← Top 100 Financial Advisors in the San Diego area

Financial Advisors Companies in San Diego County — Graded

All 241 graded financial advisors companies in San Diego County, California, in market rank order. Same published formula, no paid placements. Data current as of 2026-10-25.

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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101
55AI ScoreTop 42%
Fusion Financial Partners
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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102
55AI ScoreTop 43%
Goal Line Wealth Management, Inc.
Solana Beach · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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103
55AI ScoreTop 43%
Goldman Wealth Management & Assoc. Llc
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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104
55AI ScoreTop 44%
Hedgeassist Llc
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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105
55AI ScoreTop 44%
Heritage Retirement Advisors
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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106
55AI ScoreTop 44%
Heritage Tax & Insurance Services, Inc.
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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107
55AI ScoreTop 45%
Integrated Financial Concepts
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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108
55AI ScoreTop 45%
Intrepid Wealth Management
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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109
55AI ScoreTop 46%
Investment Placement Group
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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110
55AI ScoreTop 46%
Jet Wealth Advisors
La Jolla · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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111
55AI ScoreTop 47%
Joseph Financial
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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112
55AI ScoreTop 47%
L Squared Wealth Management
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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113
55AI ScoreTop 47%
La Jolla Asset Management Inc
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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114
55AI ScoreTop 48%
Lincoln Capital
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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116
55AI ScoreTop 49%
Lm Advisors
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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117
55AI ScoreTop 49%
Madden Cpa Group
Encinitas · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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118
55AI ScoreTop 49%
Mammini Company
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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119
55AI ScoreTop 50%
Manning Wealth Management, Inc
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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120
55AI ScoreTop 50%
Marquez Financial Consulting
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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121
55AI ScoreTop 51%
Mckenzie Adams
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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122
55AI ScoreTop 51%
Mclenachen Financial, Inc.
La Mesa · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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123
55AI ScoreTop 52%
Momentum Cfo
Del Mar · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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124
55AI ScoreTop 52%
Monro Capital, Inc.
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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125
55AI ScoreTop 52%
Morrison Wealth Management
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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126
55AI ScoreTop 53%
My Solo 401k Financial
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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127
55AI ScoreTop 53%
Myers Financial Group, Inc.
Ramona · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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128
55AI ScoreTop 54%
Pacventures Inc.
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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129
55AI ScoreTop 54%
Precision Securities
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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130
55AI ScoreTop 54%
Premier Plan Consultants
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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131
55AI ScoreTop 55%
Profiduciary, Inc
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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132
55AI ScoreTop 55%
Quest Accounting & Financial Services
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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133
55AI ScoreTop 56%
Rc Global Financial
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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134
55AI ScoreTop 56%
Reality Shares, Inc.
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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135
55AI ScoreTop 57%
Reilly Financial Advisors
La Mesa · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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136
55AI ScoreTop 57%
Retirement Solutions Inc
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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137
55AI ScoreTop 57%
Retirementdna
Escondido · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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138
55AI ScoreTop 58%
Reyes Financial Architecture, Inc.
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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139
55AI ScoreTop 58%
Rohling Wealth Management
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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140
55AI ScoreTop 59%
Sagepoint Financial
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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141
55AI ScoreTop 59%
San Diego Tax & Wealth Management
La Mesa · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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142
55AI ScoreTop 59%
San Diego Wealth Management
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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143
55AI ScoreTop 60%
Sharmarc Financial Advisors, Inc.
