Business List: Wealth in San Diego, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers
Independent Wealth Solutions	763 2nd St, Encinitas, CA 92024	76094xxxx0	adm@i***********************.com
Workable Wealth	302 Washington St # 150-1526, San Diego, CA 92103	61979xxxx7
Stone Steps Financial	533 Second St Ste 207 Encinitas, CA 92024	76045xxxx7	car**@s****************.com			4.7	3
Woodson Wealth Management	San Diego, CA 92130	85892xxxx0	adm@w******.com			3	2			190	57	217
G H Wealth Management	6265 Greenwich Dr Ste 100, San Diego, CA 92122	85845xxxx0	geo*@g*****.net
Legacy Wealth Transitions Inc	2243 San Diego Ave, San Diego, CA 92110	61980xxxx2
Root Financial Partners	Solana Beach, CA 92075	76045xxxx0	ari@r********************.com			5	14
L Squared Wealth Management	302 Washington St Ste 333 San Diego, CA 92103	41534xxxx7	inf@l******.com			5	4
San Diego, CA Private Wealth Management - UBS Financial Services Inc.	12220 El Camino Real Suite 400, San Diego, CA 92130	80052xxxx7	ber*****@u.com
Marie Accunzo - Private Wealth Advisor, Ameriprise Financial Services	5927 Balfour Ct Ste 207, Carlsbad, CA 92008	76060xxxx4	ali********@a*.com
Centura Wealth Advisory	12255 El Camino Real #125, San Diego, CA 92130	85877xxxx0	aan****@c**********.com									53
Amy Melton - RBC Wealth Management Financial Advisor	655 W Broadway Ste 1000, San Diego, CA 92101	61969xxxx1	bri*******@r.com
WestPac Wealth Partners	5280 Carroll Canyon Rd Ste 300, San Diego, CA 92121	61968xxxx0	ale************************************************@g*********.com	4.7	25					54335	39	104000
Jean-Charles Lebours - Private Wealth Advisor, Ameriprise Financial Services	4655 Executive Dr Ste 300, San Diego, CA 92121	85879xxxx0	dns***@a*.com
Praesidio Estate Planning	8910 University Center Ln Ste 150 Capital Growth San Diego, CA 92122	85825xxxx3	mat@p*********.com			5	4
Vatreni Wealth Management	402 W Broadway Ste 400 San Diego, CA 92101	85825xxxx6
Morgan Stanley Wealth Management	5927 Priestly Dr Ste 110, Carlsbad, CA 92008	76093xxxx0
Exeter 1031 Exchange Services	404 Camino Del Rio S Ste 600 San Diego, CA 92108	61923xxxx1	amo*****@e*****.com	4.6	20	3.7	19			734	28	773
David York’s Tax Service	7860 Mission Center Ct Ste 107 San Diego, CA 92108	61968xxxx5	con**@d*****************.com			4.4	168
Buley Wealth Management Group	10636 Scripps Summit Ct Ste 140, San Diego, CA 92131	85865xxxx0	jam******@l.com
Charted Course Wealth Management	13500 Evening Creek Dr N, San Diego, CA 92128	85885xxxx3	aar**********@r*********.com									19
Juncture Wealth	224 S Cedros Ave, Solana Beach, CA 92075	85835xxxx0	asp****@j***********.com
Wine Country Wealth	12730 High Bluff Dr Ste 160, San Diego, CA 92130	70777xxxx0	ste*@w**************.com
Mosier Papin Wealth Management - UBS Financial Services Inc.	1200 Prospect St Ste 100, La Jolla, CA 92037	85855xxxx5	abc*****@u.com
Ross Allford - RBC Wealth Management Financial Advisor	655 W Broadway Ste 1000, San Diego, CA 92101	61969xxxx1	ros*******@r.com							19		20
Wealth Alliance Investments & Financial Services	12526 High Bluff Dr, San Diego, CA 92130	85879xxxx3	aud*@w*******.com
Wealth Bridge Insurance Solutions	1081 Camino Del Rio S #203, San Diego, CA 92108	61929xxxx0	ali**@w******************.com									268
Athena A Constant - Private Wealth Advisor, Ameriprise Financial Services	12625 High Bluff Dr Ste 114, San Diego, CA 92130	85834xxxx0	ath************@a*.com
von Berge Wealth Management	600 W Broadway, San Diego, CA 92101	61934xxxx3	eri*******@v**************.com
Market Pulse Wealth Management	12555 High Bluff Dr Ste 210 San Diego, CA 92130	61955xxxx9				5	6
Merrill Lynch Wealth Management	16912 Via De Santa Fe, Rancho Santa Fe, CA 92091	85838xxxx2
Jenkins Wealth Management	7777 Alvarado Rd, La Mesa, CA 91942	61974xxxx7	bri*@t*******.com
Buley Wealth Management Group	11545 W Bernardo Ct, San Diego, CA 92127	85865xxxx0	jam******@l.com
