Best Financial Advisors in San Diego, CA
8 financial advisors in San Diego ranked by client ratings and review volume. Average rating: 4.9/5 across 203 reviews.
Advisors Listed
8
Total Client Reviews
203
Neighborhoods
3
Top-Rated Financial Advisors in San Diego
1
Bull Oak
4.9(63 reviews)
Financial advisingVeteran-owned
Verified via Yelp
2
Grigg Financial Group
4.8(43 reviews)
Financial planningWealth management
Verified via Yelp
3
Top Hat Tax & Financial Service
4.8(39 reviews)
Tax planningFinancial advisingVeteran-owned
Verified via Yelp
4
Parabolic Asset Management
5(27 reviews)
Asset managementInvestment management
Verified via Yelp
5
TruFinancial
5(14 reviews)
Downtown|Financial planning
Verified via Yelp
6
Next Gen Financial Planning
4.6(10 reviews)
Mission Valley|Financial planningCertified professionals
Verified via Yelp
7
San Diego Wealth
5(7 reviews)
University City|Wealth management
Verified via Yelp
Expert-Ranked Advisors
These financial advisors appear in professional directories or expert rankings but do not have sufficient public reviews for a star rating.
Jeff Poole - Wealth Analytics
Wealth managementFinancial planning
Expert-Ranked
Neighborhoods with Financial Advisors in San Diego
Downtown1 advisor
Mission Valley1 advisor
University City1 advisor
Frequently Asked Questions
How many financial advisors are listed in San Diego?
We currently list 8 financial advisors in San Diego, California, sourced from Google, Yelp, and professional directories. These listings have a combined 203 client reviews.
What is the difference between a fiduciary and a non-fiduciary advisor?
A fiduciary financial advisor is legally required to act in your best interest at all times. Non-fiduciary advisors only need to recommend "suitable" investments, which may include products that pay them higher commissions. Always ask if your advisor is a fiduciary.
What does CFP stand for and why does it matter?
CFP stands for Certified Financial Planner. CFPs have completed rigorous education, passed a comprehensive exam, and commit to ethical standards. They must act as fiduciaries when providing financial planning. A CFP designation is one of the strongest credentials in financial planning.
What is a fee-only financial advisor?
Fee-only advisors are compensated solely by the fees their clients pay — not by commissions on products they sell. This structure minimizes conflicts of interest. Fee-only advisors may charge a percentage of assets under management (AUM), flat fees, or hourly rates.
Which San Diego neighborhoods have financial advisors?
Financial advisors in our directory are located in Downtown, Mission Valley, University City. Many advisors also offer virtual consultations regardless of location.
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