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Top RIA Firms in San Diego, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in San Diego, California. This hub covers 93 matching firms with $165.9B in total reported AUM and median AUM of $419.1M.
Firms
93
Matching current profiles
Total AUM
$165.9B
Reported regulatory AUM
Median AUM
$419.1M
Across firms with AUM
Largest firm
$45.3B
Chandler Asset Management INC
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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. Chandler Asset Management INC CRD 107287 · Corporation | SAN DIEGO, CA | $45.3B Mar 2026 | +$3.7B+9.0% | +$16.7B+58.2% | +$25.8B+131.7% | +$39.4B+664.3% | +12 employees+28.6% over 3Y | -600 accounts-54.1% over 3Y |
| 2. Independent Financial Group, LLC CRD 7717 · Limited Liability Company | SAN DIEGO, CA | $12.9B Mar 2026 | +$6.2B+91.5% | +$6.3B+94.5% | +$9.2B+244.9% | +$10.4B+421.4% | -38 employees-5.7% over 3Y | +33,971 accounts+161.9% over 3Y |
| 3. Pure Financial Advisors, LLC CRD 144316 · Limited Liability Company | SAN DIEGO, CA | $11.1B Feb 2026 | +$4.8B+75.7% | +$7.0B+170.7% | +$8.8B+387.7% | +$10.7B+2675.9% | +102 employees+100.0% over 3Y | +4,038 accounts+116.3% over 3Y |
| 4. Fairfield Realty Advisors LLC CRD 300633 · Limited Liability Company | SAN DIEGO, CA | $6.2B Mar 2026 | +$1.0B+19.5% | +$1.7B+37.7% | +$3.4B+124.4% | +$4.5B+264.1% | -17 employees-4.4% over 3Y | +5 accounts+50.0% over 3Y |
| 5. LM Capital Group, LLC CRD 120277 · Limited Liability Company | SAN DIEGO, CA | $6.1B Mar 2026 | +$335.4M+5.8% | +$1.5B+32.4% | +$1.3B+25.9% | +$1.6B+36.7% | 0 employees+0.0% over 3Y | +2 accounts+5.6% over 3Y |
| 6. American Assets Investment Management, LLC CRD 131660 · Limited Liability Company | SAN DIEGO, CA | $5.9B Mar 2026 | +$1.9B+48.3% | +$2.6B+81.9% | +$3.3B+124.7% | +$4.9B+521.4% | +1 employees+25.0% over 3Y | +2 accounts+20.0% over 3Y |
| 7. Metis Global Partners, LLC CRD 167276 · Limited Liability Company | SAN DIEGO, CA | $5.7B May 2026 | +$945.1M+20.0% | +$3.6B+171.4% | +$5.4B+2270.9% | +$5.6B+13083.4% | +3 employees+37.5% over 3Y | +2 accounts+9.5% over 3Y |
| 8. Dunham CRD 13162 · Corporation | SAN DIEGO, CA | $5.6B Apr 2026 | +$890.0M+18.8% | +$2.7B+93.9% | +$3.5B+161.4% | +$4.7B+523.8% | +10 employees+30.3% over 3Y | +4,012 accounts+43.9% over 3Y |
| 9. Globeflex Capital LP CRD 106417 · Partnership | SAN DIEGO, CA | $4.6B Mar 2026 | +$212.6M+4.9% | +$926.7M+25.3% | +$1.3B+40.5% | +$1.6B+52.7% | -1 employees-3.7% over 3Y | +1 accounts+3.3% over 3Y |
| 10. Ipg Investment Advisors, LLC CRD 152990 · Limited Liability Company | SAN DIEGO, CA | $4.1B Mar 2026 | +$630.2M+18.0% | +$1.3B+44.5% | +$2.1B+105.8% | +$3.5B+520.0% | +15 employees+62.5% over 3Y | +81 accounts+6.8% over 3Y |
| 11. Kingswood Wealth Advisors, LLC CRD 288792 · Limited Liability Company | SAN DIEGO, CA | $3.8B May 2026 | +$1.3B+53.8% | +$2.8B+292.1% | +$3.5B+997.5% | +$3.7B+3729.8% | +6 employees+7.3% over 3Y | +9,553 accounts+351.2% over 3Y |