WealthPath Advisors	San Diego, CA 92111	61994xxxx3
Tax Group of San Diego	4025 Camino Del Rio S Ste 300 San Diego, CA 92108	61992xxxx0	tax***************@d*********************.com			4.3	6
Carlsbad Wealth Advisory Group	5927 Balfour Ct Ste 207, Carlsbad, CA 92008	76060xxxx2	dge**@c****.com
Egan Yamamura - Private Wealth Advisor, Ameriprise Financial Services, LLC	6725 Mesa Ridge Rd Ste 200, San Diego, CA 92121	85895xxxx6	dns***@a*.com	5	1
Merrill Lynch Financial Advisor Dean Ridgway	701 B St 24th Floor, San Diego, CA 92101	61969xxxx2	ann*******@m.com
Block Wealth Management Inc	433 W Grand Ave, Escondido, CA 92025	76079xxxx0
Robert Shabkie, CFP JD LLM	7777 Alvarado Rd Ste 263 La Mesa, CA 91942	85856xxxx6
Men’s Legal Center	940 C St San Diego, CA 92101	61930xxxx7	all@m******.com	3.9	94	4.3	112			1344	124
Hoylecohen Wealth Management	350 Camino De La Reina Ste 500 San Diego, CA 92108	85857xxxx0	ale******@h*******.com
Private Wealth Management \| U.S. Bank	600 W Broadway Suite 1225, San Diego, CA 92101	80069xxxx5	aar**********@u***.com							345376	5428	348000
Willow Wealth Credit Solutions	7777 Westside Dr San Diego, CA 92108	85841xxxx9	wil**************************@w********.com
Modern Money Management	San Diego, CA 92115	85822xxxx5	nni****@y**.com			5	2
Paffendorf Wealth Management Group of Wells Fargo	4655 Executive Dr, San Diego, CA 92121	85826xxxx3
East County Soil Consultation & Engineering	10925 Hartley Rd Ste I Santee, CA 92071	61925xxxx1			95	5	2
Hsiao Law	4225 Executive Square Unit 600 La Jolla, CA 92037	85838xxxx8	adm@h*****.com	5	33	5	8			809	32	925
Andrew Grant - RBC Wealth Management Financial Advisor	4250 Executive Sq Ste 800, La Jolla, CA 92037	85855xxxx8	wms********@r.com							14716		16000
Highlands Wealth Management - UBS Financial Services Inc.	12220 El Camino Real Ste 400, San Diego, CA 92130	85894xxxx2	abc*@u.com
Gold Path Investment Group	Chula Vista, CA 91915	85856xxxx0	kgu****@g**.com
Curtis Moring Insurance Agency	1281 9th Ave San Diego, CA 92101	61971xxxx5	cmo*****@t*****.com			3.8	4
Christopher Weil & Company, Inc.	11236 El Camino Real STE 200, San Diego, CA 92130	85872xxxx0	c18***************************@s***.wixpress									52
Elhoff Wealth Strategies	620 9th St, Coronado, CA 92118	61954xxxx5
John Hancock Financial	9965 Chesapeake Dr Ste 401 San Diego, CA 92123	85827xxxx4				1.3	4
The Wealth Legacy Group	4550 Kearny Villa Rd Ste 103, San Diego, CA 92123	85856xxxx3	car*@w**************.com
Matthew F. Sweeney - RBC Wealth Management Financial Advisor	4250 Executive Sq Ste 800, La Jolla, CA 92037	85855xxxx5
After-Tax Wealth Management	1255 Scott St, San Diego, CA 92106	61936xxxx6	inf@a************.com	5	9					114		118
Wealth Management Marketing	967 W Laurel St, San Diego, CA 92101	61954xxxx0
Kenneth Lee - Private Wealth Advisor, Ameriprise Financial Services	4655 Executive Dr Ste 300, San Diego, CA 92121	85879xxxx1	ang*******@a*.com
Griffin Funding	2445 5th Ave Ste 300 San Diego, CA 92101	85569xxxx1	adm@g***********.com			4.7	161			2329	283
Archipelago Wealth Management	402 W Broadway Ste 400, San Diego, CA 92101	61944xxxx2	art*******@l.com							111	3	113
Julia Cheng Wealth Management	7510 Clairemont Mesa Blvd, San Diego, CA 92111	85850xxxx9	con**@g******.com
Chillax Finance	3288 Adams Ave Ste 16473 San Diego, CA 92116		095***********************************@w***************.com			5	7					47
McNaughton Wealth Management	3655 Nobel Dr, San Diego, CA 92122	85820xxxx9	inf@m******************.com
TIAA Financial Services	3655 Nobel Dr Ste 140 San Diego, CA 92122	87755xxxx8	acc********@t*.org	5	2	5	1			90940	527	91000
RBC Wealth Management Branch-La Jolla	4250 Executive Sq, La Jolla, CA 92037	85845xxxx0
Satori Wealth Management, Inc.	4660 La Jolla Village Dr ste 100, San Diego, CA 92122	61930xxxx3	dan@s*********.com	5	8							117
Anthony Stapleton Jr - TIAA Wealth Management Advisor	3655 Nobel Dr Ste 140, San Diego, CA 92122	87755xxxx8	acc****************@t*.org							90876	507	91000
