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Investment Advisors in La Jolla, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in La Jolla: Somers Capital, RFA Score 73/100; 5.0★ from 68 Google reviews.

  2. 16

    Most-reviewed: San Diego Tax & Financial Associates, 277 Google reviews at 4.9★, the most of 113 ranked; ranked #16.

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

113 La Jolla investment advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 113 rated firms.

Top 10 investment advisors in La Jolla 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 La Jolla at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Somers Capital735.0★ (68)San Diego, 11 mi away—Top score
2Splitero713.9★ (190)San Diego, 4 mi away——
3Shamrock Point Investments705.0★ (19)San Diego, 7 mi awaySat—
4Clutinger Williams and Verhoye675.0★ (10)San Diego, 13 mi away——
5Wells Fargo Advisors673.3★ (3)La Jolla——
6Canter Wealth665.0★ (92)La Jolla——
7Laurie Beltran-Modern Woodmen of America665.0★ (16)El Cajon, 19 mi away——
8RG Bar Investment Group665.0★ (8)Encinitas, 12 mi away——
9Pure Financial Advisors, LLC665.0★ (191)San Diego, 10 mi away——
10Founders First Capital Partners664.0★ (4)San Diego, 6 mi away——

All 113 investment advisors in La Jolla, 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.

  1. Ranked #1 in La Jolla

    #1 Somers Capital

    Based in San Diego, 11 mi away

    73/100RFA Score

    Ranked #1 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

  2. #2 Splitero

    Based in San Diego, 4 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 3.9★ from 190 Google reviews, listed on Google as “Investment service”.

    • 3.9★ from 190 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    4365 Executive Dr Ste 925, San Diego, CA 92121
    View profile for Splitero(888) 365-3372

  6. #6 Canter Wealth

    Based in La Jolla

    66/100RFA Score

    Ranked #6 because of its Google rating and review volume: 5.0★ from 92 Google reviews.

    • 5.0★ from 92 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7825 Fay Ave #140, La Jolla, CA 92037
    View profile for Canter Wealth(858) 812-7550

  19. #19 1031 Capital Solutions

    Based in San Marcos, 21 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    100 E San Marcos Blvd, San Marcos, CA 92069
    View profile for 1031 Capital Solutions(800) 445-5908

  21. #21 One Degree Advisors

    Based in San Diego, 10 mi away

    63/100RFA Score

    Ranked #21 because of its Google rating and review volume: 5.0★ from 68 Google reviews.

    • 5.0★ from 68 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3131 Camino Del Rio N Unit 740, San Diego, CA 92108
    View profile for One Degree Advisors(619) 282-3288

  23. #23 D'Arcy Capital Management

    Based in San Diego, 7 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–1 PM · Sat–Sun closed
    Address
    12625 High Bluff Dr #314, San Diego, CA 92130
    View profile for D'Arcy Capital Management(858) 914-1133

  25. #25 Wilsey Asset Management

    Based in San Diego, 10 mi away

    62/100RFA Score

    Ranked #25 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

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 113 ranked investment advisors here; the rest are on their profiles.

investment advisors in La Jolla, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Sprott Global Resource Investments623.3★ (7)20 mi
27IDA Wealth - Intelligence Driven Advisers625.0★ (131)20 mi
28Ashcraft Investment Co621.0★ (4)13 mi
29Edward Jones - Financial Advisor: David S Peterson, CFP®624.9★ (46)8 mi
30Parabolic Asset Management - San Diego Financial Advisor625.0★ (14)12 mi
31Pacific Wealth Management624.9★ (34)6 mi
32Paradigm Investment Group, LLC623.0★ (4)20 mi
33Presidio Capital Management615.0★ (6)7 mi
34Johnny's Services Group612.4★ (64)11 mi
35Platt Wealth Management615.0★ (31)10 mi
36Define Financial604.9★ (24)7 mi
37High Bluff Private Wealth605.0★ (22)7 mi
38EP Wealth Advisors605.0★ (14)3 mi
39Bull Oak Financial Advisors605.0★ (31)11 mi
40Trajan Wealth605.0★ (55)19 mi
41Trilogy Financial Services604.6★ (25)7 mi
42Safeguard Investment Advisory Group605.0★ (15)21 mi
43Satori Wealth Management, Inc.605.0★ (13)4 mi
44Weatherly Asset Management603.0★ (13)7 mi
45Wealth Analytics605.0★ (16)7 mi
46Prosperity Private Wealth594.8★ (23)10 mi
47Financial Alternatives, Inc595.0★ (7)In La Jolla
48Stone Steps Financial LLC594.9★ (30)14 mi
49Wealth Legacy Group, Inc.595.0★ (15)8 mi
50Edelman Financial Engines594.7★ (14)6 mi

Also serving La Jolla

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 La Jolla
BusinessGoogle ratingDistance
AlphaCore Wealth Advisory4.0★ (3)In La Jolla
Artivest5.0★ (1)In La Jolla
Coastwise Capital Group, LLC4.6★ (10)In La Jolla
Dyer Wealth Management5.0★ (12)In La Jolla
Glenn Mosier - UBS Financial Services Inc.5.0★ (1)In La Jolla
GROW Funds LLC5.0★ (2)In La Jolla
Holland Strategic Wealth Advisors4.9★ (10)In La Jolla
John Hancock Mutual Funds5.0★ (1)In La Jolla
Kyle Uthe - Morgan Stanley1.0★ (1)In La Jolla
Merrill Lynch Financial Advisor Fred Berry5.0★ (1)In La Jolla
Merrill Lynch Wealth Management5.0★ (1)In La Jolla
Mitchell Loewenberg, CFP® - Wedbush Securities5.0★ (15)In La Jolla
MULTILATERAL PARTNERS GLOBAL ADVISORY GROUP L.L.C.1.0★ (1)In La Jolla
Ocean View Financial5.0★ (48)In La Jolla
Softwealth - Financial Advisor5.0★ (2)In La Jolla
Stefano Rakigjija - Morgan Stanley5.0★ (1)In La Jolla
Symbio Financial Partners/LPL Financial5.0★ (2)In La Jolla
Vaughn Woods Financial Group5.0★ (2)In La Jolla
Wedbush5.0★ (3)In La Jolla
West Point Investment Corporation5.0★ (2)In La Jolla

How we ranked La Jolla investment advisors

We scored 113 La Jolla 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 La Jolla 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 La Jolla: frequently asked questions

Which investment advisor has the highest RFA Score in La Jolla?

By RFA Score, the highest-ranked investment advisor in La Jolla, CA is Somers Capital with an RFA Score of 73/100. It has 5.0★ from 68 Google reviews. Splitero (#2) and Shamrock Point Investments (#3) follow. We ranked 113 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in La Jolla?

RankedFinancialAdvisors ranks 113 investment advisors serving La Jolla, CA. 4 of them are based in La Jolla; 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 La Jolla work on weekends?

6 of 113 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Shamrock Point Investments (#3) and Primerica Financial Services (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do La Jolla investment advisors have?

The median Google rating among 113 rated investment advisors in La Jolla is 5.0★, with a median of 9 reviews. San Diego Tax & Financial Associates has the most, 277 reviews, and ranks #16. 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 La Jolla count in this ranking?

Yes, if they are within 25 mi of the La Jolla 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 La Jolla 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 La Jolla 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 La Jolla

  1. November 2026: RFA Scores recalculated for 113 investment advisors serving La Jolla.

More investment advisors and La Jolla pages