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Top RIA Firms in La Jolla, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in La Jolla, California. This hub covers 22 matching firms with $211.3B in total reported AUM and median AUM of $424.1M.
Firms
22
Matching current profiles
Total AUM
$211.3B
Reported regulatory AUM
Median AUM
$424.1M
Across firms with AUM
Largest firm
$95.6B
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 | $95.6B Jul 2025 | +$9.9B+11.6% | +$16.5B+20.9% | +$58.6B+158.0% | +$88.3B+1209.3% | +320 employees+66.5% over 3Y | +86 accounts+31.0% over 3Y |
| 2. 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 |
| 3. Stepstone Group Real Assets LP CRD 281695 · Limited Partnership | LA JOLLA, CA | $33.1B Jul 2025 | +$6.8B+25.7% | +$9.5B+40.1% | +$19.6B+144.9% | +$33.1B+66102.3% | +36 employees+59.0% over 3Y | +25 accounts+89.3% over 3Y |
| 4. Stepstone Group Real Estate LP CRD 281698 · Limited Partnership | LA JOLLA, CA | $16.4B Jul 2025 | +$2.2B+15.4% | +$7.2B+78.9% | +$10.2B+164.0% | +$16.3B+23867.8% | +18 employees+26.5% over 3Y | +25 accounts+50.0% over 3Y |
| 5. Alphacore Capital LLC CRD 174346 · Limited Liability Company | LA JOLLA, CA | $9.0B Apr 2026 | +$6.0B+200.6% | +$7.5B+502.9% | +$8.0B+804.4% | +$8.9B+10216.2% | +87 employees+362.5% over 3Y | +8,675 accounts+350.2% over 3Y |
| 6. Context Capital Management LLC CRD 115167 · Limited Liability Company | LA JOLLA, CA | $8.0B Mar 2026 | +$3.0B+59.6% | +$7.1B+824.5% | +$7.7B+2349.5% | +$7.9B+7997.2% | +7 employees+58.3% over 3Y | 0 accounts+0.0% over 3Y |
| 7. Stepstone Group Private Debt LLC CRD 323711 · Limited Liability Company | LA JOLLA, CA | $3.2B Oct 2025 | +$872.2M+36.7% | — | — | +$3.2B+8296.3% | — | +1 accounts+14.3% over 1Y |
| 8. Torreyana Capital CRD 329075 · Limited Liability Company | LA JOLLA, CA | $837.4M Mar 2026 | +$84.4M+11.2% | — | — | +$101.4M+13.8% | +1 employees+11.1% over 1Y | +1 accounts+16.7% over 1Y |
| 9. 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 |
| 10. Financial Alternatives, INC. CRD 108245 · Corporation | LA JOLLA, CA | $614.8M Mar 2026 | +$107.7M+21.2% | +$156.2M+34.1% | +$369.6M+150.8% | +$519.9M+547.7% | -1 employees-7.1% over 3Y | -1 accounts-0.1% over 3Y |
| 11. Syrios Wealth Management Group CRD 332139 · Corporation | LA JOLLA, CA | $424.6M Mar 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 Apr 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 Mar 2026 | +$84.4M+28.0% | +$169.1M+77.8% | +$269.1M+229.2% | +$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 Mar 2026 | +$30.4M+12.1% | +$43.2M+18.1% | +$78.5M+38.5% | — | 0 employees+0.0% over 3Y | -51 accounts-9.4% 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. Makaira Partners, LLC CRD 153729 · Limited Liability Company | LA JOLLA, CA | $209.8M Mar 2026 | -$213.6M-50.5% | -$565.3M-72.9% | -$289.9M-58.0% | +$101.3M+93.4% | -3 employees-42.9% over 3Y | -1 accounts-25.0% over 3Y |
| 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. Life Strategies, INC. CRD 167732 · Corporation | LA JOLLA, CA | $121.2M Feb 2026 | +$9.2M+8.3% | — | — | +$9.2M+8.3% | 0 employees+0.0% over 1Y | +179 accounts+198.9% over 1Y |
| 22. 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.