Managers in El Cajon, CA

United States · 114 asset managers within 25 km (2 in El Cajon itself) · 190 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: San Diego, CA 108 · La Jolla, CA 32 · Solana Beach, CA 15 · Encinitas, CA 10 · Poway, CA 3 · Del Mar, CA 3 · Escondido, CA 2 · Cardiff By The Sea, CA 2 · Coronado, CA 1 · Rancho Santa Fe, CA 1 · Vista, CA 1

Asset managers in and around El Cajon

#	Manager	People here	Assets
51	LSP Investment Advisors, LLC private equity · San Diego $12.6bn	1	$12.6bn
52	INSIGNEO ADVISORY SERVICES, LLC private equity, institutions · El Cajon $5.2bn	1	$5.2bn
53	Casdin Capital, LLC hedge funds, private equity, venture, futures · San Diego $2.9bn	1	$2.9bn
54	SUNDANCE BAY real estate · San Diego $2.1bn	1	$2.1bn
55	FSA INVESTMENT GROUP, LLC private equity · San Diego $761.8m	1	$761.8m
56	NAMCOA institutions · San Diego $404.3m	1	$404.3m
57	COMUNIDAD REALTY PARTNERS real estate · San Diego $206.5m	1	$206.5m
58	VALUE TREND CAPITAL MANAGEMENT LP mutual funds · El Cajon $11.9m	about 1main office	$11.9m
59	AWH FINANCIAL, LLC Poway	1
60	VECTOR3 WEALTH MANAGEMENT San Diego	about 1main office
61	REGENT PROPERTIES San Diego $1.8bn	office	$1.8bn
62	NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · San Diego NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn	2 offices	$859.8bn
63	WELLS FARGO & COMPANY/MN wealth · San Diego WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn	office	$671.4bn
64	PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · San Diego PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn	office	$427.7bn
65	FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · San Diego COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn	office	$181.9bn
66	Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · San Diego Corient Private Wealth LP · 2 related pages $165.3bn	office	$165.3bn
67	WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · San Diego W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn	office	$93.5bn
68	ALLSTATE CORP structured credit, wealth · Poway ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
69	Axiom Advisory, LLC San Diego $10.7bn	based here	$10.7bn
70	FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · San Diego FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn	office	$2.6bn
71	Hilltop Holdings Inc. wealth, bank or insurer · San Diego HILLTOP SECURITIES INC. · 4 related pages $2.5bn	office	$2.5bn
72	TANG CAPITAL MANAGEMENT LLC San Diego $2.2bn	based here	$2.2bn
73	DOWLING & YAHNKE LLC San Diego $2.1bn	based here	$2.1bn
74	LM Advisors LLC San Diego $866.4m	based here	$866.4m
75	Financial Sense Advisors, Inc. San Diego $508.4m	based here	$508.4m
76	One Degree Advisors Inc San Diego $448.0m	based here	$448.0m
77	PRIVATE ASSET MANAGEMENT INC San Diego $425.8m	based here	$425.8m
78	Presidio Capital Management, LLC San Diego $399.9m	based here	$399.9m
79	AMERICAN ASSETS INC San Diego $332.3m	based here	$332.3m
80	Retirement Group, LLC asset owner · San Diego $279.3m	based here	$279.3m
81	Wealth Analytics Partners, LLC San Diego $275.7m	based here	$275.7m
82	Blue Sky Capital Consultants Group, Inc. Poway $233.8m	based here	$233.8m
83	WEALTH ADVISORS, INC. San Diego $223.3m	based here	$223.3m
84	Pacific Point Advisors, LLC San Diego $219.0m	based here	$219.0m
85	DEFINE FINANCIAL, LLC San Diego $217.8m	based here	$217.8m
86	Heritage Wealth Management, Inc. /CA/ San Diego $200.7m	based here	$200.7m
87	International Private Wealth Advisors LLC San Diego $194.3m	based here	$194.3m
88	WILSHIRE QUINN CAPITAL, INC. San Diego $188.4m	office	$188.4m
89	Reyes Financial Architecture, Inc. San Diego $178.5m	based here	$178.5m
90	DB Wealth Management Group, LLC San Diego $176.1m	based here	$176.1m
91	Fairbanks Capital Management, Inc. San Diego $168.9m	based here	$168.9m
92	LifePro Asset Management San Diego $163.3m	based here	$163.3m
93	Tide Cove Capital Partners LLC San Diego $154.6m	based here	$154.6m
94	ACAS, LLC San Diego $149.2m	based here	$149.2m
95	Hall Private Wealth Advisors San Diego $148.8m	based here	$148.8m
96	WESTERN FINANCIAL Corp San Diego $143.0m	based here	$143.0m
97	Platt Wealth Management LLC San Diego $124.4m	based here	$124.4m
98	American Assets Capital Advisers, LLC San Diego $94.7m	based here	$94.7m
99	Castle Creek Capital Partners VI, LP San Diego $55.9m	based here	$55.9m
100	QUALCOMM INC/DE San Diego QUALCOMM INC/DE, Qualcomm Ventures LLC $32.1m	based here	$32.1m

114 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.