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Largest RIA Firms in La Jolla, California by AUM
Explore registered investment advisers headquartered in La Jolla, California, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 21 firms with $231.6B in total reported AUM and median AUM of $424.6M.
Firms
21
Matching current profiles
Total AUM
$231.6B
Reported regulatory AUM
Median AUM
$424.6M
Across firms with AUM
Largest firm
$107.8B
Stepstone Group LP
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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. Stepstone Group LP CRD 143635 · Limited Partnership | LA JOLLA, CA | $107.8B Jul 2026 | +$12.2B+12.7% | +$32.4B+43.0% | +$61.8B+134.2% | +$100.5B+1376.2% | +393 employees+67.2% over 3Y | +104 accounts+33.8% over 3Y |
| 2. Stepstone Group Real Assets LP CRD 281695 · Limited Partnership | LA JOLLA, CA | $41.5B Jul 2026 | +$8.4B+25.3% | +$17.7B+74.2% | +$24.9B+149.6% | +$41.4B+82865.1% | +27 employees+40.3% over 3Y | +27 accounts+73.0% over 3Y |
| 3. Brandes Investment Partners, LP CRD 105404 · Limited Partnership | LA JOLLA, CA | $40.6B Apr 2026 | +$14.0B+52.3% | +$23.1B+131.9% | +$22.1B+119.1% | +$8.1B+24.9% | +5 employees+3.5% over 3Y | +4,807 accounts+55.3% over 3Y |
| 4. Stepstone Group Real Estate LP CRD 281698 · Limited Partnership | LA JOLLA, CA | $17.2B Jul 2026 | +$853.5M+5.2% | +$6.0B+53.9% | +$10.1B+142.0% | +$17.1B+25118.3% | +51 employees+77.3% over 3Y | +15 accounts+28.8% over 3Y |
| 5. Alphacore Capital LLC CRD 174346 · Limited Liability Company | LA JOLLA, CA | $13.0B Oct 2026 | +$6.9B+113.8% | +$10.6B+457.3% | +$11.9B+1141.9% | +$12.9B+14707.6% | +96 employees+342.9% over 3Y | +10,509 accounts+354.1% over 3Y |
| 6. Stepstone Group Private Debt LLC CRD 323711 · Limited Liability Company | LA JOLLA, CA | $5.8B Jun 2026 | +$2.5B+78.4% | +$5.8B+14880.1% | — | +$5.8B+14880.1% | — | +7 accounts+350.0% over 3Y |
| 7. Torreyana Capital CRD 329075 · Limited Liability Company | LA JOLLA, CA | $837.4M Jun 2026 | +$84.4M+11.2% | — | — | +$101.4M+13.8% | +1 employees+11.1% over 1Y | +1 accounts+16.7% over 1Y |
| 8. Frontier Global Partners LLC CRD 145341 · Limited Liability Company | LA JOLLA, CA | $713.1M Feb 2026 | +$62.3M+9.6% | +$133.7M+23.1% | +$306.1M+75.2% | +$612.8M+611.0% | 0 employees+0.0% over 3Y | +1 accounts+2.0% over 3Y |
| 9. Financial Alternatives, INC. CRD 108245 · Corporation | LA JOLLA, CA | $614.8M Oct 2026 | +$55.4M+9.9% | +$155.8M+33.9% | +$340.3M+123.9% | +$519.9M+547.7% | +1 employees+8.3% over 3Y | +35 accounts+2.9% over 3Y |
| 10. Jet Wealth Advisors CRD 333645 · Corporation | LA JOLLA, CA | $546.5M Jun 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 11. Syrios Wealth Management Group CRD 332139 · Corporation | LA JOLLA, CA | $424.6M Sep 2026 | +$20.7M+5.1% | — | — | +$26.2M+6.6% | 0 employees+0.0% over 1Y | -215 accounts-27.0% over 1Y |
| 12. Castle Coast Wealth, LLC CRD 298439 · Limited Liability Company | LA JOLLA, CA | $423.7M Aug 2026 | +$11.4M+2.8% | +$141.5M+50.1% | +$143.7M+51.3% | +$192.3M+83.1% | -2 employees-25.0% over 3Y | +16 accounts+1.7% over 3Y |
| 13. Canter Wealth CRD 167828 · Limited Liability Company | LA JOLLA, CA | $386.5M Oct 2026 | +$110.6M+40.1% | +$169.1M+77.8% | +$199.8M+107.1% | +$316.5M+452.1% | +3 employees+33.3% over 3Y | +42 accounts+17.6% over 3Y |
| 14. Nautilus Advisors LLC CRD 154169 · Limited Liability Company | LA JOLLA, CA | $304.3M Feb 2026 | +$69.0M+29.3% | +$95.1M+45.5% | +$139.7M+84.8% | +$188.3M+162.3% | 0 employees+0.0% over 3Y | +228 accounts+60.2% over 3Y |
| 15. Carter Financial, LLC CRD 298327 · Limited Liability Company | LA JOLLA, CA | $282.3M Jul 2026 | +$30.4M+12.1% | +$91.8M+48.2% | +$70.2M+33.1% | — | 0 employees+0.0% over 3Y | -25 accounts-4.9% over 3Y |
| 16. Sage Stone Wealth Management LLC CRD 155477 · Limited Liability Company | LA JOLLA, CA | $261.4M Mar 2026 | +$62.7M+31.5% | +$82.8M+46.3% | +$102.2M+64.1% | +$218.5M+509.4% | 0 employees+0.0% over 3Y | +124 accounts+37.5% over 3Y |
| 17. Coastwise Capital Group, LLC CRD 139564 · Limited Liability Company | LA JOLLA, CA | $212.2M Mar 2026 | +$47.9M+29.2% | +$100.6M+90.2% | +$175.3M+474.6% | +$175.1M+471.2% | -1 employees-20.0% over 3Y | +148 accounts+46.4% over 3Y |
| 18. Cosmos Wealth, LLC CRD 341781 · Limited Liability Company | LA JOLLA, CA | $191.5M Sep 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 19. Hamilton Manor & Associates CRD 155865 · Corporation | LA JOLLA, CA | $188.9M Mar 2026 | +$21.6M+12.9% | +$28.7M+17.9% | +$54.4M+40.5% | +$87.0M+85.4% | +1 employees+25.0% over 3Y | +14 accounts+3.7% over 3Y |
| 20. Nerad + Deppe Wealth Management CRD 151284 · Limited Liability Company | LA JOLLA, CA | $176.3M Feb 2026 | +$42.4M+31.7% | +$58.7M+50.0% | +$101.8M+136.6% | — | 0 employees+0.0% over 3Y | +18 accounts+3.0% over 3Y |
| 21. Mundoval Capital Management, INC. CRD 132553 · Corporation | LA JOLLA, CA | $91.9M Feb 2026 | +$26.0M+39.5% | +$25.1M+37.5% | +$19.3M+26.6% | +$52.8M+135.2% | -1 employees-25.0% over 3Y | +40 accounts+51.9% over 3Y |
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 sufficient historical filing data is unavailable for the lookback period.