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.

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.

Entrust Wealth Advisors, LLC is a small investment advisory firm based out of San Diego, CA. With a single office, they have established themselves as a trusted wealth management partner for their clients. Led by a team of dedicated professionals, Entrust Wealth Advisors, LLC boasts a total of five employees, with four of them specializing in providing top-notch investment advisory services. As a firm, Entrust Wealth Advisors, LLC manages approximately $80,210,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management. Notably, the firm exercises full discretion over the management of 100% of the assets they oversee. The core client base of Entrust Wealth Advisors, LLC consists mainly of high-net-worth individuals seeking personalized financial guidance. Currently, the firm serves over 40 individual clients, diligently managing their combined assets, which amount to an impressive $320,821,000. A testament to their expertise and commitment, Entrust Wealth Advisors, LLC takes pride in its team of long-tenured advisors. Some of the notable professionals who have been with the firm for an extended period include Brennan Cobb, Michael Crawford, and Daniel Conners. Their extensive experience and deep understanding of the financial markets enable them to provide strategic guidance and tailored investment solutions to their valued clients. With a reputation built on trust, personalized service, and a results-driven approach, Entrust Wealth Advisors, LLC stands ready to empower clients in pursuing their financial goals and achieving lasting success in the ever-changing landscape of investment management.

Stephenson And Company, Inc., a small investment advisory firm based out of San Clemente, CA, is dedicated to providing exceptional financial management services to its clients. With over 110 individual clients, they oversee an impressive $216,345,000 in assets under management. Specializing in serving high net worth individuals, Stephenson And Company, Inc. has gained a reputation for their expertise in handling significant portfolios. While their primary focus lies in managing discretionary assets, representing 67% of their total AUM, they also possess the capability to handle employer funds. Additionally, they provide comprehensive investment advisory services for 401K and individual accounts, although these constitute less than 30% of their AUM. Stephenson And Company, Inc. has a diverse compensation structure tailored to meet the unique needs of their clients. Their fees include a percentage of assets under management, fixed fees, and hourly charges, ensuring a flexible and transparent approach to compensation. With a dedicated team of four employees, two of whom are experienced investment advisors, Stephenson And Company, Inc. maintains a strong client-advisor ratio. Their advisors average approximately $108,170,000 in assets under management, aligning with the industry average. Notably, Bradley Stephenson and Riley Stephenson are among the longest tenured registered advisors with the firm, bringing a wealth of experience and insight to their clients' financial goals. Stephenson And Company, Inc. prides itself on its commitment to personalized service, expert financial guidance, and a steadfast dedication to helping their clients achieve their financial objectives.

Seaside Wealth Management, Inc. is a highly regarded investment advisory firm headquartered in Carlsbad, CA. With over 170 individual clients, they have established a solid reputation for effectively managing assets totaling more than $223,846,000. Specializing in employer 401K plans and individual investments, Seaside Wealth Management possesses the expertise and experience necessary to guide both employers and employees towards financial success. Dedicated to providing exceptional service, Seaside Wealth Management operates with the utmost integrity and professionalism. Their team of five talented professionals, including four experienced investment advisors, deliver personalized strategies tailored to each client's unique financial goals. With an average of approximately $55,960,000 in assets under management per investment advisor, Seaside Wealth Management remains competitive within the industry. One of the firm's distinguishing features is its discretionary management approach, as 99% of the assets they oversee fall under this category. This provides clients with peace of mind, knowing that their investments are in capable hands, backed by the extensive knowledge and expertise of the Seaside Wealth Management team. Among the firm's long-serving advisors are Matthew Callahan, Allan Mckendrick, and Bradley Lineberger, who bring a wealth of experience to the table. Their commitment to building lasting client relationships has been instrumental in the firm's success. Seaside Wealth Management offers a variety of compensation options, including a percentage of assets under management, fixed fees, and hourly charges. This flexible structure allows clients to select the arrangement that best suits their financial needs. As a small investment advisory firm with a local presence in Carlsbad, CA, Seaside Wealth Management remains dedicated to helping clients navigate the complexities of the financial landscape and achieve their long-term wealth accumulation objectives.

