Skip to content

Investment Advisors in Lakeside, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lakeside: Somers Capital, RFA Score 71/100; 5.0★ from 68 Google reviews.

  2. 7

    Most-reviewed: Pure Financial Advisors, LLC, 191 Google reviews at 5.0★, the most of 91 ranked; ranked #7.

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

91 Lakeside investment advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 91 rated firms.

Most of this list also appears on the Investment advisors in San Diego ranking. See Investment advisors in San Diego

Top 10 investment advisors in Lakeside 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 Lakeside at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Somers Capital715.0★ (68)San Diego, 17 mi away—Top score
2Sterling Investment Group, Inc.704.8★ (39)San Diego, 12 mi away——
3Laurie Beltran-Modern Woodmen of America705.0★ (16)El Cajon, 5 mi away——
4Splitero683.9★ (190)San Diego, 17 mi away——
5Clutinger Williams and Verhoye675.0★ (10)San Diego, 10 mi away——
6Shamrock Point Investments675.0★ (19)San Diego, 19 mi awaySat—
7Pure Financial Advisors, LLC665.0★ (191)San Diego, 13 mi away—Most reviews
8Primerica Financial Services644.3★ (6)Chula Vista, 15 mi awaySat · Evenings—
9RG Bar Investment Group635.0★ (8)Encinitas, 24 mi away——
10Founders First Capital Partners634.0★ (4)San Diego, 16 mi away——

All 91 investment advisors in Lakeside, 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 Lakeside

    #1 Somers Capital

    Based in San Diego, 17 mi away

    71/100RFA 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

  4. #4 Splitero

    Based in San Diego, 17 mi away

    68/100RFA Score

    Ranked #4 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

  11. #11 One Degree Advisors

    Based in San Diego, 13 mi away

    63/100RFA Score

    Ranked #11 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

  12. #12 1031 Capital Solutions

    Based in San Marcos, 24 mi away

    62/100RFA Score

    Ranked #12 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

  14. #14 Wilsey Asset Management

    Based in San Diego, 12 mi away

    62/100RFA Score

    Ranked #14 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

  17. #17 Canter Wealth

    Based in La Jolla, 21 mi away

    62/100RFA Score

    Ranked #17 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

  21. #21 Platt Wealth Management

    Based in San Diego, 12 mi away

    60/100RFA Score

    Ranked #21 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

  24. #24 Johnny's Services Group

    Based in San Diego, 17 mi away

    60/100RFA Score

    Ranked #24 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

  25. #25 D'Arcy Capital Management

    Based in San Diego, 19 mi away

    59/100RFA Score

    Ranked #25 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

How we ranked Lakeside investment advisors

We scored 91 Lakeside 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 Lakeside 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 Lakeside: frequently asked questions

Which investment advisor has the highest RFA Score in Lakeside?

By RFA Score, the highest-ranked investment advisor in Lakeside, CA is Somers Capital with an RFA Score of 71/100. It has 5.0★ from 68 Google reviews. Sterling Investment Group, Inc. (#2) and Laurie Beltran-Modern Woodmen of America (#3) follow. We ranked 91 investment advisors on eight factors, last updated November 9, 2026.

Which investment advisors in Lakeside work on weekends?

5 of 91 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Shamrock Point Investments (#6) and Primerica Financial Services (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lakeside investment advisors have?

The median Google rating among 91 rated investment advisors in Lakeside is 5.0★, with a median of 9 reviews. Pure Financial Advisors, LLC has the most, 191 reviews, and ranks #7. 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 Lakeside count in this ranking?

Yes, if they are within 25 mi of the Lakeside 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 Lakeside 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 Lakeside 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 Lakeside

  1. November 2026: RFA Scores recalculated for 91 investment advisors serving Lakeside.

More investment advisors and Lakeside pages