Thu February 21, 2019
Follow:
  • Login
  • Resources
    • SourceBook
    • Public Notices
    • Attorney Directory
    • Awards & Programs
    • Business Directory
    • Media Center
    • Newsmakers
    • Roundtables
    • Soaring Dimensions
    • Special Reports
    • Water
  • Information
    • Construction
    • Defense
    • Economy
    • Education
    • Finance
    • Government
    • Health
    • Hospitality
    • Law
    • Real Estate
    • Technology
    • Commentary
  • Community
    • Arts and Entertainment
    • Communities
    • Events
    • Landmarks
    • Restaurants
    • Traffic
    • Weather
The San Diego Source | The Daily Transcript is San Diego's only information company offering business news, data and resources daily and hourly. We report on San Diego business, finance and the San Diego economy, real estate, construction, the U.S. military in San Diego, and San Diego government construction bids.

San Diego Sourcebook

Wealth Management Firms

Wealth Management Firms

Become a subscriber to download this dataset or contact us at subscribe@sddt.com for more information.

Company Name
Assets managed in 2012 (figures in millions)
Number of local portfolio managers or investment advisers
Brandes Investment Partners LP $26,400 25
Wells Fargo Private Bank $10,500 87
Merrill Lynch & Co. Inc. $10,060 222
Chandler Asset Management Inc. $6,500 4
First Allied Securities Inc. $6,267 30
LPL Financial $5,300 260
LM Capital Group LLC $4,740 4
Meketa Investment Group Inc. $4,342 26
GlobeFlex Capital $3,310 5
Dowling & Yahnke LLC $2,205 8
Northern Trust Corp. $2,005 4
Ameriprise Financial Services Inc. $690 60
Pure Financial Advisors Inc. $606 16
HoyleCohen LLC $550 9
Hokanson Associates $486 2
Reilly Financial Advisors $448 4
Callan Capital $412 3
Capital Growth Inc. $377 7
Christopher Weil & Co. Inc. $375 8
Blankinship & Foster LLC $343 6
HighTower Advisors $285 3
The Securities Center Inc. $285 8
Weatherly Asset Management $246 2
Cornerstone Wealth Management LLC $237 4
Pacific Wealth Management LLC $221 4
Rice Hall James & Associates LLC $189 6
AKT Wealth Advisors LP $169 4
Sage Capital Advisors LLC $157 3
Northwestern Mutual $133 16
Petix & Botte Financial $125 2
Enviso Capital LLC $124 3
Financial Alternatives Inc. $103 3
BNY Mellon Wealth Management - -
Epstein & White Retirement Income Solutions, LLC - -

Search For Companies

San Diego Employment
Employment Level
Employment Index
Unemployment Rate
Job Opportunities
Foreclosures
Notices of Default
Trustee Sales
Residential Real Estate
Homes Sales
Mortgage Calculator
Homes for Sale
Commercial Real Estate
Leasing Notes
Commercial Sales
Properties for Sale
New Businesses
Fictitious Business Names Filed
San Diego Business Licenses
  • Copyright
  • Privacy Policy
  • Acceptable Use Policy

All contents herein copyright San Diego Source ® 1994-2019