Christopher Weil & Co Inc is a reputable investment advisory firm headquartered in San Diego, CA, with one office serving clients locally and beyond. With a dedicated team of 26 professionals, including 9 experienced investment advisors, they offer personalized financial guidance to individuals, families, and businesses. With an average of approximately $123,020,000 in assets under management per investment advisor, Christopher Weil & Co Inc demonstrates solid expertise in managing clients' portfolios. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, fixed fees, and performance-based fees. While their focus is primarily on managing employer funds, Christopher Weil & Co Inc also handles a significant portion of assets in other areas, including 401K and individual accounts, which collectively represent less than 30% of their assets under management. A notable feature is that 4% of the assets they manage are discretionary, highlighting their ability to make investment decisions on behalf of clients. In addition to their investment advisory services, Christopher Weil & Co Inc expands their offerings to include insurance brokerage or agency services. Their diverse clientele base consists of over 490 individual clients, who collectively entrust the firm with more than $1,107,183,000 in assets under management. Christopher Weil & Co Inc boasts a team of experienced advisors, including Robert Gaan, John Wells, and Christopher Weil himself, who have demonstrated long tenures with the firm. With their wealth of knowledge and commitment to delivering tailored financial solutions, Christopher Weil & Co Inc stands as a trusted partner for clients seeking expert guidance in wealth management and insurance.

Dunham & Associates Investment Counsel, Inc. is a well-established investment advisory firm headquartered in San Diego, CA. With a vast client base of over 7,290 individuals, they proudly manage a substantial $2,901,636,000 in assets. Serving as a trusted local resource, Dunham & Associates operates from two strategically located offices. Renowned for their expertise in employer 401K plans and individual investments, the firm has cultivated extensive experience in this specialized field. A remarkable 85% of the assets they manage are discretionary, showcasing their proficiency in making astute investment decisions on behalf of their clients. Dunham & Associates offers a versatile compensation structure tailored to their clients' needs, which includes a percentage of assets under management, fixed fees, and performance-based fees. This approach ensures alignment with their clients' financial goals while fostering a mutually beneficial partnership. With a total of 33 dedicated employees, Dunham & Associates boasts a team of five highly skilled investment advisors. Each advisor manages an impressive average of approximately $580,330,000 in assets, surpassing industry standards. The firm takes pride in its long-standing commitment to providing exceptional service, as evidenced by the tenure of esteemed advisors such as Salvatore Capizzi, Ryan Dykmans, and Jeffrey Dunham. Dunham & Associates Investment Counsel, Inc. is recognized as a leader in the investment advisory industry, combining their local presence, vast expertise, and personalized approach to deliver unparalleled financial solutions for their diverse clientele.

Intelligence Driven Advisers, LLC is a leading investment advisory firm headquartered in Carlsbad, CA. With over 660 individual clients and an impressive $808,750,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating out of four offices, Intelligence Driven Advisers, LLC offers a comprehensive range of financial services, including insurance brokerage. While they excel in managing employer funds, their expertise extends beyond 401K and individual accounts, as they have the capability to handle a diverse portfolio of assets. Notably, all the assets managed by the firm are discretionary, reflecting their commitment to providing tailored investment solutions. Intelligence Driven Advisers, LLC primarily serves high-net-worth individuals, making up the majority of their managed assets. The firm's compensation structure offers flexibility, encompassing a percentage of assets under management, fixed fees, and hourly charges. This ensures clients can choose the arrangement that best suits their needs. With a dedicated team of 21 employees, including 15 skilled investment advisors, Intelligence Driven Advisers, LLC delivers personalized guidance and expertise to their clientele. The average assets under management per investment advisor amount to approximately $53,920,000, which aligns with industry standards. Notably, the firm boasts a number of experienced advisors, such as Bonnie Moseley, Jordie Czapinski, and Jason Labrum, who have been with the company for an extended period. Intelligence Driven Advisers, LLC continues to establish itself as a reputable and reliable partner for individuals seeking comprehensive investment advisory services in Carlsbad, CA, and beyond.

Centura Wealth Advisory, a prominent local investment advisory firm headquartered in San Diego, CA, is dedicated to providing comprehensive wealth management solutions to their esteemed clientele. With 34 skilled professionals on board, including 15 experienced investment advisors, Centura offers a wealth of expertise and knowledge to guide clients towards their financial goals. As a testament to their commitment, Centura manages an impressive $119,220,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is flexible, encompassing various approaches such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients can choose the arrangement that best suits their needs. With over 230 individual clients, Centura oversees an impressive $665,249,000 in total assets under management. While 401(k) and individual accounts comprise less than 30% of their assets, Centura possesses the expertise to effectively manage employer funds. Notably, all the assets under their management are handled on a discretionary basis, emphasizing their commitment to making informed investment decisions on behalf of their clients. Centura Wealth Advisory maintains a strong local presence, with five offices conveniently located throughout San Diego. Their team boasts seasoned professionals, with notable long-serving advisors like Jonathan Freeman, Kyle Malmstrom, and Derek Myron, who bring years of experience to the table. In a financial landscape defined by complexity and ever-changing market conditions, Centura Wealth Advisory stands out as a trusted partner, providing personalized strategies and unwavering dedication to helping their clients navigate the path to financial prosperity.