Coastal Tax Advisors	13520 Evening Creek Dr N, San Diego, CA 92128	85848xxxx5	car**@c*******.com	3.7	6	4.7	12				44	158
Bair Financial Planning	7676 Hazard Center Dr Ste 1050 San Diego, CA 92108	61954xxxx0	a@b********************.com			5	1			668	125
Cavu Wealth Managment	16516 Bernardo Center Dr Ste 300, San Diego, CA 92128	85836xxxx0	inf@c****.com
Plan Budget Save Financial Coaching	San Diego, CA 92131	85830xxxx5				5	1
Strazzeri Mancini	6256 Greenwich Dr Ste 250 San Diego, CA 92122	85820xxxx0	ale*@s*************.com	4.6	9	5	4			416	68	423
Morgan Stanley Wealth Management	101 W Broadway Ste 200, San Diego, CA 92101	61923xxxx1
Grant Vahalla - TIAA Wealth Management Advisor	3655 Nobel Dr Suite 140, San Diego, CA 92122	87755xxxx8	acc****************@t*.org
Home Wealth Financial & Insurance	1651 E Main St, El Cajon, CA 92021	61943xxxx1	fir@h****************.com
Yorkshire Wealth	16935 W Bernardo Dr, San Diego, CA 92127	85879xxxx6	off*@y***.com
Goal Line Wealth Management	674 Via De La Valle, Solana Beach, CA 92075	85834xxxx5
The Looser Financial Group	1761 Hotel Cir S Ste 106 San Diego, CA 92108	61956xxxx7	cas********@t********************.com			5	1
Zimmerman Private Wealth Management	3111 Camino Del Rio N Ste 400 San Diego, CA 92108	61952xxxx5	bri@z*********.com			5	1			88		84
Merrill Lynch Wealth Management	5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067	85838xxxx2	ali************@m.com
Your Favorite Lender	6333 Greenwich Dr Ste 205 San Diego, CA 92122	61999xxxx0	sha@y***************.com
Egan Yamamura - Private Wealth Advisor, Ameriprise Financial Services	6725 Mesa Ridge Rd Ste 200, San Diego, CA 92121	85895xxxx6	dns***@a*.com
Lantern Wealth Advisors	11612 Alderidge Ln, San Diego, CA 92131	41539xxxx9	ala******@h**********.com
WestPac Wealth Partners	2888 Loker Ave E Ste 219, Carlsbad, CA 92010	76058xxxx8	aar********@w**********.com
Rodrigo Oliva - Private Wealth Advisor, Ameriprise Financial Services	2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011	76092xxxx6	dns***@a*.com	4	3
Nerad and Deppe Wealth Management	8910 University Center Ln Ste 645, San Diego, CA 92122	85845xxxx5
ATS Wealth Management	5435 Oberlin Dr Ste 200 San Diego, CA 92121	85864xxxx7	inf@a**********.com	5	6	5	6			201
Jon M. Luskin, MBA, CFP®	San Diego, CA 92105	61939xxxx4	com*****@j******.com
Global Wealth Management - CLOSED	700 Garden View Ct, Encinitas, CA 92024
Engaging Women in Wealth	16906 Via De Santa Fe, Rancho Santa Fe, CA 92067	85875xxxx4	dsi@e******************.com
Martin and Company, CPAs	11717 Bernardo Plaza Ct Ste 200 San Diego, CA 92128	85867xxxx0	pau******@a*******.com			5	6
Modern Wealth Group	2535 Camino Del Rio S Ste 155 San Diego, CA 92108	86699xxxx5				5	1
Gerry Plotkin Wealth Recovery	7957 Wing Span Dr, San Diego, CA 92119	61974xxxx9
Highlands Wealth Advisors, LLC	12707 High Bluff Dr, San Diego, CA 92130	85879xxxx4	inf@h*********************.com
Wealth Benefits Training Inc - CLOSED	736 Pebble Beach Dr, San Marcos, CA 92069
Merrill Lynch Wealth Management	810 Jamacha Rd, El Cajon, CA 92019	50131xxxx7	aar********@s***.com
Fundamental Wealth Management - Ameriprise Financial Services, LLC	13520 Evening Creek Dr N #110, San Diego, CA 92128	85876xxxx1	dns***@a*.com
Watermark Wealth Strategies	16935 W Bernardo Dr, San Diego, CA 92127	85879xxxx2	aar@w************.com							1		1
Premier Wealth Advisors, LLC	12531 High Bluff Dr #110, San Diego, CA 92130	85866xxxx6	ant**@m************.com							493	34	504
Octavia Wealth Advisors	7676 Hazard Center Dr, San Diego, CA 92108	61955xxxx1	ape****@o******.com
Anne Fiato - RBC Wealth Management Financial Advisor	4250 Executive Sq Ste 800, La Jolla, CA 92037	85855xxxx8
San Diego Wealth	6390 Greenwich Dr Ste 215 San Diego, CA 92122	85827xxxx5	ari@s***********.com			5	7			2145		2100
Merrill Lynch Wealth Management	11811 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx0	3d@l****.ml
