from employer 401Ks and individuals, making up approximately half of their total assets under management. This specialization has allowed them to gain extensive experience in this space, enabling them to deliver tailored investment solutions to their clients. The firm's compensation structure offers clients flexibility, with options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the arrangement that best aligns with their financial goals and preferences. With a team of three dedicated employees, M Wealth Management, LLC provides comprehensive investment advisory services to their clients. Each investment advisor manages an average of approximately $47,400,000 in assets, which is in line with the industry average. The firm takes pride in their experienced team, including Wesley Melbrod, Anastasia Melbrod, and Scott Melbrod, who have been with the company for an extended period. M Wealth Management, LLC is committed to delivering exceptional financial guidance, empowering their clients to achieve their long-term financial objectives. With their expertise and personalized approach, they continue to build lasting relationships and help clients navigate the complexities of the financial markets.

Dean Roland Russell, LLC is a highly regarded investment advisory firm based out of San Diego, CA. With a team of five dedicated professionals, they specialize in providing comprehensive investment advisory services to a discerning clientele. Led by the expertise of their three investment advisors, the firm maintains an impressive average of approximately $43,370,000 in assets under management per advisor. The compensation structure at Dean Roland Russell, LLC is designed to align the firm's interests with the success of their clients. They offer various fee arrangements, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients have options tailored to their individual needs and financial goals. As a testament to their commitment and competence, Dean Roland Russell, LLC boasts a substantial client base of over 50 individual investors, collectively entrusting the firm with more than $266,648,000 in assets under management. The majority of these assets are managed for high net worth individuals seeking expert guidance in growing and preserving their wealth. With 100% of the assets they manage being discretionary, clients place their full trust in Dean Roland Russell, LLC to make informed investment decisions on their behalf. Operating from their well-appointed office in San Diego, the firm offers a personalized approach to wealth management that is backed by industry expertise and a track record of success. Notably, the firm is proud to have a team of experienced advisors, including Andrew Russell, Marc Roland, and Mary Dean, who have been with the company for a significant period. Their collective knowledge and dedication contribute to the firm's reputation for delivering exceptional financial services to their valued clients.

Heritage Wealth Management, Inc., a renowned local investment advisory firm headquartered in San Diego, CA, is dedicated to helping clients achieve their financial goals. With a team of nine highly skilled professionals, including six investment advisors, they offer comprehensive wealth management services. With an impressive average of approximately $5,950,000 in assets under management per investment advisor, Heritage Wealth Management, Inc. ensures that each client receives personalized attention and tailored investment strategies. Their compensation structure encompasses various types, including a percentage of assets under management. With over 120 individual clients, Heritage Wealth Management, Inc. manages a substantial portfolio of over $327,291,000 in assets. Their client base primarily consists of high net worth individuals, and while 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the capability to manage employer funds. Heritage Wealth Management, Inc. takes pride in their discretionary approach, as they manage 100% of the assets entrusted to them. Their commitment to maintaining the highest level of fiduciary responsibility ensures that clients' interests always come first. Operating out of a single office in San Diego, Heritage Wealth Management, Inc. boasts a team of experienced advisors. Among the longest-tenured advisors are Michelle Harrison, David Andrews, and Jordan Gibbs, whose expertise and dedication have contributed to the firm's solid reputation. With a proven track record of delivering exceptional service and consistently striving to exceed client expectations, Heritage Wealth Management, Inc. is a trusted partner in navigating the complexities of wealth management.

Ted Buchan & Company is a small investment advisory firm based out of San Diego, CA. With a single office, they are dedicated to providing personalized financial guidance to their clients. The firm employs a total of five professionals, two of whom specialize in offering investment advisory services. Their team has extensive experience in the industry and is committed to delivering exceptional results. With an average of $125,500,000 in assets under management per investment advisor, Ted Buchan & Company maintains an industry-average performance. They offer various compensation structures, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with their clients' needs. While their portfolio comprises less than 30% of 401K and individual accounts, Ted Buchan & Company possesses the capability to manage employer funds, showcasing their versatility in handling different types of assets. A significant portion, around 89%, of the assets they manage are discretionary, highlighting their expertise in making informed investment decisions. Targeting high net worth individuals, Ted Buchan & Company boasts an impressive client base of over 270 individuals with more than $251,000,000 in assets under management. Edward Buchan and Eric Schmid, two of the firm's longest-tenured registered advisors, contribute their extensive knowledge and expertise to ensure client satisfaction. Through their personalized approach, Ted Buchan & Company strives to build strong, long-lasting relationships with their clients. With a commitment to excellence and a focus on tailored financial solutions, they provide trusted investment advisory services to help clients achieve their financial goals.

Eiger Wealth Management, LLC, a small investment advisory firm headquartered in San Diego, CA, is dedicated to helping individuals and families achieve their financial goals. With a team of four highly skilled professionals, including two experienced investment advisors, they provide personalized wealth management services to their clients. Eiger Wealth Management manages over $263,924,000 in assets under management, primarily catering to high net worth individuals. With an average of $77,680,000 in assets under management per investment advisor, they deliver industry-average performance. The firm's compensation structure encompasses various methods, including a percentage of assets under management, ensuring alignment with clients' interests. Eiger Wealth Management prides itself on its discretionary management approach, with 95% of the assets they oversee falling under this category. Led by seasoned registered advisors, Fabian Waldner and Scott Bramwell, Eiger Wealth Management maintains a strong commitment to delivering exceptional service and building long-lasting client relationships. Their expertise and extensive tenure in the industry enable them to navigate complex financial landscapes and provide insightful guidance to their diverse clientele. As a trusted financial partner, Eiger Wealth Management focuses on creating customized investment strategies tailored to each client's unique needs and objectives. With their deep knowledge of the markets and dedication to delivering superior results, Eiger Wealth Management strives to provide comprehensive wealth management solutions that empower clients to achieve financial success.