| 12. Neos Partners, LP CRD 323847 · Limited Partnership | SAN DIEGO, CA | $3.8B May 2026 | +$728.4M+23.9% | — | — | +$2.7B+254.8% | +9 employees+36.0% over 1Y | 0 accounts+0.0% over 1Y |
| 13. Counterpoint Funds CRD 172379 · Limited Liability Company | SAN DIEGO, CA | $3.2B Mar 2026 | +$604.2M+22.9% | +$1.9B+139.6% | +$2.6B+399.1% | — | +7 employees+87.5% over 3Y | +1 accounts+25.0% over 3Y |
| 14. Clarivest Asset Management LLC CRD 139785 · Limited Liability Company | SAN DIEGO, CA | $3.0B Dec 2025 | +$96.2M+3.3% | -$1.1B-26.5% | -$3.1B-50.1% | -$32.6M-1.1% | -4 employees-19.0% over 3Y | -8 accounts-22.9% over 3Y |
| 15. LM Advisors LLC CRD 153940 · Limited Liability Company | SAN DIEGO, CA | $2.9B Mar 2026 | +$573.9M+24.9% | +$863.4M+42.9% | +$857.9M+42.5% | +$1.9B+202.1% | +2 employees+10.0% over 3Y | +382 accounts+35.2% over 3Y |
| 16. Coastedge Partners, LLC CRD 149685 · Limited Liability Company | SAN DIEGO, CA | $2.1B Mar 2026 | +$492.0M+29.8% | +$8.1M+0.4% | +$424.6M+24.7% | +$1.9B+814.3% | +4 employees+33.3% over 3Y | +434 accounts+52.2% over 3Y |
| 17. Madison Avenue Securities, LLC CRD 23224 · Limited Liability Company | SAN DIEGO, CA | $2.0B May 2026 | -$19.4M-1.0% | +$398.7M+24.6% | +$664.1M+49.0% | +$1.8B+701.4% | +26 employees+26.3% over 3Y | +504 accounts+3.7% over 3Y |
| 18. Sovran Advisors, LLC CRD 329415 · Limited Liability Company | SAN DIEGO, CA | $1.9B Mar 2026 | +$704.8M+60.3% | — | — | — | +21 employees+48.8% over 1Y | +1,665 accounts+37.2% over 1Y |
| 19. Rice Hall James & Associates LLC CRD 125410 · Limited Liability Company | SAN DIEGO, CA | $1.7B May 2026 | -$35.5M-2.0% | -$62.5M-3.5% | -$1.4B-44.2% | +$596.7M+52.2% | -4 employees-14.8% over 3Y | -54 accounts-17.8% over 3Y |
| 20. Telos Capital Management, INC. CRD 149108 · Corporation | SAN DIEGO, CA | $1.6B May 2026 | +$210.2M+14.9% | +$523.4M+47.5% | +$607.7M+59.7% | +$1.4B+745.0% | +2 employees+11.8% over 3Y | +354 accounts+16.7% over 3Y |
| 21. Nicholas Investment Partners, L.p. CRD 140159 · Limited Partnership | SAN DIEGO, CA | $1.5B Mar 2026 | +$527.0M+57.0% | -$347.1M-19.3% | +$266.1M+22.5% | +$847.1M+140.3% | 0 employees+0.0% over 3Y | -10 accounts-23.8% over 3Y |
| 22. Denali Advisors, LLC CRD 110242 · Limited Liability Company | SAN DIEGO, CA | $1.4B Mar 2026 | +$183.0M+15.2% | +$977.4M+238.1% | +$658.5M+90.3% | +$526.3M+61.1% | +3 employees+27.3% over 3Y | +275 accounts+1718.8% over 3Y |
| 23. Cascade Financial Partners, LLC CRD 326620 · Limited Liability Company | SAN DIEGO, CA | $1.4B Mar 2026 | +$407.4M+41.8% | — | — | — | +1 employees+12.5% over 1Y | +93 accounts+9.3% over 1Y |
| 24. Seaside Equity Partners CRD 307171 · Limited Liability Company | SAN DIEGO, CA | $1.4B Mar 2026 | +$715.4M+109.8% | +$1.2B+754.4% | — | +$1.2B+754.4% | +12 employees+171.4% over 3Y | +7 accounts+350.0% over 3Y |
| 25. Centura Wealth Advisory CRD 296985 · Limited Liability Company | SAN DIEGO, CA | $1.2B May 2026 | +$426.7M+55.5% | +$530.5M+79.7% | +$857.5M+253.5% | — | +30 employees+88.2% over 3Y | +1,012 accounts+65.5% 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.