Investment advisers in Carlsbad, CA
17 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Meketa Fiduciary Management, LLC | $20.14 billion | 1 | 0 |
| Axxcess Wealth Management, LLC | $8.88 billion | 72 | 0 |
| Resource Capital Investment Corporation | $3.71 billion | 4 | 1 |
| Intelligence Driven Advisers, LLC | $881.9 million | 22 | 0 |
| Financial Focus LLC | $800.0 million | 8 | 0 |
| Mkt Advisors LLC | $463.7 million | 6 | 0 |
| Seaside Wealth Management, Inc. | $459.3 million | 12 | 0 |
| Vistica Wealth Advisors, LLC | $260.1 million | 5 | 0 |
| Anchor Bay Capital, Inc. | $247.1 million | 6 | 0 |
| Carlsbad Wealth Advisory Group, Inc. | $237.6 million | 3 | 0 |
| Mh & Associates Securities Management Corporation | $200.2 million | 4 | 0 |
| Frank Financial Advisors | $188.2 million | 2 | 0 |
| Fonte Financial Advisors | $158.1 million | 3 | 0 |
| Cornerstone Wealth Advisors, Inc. | $145.6 million | 4 | 0 |
| Wealthrise Financial Planning, LLC | $136.0 million | 2 | 0 |
| Wealth Compass Financial, Inc. | $115.4 million | 2 | 0 |
| Anchor Bay Private Wealth LLC | $51.7 million | 7 | 0 |