John Parrillo Ethos Wealth Management	11545 W Bernardo Ct, San Diego, CA 92127	85848xxxx9
Total Wealth Management	8880 Rio San Diego Dr Ste 800, San Diego, CA 92108	80061xxxx6	aha@m***.com
DCO Wealth Management	12250 El Camino Real, San Diego, CA 92130	85843xxxx9	dos**@d****************.com
Shaver Financial Coaching	3041 Lawrence St San Diego, CA 92106	61949xxxx9	sha*******************@c***********.com			5	2
elhoff wealth strategies	3665 Ruffin Rd, San Diego, CA 92123	61937xxxx0	dav@e****.com
Stax Capital	4901 Morena Blvd Ste 121 San Diego, CA 92117	84442xxxx1	doe@s***.com
Wealth Analytics	12730 High Bluff Dr Ste 260, San Diego, CA 92130	85879xxxx0	bel@w************.com
Wealth Planners	945 4th Ave, San Diego, CA 92101	61923xxxx3
Debt Wealth Builders Company	215 Richardson Ave, El Cajon, CA 92020	76027xxxx0
Merrill Lynch Wealth Management	701 B St 24th Floor, San Diego, CA 92101	61969xxxx0	3d@l****.ml	4.7	3
Elite Wealth Management	2727 Camino del Rio S ste 150, San Diego, CA 92108	32331xxxx2	adm@e**********.com	5	5
AlphaCore Wealth Advisory	875 Prospect St, La Jolla, CA 92037	85887xxxx0	cma***@a******.com
Global Wealth Partners, Inc	2368 2nd Ave, San Diego, CA 92101	61932xxxx6	ana*@g********************.com
Kent Thompson - Private Wealth Advisor, Ameriprise Financial Services	13520 Evening Creek Dr N Ste 110, San Diego, CA 92128	85879xxxx8	deb*********@a*.com							163		179
Campbell Wealth Advisors	285 N El Camino Real Ste 215, Encinitas, CA 92024	76048xxxx8	car@c*******************.com
Copley Financial Group	2650 Camino Del Rio N Ste 350 San Diego, CA 92108	61929xxxx8	fin***********************@d*.jewellaprivacy			4.4	7					179
David A Lopez-Wealth Financial Advisor	4180 La Jolla Village Dr, La Jolla, CA 92037	40843xxxx4	aab**@b**********.com							40893	181	41000
Manning Wealth Management, Inc	401 B St UNIT 2300, San Diego, CA 92101	61923xxxx7	bi@m******.com
Advanced Wealth Planning	3655 Nobel Dr Ste 100, San Diego, CA 92122	85820xxxx6	inf@r******.com
Highlands Wealth Advisors	9920 Pacific Heights Blvd, San Diego, CA 92121	85879xxxx4	inf@h*********************.com
Capital Growth Inc. Wealth Management	12680 High Bluff Dr, San Diego, CA 92130	85855xxxx0	art@c**************.com	5	4					242	21	247
Southern California Institute Wealth Strategies Education & Advisor Resources	10251 Vista Sorrento Pkwy UNIT 250, San Diego, CA 92121	85820xxxx1	ela@s**********.org
Osaic Wealth, Inc.	4225 Executive Sq Ste 120, La Jolla, CA 92037	85845xxxx0	dma**@o********.com
Axxcess Wealth	6005 Hidden Valley Rd, Carlsbad, CA 92011	85821xxxx7	adm@a**********.com
Thomas Trax	2221 Camino Del Rio S Ste 307 San Diego, CA 92108	61946xxxx0
WealthBuilders	111 C St Encinitas, CA 92024	40864xxxx8	eri@w********.com			5	12
Health and Wealth Inc.	864 Grand Ave Ste 224 Ste 224, San Diego, CA 92109	85833xxxx7
Morgan Stanley Wealth Management	Serving theSan Diego Area	61923xxxx6	abe*****@m*.com
PracticeCFO	13400 Sabre Springs Pkwy Ste 255 San Diego, CA 92128	80067xxxx2	aar@p********.com			5	23			219	4	247
ITWS Financial Services	8330 Allison Ave Ste E La Mesa, CA 91942	61959xxxx4	inf@i*******************.com			5	1
Professional Business Coach and Life Coaching	6351 Alexandri Cir, Carlsbad, CA 92011	76093xxxx4	alf********@g***********.com	5	7	5	27			1540	55	1500
Reason Financial	4747 Morena Blvd Ste 102 San Diego, CA 92117	85848xxxx0	inb@y*******.com			4.8	58			45	7	51
Wealth Advisors Inc	16909 Via De Santa Fe #202, Rancho Santa Fe, CA 92067	85848xxxx8	ajo*@w**************.com
Zermatt Wealth Partners LLC	3170 E 4th St 3rd Floor, San Diego, CA 92103	61948xxxx8	aje**@z**********.com
Satori Wealth Management Inc	4660 La Jolla Village Drive Suite 100, San Diego, CA 92122	61930xxxx3	dan*******@s*********.com									117
Design Wealth Advisors	4250 Executive Sq, La Jolla, CA 92037	85855xxxx4
Dustin Tracy, CFP - UBS Financial Services Inc.	600 W Broadway UNIT 2100, San Diego, CA 92101	61955xxxx7	abc*****@u.com
