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Fidelon
← All firms
Market Standing · 2026
The most transparent firms in San Diego-Chula Vista-Carlsbad.
632 scored firmsTop 10 recognizedfidelon.com/markets/san-diego-chula-vista-carlsbad-ca
1IA-only—93.1Arank within Top 10; below the 80 standard
2
Gracian Capital
CRD 328687
IA-only—92.5Arank within Top 10; below the 80 standard
3IA-only$42.8M91.6ARecognized · Top 10
4IA-only$6.4M91.6ARecognized · Top 10
5
Alpha & Omega
CRD 105548
IA-only$40.3M91.6ARecognized · Top 10
6IA-only$147M91.4ARecognized · Top 10
7IA-only$238M91.3ARecognized · Top 10
8IA-only$85M91ARecognized · Top 10
9IA-only—91Arank within Top 10; below the 80 standard
10IA-only—91Arank within Top 10; below the 80 standard
11IA-only—91A—
12IA-only—91A—
13IA-only$21.6M91A—
14IA-only$1M91A—
15IA-only—91A—
16IA-only—91A—
17IA-only$75M91A—
18
Wealthbuilders
CRD 286348
IA-only$53.9M91A—
19IA-only—91A—
20IA-only—91A—
21IA-only—91A—
22IA-only—91A—
23
Brava Financial
CRD 322054
IA-only—91A—
24IA-only—91A—
25
Sage Financial
CRD 328149
IA-only—91A—
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.