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Investment Advisors in Alpine, CA: 2026 rankings

40 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Alpine: Sterling Investment Group, Inc., RFA Score 70/100; 4.8★ from 39 Google reviews.

  2. 5

    Most-reviewed: Pure Financial Advisors, LLC, 191 Google reviews at 5.0★, the most of 40 ranked; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

40 Alpine investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 40 rated firms.

Top 10 investment advisors in Alpine at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Alpine at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sterling Investment Group, Inc.704.8★ (39)San Diego, 13 mi away—Top score
2Somers Capital695.0★ (68)San Diego, 25 mi away——
3Laurie Beltran-Modern Woodmen of America685.0★ (16)El Cajon, 12 mi away——
4Clutinger Williams and Verhoye655.0★ (10)San Diego, 17 mi away——
5Pure Financial Advisors, LLC645.0★ (191)San Diego, 21 mi away—Most reviews
6Primerica Financial Services634.3★ (6)Chula Vista, 19 mi awaySat · Evenings—
7One Degree Advisors605.0★ (68)San Diego, 21 mi away——
8TriVant Custom Portfolio Group, LLC603.7★ (3)San Diego, 25 mi away——
9Wilsey Asset Management595.0★ (15)San Diego, 21 mi away——
10Copley Wealth Management594.8★ (82)San Diego, 24 mi away——

All 40 investment advisors in Alpine, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Somers Capital

    Based in San Diego, 25 mi away

    69/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 68 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 68 Google reviews
    Address
    1431 Pacific Hwy H4, San Diego, CA 92101
    View profile for Somers Capital

  9. #9 Wilsey Asset Management

    Based in San Diego, 21 mi away

    59/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    10620 Treena St Ste 100, San Diego, CA 92131
    View profile for Wilsey Asset Management(858) 224-0004

  12. #12 Platt Wealth Management

    Based in San Diego, 21 mi away

    58/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    3838 Camino Del Rio N Unit 365, San Diego, CA 92108
    View profile for Platt Wealth Management(619) 255-9554

  13. #13 Johnny's Services Group

    Based in San Diego, 25 mi away

    57/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 2.4★ from 64 Google reviews, listed on Google as “Investment service”.

    • 2.4★ from 64 Google reviews
    Address
    750 W B St, San Diego, CA 92101
    View profile for Johnny's Services Group

  21. #21 Client First Capital

    Based in San Diego, 22 mi away

    54/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8880 Rio San Diego Dr, San Diego, CA 92108
    View profile for Client First Capital(858) 324-4747

  23. #23 Fidelity Investments

    Based in San Diego, 23 mi away

    54/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.8★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 39 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    7676 Hazard Center Dr Ste 820, San Diego, CA 92108
    View profile for Fidelity Investments(800) 635-0472

  24. #24 Charles Schwab

    Based in San Diego, 23 mi away

    54/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.3★ from 15 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    10920 Via Frontera Ste 100, San Diego, CA 92127
    View profile for Charles Schwab(858) 618-7232

All 40 investment advisors

#1 to #25 are shown in full above. Here are #26 to #40, in RFA Score order; each links to its profile.

investment advisors in Alpine, ranks 26 to 40
RankBusinessRFA ScoreGoogle ratingDistance
26Gunderson Capital Management, Inc.543.0★ (4)25 mi
27Fidelity Investments - Rancho Bernardo534.6★ (10)22 mi
28Next Gen Financial Planning535.0★ (9)23 mi
29Charles Schwab533.6★ (29)23 mi
30Western & Southern Life534.0★ (9)21 mi
31Edward Jones - Financial Advisor: Ashley Gonzalez, CFP®|CEPA®525.0★ (4)19 mi
32TD Ameritrade513.1★ (11)23 mi
33Krvaric Capital & Risk Management515.0★ (3)22 mi
34Edward Jones - Financial Advisor: Michael A Ortiz, CFP®515.0★ (3)23 mi
35Stifel515.0★ (3)22 mi
36Northwestern Mutual515.0★ (4)25 mi
37Grigg Financial Group514.3★ (3)21 mi
38Edward Jones - Financial Advisor: Cesar Padilla, CFP®515.0★ (3)23 mi
39Pathview Wealth Advisors514.0★ (4)23 mi
40Edward Jones - Financial Advisor: Jason M Lavely, CFP®|CEPA®|AAMS®504.0★ (4)25 mi

Also serving Alpine

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Alpine
BusinessGoogle ratingDistance
Andrew Norolahi - Private Wealth Advisor, Ameriprise Financial Services, LLC4.5★ (2)21 mi
Carl Friedemann - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)18 mi
Dunham & Associates5.0★ (2)24 mi
Edward Jones - Financial Advisor: Jack Loehr3.5★ (2)13 mi
Edward Jones - Financial Advisor: Jenn Nguyen5.0★ (2)21 mi
Edward Jones - Financial Advisor: Robert D Shultz, AAMS®|CRPC™2.5★ (2)16 mi
EQM Indexes4.5★ (2)21 mi
Jason Barney, ChFC, EA Wealth Alliance Tax & Financial Services, LLC5.0★ (2)13 mi
llj ventures1.0★ (2)24 mi
Mitch Ruibal - LPL Financial5.0★ (2)22 mi
Morgan Stanley Financial Advisors3.0★ (2)25 mi
Sorrento Pacific Financial LLC1.0★ (2)20 mi
Telos Capital Management, Inc.3.0★ (2)21 mi
Wells Fargo AdvisorsIn Alpine
Wells Fargo Advisors3.0★ (2)12 mi
Wells Fargo Advisors3.0★ (2)20 mi
Wells Fargo Advisors3.0★ (2)23 mi
Wells Fargo Advisors5.0★ (1)10 mi
Western Financial Corporation3.0★ (2)21 mi
Wisdom Wealth Management - Ameriprise Financial Services, LLC5.0★ (2)21 mi

How we ranked Alpine investment advisors

We scored 40 Alpine investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Alpine data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Alpine: frequently asked questions

Which investment advisor has the highest RFA Score in Alpine?

By RFA Score, the highest-ranked investment advisor in Alpine, CA is Sterling Investment Group, Inc. with an RFA Score of 70/100. It has 4.8★ from 39 Google reviews. Somers Capital (#2) and Laurie Beltran-Modern Woodmen of America (#3) follow. We ranked 40 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Alpine?

RankedFinancialAdvisors ranks 40 investment advisors serving Alpine, CA. 1 of them is based in Alpine; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Alpine work on weekends?

3 of 40 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Primerica Financial Services (#6), Prosperity Private Wealth (#14) and Kathleen Nguyen Realtor- Lifeime Real Estate, Inc (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Alpine investment advisors have?

The median Google rating among 40 rated investment advisors in Alpine is 5.0★, with a median of 10 reviews. Pure Financial Advisors, LLC has the most, 191 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Alpine count in this ranking?

Yes, if they are within 25 mi of the Alpine city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Alpine ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Alpine a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Alpine

  1. November 2026: RFA Scores recalculated for 40 investment advisors serving Alpine.

More investment advisors and Alpine pages