Top 10 advisors in Carlsbad
We’ve curated a list of the best financial advisors in Carlsbad, take a look at it below
Find an advisor in Carlsbad| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $16,030,000,000 | 1 advisors | ||
| 2 | $3,050,198,338 | 9 advisors | ||
| 3 | $2,748,214,415 | 82 advisors | ||
| 4 | $316,987,067 | 5 advisors | ||
| 5 | $300,987,466 | 8 advisors | ||
| 6 | $180,000,000 | 5 advisors | ||
| 7 | $135,163,483 | 2 advisors | ||
| 8 | $122,311,729 | 4 advisors | ||
| 9 | $118,480,816 | 3 advisors | ||
| 10 | $104,643,897 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Carlsbad, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Carlsbad. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Meketa Fiduciary Management, LLC
Assets under management
$16,030,000,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Resource Capital Investment Corporation
Assets under management
$3,050,198,338
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Axxcess Wealth Management, LLC
Assets under management
$2,748,214,415
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
4. Tamarack Advisers, Lp
Assets under management
$316,987,067
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
5. Financial Focus LLC
Assets under management
$300,987,466
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
6. Anchor Bay Capital, Inc.
Assets under management
$180,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Frank Financial Advisors
Assets under management
$135,163,483
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Mh & Associates Securities Management Corporation
Assets under management
$122,311,729
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
9. Vistica Wealth Advisors, LLC
Assets under management
$118,480,816
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Fonte Financial Advisors
Assets under management
$104,643,897
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
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