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Financial in Downtown San Diego

Downtown San Diego lists 84 financial service providers in 92101 — including banks, financial advisors, wealth managers, and investment firms along Broadway, Front Street, and the Gaslamp Quarter. “Financial advisor San Diego” draws 1,000 monthly Google searches, and this directory covers the densest concentration of licensed providers in the county.

Financial in Downtown

All Financial

Cabrillo Credit Union

4.8 (119)

880 Front St #2295, San Diego, CA 92101

+1 858-547-7400

B & K Financial - Accounting & Tax Services

4.8 (33)

402 W Broadway Suite 400, San Diego, CA 92101

+1 858-868-7232

Paragon Accountants

5.0 (13)

2121 Fifth Ave #207, San Diego, CA 92101

+1 619-358-9799

Daniel Shahmoradian, CFP - Financial Planner

5.0 (11)

600 W Broadway #600, San Diego, CA 92101

+1 619-230-8082

Bookkeeping and Tax Pros

5.0 (7)

401 W A St Ste 200, San Diego, CA 92101

+1 619-328-7379

Northwestern Mutual

5.0 (4)

655 W Broadway UNIT 1700, San Diego, CA 92101

+1 619-234-3111

Stirling Financial Group

5.0 (3)

750 B St suite 2230, San Diego, CA 92101

+1 619-435-1210

Wright Leonard

5.0 (2)

600 W Broadway #600, San Diego, CA 92101

+1 213-447-1833

1031 Capital Advisors

5.0 (1)

1975 Fifth Ave UNIT C, San Diego, CA 92101

+1 760-975-8558

Investment Placement Group

5.0 (1)

501 W Broadway ste 1350, San Diego, CA 92101

+1 619-326-1200

LPL Financial: Sanders Alvin

5.0 (1)

555 W Beech St #458, San Diego, CA 92101

+1 619-295-6010

Merrill Lynch Financial Advisor William Sparks

5.0 (1)

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3711

Private Bank, Bank of America

5.0 (1)

701 B St Suite 1650, San Diego, CA 92101

+1 619-515-5620

ProFiduciary, Inc

5.0 (1)

1842 Third Ave, San Diego, CA 92101

+1 619-501-4626

Tam Wealth Management

5.0 (1)

350 Tenth Ave #880, San Diego, CA 92101

+1 858-868-7687

Wells Fargo Advisors

5.0 (1)

600 W Broadway # 1450, San Diego, CA 92101

+1 619-702-5656

California Bank of Commerce

4.5 (8)

1620 Fifth Ave Ste 120, San Diego, CA 92101

+1 619-849-5741

Amy Melton - RBC Wealth Management Financial Advisor

4.0 (1)

655 W Broadway Suite 1000, San Diego, CA 92101

+1 619-699-7161

Merrill Lynch Wealth Management

4.0 (1)

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3700

U.S. Bank Branch

4.3 (6)

1201 Fifth Ave, San Diego, CA 92101

+1 619-881-0043

SCORE

4.4 (14)

550 West C St # 550, San Diego, CA 92101

+1 858-283-1100

Hilltop Securities Inc.

3.0 (2)

750 B St Suite 3100, San Diego, CA 92101

+1 619-234-2242

VA Home Loans San Diego CA - VA Mortgage California- VA Refinance Loans

3.0 (2)

1157 Fifth Ave, San Diego, CA 92101

+1 619-639-9882

Banc of California

4.3 (20)

110 W A St #100, San Diego, CA 92101

+1 619-744-7200

UBS Financial Services Inc.

3.3 (4)

600 W Broadway UNIT 2100, San Diego, CA 92101

+1 619-236-0460

California Coast Credit Union East Village Branch

3.8 (14)

777 J St, San Diego, CA 92101

+1 858-495-1600

Commonwealth Financial Network

3.2 (9)

600 W Broadway Suite 3200, San Diego, CA 92101

+1 619-471-9700

SDCCU ATM: SD Co. Hall of Justice

1.8 (6)

330 W Broadway, San Diego, CA 92101

+1 877-732-2848

Mission Fed Credit Union

3.8 (39)

1370 India St, San Diego, CA 92101

+1 800-500-6328

U.S. Small Business Administration - San Diego

3.6 (33)

