Top Wealth Management Firms in San Diego, CA: Find Expert Financial Services Near You
People spend years earning money, so the thought of spending even more time managing it can feel exhausting. But taking control of your capital is still critical to making sure your assets are protected, your investments are strategic, and your long-term financial health is secure. Fortunately, several wealth management firms in San Diego can expertly handle the process for you, freeing up your time and energy to focus on what matters most.
And you don’t need to be a top earner to benefit. Many experienced advisors work with clients from diverse backgrounds and with a wide range of financial goals. Whether you’re balancing your portfolio against shifting interest rates, planning for retirement, or optimizing your tax strategy, wealth management offers actionable insights to keep you on track. To help you find the right fit, here’s a look at some of the top wealth management firms San Diego has to offer.
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The Best Wealth Management Firms in San Diego, CA
The best wealth management firms in San Diego don’t just protect and grow your assets; they provide personalized strategies that align with your current needs and vision for the future. Whether you’re looking for hands-on advising or a firm with cutting-edge financial tools, San Diego offers a range of top-tier options—including those listed below:
Heritage Wealth Management Inc.
Heritage Wealth Management offers sophisticated financial strategies for clients in local communities like Poway, Rancho Bernardo, Rancho Peñasquitos, and Mira Mesa—while also serving clients nationwide. They understand the financial challenges and priorities that come with living in Southern California’s high-cost environment.
From retirement planning and tax strategies to real estate, private equity, and estate planning, the HWMI team provides a full suite of services designed to maximize and protect private wealth. They also specialize in 1031 exchanges for property owners and exit planning for business owners.
HWMI sets itself apart from other firms with a “Family Office” approach to wealth management. Typically, this approach is reserved for ultra-high-net-worth households and involves hiring a dedicated in-house team of CPAs, CFPs, CFAs, and other experts. Through HWMI’s model, you can get this same level of support and high-level expertise at a fraction of the cost of hiring in-house.
- Address: 11440 W. Bernardo Ct. Suite 390, San Diego, CA 92127
- Phone: (858) 613-9191
- Hours: Mon – Fri 9 a.m. – 5 p.m.
Closed Saturdays & Sundays
HoyleCohen Wealth Management
Based in Mission Valley, HoyleCohen Wealth Management delivers the wealth planning capabilities of a large firm while maintaining a highly tailored approach that locals look for. This team works closely with clients to help them build, manage, and protect their wealth at every stage of life.
Their services include financial planning, investment management, tax and estate planning, and risk management, along with specialized support for business owners and individuals navigating major transitions—such as divorce. HoyleCohen considers every part of the bigger picture to develop strategies that not only provide financial clarity and security but also serve the client’s overall happiness.
- Address: 350 Camino De La Reina Suite 500, San Diego, CA 92108
- Phone: (858) 576-7300
- Hours: Mon – Fri 8 a.m. – 6 p.m.
Closed Saturdays & Sundays
Pacific Wealth Management
As one of the largest wealth management firms in San Diego, Pacific Wealth Management provides fee-based, fiduciary services for high-net-worth families and individuals. Located in Carmel Valley, this team can help you achieve a variety of goals–such as retiring strong or saving on taxes. And when you have questions, they are ready to provide the education.
Their approach emphasizes long-term stability over market speculation, using a disciplined investment strategy that keeps portfolios strong through economic shifts. With a commitment to transparency and personalized service, Pacific Wealth Management helps clients cut through the noise and focus on what truly matters for their financial future.
- Address: 11512 El Camino Real #350, San Diego, CA 92130
- Phone: (858) 509-9797
- Hours: Mon – Thurs 6:30 a.m. – 4 p.m.
- Fri 6:30 a.m. – 3 p.m.
Closed Saturdays & Sundays
Bernstein Private Wealth Management
People seeking support from San Diego wealth management firms often turn to Bernstein Private Wealth Management for a blend of local expertise and global financial resources. Situated near University City, their team provides tailored financial planning—such as investment management, wealth planning, and risk management services. Bernstein advisors prioritize research and close communication to drive client success through personalized management that can adapt to individual circumstances and uncertain economic climates.
- Address: 4365 Executive Dr # 700, San Diego, CA 92121
- Phone: (858) 812-2200
- Hours: Mon – Fri 8:30 a.m. – 5:30 p.m.
Closed Saturdays & Sundays
San Diego, CA Private Wealth Management – UBS Financial Services Inc.
Many consider this Carmel Valley firm to be one of the best private wealth management firms San Diego, CA offers because it provides personalized financial strategies backed by the global strength of UBS AG. With $5.9 trillion in invested assets across 51 countries as of June 2024, UBS combines its strong worldwide footprint with industry-leading research and customized financial solutions to help clients successfully grow toward their long-term financial goals.
- Address: 12220 El Camino Real Suite 400, San Diego, CA 92130
- Phone: (858) 526-7707
Pure Financial Advisors, Inc.
Located in Mission City, Pure Financial Advisors offers a comprehensive range of wealth management services, including support for investment, retirement, tax, and estate planning. As a fee-only firm, they prioritize transparency and refine their strategies to serve clients’ best interests. Pure Financial’s commitment to client education sets them apart from other wealth management firms San Diego residents have to choose from, offering regular workshops on retirement planning and other important topics.
- Address: 3131 Camino Del Rio N #1550, San Diego, CA 92108
- Phone: (619) 814-4100
- Hours: Mon – Fri 9 a.m. – 5 p.m.
Closed Saturdays & Sundays
Grigg Financial Group
Grigg Financial Group is a wealth management firm near Downtown San Diego offering a comprehensive suite of services, ranging from tax preparation to retirement and investment planning. Led by Brian Grigg, CPA/PFS, this team takes a client-focused approach, tailoring financial strategies to meet each client’s needs—such as debt resolution, audit defense, estate planning, and other special situations. With a tech-forward mindset, Grigg Financial Group offers virtual consultations for clients, making them a standout wealth management firm San Diego residents can rely on, no matter where they are.
- Address: 3111 Camino Del Rio North, Suite 430, San Diego, CA 92108
- Phone: (619) 592-8779
- Hours: Mon – Fri 9 a.m. – 5 p.m.
Closed Saturdays & Sundays
The Options Lady
For those facing divorce, The Options Lady provides specialized financial guidance to help navigate asset division, long-term planning, and financial security post-divorce. Leading this wealth management firm in San Diego, Laurie Itkin is a certified divorce financial analyst who has a proven track record helping clients protect their interests during major life transitions.
- Address: 3814 Quarter Mile Dr, San Diego, CA 92130
- Phone: (858) 220-4736
- Hours: Mon – Fri 9 a.m. – 6:30 p.m.
Closed Saturdays & Sundays
Finding the Best Wealth Management Firm in San Diego for Your Financial Goals
Choosing the right financial advisor is a crucial step for simplifying your present and securing your long-term financial well-being. Whether you need hands-on investment guidance, more efficient tax planning, or specialized support for life transitions, you can count on wealth management firms in San Diego for expertise to match your needs. With firms that cater to high-net-worth individuals, business owners, and those just beginning their financial journey, there’s no shortage of options for professional support. Take the time to explore these firms, compare their approaches, and find a team that fits your situation.
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