Investment advisers in La Jolla, CA
21 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Stepstone Group LP | $107.82 billion | 978 | 0 |
| Stepstone Group Real Assets LP | $41.48 billion | 94 | 0 |
| Brandes Investment Partners, LP | $40.65 billion | 149 | 0 |
| Stepstone Group Real Estate LP | $17.21 billion | 117 | 0 |
| Alphacore Capital LLC | $12.96 billion | 124 | 0 |
| Stepstone Group Private Debt LLC | $5.79 billion | 0 | 0 |
| Torreyana Capital | $837.4 million | 10 | 0 |
| Frontier Global Partners LLC | $713.1 million | 10 | 0 |
| Financial Alternatives, Inc. | $614.8 million | 13 | 0 |
| Jet Wealth Advisors | $546.5 million | 8 | 0 |
| Syrios Wealth Management Group | $424.6 million | 3 | 0 |
| Castle Coast Wealth, LLC | $423.7 million | 6 | 0 |
| Canter Wealth | $386.5 million | 12 | 0 |
| Nautilus Advisors LLC | $304.3 million | 3 | 0 |
| Carter Financial, LLC | $282.3 million | 3 | 0 |
| Sage Stone Wealth Management LLC | $261.4 million | 4 | 0 |
| Coastwise Capital Group, LLC | $212.2 million | 4 | 0 |
| Hamilton Manor & Associates | $188.9 million | 5 | 0 |
| Nerad + Deppe Wealth Management | $176.3 million | 2 | 0 |
| Mundoval Capital Management, Inc. | $91.9 million | 3 | 0 |
| Cosmos Wealth, LLC | $0 | 2 | 0 |