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San Diego is not only known for its scenic beaches and sunny weather—it’s also home to a wide range of reputable financial advisory firms. Whether you’re planning for retirement, managing wealth, or looking for expert investment strategies, choosing the right financial advisor in San Diego can significantly impact your financial future.
We’ve compiled a list of ten top-rated financial advisors in San Diego based on their expertise, client services, and dedication to helping individuals and businesses thrive financially.
- Advent Financial Services
- Aim Financial Consulting Group
- Amex Financial Advisors
- Anderson Team Financial LLC
- Antonio Financial Group / Mission Retirement Consulting
- Archipelago Wealth Management
- Ariston Services Group LLC
- Arthur Muniz
- Asset Preservation Strategies Inc
- Astle Wealth Management
1. Advent Financial Services
Address: 4540 Kearny Villa Rd STE 202, San Diego, CA 92123
Phone: (858) 654-1024
Email: jtansey@sagepointadvisor.com
Website: adventfinancialservices.com
Advent Financial Services offers a full suite of financial planning services, including retirement planning, investment management, and insurance solutions. Led by Joseph Tansey and Angeli Forster, the firm focuses on helping clients make informed decisions to achieve long-term financial stability. Schedule a complimentary consultation to explore how they can support your financial goals.
2. Aim Financial Consulting Group
Address: 5030 Camino de la Siesta Ste 406, San Diego, CA 92108
Phone: (619) 299-5870
Email: dfoster@aimfinancial.cc
Website: aimfinancial.cc
With a reputation for integrity and personalized service, Aim Financial Consulting Group delivers customized strategies to individuals and business owners. From wealth management to retirement planning, their experienced advisors provide clear guidance to help clients reach their financial milestones.
3. Amex Financial Advisors
Address: 9330 Scranton Rd #270, San Diego, CA 92121
Phone: (858) 658-0600
Email: james.buley@lpl.com
Website: jamesbuley.com
Amex Financial Advisors specializes in financial planning and wealth management. With a client-first approach, they deliver tailored investment strategies that align with each client’s long-term goals. James Buley and his team are committed to helping you build a solid financial foundation for the future.
4. Anderson Team Financial LLC
Address: 11440 W Bernardo Ct STE 300, San Diego, CA 92127
Phone: (602) 508-8707
Email: norm@andersonteamfinancial.com
Website: andersonteamfinancial.com
Anderson Team Financial provides personalized solutions in investment management, retirement planning, and long-term wealth strategies. Their team takes a client-focused approach to help individuals, families, and business owners navigate financial complexities with confidence.
5. Antonio Financial Group / Mission Retirement Consulting
Address: 2445 Fifth Ave, San Diego, CA 92101
Phone: (619) 908-1855
Email: jason@missionretirementplans.com
Website: missionretirementplans.com
Mission Retirement Consulting offers specialized retirement planning services for small businesses, including 401(k) plan administration and compliance support. They’re known for simplifying complex retirement structures and aligning plans with each client’s business objectives.
6. Archipelago Wealth Management – Arthur Muniz CFPA®, CEPA®, AIFA®
Address: 402 W Broadway Suite 400, San Diego, CA 92101
Phone: (619) 446-5672
Email: contact@archipelagowm.com
Website: archipelagowm.com
Archipelago Wealth Management offers a holistic approach to financial planning and wealth preservation. Their Waves of Wealth™ process includes investment management, exit planning, charitable giving, and more—all designed to help clients maximize and protect their legacy.
7. Ariston Services Group LLC
Address: Symphony Tower, San Diego, CA 92101
Phone: (619) 241-2326
Email: lisa@aristonservicesgroup.com
Website: aristonservicesgroup.com
Founded in 2008, Ariston Services Group is an independent, fee-only firm offering a combination of active and passive investment strategies. Led by Peter E. Shenas, the firm serves as a financial advocate for clients, coordinating with legal and tax professionals to provide comprehensive financial guidance.
8. Arthur Muniz CFPA®, CEPA®, AIFA®
Address: 402 W Broadway, San Diego, CA 92101
Phone: (619) 446-5672
Email: arthur.muniz@lpl.com
Website: arthurmuniz.com
Arthur Muniz is the founder of Archipelago Wealth Management and a distinguished advisor in the San Diego area. With deep personal and professional roots in Southern California, Arthur uses his expertise to guide clients through major financial transitions and build generational wealth.
9. Asset Preservation Strategies Inc
Address: 3636 Nobel Dr #440, San Diego, CA 92122
Phone: (858) 455-1825
Email: monicas@asset-preservation.com
Website: asset-preservation.com
Asset Preservation Strategies offers collaborative wealth management with a personal touch. The firm serves individuals and businesses, focusing on building strong financial futures through strategic planning and long-term partnerships.
10. Astle Wealth Management
Address: 101 W Broadway, San Diego, CA 92101
Phone: (619) 578-2999
Email: mikeastle@cfnmail.com
Website: astleinvestmentmanagement.com
Astle Wealth Management provides expert financial planning services for clients looking to make informed, impactful decisions. Their client-centric approach ensures tailored strategies that support long-term financial health.
Finding the right financial advisor in San Diego is crucial to achieving your financial aspirations. Whether you’re saving for retirement, investing for the future, or planning your estate, these trusted advisors can help guide you every step of the way.
Take time to explore your options, schedule consultations, and choose a partner who understands your unique financial journey.
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