550 West C St # 550, San Diego, CA 92101

+1 619-557-7250

U.S. Bank Branch

3.5 (41)

801 Market St, San Diego, CA 92101

+1 619-744-2140

Wheelhouse Credit Union - Downtown San Diego

3.0 (29)

320 B St, San Diego, CA 92101

+1 619-297-4835

Petromerica

3.5 (61)

1548 F St, San Diego, CA 92101

+1 619-235-8751

Citi

3.0 (38)

145 Broadway, San Diego, CA 92101

+1 619-822-2841

America's Tax Solutions

1.5 (16)

600 W Broadway Suite #2150, San Diego, CA 92101

+1 866-225-1786

Bank of America Financial Center

3.0 (49)

655 W Broadway STE 101, San Diego, CA 92101

+1 619-696-9735

Aligned Financial Planning

1420 Kettner Blvd suite 100, San Diego, CA 92101

+1 858-357-8010

Archipelago Wealth Management - Arthur Muniz, CFP®, CEPA®, AIF®

402 W Broadway Suite 400, San Diego, CA 92101

+1 619-446-5672

August Financial Alliance

1240 India St UNIT 1402, San Diego, CA 92101

+1 312-953-7504

AWM Global Advisors

750 B St Suite 2850, San Diego, CA 92101

+1 619-225-7600

Bank of America Private Client Advisor Douglas Gundermann

701 B St, San Diego, CA 92101

+1 619-515-5528

Bank of America Private Client Advisor James Duncan

701 B St, San Diego, CA 92101

+1 619-515-7354

Bank of America Private Client Advisor Joubin Rahimi

701 B St, San Diego, CA 92101

+1 619-515-5507

Bank of America Private Client Advisor Meriam Abbo

701 B St, San Diego, CA 92101

+1 619-515-5858

Beacon Pointe Advisors

600 B St Suite 300, San Diego, CA 92101

+1 442-222-7825

CBIZ

401 B St, San Diego, CA 92101

+1 619-687-2600

Daniel Rodriguez - Northwestern Mutual Financial Network

600 W Broadway, San Diego, CA 92101

+1 619-230-8003

Dawson Wealth Management Group

600 W Broadway UNIT 2100, San Diego, CA 92101

+1 619-557-4712

Goal Financial

First National Bank Center, 401 W A St, San Diego, CA 92101

+1 619-684-7600

Hawk Street Wealth

2445 Fifth Ave #360, San Diego, CA 92101

+1 619-289-8760

Jeremy Pursch - RBC Wealth Management Financial Advisor

655 W Broadway Suite 1000, San Diego, CA 92101

+1 619-699-7128

Merrill Lynch Financial Advisor Callie Taylor

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3944

Merrill Lynch Financial Advisor Colin Strzelczyk

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3906

Merrill Lynch Financial Advisor Dean Ridgway

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3992

Merrill Lynch Financial Advisor Douglas McPherson

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3735

Merrill Lynch Financial Advisor Gilda Aceves

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3715

Merrill Lynch Financial Advisor Gregory Roel

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3815

Merrill Lynch Financial Advisor Griffin Jimenez

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3763

Merrill Lynch Financial Advisor James D'Alessio

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3701

Merrill Lynch Financial Advisor Javier Malfavon

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3767

Merrill Lynch Financial Advisor Jeffrey Von Behren

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-4255

Merrill Lynch Financial Advisor Jeremy Middleton

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3787

Merrill Lynch Financial Advisor Jorge Llamas

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3837

Merrill Lynch Financial Advisor Kaitlyn Cruse

701 B St Suite 2400, San Diego, CA 92101

+1 619-699-4269

Merrill Lynch Financial Advisor Lindsay Downes

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3926

Merrill Lynch Financial Advisor Michael Callahan

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3936

Merrill Lynch Financial Advisor Sandra Goins

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3707

Merrill Lynch Financial Advisor Victor Galvez

701 B St 24th Floor, San Diego, CA 92101

+1 619-699-3802

Navy Federal Credit Union ATM

Main St & 32nd Street, San Diego, CA 92101

