SearchWrench Pros

Find the right financial advisor in San Diego, CA

10 local financial advisors in San Diego. Tell us how many years of experience you want, what matters most, and how close to your house, and we match you with the ones that fit. No star ratings, no paid rankings.

Financial advisors in San Diego

Checked pros are listed first; the rest rotate monthly. Nobody pays to be listed or ranked.

Define Financial

12526 High Bluff Dr STE 270, San Diego, CA · (858) 345-1197 · definefinancial.com
Not checked by SearchWrench yet

Tidemark Financial Partners

5405 Morehouse Dr UNIT 345, San Diego, CA · (858) 925-8000 · tidemarkfp.com
Not checked by SearchWrench yet

One Degree Advisors

8880 Rio San Diego Dr # 1000, San Diego, CA · (619) 282-3288 · onedegreeadvisors.com
Not checked by SearchWrench yet

Pure Financial Advisors, LLC

3131 Camino Del Rio N #1550, San Diego, CA · (619) 814-4100 · purefinancial.com
Not checked by SearchWrench yet

Northern Trust

4747 Executive Drive, San Diego, CA · (858) 824-1200 · northerntrust.com
Not checked by SearchWrench yet

TruFinancial

San Diego, CA · (619) 955-5565 · trufinancial.org
Not checked by SearchWrench yet

A Tax Pro

5175 Foothill Boulevard(858) 488-1558, San Diego, CA · (858) 488-1558 · ataxpro.us
Not checked by SearchWrench yet

Traction Wealth Management

4438 Ingraham St #2002, San Diego, CA · (619) 302-8303 · traction-wealth.com
Not checked by SearchWrench yet

Copley Financial Group, Inc.

2650 Camino Del Rio N Suite #350, San Diego, CA · (619) 294-6008 · financialplannersandiego.com
Not checked by SearchWrench yet

Daniel Shahmoradian, CFP - Financial Planner

600 W Broadway #600, San Diego, CA · (619) 230-8082 · danielshahmoradian.nm.com
Not checked by SearchWrench yet

Get matched with the right financial advisor

Tell us what you need in San Diego and what matters to you. We check the pros and connect you with up to 3 who fit. Free, no obligation.

Please add your name, a 10-digit phone number, and tick the box.
Your must-haves

How we pick the best one (no star ratings)

1. We start with real local businessesEvery listing has a local address and a working phone number from public business records.
2. We call and askYears in business, licensing where your state requires it, insurance, and whether they actually answer and show up.
3. We match to your must-havesExperience, what matters most to you, and how close they are to your house.
4. We ask you how it wentAfter the job we check in with you. Pros who fall short stop getting our referrals.

We don't use Google or Yelp reviews. Ratings can be bought, gamed or years out of date; a phone call and your feedback can't. More on how we check pros.

Hired the wrong financial advisor before?

No-shows, a job left half done, a price that doubled. It happens a lot, and it's why we check financial advisors ourselves instead of trusting star ratings. Tell us what went wrong last time, tick "let down before" on the form, and we'll only send you pros who passed our check and fit your must-haves.

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Questions to ask before you hire a financial advisor in San Diego

Common questions

How do I choose a financial advisor in San Diego?

Decide your must-haves first: how many years of experience, whether price or quality matters most, and how far you will let them travel. Then compare at least two written quotes using the questions on this page.

How does SearchWrench pick the best financial advisor?

We don't use Google or Yelp star ratings. We call local businesses ourselves to confirm years in business, licensing where required, and insurance, match them to your must-haves, and ask you how the job went afterwards.

Is it free?

Yes. Homeowners never pay us, and businesses cannot pay to rank higher on this page.

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