← All San Diego area categories

Top 100 Financial Advisors Companies in the San Diego area — Graded

241 financial advisors companies in the San Diego area clear our data floor — verified in at least two independent sources with a working phone or website — and are graded by one published formula. The top 100 are below; the full ranked list is split by area. Grades refreshed monthly; data current as of 2026-10-25.

San Diego County (241)
1
97AI ScoreTop 1%
Edward Jones
Carlsbad · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-25
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2
97AI ScoreTop 1%
Elite Resource Team
San Diego · Website
Legitimacy96
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-25
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3
97AI ScoreTop 2%
H&R Block
Vista · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-25
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4
97AI ScoreTop 2%
National Funding
San Diego · Website
Legitimacy96
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-25
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5
95AI ScoreTop 3%
Carlsbad Optical
Carlsbad · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-25
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6
95AI ScoreTop 3%
Root Financial Partners
Encinitas · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-25
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7
90AI ScoreTop 3%
H&R Block
Lakeside · Website
Legitimacy96
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-25
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8
81AI ScoreTop 4%
Pacific Wealth Management
San Diego · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
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9
80AI ScoreTop 4%
Edward Jones - Financial Advisor: Jack Loehr
Santee · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
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10
75AI ScoreTop 5%
Daca Financial Group
San Diego · Website
Legitimacy96
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-25
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11
74AI ScoreTop 5%
Next Gen Financial Planning
San Diego · Website
Legitimacy100
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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12
73AI ScoreTop 5%
Seaside Wealth Management
Carlsbad · Website
Legitimacy97
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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13
73AI ScoreTop 6%
Blue Sky Capital Consultants Group, Inc.
Poway · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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14
73AI ScoreTop 6%
Ford Financial Services
Encinitas · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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15
73AI ScoreTop 7%
Higgins Capital Management
La Jolla · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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16
73AI ScoreTop 7%
Pacific Debt
San Diego · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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17
73AI ScoreTop 8%
Preservation Financial & Insurance Services, Inc.
San Diego · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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18
73AI ScoreTop 8%
Stone Steps Financial
Encinitas · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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19
73AI ScoreTop 8%
Summit Financial Group
La Mesa · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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20
73AI ScoreTop 9%
TradeSun
Del Mar · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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21
73AI ScoreTop 9%
Wagenknecht Ip Law Group Pc
San Diego · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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22
71AI ScoreTop 10%
Better Business Funding
Solana Beach · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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23
71AI ScoreTop 10%
Crescenzo Financial
San Diego · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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24
71AI ScoreTop 10%
Dyer Wealth Management
La Jolla · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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25
71AI ScoreTop 11%
Instant Payment Professionals
San Diego · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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26
71AI ScoreTop 11%
Knox Financial
La Mesa · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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27
71AI ScoreTop 12%
M.W. Orlando CPA, Inc.
Carlsbad · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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28
71AI ScoreTop 12%
Ral Investment Corporation
San Diego · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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29
71AI ScoreTop 13%
Stone Beacon Capital
Carlsbad · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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30
71AI ScoreTop 13%
Today Payments
San Diego · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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31
71AI ScoreTop 13%
Torrey Pines Financial
San Diego · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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33
71AI ScoreTop 14%
Wealth Alliance Tax & Financial Services
El Cajon · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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34
71AI ScoreTop 15%
WealthBridge Insurance Solutions
San Diego · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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35
70AI ScoreTop 15%
Amazon Processing LLC
San Diego · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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36
70AI ScoreTop 15%
Axxcess Wealth Management
Carlsbad · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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37
70AI ScoreTop 16%
C.B. Financial Insurance Services
San Diego · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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38
70AI ScoreTop 16%
Guardian Eagle Financial Services
El Cajon · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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39
70AI ScoreTop 17%
Hoffman & Associates
San Diego · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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40
70AI ScoreTop 17%
Veterans United Home Loans of San Diego
San Diego · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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41
70AI ScoreTop 18%
Western Union
San Diego · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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42
68AI ScoreTop 18%
Tweet Management Services
La Mesa · Website
Legitimacy93
Online action49
Reviewsno data yet
Coverage 35% · 2026-10-25
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43
66AI ScoreTop 18%
Jim Lee Financial
Encinitas · Website
Legitimacy100
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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44
64AI ScoreTop 19%
Alphacore Capital
La Jolla · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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45
64AI ScoreTop 19%
Cristina G Park Ea
El Cajon · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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46
64AI ScoreTop 20%
Pachira Aquatica Financial, LLC
San Diego · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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47
64AI ScoreTop 20%
Securus Financial
San Diego · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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48
63AI ScoreTop 20%
Art Of Saving
San Diego · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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49
63AI ScoreTop 21%
Louie Loans
San Diego · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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50
63AI ScoreTop 21%
Ocean Point Financial Systems
San Diego · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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51
63AI ScoreTop 22%
Society for Financial Awareness
San Diego · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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52
63AI ScoreTop 22%
Wealth Navigation Advisors
San Diego · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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53
61AI ScoreTop 22%
Chau Q Lai
SAN DIEGO · Website
Legitimacy93
Online action37
Reviewsno data yet
Coverage 35% · 2026-10-25
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54
61AI ScoreTop 23%
Federal Home Loans Corporation
San Diego · Website
Legitimacy93
Online action37
Reviewsno data yet
Coverage 35% · 2026-10-25
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55
59AI ScoreTop 23%
Leo Cruz Tax Services
San Marcos · Website
Legitimacy93
Online action34
Reviewsno data yet
Coverage 35% · 2026-10-25
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56
56AI ScoreTop 24%
Vaughn Woods Financial Group
La Jolla · Website
Legitimacy97
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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57
55AI ScoreTop 24%
Alexander Le
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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58
55AI ScoreTop 25%
Aligned Advisors
Oceanside · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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59
55AI ScoreTop 25%
Anchor Bay Capital, Inc.
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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60
55AI ScoreTop 25%
Ashcraft Investment Co
Encinitas · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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61
55AI ScoreTop 26%
Asset Preservation Strategies, Inc
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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62
55AI ScoreTop 26%
Atlas Investment Ventures, Llc
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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63
55AI ScoreTop 27%
Bair Financial Planning
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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64
55AI ScoreTop 27%
Beacon Retirement Planning Group, Inc.
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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65
55AI ScoreTop 27%
Best Team Tax And Financial
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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66
55AI ScoreTop 28%
Brandy Investments Inc
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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67
55AI ScoreTop 28%
Bt Group, Inc.
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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68
55AI ScoreTop 29%
Callan Capital
La Jolla · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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69
55AI ScoreTop 29%
Capital Stewardship Group
La Jolla · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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70
55AI ScoreTop 30%
Carlsbad Wealth Advisory Group
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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71
55AI ScoreTop 30%
Centered Financial
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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72
55AI ScoreTop 30%
Clarke Financial Services, Inc.
Oceanside · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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73
55AI ScoreTop 31%
Clearview Financial, Inc.
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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74
55AI ScoreTop 31%
Coastwise Capital Group, LLC
La Jolla · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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75
55AI ScoreTop 32%
College Planning Source
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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76
55AI ScoreTop 32%
Comprehensive Advisor
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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77
55AI ScoreTop 32%
Concurrent Advisors
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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78
55AI ScoreTop 33%
Copley Financial Group, Inc.
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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79
55AI ScoreTop 33%
Copper Crest Cpas Llp
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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80
55AI ScoreTop 34%
Cornerstone Acquisition & Management Company
Rancho Santa Fe · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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81
55AI ScoreTop 34%
Crittenden Research
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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82
55AI ScoreTop 35%
Cross-search
Encinitas · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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83
55AI ScoreTop 35%
Dalrada Financial Corporation
Escondido · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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84
55AI ScoreTop 35%
Define Financial
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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85
55AI ScoreTop 36%
Degrazier & Associates
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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86
55AI ScoreTop 36%
Dlx Financial
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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87
55AI ScoreTop 37%
Dorn Financial
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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88
55AI ScoreTop 37%
Dr. Budgets
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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89
55AI ScoreTop 37%
Eiger Wealth Management, Llc
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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90
55AI ScoreTop 38%
Elevage Partners
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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91
55AI ScoreTop 38%
Elite Business Ventures
Poway · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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92
55AI ScoreTop 39%
Ellis Financial Group, Inc.
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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93
55AI ScoreTop 39%
Entrust Wealth Advisors
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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94
55AI ScoreTop 40%
Erc Investment Group
La Jolla · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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95
55AI ScoreTop 40%
Financial Focus
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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96
55AI ScoreTop 40%
Financial Life Concepts
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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97
55AI ScoreTop 41%
First Solution Financial Services
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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98
55AI ScoreTop 41%
Fleming & Associates, Llc
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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99
55AI ScoreTop 42%
Formula Funding
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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100
55AI ScoreTop 42%
Fox College Funding
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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See every graded financial advisors company: San Diego County