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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144
55AI ScoreTop 60%
Simplifi
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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145
55AI ScoreTop 61%
Skycity Advisors
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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146
55AI ScoreTop 61%
Stout Capital Management Llc
Encinitas · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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147
55AI ScoreTop 61%
Superior Planning, Llc
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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148
55AI ScoreTop 62%
Ted Buchan & Company
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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149
55AI ScoreTop 62%
The Financial Team
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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150
55AI ScoreTop 63%
The Gensler Group
Coronado · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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151
55AI ScoreTop 63%
The Retirement Group
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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152
55AI ScoreTop 64%
Thomas E. Vieira
La Jolla · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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153
55AI ScoreTop 64%
Vantage Point Advisors
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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154
55AI ScoreTop 64%
Vistica Wealth Advisors
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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155
55AI ScoreTop 65%
Wade Howard & Associates, Cpas, Llp
El Cajon · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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156
55AI ScoreTop 65%
Wealth Alliance, Llc
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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157
55AI ScoreTop 66%
Wealth Legacy Group, Inc.
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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158
55AI ScoreTop 66%
Wealth Management Group
Carlsbad · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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159
55AI ScoreTop 66%
Weatherly Asset Management
Del Mar · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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160
55AI ScoreTop 67%
Westland Financial Services Inc
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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161
55AI ScoreTop 67%
Wilshire Quinn Capital
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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162
55AI ScoreTop 68%
Wolfpack Ventures
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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163
55AI ScoreTop 68%
Zenith Investment Management
San Diego · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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164
54AI ScoreTop 69%
Ascent Funding, LLC
San Diego · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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165
54AI ScoreTop 69%
Comprehensive Financial Group
San Diego · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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166
54AI ScoreTop 69%
Heritage Wealth Management, Inc.
San Diego · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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167
54AI ScoreTop 70%
Lucia Capital Group
San Diego · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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168
54AI ScoreTop 70%
Luminous Financial Group
San Diego · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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169
54AI ScoreTop 71%
Oaktree Ventures, Inc.
Ramona · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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170
54AI ScoreTop 71%
One Degree Advisors
San Diego · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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171
54AI ScoreTop 71%
Shusterman Financial Services
San Diego · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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172
54AI ScoreTop 72%
Yorkshire Wealth Management
San Diego · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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173
50AI ScoreTop 72%
J & S Holdings Western Inc.
Encinitas
Legitimacy96
Online action15
Reviewsno data yet
Coverage 35% · 2026-10-25
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174
48AI ScoreTop 73%
E&E Financial Services
San Diego
Legitimacy93
Online action15
Reviewsno data yet
Coverage 35% · 2026-10-25
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175
47AI ScoreTop 73%
Advanced Financial Solutions
Vista · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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176
47AI ScoreTop 74%
Advanced Trustee Strategies, Inc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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177
47AI ScoreTop 74%
All Pro Bail Bonds Inc
Solana Beach · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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178
47AI ScoreTop 74%
Cavu Wealth Management Inc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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179
47AI ScoreTop 75%
Cctc Investments
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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180
47AI ScoreTop 75%
Christopher Weil & Company, Inc.
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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181
47AI ScoreTop 76%
Cmo Investment Group Inc
San Marcos · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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182
47AI ScoreTop 76%
Consumer Financial Services Inc
La Mesa · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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183
47AI ScoreTop 76%
D2 Equity Capital Llc
Del Mar · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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184
47AI ScoreTop 77%
Dcs Insurance Services Inc
Vista · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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185
47AI ScoreTop 77%
Duncan Investment Advisors, Inc
Carlsbad · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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186
47AI ScoreTop 78%
Financial Designs Planning, Inc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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187
47AI ScoreTop 78%
For Us All, Inc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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188
47AI ScoreTop 79%
G & V Inc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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189
47AI ScoreTop 79%
Gg Advisors, Llc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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190
47AI ScoreTop 79%
Global Air Logistics And Training Inc
Del Mar · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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191
47AI ScoreTop 80%
Gnt Financial Services Corporation
La Mesa · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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192
47AI ScoreTop 80%
Gtam Inc
El Cajon · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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193
47AI ScoreTop 81%
Hall Private Wealth Advisors
Solana Beach · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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194
47AI ScoreTop 81%
Impact Real Life Llc
Carlsbad · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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195
47AI ScoreTop 81%
Infinite Investments, Llc
Chula Vista · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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196
47AI ScoreTop 82%
Integrity Risk Insurance Services
Solana Beach · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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197
47AI ScoreTop 82%
Kapyon Ventures, Llc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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198
47AI ScoreTop 83%
Landry Financial, Inc
Carlsbad · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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199
47AI ScoreTop 83%
Marine Street Financial Llc
La Jolla · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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200
47AI ScoreTop 83%
Maroki Investments Inc
Escondido · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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201
47AI ScoreTop 84%
Mcs Guardian Properties Llc
Solana Beach · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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202
47AI ScoreTop 84%
Mission Driven Finance
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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203
47AI ScoreTop 85%
Offshore Corp
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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204
47AI ScoreTop 85%
Oohlala Inc
Carlsbad · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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205
47AI ScoreTop 86%
Patenaude Wealth Management Inc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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206
47AI ScoreTop 86%
Ph Financial Services Inc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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207
47AI ScoreTop 86%
Precision Information, Llc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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208
47AI ScoreTop 87%
Quadrant International Inc.
