Financial

Biotech executives, UCSD faculty, and real estate investors drive demand for 47 financial advisory firms across La Jolla's high-net-worth 92037 market. Return to Professional Services.

Financial in La Jolla

All Financial

Canter Wealth

5.0 (84)

7825 Fay Ave #140, La Jolla, CA 92037

+1 858-812-7550

Verified

Dyer Wealth Management

5.0 (12)

5672 La Jolla Blvd, La Jolla, CA 92037

+1 858-459-3937

Verified

Higgins Capital Management, Inc.

5.0 (5)

2223 Avenida De La Playa UNIT 210, La Jolla, CA 92037

+1 858-459-2993

Verified

Columbia Bank

5.0 (3)

7979 Ivanhoe Ave Suite 150, La Jolla, CA 92037

+1 858-454-0685

Verified

Mundoval Capital Management, Inc.

5.0 (3)

7855 Ivanhoe Ave Suite 210, La Jolla, CA 92037

+1 858-454-4837

Verified

U.S. Bank Branch

4.8 (6)

8715 Villa La Jolla Dr STE A1A, La Jolla, CA 92037

+1 858-352-1107

Verified

Wedbush Securities

5.0 (3)

1200 Prospect St #350, La Jolla, CA 92037

+1 858-454-3551

Verified

Marine Street Financial

5.0 (2)

7777 Fay Ave Suite 305, La Jolla, CA 92037

+1 858-754-3501

Verified

Symbio Financial Partners/LPL Financial

5.0 (2)

7777 Fay Ave Ste 315, La Jolla, CA 92037

+1 858-551-8770

Verified

Banc of California

5.0 (1)

7877 Ivanhoe Ave, La Jolla, CA 92037

+1 858-551-0486

Verified

Financial Alternatives, Inc

5.0 (1)

7825 Fay Ave #210, La Jolla, CA 92037

+1 858-459-8289

Verified

Merrill Lynch Wealth Management

5.0 (1)

7825 Fay Ave Suite 300, La Jolla, CA 92037

+1 858-456-3629

Verified

Northwestern Mutual La Jolla

5.0 (1)

4250 Executive Square Ste 400, La Jolla, CA 92037

+1 858-795-0900

Verified

Poppy Bank

5.0 (1)

7544 Girard Ave, La Jolla, CA 92037

+1 858-454-1013

Verified

Charles Schwab

4.0 (2)

7777 Fay Ave Ste 105, San Diego, CA 92037

+1 858-551-6301

Verified

AlphaCore Wealth Advisory

3.5 (2)

1200 Prospect St Suite 200, La Jolla, CA 92037

+1 858-875-4100

Verified

Chicago Title and Escrow

4.0 (4)

7817 Ivanhoe Ave # 202, La Jolla, CA 92037

+1 858-551-5150

Verified

California Bank & Trust

3.8 (4)

1127 Wall St, La Jolla, CA 92037

+1 858-551-2880

Verified

CalPrivate Bank

3.0 (2)

9404 Genesee Ave # 100, La Jolla, CA 92037

+1 858-875-6900

Verified

Citi

4.1 (8)

1147 Prospect St, La Jolla, CA 92037

+1 858-997-0166

Verified

U.S. Bank Branch

3.7 (6)

7807 Girard Ave, La Jolla, CA 92037

+1 858-352-3530

Verified

Morgan Stanley Financial Advisors

3.4 (5)

1111 Prospect St, La Jolla, CA 92037

+1 858-729-5000

Verified

GoldBook Financial - La Jolla

3.5 (8)

4275 Executive Square #400, La Jolla, CA 92037

+1 858-558-7000

Verified

California Bank & Trust

3.3 (7)

4250 Executive Square #100, La Jolla, CA 92037

+1 858-677-2990

Verified

City National Bank

2.6 (5)

4275 Executive Square Suite 101, La Jolla, CA 92037

+1 858-642-4900

Verified

Chase Bank

3.7 (14)

5605 La Jolla Blvd, La Jolla, CA 92037

+1 858-401-8948

Verified

First Citizens Bank

2.8 (12)

835 Pearl St, La Jolla, CA 92037

+1 858-332-3922

Verified

BMO Bank N.A Branches

3.1 (24)

4180 La Jolla Village Dr, La Jolla, CA 92037

+1 858-766-9600

Verified

Bank of America Financial Center

3.3 (33)

7680 Girard Ave, La Jolla, CA 92037

+1 858-552-4092

Verified

Citi

2.9 (35)

8813 Villa La Jolla Dr, La Jolla, CA 92037

+1 858-926-5626

Verified

Chase Bank

3.1 (45)

8807 Villa La Jolla Dr, La Jolla, CA 92037

+1 858-554-0091

Verified

Bank of America (with Drive-thru ATM)

3.0 (74)

8813 Villa La Jolla Dr, La Jolla, CA 92037

+1 858-552-4055

Verified

Callan Capital

1250 Prospect St #1, La Jolla, CA 92037

+1 858-551-3800

Verified

First American Title Company

7979 Ivanhoe Ave #200b, La Jolla, CA 92037

+1 858-202-5675

Verified

Hamilton Lane

7817 Ivanhoe Ave #310, La Jolla, CA 92037

+1 858-410-9967

Verified

Jet Wealth Advisors

4275 Executive Square Suite 1030, La Jolla, CA 92037

+1 858-457-1003

Verified

RBC Wealth Management Branch - La Jolla

4250 Executive Square Suite 800, La Jolla, CA 92037

+1 858-458-9400

Verified

San Diego Factor La Jolla Factors for Small Business Factoring

6986 La Jolla Blvd #205, La Jolla, CA 92037

+1 858-713-0827

Verified

TSG Wealth Management - La Jolla

4225 Executive Square suite 570, La Jolla, CA 92037

+1 858-630-1930

Verified

Wells Fargo Advisors

7714 Girard Ave, La Jolla, CA 92037

+1 858-454-0362

Verified

WorthPointe Financial Planners

888 Prospect St Suite 200, La Jolla, CA 92037

+1 800-620-4232

Verified

Financial Advisors in La Jolla β€” Wealth Management, Retirement, and Investment in 92037

Wealth Management, Retirement Planning, and Investment Firms

Canter Wealth leads financial advisory in 92037, five-star rated on Google. La Jolla's concentration of high-net-worth households — driven by biotech executives, UCSD faculty, and real estate wealth — supports 47 firms along Herschel Avenue, Fay Avenue, and La Jolla Village Drive. Services span retirement planning, estate-focused investment strategy, and portfolio management for clients whose holdings often include La Jolla real estate valued above $2 million.

Legal, Accounting, and Insurance Coordination

Financial advisors coordinate with 59 law firmsSan Diego Biz Law, APC handles business and estate law — and 24 CPAs including Encore Partners LLP. Insurance agents round out the planning team. More offices serve Del Mar.

San Diego Lineup is a neighborhood-first civic business directory covering 40 communities across San Diego County. From restaurants, bars, and coffee shops to salons, contractors, doctors, and local services β€” La Jolla’s businesses are organized by neighborhood with verified details, ratings, and direct contact information. Explore all San Diego communities β†’

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