Sztrom Wealth Management Inc	3790 Via De La Valle Ste 211, Del Mar, CA 92014	85825xxxx4	dav@s*********.com
Bookkeeping And Tax Pros	401 W A St Ste 200 San Diego, CA 92101	61972xxxx9	mea*********@g**.com	5	7	5	5
Schindler Wealth Management Inc	7777 Alvarado Rd, La Mesa, CA 91942	61966xxxx9	inf@s*************.com
San Diego Financial Advisor - Platt Wealth Management	3838 Camino Del Rio N Unit 365, San Diego, CA 92108	61925xxxx4	inf@p*****.com	5	2					114		126
Wilsey Asset Management	10620 Treena St Ste 100 San Diego, CA 92131	85822xxxx4	all**@w******************.com	5	2	5	3
SRS Wealth Management	8787 Complex Dr #410, San Diego, CA 92123	61946xxxx3	inf@s*****************.com
Santa Fe’ Wealth Management	5755 Oberlin Dr Ste 301 San Diego, CA 92121	61997xxxx3	has***@s**********.com
CFG Wealth Management	4370 La Jolla Village Dr Suite 630, San Diego, CA 92122	85855xxxx0	ale********@c***.com	4.6	20
Morgan Stanley Wealth Management	5800 Armada Dr Ste 300, Carlsbad, CA 92008	76043xxxx0
DAS Wealth Management Group	12651 High Bluff Dr Ste 250, San Diego, CA 92130	31037xxxx2	aar**********@r*********.com							17507		18000
Viktoriya Barsukova	La Jolla, CA 92037	61972xxxx4				5	11
Justin Sean Raymond Tipp-JPMorgan Wealth Management	1280 4th Ave, San Diego, CA 92101	61933xxxx7	acc***@u*****.jpmorgan
Grigg Financial Group	3111 Camino Del Rio N Ste 430 San Diego, CA 92108	85835xxxx3	adm@g****************.com			4.8	42					251
Online Wealth Solutions	Serving theSan Diego Area	85583xxxx1
Watermark Wealth Strategies - San Diego	16935 W Bernardo Dr #135, San Diego, CA 92127	85879xxxx2
Financial Haus	1253 University Ave Ste 1002 San Diego, CA 92103	61999xxxx1	edg@t*************.com			5	1
Citi Personal Wealth Management	8813 Villa La Jolla Dr, La Jolla, CA 92037	85832xxxx7	ash**********@c*.com
Eiger Wealth Management, LLC	16855 W Bernardo Dr Suite 310, San Diego, CA 92127	85876xxxx0	inf@e*********.com
Meiss Wealth Management, Inc.	1980 Kettner Blvd #408, San Diego, CA 92101	85838xxxx0	m*@e********.com
Mariner Wealth Advisors-San Diego	11512 El Camino Real San Diego, CA 92130	85843xxxx0	aar******@m******************.com
20-20 Financial Advisors	1660 Hotel Cir N # 705, San Diego, CA 92108	61977xxxx3	ast*****@2***.com
CMB Wealth Solutions	500 La Terraza Blvd, Escondido, CA 92025	76093xxxx1	cur@c****************.com
Harrison & Associates - Ameriprise Financial Services	12555 High Bluff Dr Ste 380 San Diego, CA 92130	85834xxxx0	dea********@a*.com	5	15	4.7	13
Scripps Wealth Management	9915 Mira Mesa Blvd, San Diego, CA 92131	85827xxxx8	ben***@s**********.com
BluePrint Wealth Partners	333 University Ave Ste 200 Sacramento, CA 95825	91697xxxx2	cor@b***********.com
GEM Lending Team \| NEO Home Loans	662 Encinitas Blvd Ste 201 Encinitas, CA 92024	85887xxxx6	meg@g********.com	5	2	5	11			356	111	362
Satori Wealth Management	4660 La Jolla Village Dr Ste 100 San Diego, CA 92122	61930xxxx3	dan@s*********.com	5	8			5	9			117
Seaside Wealth Management	6154 Innovation Way, Carlsbad, CA 92009	76073xxxx0	bra@s***********.com	5	41
La Jolla Wealth Management	888 Prospect St, La Jolla, CA 92037	85858xxxx1
WealthBridge Insurance Solutions	8775 Aero Dr Ste 138 San Diego, CA 92123	61929xxxx0	ali**@w******************.com			2	1			275		268
Wealth Alliance, LLC	12526 High Bluff Dr UNIT 300, San Diego, CA 92130	85879xxxx3	boi**@w*******.com	5	1
Wonder Wealth	San Diego, CA 92109	61953xxxx0	jon***@w***********.com
Advanced Wealth Planning	5531 Cancha De Golf, Rancho Santa Fe, CA 92091	85820xxxx6	inf@r******.com
Wealth Legacy Group, Inc.	4540 Kearny Villa Rd Ste 202, San Diego, CA 92123	85827xxxx0	car*@w**************.com	5	15					38	7	39
Wfa Wealth Managers	3170 4th Ave, San Diego, CA 92103	61949xxxx5
Millionaire Wealth Builders	PO Box 3454, San Diego, CA 92163	61967xxxx4
Concert Wealth Management	12520 High Bluff Dr Ste 312, San Diego, CA 92130	85879xxxx4
