Vault-13

Managers in La Jolla, CA

United States · 173 asset managers within 25 km (32 in La Jolla itself) · 236 wealth managers, banks and others

La JollaLos AngelesPacific PalisadesEl SegundoRedondo BeachNewport BeachAliso ViejoHuntington BeachSolana BeachCoronado
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 · Solana Beach, CA 15 · Carlsbad, CA 12 · Encinitas, CA 10 · Del Mar, CA 3 · Poway, CA 3 · Cardiff By The Sea, CA 2 · El Cajon, CA 2 · Escondido, CA 2 · Rancho Santa Fe, CA 1 · Coronado, CA 1 · Vista, CA 1

Asset managers in and around La Jolla

#Manager People here Assets Visa salary
101 ALLSTATE CORP structured credit, wealth · Poway ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
102 Axiom Advisory, LLC San Diego $10.7bn based here $10.7bn
103 STEPSTONE GROUP PRIVATE DEBT LLC private equity · La Jolla $5.8bn office $5.8bn
104 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · San Diego FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
105 Hilltop Holdings Inc. wealth, bank or insurer · San Diego, Solana Beach HILLTOP SECURITIES INC. · 4 related pages $2.5bn 2 offices $2.5bn
106 TANG CAPITAL MANAGEMENT LLC San Diego $2.2bn based here $2.2bn
107 DOWLING & YAHNKE LLC San Diego $2.1bn based here $2.1bn
108 Callan Capital, LLC La Jolla $1.4bn based here $1.4bn
109 Laurel Wealth Advisors, Inc. Solana Beach $1.0bn based here $1.0bn
110 LM Advisors LLC San Diego $866.4m based here $866.4m
111 Financial Sense Advisors, Inc. San Diego $508.4m based here $508.4m
112 Blankinship & Foster, LLC Solana Beach $495.5m based here $495.5m
113 One Degree Advisors Inc San Diego $448.0m based here $448.0m
114 PRIVATE ASSET MANAGEMENT INC San Diego $425.8m based here $425.8m
115 Presidio Capital Management, LLC San Diego $399.9m based here $399.9m
116 AMERICAN ASSETS INC San Diego $332.3m based here $332.3m
117 Retirement Group, LLC asset owner · San Diego $279.3m based here $279.3m
118 Wealth Analytics Partners, LLC San Diego $275.7m based here $275.7m
119 Blue Sky Capital Consultants Group, Inc. Poway $233.8m based here $233.8m
120 WEALTH ADVISORS, INC. San Diego $223.3m based here $223.3m
121 Pacific Point Advisors, LLC San Diego $219.0m based here $219.0m
122 DEFINE FINANCIAL, LLC San Diego $217.8m based here $217.8m
123 SWP FINANCIAL LLC Encinitas $216.2m based here $216.2m
124 Orcam Financial Group Encinitas $204.7m based here $204.7m
125 Heritage Wealth Management, Inc. /CA/ San Diego $200.7m based here $200.7m
126 International Private Wealth Advisors LLC San Diego $194.3m based here $194.3m
127 WILSHIRE QUINN CAPITAL, INC. San Diego $188.4m office $188.4m
128 Reyes Financial Architecture, Inc. San Diego $178.5m based here $178.5m
129 DB Wealth Management Group, LLC San Diego $176.1m based here $176.1m
130 Coastwise Capital Group, LLC La Jolla $172.0m based here $172.0m
131 Fairbanks Capital Management, Inc. San Diego $168.9m based here $168.9m
132 LifePro Asset Management San Diego $163.3m based here $163.3m
133 Tide Cove Capital Partners LLC San Diego $154.6m based here $154.6m
134 ACAS, LLC San Diego $149.2m based here $149.2m
135 Hall Private Wealth Advisors San Diego $148.8m based here $148.8m
136 WESTERN FINANCIAL Corp San Diego $143.0m based here $143.0m
137 14B Captial Management LP La Jolla $124.4m based here $124.4m
138 Platt Wealth Management LLC San Diego $124.4m based here $124.4m
139 American Assets Capital Advisers, LLC San Diego $94.7m based here $94.7m
140 Castle Creek Capital Partners VI, LP San Diego $55.9m based here $55.9m
141 QUALCOMM INC/DE San Diego QUALCOMM INC/DE, Qualcomm Ventures LLC $32.1m based here $32.1m
142 AVALON VENTURES MANAGEMENT, LLC venture · La Jolla $14.2m office $14.2m
143 Boxer Capital, LLC San Diego based here
144 Makaira Partners LLC La Jolla based here
145 SCSC ADVISORS, LLC Rancho Santa Fe office
146 Southern Style Financial, Inc. San Diego based here
147 Von Berge Wealth Management Group, LLC San Diego based here
148 ALTEGRIS ADVISORS, L.L.C. La Jolla based here
149 ARANOVA CAPITAL, LLC Coronado office
150 AVALON BIOVENTURES MANAGEMENT, LLC venture · La Jolla office

173 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.