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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209
47AI ScoreTop 87%
Reason Financial
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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210
47AI ScoreTop 88%
Rg Alliance Group Llc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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211
47AI ScoreTop 88%
Sierra Management Group, Llc
Carlsbad · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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212
47AI ScoreTop 88%
Southern Style Financial, Inc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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213
47AI ScoreTop 89%
Symbio Financial Partners, Inc
La Jolla · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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214
47AI ScoreTop 89%
Terramar Wealth Inc
Carlsbad · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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215
47AI ScoreTop 90%
The Bridge Group Inc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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216
47AI ScoreTop 90%
Velocity Solutions Llc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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217
47AI ScoreTop 91%
Wealth Bridge Advisors, Inc
Carlsbad · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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218
47AI ScoreTop 91%
Wheeler Frost Associates,inc
San Diego · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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219
41AI ScoreTop 91%
Absolute Wealth Advisors, Inc.
San Diego
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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220
41AI ScoreTop 92%
Aro Partners
Carlsbad
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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221
41AI ScoreTop 92%
Bauchmann And Bauchmann
La Mesa
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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222
41AI ScoreTop 93%
Busine
La Jolla
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
223
41AI ScoreTop 93%
Cany Giant
San Diego
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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224
41AI ScoreTop 93%
Cap Financial Planning
San Diego
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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225
41AI ScoreTop 94%
Carmel Capital Partners
San Diego
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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226
41AI ScoreTop 94%
Cfm Real Estate Services, Inc.
Solana Beach
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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227
41AI ScoreTop 95%
Christian Credit Counselors
Carlsbad
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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228
41AI ScoreTop 95%
Conehead Investments
Oceanside
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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229
41AI ScoreTop 96%
David James Miller
La Jolla
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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230
41AI ScoreTop 96%
Frontier Global Partners, Llc
La Jolla
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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231
41AI ScoreTop 96%
High Net Specialists
San Diego
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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232
41AI ScoreTop 97%
Jsb Capital Management, Llc
Del Mar
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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233
41AI ScoreTop 97%
Koa Wealth Management
San Diego
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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234
41AI ScoreTop 98%
Llj Ventures
San Diego
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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235
41AI ScoreTop 98%
Meyer Wealth Management, Llc.
San Diego
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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236
41AI ScoreTop 98%
Mw Asset Management, Inc.
La Mesa
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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237
41AI ScoreTop 99%
Pj Scavuzzo Inc.
San Diego
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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238
41AI ScoreTop 99%
Rci Asset Management Inc
San Diego
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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239
41AI ScoreTop 100%
Waypoint Financial Partners
El Cajon
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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240
40AI ScoreTop 100%
Laurel Wealth Advisors
La Jolla
Legitimacy93
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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241
40AI ScoreTop 100%
Merit Financial
San Diego
Legitimacy93
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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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 →