+1 888-842-6328

Private Wealth Management | U.S. Bank

530 W B St Suite 2400, San Diego, CA 92101

+1 800-693-5135

Private Wealth Management | U.S. Bank

600 W Broadway Suite 1225, San Diego, CA 92101

+1 800-693-5135

Progressive Financial Solutions

1901 First Ave., San Diego, CA 92101

+1 888-867-8020

Rachel Paulin - RBC Wealth Management Financial Advisor

655 W Broadway Suite 1000, San Diego, CA 92101

+1 619-699-7172

RBC Wealth Management Branch - San Diego

655 W Broadway Suite 1000, San Diego, CA 92101

+1 619-699-7110

RKG Wealth Management

600 W Broadway UNIT 2100, San Diego, CA 92101

+1 619-557-4787

Ross Allford - RBC Wealth Management Financial Advisor

655 W Broadway Suite 1000, San Diego, CA 92101

+1 619-699-7131

Ryan Souligny - RBC Wealth Management Financial Advisor

655 W Broadway Suite 1000, San Diego, CA 92101

+1 619-699-7126

SDCCU ATM: SD Co. Downtown Court

1100 Union St, San Diego, CA 92101

+1 877-732-2848

Silvia McColl Wealth Management

600 W Broadway Suite 700, San Diego, CA 92101

+1 619-637-9920

Strategic Advisor Solutions

113 W G St, San Diego, CA 92101

+1 949-232-2777

Swenson Advisors LLP

600 B St #1540, San Diego, CA 92101

+1 619-237-3400

The Falkowski Wealth Management Group - UBS Financial Services Inc.

600 W Broadway UNIT 2100, San Diego, CA 92101

+1 619-557-4753

The Manning Companies

401 B St UNIT 2300, San Diego, CA 92101

+1 619-237-9977

The Pacific Group

655 W Broadway Suite 1000, San Diego, CA 92101

+1 619-699-7151

The Thompson Wealth Management Group

600 W Broadway UNIT 2100, San Diego, CA 92101

+1 619-557-4784

U.S. Bancorp Advisors - Financial Advisors: San Diego

530 B St, San Diego, CA 92101

+1 858-340-9137

U.S. Bancorp Advisors - Financial Advisors: San Diego

344 Laurel St, San Diego, CA 92101

+1 619-972-5324

U.S. Bank - Private Wealth Advisor: Esperanza Martinez

600 W Broadway STE 1225, San Diego, CA 92101

+1 619-694-8553

U.S. Bank - Private Wealth Advisor: Lee Gagne

600 W Broadway STE 1225, San Diego, CA 92101

+1 858-410-1000

U.S. Bank - Private Wealth Advisor: Marivi Shivers

600 W Broadway STE 1225, San Diego, CA 92101

+1 619-699-6692

U.S. Bank - Private Wealth Advisor: Mike Rookus

600 W Broadway STE 1225, San Diego, CA 92101

+1 858-334-0767

U.S. Bank - Private Wealth Advisor: Rachelle Tubongbanua

600 W Broadway STE 1225, San Diego, CA 92101

+1 619-699-6696

von Berge Wealth Management

600 W Broadway, San Diego, CA 92101

+1 619-343-2913

Waterfront Wealth Management Group

600 W Broadway UNIT 2100, San Diego, CA 92101

+1 619-557-4867

Wheelhouse Credit Union ATM

320 B St, San Diego, CA 92101

+1 619-297-4835

Zion Financial Management

1620 Fifth Ave, San Diego, CA 92101

+1 619-693-8716

84 Financial Advisors, Banks & Investment Firms in Downtown San Diego — 92101

Financial Services Listed

The 84 financial listings span full-service banks, independent financial planners, wealth management firms, and investment advisory offices. Bank of America Financial Center (49 reviews), U.S. Bank (41 reviews), and Citi (38 reviews) in the Gaslamp Quarter anchor the retail banking segment. Independent advisors include Daniel Shahmoradian, CFP (5.0 stars). Banc of California (20 reviews) handles commercial banking from the downtown core.

The Financial District

Downtown’s financial offices concentrate along Broadway between First and Sixth avenues and in the office towers on Front Street and B Street — the traditional financial corridor of San Diego. The Gaslamp Quarter adds retail bank branches for the tourist and small-business population. For related services, the accounting and tax subcategory lists 65 CPA firms, and insurance covers 44 agents. Browse the full professional services directory for 677 total providers, or explore Bankers Hill and La Jolla for additional financial advisory offices.

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