Investing
San Diego
197 businesses listed, showing 1–40. How we order them.
San Diego's investing category runs 197 listings, spread across zip codes like 92037 with 14 and 92101 with 32. That spread means two searchers in different parts of the city are looking at different short lists, so start with your own zip before widening out. Every listing here has a phone number, and 193 of the 197 list a website, so calling ahead works if a site link comes up empty.
More about investing in San Diego ↓ ↑
Nothing in this category carries a Sponsored tag yet, since paid placement hasn't launched for investing listings in San Diego, so what you see is the directory's plain order, not anyone's pick. If you run one of these firms and the website field is blank, you can claim the listing and fill it in yourself, which matters more in a zip like 92130 or 92121 where only three or four names show up at all. Use this page to build a shortlist, then call two or three before deciding who to work with. Nobody here has been reviewed or rated by SiteCity, so the comparing is on you.
Investing in San Diego by the numbers
SiteCity lists 197 businesses under Investing in San Diego, CA, as of November 4, 2026. 192 list a phone number and 193 list a website.
Most-listed ZIP codes: 92101 (32), 92108 (23) and 92121 (20).
Listings come from Overture Maps Foundation places data (release 2026-08-19.0, which includes Foursquare OS Places) and from businesses added or updated through SiteCity. How we count.
Listings40
- Wells Fargo Advisors
610 First Ave., 92101
- ATS Wealth Management
5435 Oberlin Dr, 92121-1716
- LifePro Asset Management
11512 El Camino Real #100, 92130
- LPL Financial
4707 Executive Dr, 92121
- WestPac Wealth Partners
5280 Carroll Canyon Rd Ste 300, 92121
- GoldBook Financial - La Jolla
4275 Executive Square Suite 450, 92037
- Financial Haus
1253 University Ave, 92103-3389
- Independent Financial Group
12671 High Bluff Dr Suite 200, 92130
- Fidelity Investments
7676 Hazard Center Dr Ste 820, 92108
- Motoring Investments
3287 F St, 92102
- FSI Wealth Management
1455 Frazee Rd Suite 804, 92108
- Scripps Wealth Management
9915 Mira Mesa Blvd, 92131-7001
- First National Bullion
4885 Convoy St, 92111
- Van Nostrand Wealth Management
11440 W Bernardo Ct, 92127-1641
- LPL Financial
3511 Camino del Rio S Unit 406, 92108
- Tam Wealth Management
350 Tenth Ave #880, 92101
- Sunset Cliffs Capital
1635 Rosecrans St Suite B, 92106
- Gradient Capital Advisors
2125 Poinsettia Dr, 92107
- Tidemark Financial Partners
5405 Morehouse Dr, 92121-4722
- Finistere Ventures
4365 Executive Dr #1500, 92121
- WFA San Diego
3170 4th Ave, 92103-5850
- Brandes Investment Partners
4275 Executive Square 5th Floor, 92037
- BDM Wealth Management
11717 Bernardo Plaza Ct, 92128
- Fides Wealth Strategies Group
7676 Hazard Center Dr, 92108-4503
- Sustainable Financial Planning
6265 Greenwich Dr, 92122-5915
- Herges Capital Management
5478 Renaissance Ave, 92122
- Stifel
12544 High Bluff Dr #190, 92130
- Reviresco Wealth Advisory
4660 La Jolla Village Dr, 92122-4600
- C.B. Financial Insurance Services
9089 Clairemont Mesa Blvd Ste 307, 92123
- Fleming & Associates
350 Tenth Ave #1000, 92101
- The Anchor Group - Morgan Stanley
101 W Broadway UNIT 1800, 92101
- Titan Fidelity Investment
5275 Market St #4san, 92114
- Westview Financial Group
12526 High Bluff Dr #210, 92130
- Exit Consulting Group
2365 Northside Dr Ste 550, 92108
- Trestles Capital
4645 Cass St Suite 202, 92109
- Brandy Investments Inc
600 W Broadway #1420, 92101
- Capital Growth Inc. Wealth Management
12680 High Bluff Dr, 92130
- Mc Gregor & Associates Insurance Administration
1843 Hotel Cir S, 92108-3320
- Elisabeth Dawson
2333 Camino del Rio S, 92108-3600
- The Rosen McGhee Group
101 W Broadway Unit 1800, 92101
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