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Top RIA Firms in Carlsbad, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Carlsbad, California. This hub covers 18 matching firms with $37.1B in total reported AUM and median AUM of $242.3M.
Firms
18
Matching current profiles
Total AUM
$37.1B
Reported regulatory AUM
Median AUM
$242.3M
Across firms with AUM
Largest firm
$20.1B
Meketa Fiduciary Management, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Meketa Fiduciary Management, LLC CRD 323605 · Limited Liability Company | CARLSBAD, CA | $20.1B Mar 2026 | +$2.7B+15.5% | +$4.9B+32.3% | — | +$4.9B+32.3% | 0 employees+0.0% over 3Y | +9 accounts+22.5% over 3Y |
| 2. Axxcess Wealth Management, LLC CRD 164081 · Limited Liability Company | CARLSBAD, CA | $8.9B Mar 2026 | +$2.5B+40.3% | +$5.5B+161.2% | +$6.8B+323.5% | +$8.7B+6385.8% | -6 employees-7.7% over 3Y | +16,349 accounts+168.7% over 3Y |
| 3. Resource Capital Investment Corporation CRD 166722 · Corporation | CARLSBAD, CA | $3.7B Mar 2026 | +$122.3M+3.4% | +$165.7M+4.7% | +$1.7B+85.8% | +$3.3B+746.4% | -5 employees-55.6% over 3Y | -6 accounts-14.6% over 3Y |
| 4. Intelligence Driven Advisers, LLC CRD 299589 · Limited Liability Company | CARLSBAD, CA | $881.9M Mar 2026 | +$53.7M+6.5% | +$73.2M+9.0% | +$119.7M+15.7% | +$345.6M+64.4% | +1 employees+4.8% over 3Y | -350 accounts-34.7% over 3Y |
| 5. Financial Focus LLC CRD 282177 · Limited Liability Company | CARLSBAD, CA | $800.0M Jan 2026 | +$166.9M+26.4% | +$312.9M+64.2% | +$399.7M+99.8% | +$695.7M+667.0% | +1 employees+14.3% over 3Y | -221 accounts-14.5% over 3Y |
| 6. Mkt Advisors LLC CRD 163833 · Limited Liability Company | CARLSBAD, CA | $463.7M May 2026 | +$41.2M+9.7% | +$109.8M+31.0% | +$148.0M+46.9% | — | +2 employees+50.0% over 3Y | +93 accounts+10.4% over 3Y |
| 7. Seaside Wealth Management, INC. CRD 271039 · Corporation | CARLSBAD, CA | $459.3M Feb 2026 | +$97.0M+26.8% | +$216.2M+88.9% | +$266.9M+138.7% | +$329.1M+252.9% | +6 employees+100.0% over 3Y | +259 accounts+28.3% over 3Y |
| 8. Vistica Wealth Advisors, LLC CRD 147297 · Limited Liability Company | CARLSBAD, CA | $260.1M May 2026 | +$128.5M+97.6% | +$141.7M+119.6% | +$158.3M+155.5% | +$158.3M+155.5% | +2 employees+66.7% over 3Y | +157 accounts+63.6% over 3Y |
| 9. Anchor Bay Capital, INC. CRD 116913 · Corporation | CARLSBAD, CA | $247.1M Mar 2026 | +$27.7M+12.6% | +$64.9M+35.6% | +$93.6M+61.0% | +$180.0M+267.9% | +1 employees+20.0% over 3Y | -9 accounts-4.5% over 3Y |
| 10. Carlsbad Wealth Advisory Group, INC. CRD 146587 · Corporation | CARLSBAD, CA | $237.6M Mar 2026 | +$33.2M+16.2% | -$6.7M-2.8% | +$40.7M+20.7% | +$158.4M+200.1% | +1 employees+33.3% over 3Y | -12 accounts-1.7% over 3Y |
| 11. Frank Financial Advisors CRD 147537 · Corporation | CARLSBAD, CA | $188.2M Feb 2026 | +$23.8M+14.5% | +$53.4M+39.7% | +$135.3M+255.5% | +$135.3M+255.5% | 0 employees+0.0% over 3Y | -18 accounts-3.8% over 3Y |
| 12. Fonte Financial Advisors CRD 311162 · Limited Liability Company | CARLSBAD, CA | $158.1M Mar 2026 | +$6.5M+4.3% | +$50.6M+47.1% | — | — | -2 employees-40.0% over 3Y | +104 accounts+29.1% over 3Y |
| 13. Mh & Associates Securities Management Corporation CRD 110516 · Corporation | CARLSBAD, CA | $150.5M Nov 2025 | +$3.6M+2.5% | +$9.3M+6.6% | +$39.7M+35.8% | +$51.9M+52.7% | 0 employees+0.0% over 3Y | -5 accounts-3.2% over 3Y |
| 14. Cornerstone Wealth Advisors, INC. CRD 309544 · Corporation | CARLSBAD, CA | $145.6M Feb 2026 | — | — | — | +$35.4M+32.2% | 0 employees+0.0% over Total | +75 accounts+21.4% over Total |
| 15. Wealthrise Financial Planning, LLC CRD 283764 · Limited Liability Company | CARLSBAD, CA | $136.0M Mar 2026 | — | — | — | +$11.8M+9.5% | 0 employees+0.0% over Total | +3 accounts+0.9% over Total |
| 16. Wealth Compass Financial, INC. CRD 290139 · Corporation | CARLSBAD, CA | $115.4M Apr 2026 | — | — | — | +$9.7M+9.1% | 0 employees+0.0% over Total | +22 accounts+4.0% over Total |
| 17. DBA Seaside Financial & Insurance Services CRD 289985 · Corporation | CARLSBAD, CA | $81.2M May 2026 | +$7.9M+10.8% | -$36.2M-30.8% | -$48.2M-37.2% | -$18.9M-18.9% | -2 employees-33.3% over 3Y | -443 accounts-56.8% over 3Y |
| 18. Anchor Bay Private Wealth LLC CRD 327418 · Limited Liability Company | CARLSBAD, CA | $51.7M Mar 2026 | +$23.8M+85.1% | — | — | — | +1 employees+16.7% over 1Y | +9 accounts+18.0% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.