Mission Wealth	12555 High Bluff Dr Suite 215, San Diego, CA 92130	61933xxxx6	ach**@m**********.com
Wealth in Wellness	8865 Spectrum Center Blvd, San Diego, CA 92123	85833xxxx2
Overland-Shanahan Wealth	12520 High Bluff Dr, San Diego, CA 92130	85879xxxx7	mic***********@l.com							159		158
LPL Financial	4707 Executive Dr, San Diego, CA 92121	80087xxxx0	aar******@l.com	3.5	13	1.9	13			19958	202
Blueprint Wealth Partners BLPR	2525 Camino Del Rio S, San Diego, CA 92108	61979xxxx2	cor@b***********.com
San Diego Wealth Management Group - UBS Financial Services Inc.	12220 El Camino Real Ste 400, San Diego, CA 92130	85894xxxx0	abb*******@u.com
Cross Border Wealth Advisors	302 Washigton St Ste 150-8488 San Diego, CA 92103	61933xxxx2	ger********@p*******.is			5	3					199
Qrs Wealth Advisors	752 Trunorth Cir, Escondido, CA 92026	76029xxxx1
Bernstein Private Wealth Management	4365 Executive Dr # 700, San Diego, CA 92121	85881xxxx0	aak******@b******.com
Sanya Mulhern - RBC Wealth Management Branch Director	655 W Broadway Ste 1000, San Diego, CA 92101	61969xxxx2	bri*******@r.com									231
Thomas A Trax, Wealth Advisor, CEP, AAMS- LPL Financial	2221 Camino del Rio S STE 307, San Diego, CA 92108	61946xxxx0	ixc*********@l.com	5	6					31		32
L & L Tax Services	9019 Park Plz Dr, La Mesa, CA 91942	61946xxxx0		5	5	4.9	51
Merrill Lynch Wealth Management	1000 Aviara Dr Ste 200, Carlsbad, CA 92011	76093xxxx0	ban*******************@m.com
Sikorski Wealth Management	3435 Camino Del Rio S Ste 209 San Diego, CA 92108	61936xxxx7	ale@s****************.com
For Purpose Law Group	408 Nutmeg St, San Diego, CA 92103	61978xxxx9		4.7	33	4.8	21
Driven Wealth Management	San Diego, CA 92107	61963xxxx0	dri*******@p*******.is			5	1
Orlando O Spencer	5694 Mission Center Rd Ste 602-327 San Diego, CA 92108	61948xxxx1	adm@o***********.com
The Hyldahl Wealth Management Group-UBS Financial Services Inc	17180 Rancho Bernardo Center, San Diego, CA 92128	85852xxxx3	abc*****@u.com
MPD Wealth	1011 Camino del Rio S Ste 550, San Diego, CA 92108	61929xxxx3		5	1
The Lawyer In Blue Jeans Group	3990 Old Town Ave Ste A-102 San Diego, CA 92110	61968xxxx5	ada@l***************.com	4.4	39	4.4	54
Vista del Mar Wealth Management	7220 Trade St Ste 134, San Diego, CA 92121	85820xxxx4
Morgan Stanley Wealth Management	5464 Grossmont Center Dr, La Mesa, CA 91942	61966xxxx0	acm*********@m**********.com
Waterfront Wealth Management Group - UBS Financial Services Inc.	600 W Broadway Ste 2100, San Diego, CA 92101	61955xxxx7	ber*****@u.com
Anthony Artero Ethos Wealth CFP	11545 W Bernardo Ct, San Diego, CA 92127	85848xxxx2	aar**@e************.com
Heil Wealth Management	10620 Treena St, San Diego, CA 92131	61929xxxx0
Pure Financial Advisors, LLC	3131 Camino Del Rio N #1550, San Diego, CA 92108	61981xxxx0	abb******@p**********.com	5	6							1700
Parabolic Asset Management - San Diego Financial Advisor	7565 Charmant Dr Unit 502 San Diego, CA 92126	61988xxxx0	hey*****@g**.com			5	22			99		100
Todd Financial & Insurance Services	7676 Hazard Center Dr Ste 1050 San Diego, CA 92108	85886xxxx0	apr@t**********.com			4.7	7					52
Andre Enriques Mortgage Banker - VA Loan Expert	891 Kuhn Dr, Ste 204 Chula Vista, CA 91914	61920xxxx9	and*******@s******.net	5	151	5	44
Bradley Wealth	350 10th Ave Ste 820, San Diego, CA 92101	61951xxxx0	ale@b***********.com							763		776
Colin Wren Wealth Management	3636 Cheshire Ave, Carlsbad, CA 92010	76071xxxx0	a.n***@l.com
Woodson Wealth Management	1672 Main St Ste E PMB 155, Ramona, CA 92065	85892xxxx0	inf@w*******.com							190	57	217
Robinson Wealth Management of Raymond James	8910 University Center Ln Ste 600, San Diego, CA 92122	85832xxxx1	aar**********@r*********.com	5	1
Tamara Galchenko Huey - Private Wealth Advisor, Ameriprise Financial Services, LLC	3550 Camino Del Rio N Ste 100, San Diego, CA 92108	61950xxxx7	arw*@a*.com
Financial Planning Consultants	1450 Frazee Rd Ste 308 San Diego, CA 92108	61929xxxx4	aud**@f*************.com			5	1
