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.

DLK Investment Management is a reputable local investment advisory firm headquartered in Solana Beach, CA, with two offices. With a team of six dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse client base. Each investment advisor at DLK manages an average of $48,660,000 in assets, aligning with the industry average. Their compensation structure encompasses various models, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for clients. A significant portion of DLK Investment Management's assets under management, approximately half, comes from employer 401Ks and individual clients, demonstrating their strong expertise in this area. They have built a solid reputation based on their extensive experience in managing discretionary assets, which accounts for an impressive 91% of the total assets they oversee. DLK Investment Management proudly serves over 350 individual clients, expertly managing their assets, which amount to an impressive $291,957,000. The firm takes pride in its long-standing advisors, including Donald Dempster, Theodore Kay, and Brian Johnson, who have contributed significantly to the firm's success and garnered extensive expertise in the industry. With a commitment to providing tailored investment solutions and a proven track record of managing assets effectively, DLK Investment Management has established itself as a trusted partner for individuals and organizations seeking comprehensive investment advisory services.

The Clark Group Asset Management, headquartered in Dana Point, CA, is a small investment advisory firm with a team of five highly experienced professionals. With three dedicated investment advisors, they provide personalized financial guidance to their diverse clientele. The firm boasts an impressive average of approximately $24,050,000 in assets under management per investment advisor. The Clark Group's compensation structure is multi-faceted, encompassing various methods such as a percentage of assets under management and performance-based fees. This approach ensures their interests align with those of their clients, fostering a strong client-advisor relationship built on trust and shared success. With over 310 individual clients, The Clark Group manages a substantial portfolio of assets totaling more than $211,788,000. Their expertise extends to employer 401Ks and individual investments, as approximately half of their assets under management originate from these sources. This proficiency positions them as a reliable and knowledgeable partner in the investment advisory space. The firm's extensive experience shines through their management style, as an impressive 79% of the assets they oversee are under discretionary management. This approach allows The Clark Group to make informed investment decisions on behalf of their clients, leveraging their expertise and insights to optimize returns and mitigate risks. Operating from a single office, The Clark Group Asset Management has established a strong presence within the Dana Point community. Notably, several of their most experienced advisors, including Brandon Clark, Raymond Clark, and Eric Cedergreen, have been with the firm for an extended period, further enhancing the team's collective expertise and continuity of service.

Mundoval Capital Management, Inc. is a small investment advisory firm headquartered in the vibrant city of La Jolla, CA. With a sole office, the firm operates at the heart of the bustling financial district. Comprising a team of four dedicated professionals, Mundoval Capital Management, Inc. is committed to providing exceptional investment advisory services to their esteemed clientele. Led by seasoned experts, including Natalie Mcintosh and Arthur Johnson, two of the firm's longest-tenured registered advisors, Mundoval Capital Management, Inc. combines experience and expertise to deliver sound investment strategies tailored to meet the unique goals and objectives of each client. The firm manages an impressive $66,881,000 in assets under management for over 20 individual clients. With an average of $22,290,000 in assets under management per investment advisor, Mundoval Capital Management, Inc. demonstrates their proficiency in handling substantial portfolios. Mundoval Capital Management, Inc. offers a variety of compensation structures to ensure alignment with their clients' interests. These structures include a percentage of assets under management, as well as fixed fees. With 100% of the assets they manage being discretionary, clients can have confidence in the firm's ability to make informed investment decisions on their behalf. As a trusted partner, Mundoval Capital Management, Inc. strives to deliver superior investment advisory services, combining personalized attention, comprehensive research, and a commitment to helping clients achieve their financial aspirations.

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.

AWM Global Advisors is a highly esteemed investment advisory firm headquartered in San Diego, California. With over 70 individual clients and a remarkable $103,375,000 in assets under management, they have established themselves as a trusted partner in wealth management. This locally based firm operates from a single office and offers their expertise to a diverse range of clients, catering to both 401K and individual accounts, although these represent less than 30% of their managed assets. Additionally, AWM Global Advisors possesses the necessary capabilities to manage employer funds, ensuring comprehensive financial solutions. With a discretionary approach, AWM Global Advisors assumes full responsibility for managing 100% of the assets entrusted to them. Their team consists of five dedicated employees, all specializing in investment advisory services. Each investment advisor at AWM Global Advisors manages an impressive average of approximately $20,680,000 in assets. The firm's compensation structure is flexible, encompassing various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. Notably, AWM Global Advisors boasts a team of highly experienced professionals, including Citadel Penn, Gary Polakoff, and Ali Alsari, who have been with the firm for many years, contributing to its longevity and success. Their combined expertise and commitment to delivering tailored financial solutions have garnered AWM Global Advisors a reputation for excellence in the industry.

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.

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.

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.

Torrey Wealth, LLC is a small investment advisory firm based out of San Diego, CA. With over 10 individual clients and more than $98,388,000 in assets under management, Torrey Wealth provides personalized financial solutions to meet their clients' investment goals. They specialize in managing discretionary assets, primarily catering to high net worth individuals. In addition to investment advisory services, Torrey Wealth offers insurance brokerage and agent services. Their comprehensive compensation structure includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible approach to meet the diverse needs of their clientele. With a team of 1 dedicated employee, Torrey Wealth is committed to delivering exceptional investment advisory services. Each advisor is experienced and knowledgeable, averaging approximately $98,390,000 in assets under management per advisor, aligning with industry standards. Robert Leuffen, one of Torrey Wealth's longest tenured registered advisors, has been with the firm since 2020. His expertise and commitment to client satisfaction contribute to the firm's success in providing reliable financial guidance. Torrey Wealth's office in San Diego serves as a central hub for their operations, allowing them to efficiently serve their clients' needs. Their dedication to personalized service and sound financial strategies has earned them a reputation as a trusted partner for wealth management in the region.

Pacific Wealth Management, based out of San Diego, CA, is a local investment advisory firm with a strong reputation in the industry. With five dedicated employees, all of whom specialize in investment advisory services, the firm boasts an impressive track record. On average, each investment advisor oversees approximately $212,670,000 in assets under management, a figure significantly higher than the industry average. Pacific Wealth Management's compensation structure is diverse, encompassing various types such as a percentage of assets under management and performance-based fees. The firm proudly serves over 130 individual clients, managing a substantial total of more than $260,255,000 in assets. Their client base mainly consists of high net worth individuals, with a significant focus on discretionary asset management, accounting for 97% of their portfolio. In addition to their investment advisory services, Pacific Wealth Management also offers insurance brokerage and agency services to cater to the diverse needs of their clients. Their expertise extends beyond individual accounts and 401Ks, as they possess the capabilities to manage employer funds. With one office located in San Diego, Pacific Wealth Management has established deep roots within the local community. The firm takes pride in its team of highly experienced advisors, including Justin Kuntz, James Kuntz, and Michael Lim, who have been with the company for a significant period. Their collective expertise and dedication contribute to the firm's success and reputation as a trusted partner in wealth management.