Based in San Diego, CA, Western Financial Corporation is a small investment advisory firm that specializes in managing assets for high net worth individuals. With a team of six employees, including two dedicated investment advisors, they have successfully built a reputation for their exceptional service and expertise. Western Financial Corporation boasts an impressive average of approximately $14,810,000 in assets under management per investment advisor, showcasing their ability to handle substantial portfolios. Their compensation structure is diverse, incorporating various types such as a percentage of assets under management, hourly charges, fixed fees, and commissions. With over 50 individual clients, Western Financial Corporation manages a substantial amount of assets, exceeding $201,120,000. They exclusively manage discretionary assets, giving their clients confidence in their decision-making abilities and the flexibility to adapt to market conditions. The firm operates from a single office and takes pride in its long-tenured advisors, including Steven Levenson, Sandie Turley, and Richard Levenson. Their experience and industry knowledge contribute to the firm's success, ensuring that clients receive personalized and informed investment strategies. In a competitive financial landscape, Western Financial Corporation stands out by providing tailored solutions to high net worth individuals and maintaining a client-centric approach. Through their dedication and expertise, they strive to help their clients achieve their financial goals while safeguarding and growing their wealth.

Practicecfo Investments, based out of San Diego, CA, is a reputable investment advisory firm catering to a diverse clientele. With over 130 individual clients, the company boasts an impressive $195,608,000 in assets under management. As a local firm, Practicecfo Investments operates from a single office, ensuring personalized service and a deep understanding of the local market. While the firm manages various investment portfolios, including 401K and individual accounts, these represent less than 30% of their total assets. However, Practicecfo Investments possesses the expertise and capability to effectively handle employer funds, offering comprehensive investment management solutions. Practicecfo Investments operates on a discretionary basis, overseeing 100% of the assets they manage. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs and preferences. The firm takes pride in its team of dedicated professionals, consisting of eight employees solely focused on providing top-notch investment advisory services. With an average of approximately $24,450,000 in assets under management per investment advisor, clients benefit from personalized attention and tailored strategies. Practicecfo Investments boasts a roster of seasoned advisors, with some of the longest tenured professionals including Paul Lipcius, Philip Maravilla, and Wesley Read. These experienced individuals contribute to the firm's success, leveraging their expertise to guide clients towards their financial goals. Overall, Practicecfo Investments exemplifies a trusted investment advisory firm in San Diego, CA, offering a comprehensive range of services to a diverse client base and delivering personalized strategies to help clients maximize their investments.

Tate Asset Management and Dco Wealth Management are local investment advisory firms based out of Rancho Santa Fe, CA. With two offices, they offer comprehensive investment advisory services to their clients. With a total of five employees, each of them specializes in providing personalized investment advice and strategies. Tate Asset Management and Dco Wealth Management have established themselves as trusted partners in the financial industry, boasting an impressive average of $41,350,000 in assets under management per investment advisor. Their compensation structure is flexible, including options such as a percentage of assets under management, fixed fees, and hourly charges. While the firms primarily manage assets for high-net-worth individuals, they also possess the expertise to manage employer funds. Although 401K and individual accounts make up less than 30% of their assets under management, they have the necessary capabilities to oversee these funds effectively. Furthermore, 100% of the assets they manage are discretionary, allowing for optimal decision-making in the best interest of their clients. Tate Asset Management and Dco Wealth Management serve a diverse clientele, boasting a robust portfolio of over 150 individual clients and managing a substantial $206,764,000 in assets. The firms take pride in their experienced team of advisors, including long-standing members such as Timothy Schneider, Christopher Tate, and Daniel Osgood, who contribute their extensive knowledge and expertise to the firm's success. With a commitment to delivering personalized investment solutions and exceptional client service, Tate Asset Management and Dco Wealth Management continue to establish themselves as leaders in the field of investment advisory in Rancho Santa Fe, CA.

Beta Wealth Group, Inc is a small investment advisory firm based out of San Diego, CA, with two offices. With a team of three dedicated professionals, Beta Wealth Group provides comprehensive investment advisory services to its clients. Their expertise lies in managing assets under management, averaging approximately $120,880,000 per investment advisor, which aligns with the industry average. The compensation structure at Beta Wealth Group, Inc is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management are represented by 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. Notably, all the assets under their management are discretionary, giving the firm complete authority in decision-making. Focusing primarily on high-net-worth individuals, Beta Wealth Group, Inc boasts a client base of over 230 individuals, with total assets under management exceeding $362,636,000. The firm takes pride in their experienced team, including Justin Falzone, Romy Brown, and Jodi Vleck, who are among the longest-tenured advisors at the company. With their unwavering commitment to delivering personalized and effective investment advisory services, Beta Wealth Group, Inc continues to build strong relationships with their clients, helping them achieve their financial goals and secure their financial futures.