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Financial Advisors in San Diego, CA — Free Estimates
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As of May 2026, RatingsNearMe ranks 20 financial advisors in San Diego, CA by verified customer ratings and review volume. The highest-rated is Pure Financial Advisors, LLC with a 5.0-star rating from 190 verified reviews. Also in the top tier: Darrin A. Santos, CFP®-FSI Wealth and Copley Financial Group, Inc.. The average rating across all listed financial advisors in San Diego is 5 stars from 37 reviews per business on average.
Financial advisors in San Diego typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
37
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Pure Financial Advisors, LLC
3131 Camino Del Rio N #1550, San Diego, CA 92108, USA
Darrin A. Santos, CFP®-FSI Wealth
1455 Frazee Rd Ste. 804-A, San Diego, CA 92108, USA
Copley Financial Group, Inc.
2650 Camino Del Rio N Suite #350, San Diego, CA 92108, USA
Financial Advisors Rankings in San Diego, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Pure Financial Advisors, LLC3131 Camino Del Rio N #1550, San Diego, CA 92108, USA | 5.0★ | 190 |
| #2 | Darrin A. Santos, CFP®-FSI Wealth1455 Frazee Rd Ste. 804-A, San Diego, CA 92108, USA | 5.0★ | 68 |
| #3 | Copley Financial Group, Inc.2650 Camino Del Rio N Suite #350, San Diego, CA 92108, USA | 4.8★ | 81 |
| #4 | Platt Wealth Management3838 Camino Del Rio N Unit 365, San Diego, CA 92108, USA | 5.0★ | 22 |
| #5 | Next Gen Financial Planning1455 Frazee Rd Suite 543, San Diego, CA 92108, USA | 5.0★ | 9 |
| #6 | Edward Jones - Financial Advisor: David S Peterson, CFP®12750 Carmel Country Rd Ste 208, San Diego, CA 92130, USA | 4.9★ | 45 |
| #7 | Daniel Shahmoradian, CFP - Financial Planner600 W Broadway #600, San Diego, CA 92101, USA | 5.0★ | 11 |
| #8 | WestPac® Wealth Partners (San Diego)5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121, USA | 4.9★ | 27 |
| #9 | Define Financial12526 High Bluff Dr STE 270, San Diego, CA 92130, USA | 5.0★ | 17 |
| #10 | San Diego Wealth Management6390 Greenwich Dr #215, San Diego, CA 92122, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in San Diego
Platt Wealth Management
3838 Camino Del Rio N Unit 365, San Diego, CA 92108, USA
Next Gen Financial Planning
1455 Frazee Rd Suite 543, San Diego, CA 92108, USA
Edward Jones - Financial Advisor: David S Peterson, CFP®
12750 Carmel Country Rd Ste 208, San Diego, CA 92130, USA
Daniel Shahmoradian, CFP - Financial Planner
600 W Broadway #600, San Diego, CA 92101, USA
WestPac® Wealth Partners (San Diego)
5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121, USA
Define Financial
12526 High Bluff Dr STE 270, San Diego, CA 92130, USA
San Diego Wealth Management
6390 Greenwich Dr #215, San Diego, CA 92122, USA
Financial Haus
1253 University Ave UNIT 1002, San Diego, CA 92103, USA
Heritage Wealth Management, Inc.
11440 W Bernardo Ct # 390, San Diego, CA 92127, USA
Pacific Wealth Management
11512 El Camino Real #350, San Diego, CA 92130, USA
Satori Wealth Management, Inc.
4660 La Jolla Village Dr ste 100, San Diego, CA 92122, USA
High Bluff Private Wealth
12520 High Bluff Dr #120, San Diego, CA 92130, USA
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Frequently Asked Questions — Financial Advisors in San Diego
What is a fiduciary financial advisor and why does it matter in San Diego?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in San Diego, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in San Diego?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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