How the AI Score works

Every company carries an AI Score from 1–100, computed by one published formula from the signals measurable today — legitimacy and online action, verified across at least two independent sources (open place datasets and public registries). The formula's other factors — blended reviews, complaint record, and responsiveness — carry no weight in the score until licensed data sources for them exist. When they land, the score re-spreads across the full formula.

One disclosed exception: a score of 100 is reserved for RankMyCompany clients; every other score is computed by the same formula for everyone. Scores are not spread artificially — companies with identical measured data share identical scores — and each listing also shows its rank and its percentile within its category.

Missing-data rule: when a factor has no lawful data source for a company yet, its weight redistributes proportionally across the factors that do have data, and every score shows its data-coverage %. Coverage rises as licensed sources are added; scores are recomputed monthly and score history is kept for every company.

No score is ever adjusted by hand, sold, or removed for payment. Companies marked RMC Client are scored by the exact same formula as everyone else — the 100 cap above is the only exception, and it is disclosed here rather than hidden. If your company's underlying data is wrong, file a correction on the dispute page — disputes fix the data, and the corrected data flows into the next ranking run.

Place data: © OpenStreetMap contributors (ODbL) and Overture Maps Foundation (CDLA Permissive 2.0). Listings are refreshed monthly; a score change from a refresh takes effect only after the new score holds for two consecutive runs. Formula changes are published as a new methodology version — never applied silently.

Read the full standard — The RMC Standard →