Top financial advisors in Encinitas, CA
We've curated a list of the best financial advisors in Encinitas, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $786,807,326 Number of advisors 10 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Encinitas, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Encinitas. 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.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Sweetwater Private Equity
**Summary:** Sweetwater Private Equity, operating as Sweetwater Investment Management LLC, is a registered investment adviser specializing in private equity investments. Established in April 2018, the firm became an SEC-registered adviser in December 2019. The firm provides advisory services on a discretionary basis to privately offered pooled investment vehicles. Sweetwater may offer co-investment opportunities to fund investors based on its discretion. The firm manages over $1.2 billion in regulatory assets under management as of December 31, 2024. For fee structure, Sweetwater charges asset-based management fees ranging from 0-1.5% per annum. Management fees are paid quarterly in advance. The firm does not participate in wrap fee programs. Sweetwater may receive carried interest distributions upon the disposition of portfolio investments. Investment strategies focus on secondary private equity investments in high-performing companies. The firm discloses potential risks inherent in private equity investing, illiquidity of investments, and conflicts of interest. Sweetwater has a Code of Ethics to address conflicts and maintains discretion over client accounts. The firm does not engage in trading transactions but seeks best execution when necessary. Sweetwater provides annual audits for client accounts and may vote proxies in the best interests of clients. Clients should carefully review the firm's offering documents and consult with advisors before investing. Sweetwater has no reportable disciplinary events and maintains financial stability to meet contractual commitments. The firm has not been subject to bankruptcy petitions in the past ten years.
$786,807,326 under management
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Encinitas, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Encinitas. 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.
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