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Research Report · 2026-06-30

Largest Registered Investment Advisers in San Diego

San Diego SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.

Firms
104
Total AUM
$175.99B
Median AUM
$407.4M
Latest Filing
2026-06-30
← PreviousPage 2 of 2 · 104 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
101ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLCSAN DIEGO159094$59.2M42026-03-31→
102WEALTHETIC LLCSAN DIEGO334809$13.2M12025-07-31→
103LIGHTCAP FINANCIAL GROUP, LLCSAN DIEGO334873$11.3M12025-08-31→
104SOCIALTRADER.AI INC.SAN DIEGO326985$73,14542026-03-31→

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Sleeve104 firms · 2026-06-30