ARISTON SERVICES GROUP, LLC, headquartered in San Diego, CA, is a reputable investment advisory firm specializing in providing comprehensive financial solutions. With one office and a dedicated team of five professionals, including two seasoned investment advisors, they deliver personalized services to a diverse clientele. Known for their exceptional expertise, ARISTON SERVICES GROUP, LLC boasts an impressive average of $227,760,000 in assets under management per investment advisor, surpassing the industry average. This exceptional track record is attributed to their commitment to client success and adherence to a robust compensation structure. Their compensation structure incorporates various models, including a percentage of assets under management, fixed fees, and performance-based fees. Notably, 68% of the assets they manage are under their discretion, highlighting their expertise and ability to make informed investment decisions. Catering primarily to high-net-worth individuals, ARISTON SERVICES GROUP, LLC oversees a substantial portfolio of over $455,519,000 in assets under management, distributed among more than 40 individual clients. This notable achievement is a testament to their client-centric approach and ability to deliver superior financial outcomes. Among their esteemed team is Peter Shenas, one of the firm's longest-tenured registered advisors, who has been with ARISTON SERVICES GROUP, LLC since 2008. His extensive experience and dedication further reinforce the firm's commitment to providing expert guidance and building long-lasting client relationships. ARISTON SERVICES GROUP, LLC continues to thrive as a leading investment advisory firm, combining their industry knowledge, comprehensive services, and unwavering dedication to delivering exceptional financial solutions to their esteemed clientele.

Tri-Ad Capital Management I, LLC, based out of Escondido, CA, is a small yet dynamic investment advisory firm. With 1 office, they are committed to providing exceptional financial services to their clients. Their team consists of 5 dedicated professionals, 2 of whom specialize in offering comprehensive investment advisory services. Tri-Ad Capital Management I, LLC boasts an impressive average of approximately $180,920,000 in assets under management per investment advisor, surpassing the industry average. This speaks to their expertise and ability to generate substantial returns for their clients. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring a tailored approach that aligns with their clients' financial goals. Notably, 1% of the assets they manage are under discretionary management, allowing them to make informed decisions on behalf of their clients. Tri-Ad Capital Management I, LLC proudly serves over 10 individual clients, expertly managing a substantial sum of over $361,831,000 in assets. Among their esteemed team, Russell Byrom stands as one of the longest tenured registered advisors, having been with the firm since 2023. With a strong foundation of experience and knowledge, Tri-Ad Capital Management I, LLC is well-positioned to navigate the complexities of the financial market and provide their clients with sound investment strategies for long-term success.

Carlsbad Wealth Advisory Group, Inc., a leading investment advisory firm headquartered in Carlsbad, CA, is dedicated to providing exceptional financial guidance and services to its esteemed clients. With a team of three highly skilled professionals, they offer comprehensive investment advisory services to a diverse clientele. The firm boasts an impressive average of approximately $144,300,000 in assets under management per investment advisor, a testament to their expertise in managing substantial wealth. Carlsbad Wealth Advisory Group, Inc. has cultivated a compensation structure that aligns with their clients' success, including a percentage of assets under management and performance-based fees. With over 200 individual clients, the firm oversees an impressive $202,450,000 in assets under management, primarily catering to high-net-worth individuals. While they excel in managing individual and 401K accounts, these represent less than 30% of their total assets. Nevertheless, their capabilities extend to handling employer funds as well. Operating with a discretionary approach, Carlsbad Wealth Advisory Group, Inc. ensures a hands-on and personalized experience for each client, tailoring investment strategies to their specific needs and goals. The firm's office in Carlsbad serves as their central hub for delivering top-tier financial advisory services. At Carlsbad Wealth Advisory Group, Inc., clients benefit from the knowledge and expertise of their team, which includes some of the longest-tenured advisors in the industry. Notable professionals such as Heather Sontag, Andrew Sontag, and David George bring a wealth of experience and insights, further enhancing the firm's reputation as a trusted wealth management partner.