Gottlieb Wealth Management	2173 Salk Ave Ste 250, Carlsbad, CA 92008	76057xxxx6	jer*@g*********************.com
Wealth Preservation, LLC	580 2nd St, Encinitas, CA 92024	76047xxxx0	dav@w*******************.com
Tanner Carter - RBC Wealth Management Financial Advisor	4250 Executive Sq Ste 800, La Jolla, CA 92037	85855xxxx3
Bradley Wealth	350 10th Ave, San Diego, CA 92101	61951xxxx0	ale@b***********.com
La Jolla, CA Private Wealth Management - UBS Financial Services Inc.	1200 Prospect St Ste 500, La Jolla, CA 92037	80023xxxx8	abc*****@u.com
Santa Fe' Wealth Management, Inc.	5755 Oberlin Dr Ste 301, San Diego, CA 92121	61997xxxx3	has***@s**********.com
Accurate Reverse Mortgage Corp	4025 Camino Del Rio S Ste 339 San Diego, CA 92108	61929xxxx0	joh@a*************.com			5	4
Wealth Management Group	2035 Corte Del Nogal, Carlsbad, CA 92011	76044xxxx6
Platinum Wealth Partners	160 Chesterfield Dr Ste 102, Cardiff By The Sea, CA 92007	76045xxxx0
Advanced Wealth Planning	8910 University Ln, Ste 485, San Diego, CA 92122	85820xxxx6	inf@r******.com
Golden Compass Wealth Advisers	16476 Bernardo Center Dr Ste 100, San Diego, CA 92128	85848xxxx0
Seaport Wealth Management	4025 Camino Del Rio S, San Diego, CA 92108	85845xxxx0	c18***************************@s***.wixpress							581528		46
San Diego Tax And Wealth Management	7777 Alvarado Rd, La Mesa, CA 91942	61969xxxx2	aco@r***********.com							2997	28	3600
Thi Menher & Associates Insurance Agency	2535 Camino Del Rio S Ste 255 San Diego, CA 92108	61989xxxx7	adm@t******.com	5	3	5	6			30	2	37
AKT Wealth Advisors	5946 Priestly Dr Ste 200, Carlsbad, CA 92008	76043xxxx0	ama**@a***.com
Wealth Management Marketing	1133 Columbia St Ste 102, San Diego, CA 92101	61954xxxx0	inf@k*************.com
WMA Wealth Management Accounting, Inc.	3665 Ruffin Rd #204, San Diego, CA 92123	85856xxxx1	inf@t**********.com	4.6	9
Yuva Wealth Planning	440 Stevens Ave, Solana Beach, CA 92075	85827xxxx1
Louis Tommasino CPA & Associates	6265 Greenwich Dr Ste 210 San Diego, CA 92122	85862xxxx6	adm@t**********.com			5	14			4		5
Missy Strasner Coaching	San Diego, CA 92109	91792xxxx1	35e***********************************@w***************.com			5	22
Scripps Wealth Management	9909 Mira Mesa Blvd., Ste 230, San Diego, CA 92131	85827xxxx8	ben***@s**********.com
Beacon Pointe Wealth Advisors	11622 El Camino Real, San Diego, CA 92130	85876xxxx8	aba***@b*********.com
Morgan Stanley Wealth Management	4365 Executive Dr Ste 800, San Diego, CA 92121	85864xxxx0	aal*****@m**********.com							113366	3115	131000
Wollman Wealth Designs Inc	144 S Grape St, Escondido, CA 92025	76073xxxx6	fre@f******.com							171		176
Field Wealth Management Group - CLOSED	171 Saxony Rd Ste 112, Encinitas, CA 92024
CRB Wealth Management	12625 High Bluff Dr, San Diego, CA 92130	85843xxxx4
Wealth Navigation Advisors	6265 Greenwich Dr Suite 251, San Diego, CA 92122	85848xxxx9	aen****@w*********************.com	5	3					65		66
Taxlana	4950 Waring Rd Ste 8 San Diego, CA 92120	61960xxxx7	inf@t*****.com			4.9	180			741	11	737
Joy Suzanne Hunt, Financial Coach	Temecula, CA 92592	76055xxxx8	joy@j*************.com			5	2
RJL Wealth Management	13520 Evening Creek Dr N, San Diego, CA 92128	80064xxxx0	car**@l*****.com							622	21	690
RWM Home Loans	11234 El Camino Real, San Diego, CA 92130	85835xxxx2	adr**@r*****.com	4.9	293	4.9	181			1464	112	1500
Paffendorf Wealth Management Group Of Wells Fargo Advisors	4655 Executive Dr Ste 1000 San Diego, CA 92121	85826xxxx3
Lucas Mendoza Wealth Advisors	9865 Businesspark Ave Ste D, San Diego, CA 92131	61924xxxx2	ian***@g**********.com
Hoehner Wealth Management	5230 Carroll Canyon Rd Ste 214, San Diego, CA 92121	85836xxxx7	hoe***@c***********.com
Cashuk Wiseman Goldberg Birnbaum Salem Cpa’s	2851 Camino Del Rio S Ste 410 San Diego, CA 92108	61956xxxx5	a.b*****@c***.com			5	4
