Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Methodology →All 632 scored firms →

Top advisers in San Diego-Chula Vista-Carlsbad

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

1
CANDISE LISA HOLMLUND
ALAETHES WEALTH, LLC · Rancho Santa Fe, CA
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2
SCOTT BRIAN WILLIAMS
CLUTINGER WILLIAMS & VERHOYE INC · San Diego, CA
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3
FREDERICK VINUP BROOKS JR
BLANKINSHIP & FOSTER, LLC · Solana Beach, CA
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4
PETER CHRISTOPHER THOMS
ORION CAPITAL MANAGEMENT LLC · Coronado, CA
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5
ANDREW PHILLIP SONTAG
CARLSBAD WEALTH ADVISORY GROUP, INC. · Carlsbad, CA
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6
BRETT JAMES UPPER
TIDE COVE CAPITAL PARTNERS LLC · San Diego, CA
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7
STEVEN LEE RE
FAIRBANKS CAPITAL MANAGEMENT, INC. · Rancho Santa Fe, CA
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8
MICHAEL Alexander MANOS
TIDE COVE CAPITAL PARTNERS LLC · San Marcos, CA
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9
CHRIS HOON CHO
FAIRBANKS CAPITAL MANAGEMENT, INC. · Rancho Santa Fe, CA
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10
ARTHUR QUICKE JOHNSON
MUNDOVAL CAPITAL MANAGEMENT, INC. · La Jolla, CA
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