Manning Wealth Management	401 B St Ste 2300, San Diego, CA 92101	61923xxxx7	ann@m*******.com
Lawrence Andrews - RBC Wealth Management Financial Advisor	4250 Executive Sq Ste 800, La Jolla, CA 92037	85855xxxx1	law**************@r.com									57
Steven Lewis - RBC Wealth Management Financial Advisor	4250 Executive Sq Ste 800, La Jolla, CA 92037	85855xxxx8	ste*******@r.com							14716		16000
Planning Within Reach	550 West B Street 4th, San Diego, CA 92101	61956xxxx6	bob@p******************.com			5	6
Autism Society San Diego Chapter	3900 5th Ave San Diego, CA 92103	61929xxxx1				5	2
Darrin A. Santos, CFP®-FSI Wealth	1455 Frazee Rd Ste. 804-A, San Diego, CA 92108	61968xxxx4	dar*@f******.net	5	39					248	19	250
Macdonald CPA	2165 San Diego Ave Ste 206 San Diego, CA 92110	85833xxxx0	inf@m**********.com			5	20
Mantz Wealth Management Group	3111 Camino Del Rio N Ste 400, San Diego, CA 92108	94952xxxx5
Morgan Stanley Wealth Management	111 Prospect St, La Jolla, CA 92037	85845xxxx0	aar*********@m*********************.com
Pacific Coast Private Wealth - Ameriprise Financial Services	12626 High Bluff Dr Ste 450, San Diego, CA 92130	85869xxxx6	aku********@a*.com							194		201
Wealth Advocacy		85586xxxx1	bri@w***********.com
Wealth Advisors Inc.	16909 Via De Santa Fe Ste 202, Rancho Santa Fe, CA 92067	85848xxxx8	a.j**@w**************.com
Compound Wealth Advisors, LLC	4210 Brooke Ct, San Diego, CA 92122	86041xxxx4	inf@c************.com
JG Wealth Management	2305 Historic Decatur Rd Ste 100 San Diego, CA 92106	61978xxxx2	ann@j****.com									1100
Prospect Wealth Partners - UBS Financial Services Inc.	1200 Prospect St Ste 100, La Jolla, CA 92037	85872xxxx7	abc*****@u.com
Ameriprise Financial	3550 Camino Del Rio N Ste 100 San Diego, CA 92108	61950xxxx7	dns***@a*.com			5	2
NSHD Wealth Strategies Group	10616 Scripps Summit Ct, San Diego, CA 92131	85879xxxx0	aal***********@m******************.com								15	4400
Trifecta Wealth Management	12636 High Bluff Dr Ste 400, San Diego, CA 92130	85870xxxx3	cha******@t*******.com
Davis & Seiley Wealth Management	5400 Connecticut Ave, La Mesa, CA 91942	61969xxxx4	inf@d**********.com
San Diego Church of Christ	3944 Murphy Cayon Rd San Diego, CA 92101	61985xxxx0				1	1
Annuity General	Serving theSan Diego Area	80033xxxx4
Orion Capital Management	1330 Orange Ave Ste 302 Coronado, CA 92118	61931xxxx0	bae@o**************.com			5	2					27
Illumination Wealth Management	4320 La Jolla Village Dr #210, San Diego, CA 92122	85824xxxx5	ale@i****************.com	5	2
San Diego Pension Consultants	9665 Chesapeak Dr Ste 201 San Diego, CA 92123	85850xxxx0	aar@s******.com	3	2	3	2
Centara Capital Group	4747 Executive Dr Ste 1010 San Diego, CA 92121	61939xxxx0	alu***@c***********.com			1	1
Define Financial	12526 High Bluff Dr #238, San Diego, CA 92130	85834xxxx7	inf@d*************.com	5	11					407	2	420
Chris Cooper & Company	4080 Centre St Ste 202 San Diego, CA 92103	80035xxxx4	chr@c********.com			5	1
Watermark Wealth Strategies	12396 World Trade Dr, San Diego, CA 92128	85879xxxx2	aar******@w************.com
Merrill Lynch Financial Advisor Victor P Galvez	701 B St 24th Floor, San Diego, CA 92101	61969xxxx2	ari********@m.com
Silvia McColl Wealth Management	600 W Broadway Ste 2625, San Diego, CA 92101	61963xxxx0	bi@s*********.com
Premier Wealth Strategies	1380 Garnet Ave, San Diego, CA 92109	61927xxxx1
Ryan Barnhill - Barnhill Wealth Management	3111 Camino Del Rio N Ste 413 San Diego, CA 92108	61981xxxx8	rya@b************.com			5	1
Health & Wealth Incorporated	655 Tourmaline St, San Diego, CA 92109	85833xxxx7	c18***************************@s***.wixpress			5	4
Creative Wealth Strategies	4660 La Jolla Village Dr Ste 500, San Diego, CA 92122	85845xxxx6
Terramar Wealth	5780 Fleet St, Carlsbad, CA 92008	76044xxxx7
Providence Wealth Planning	3160 Camino del Rio S #204, San Diego, CA 92108	61941xxxx5	ald*******@p***************.com	5	2					182	4	188
Merrill Lynch Wealth Management	6002 El Tordo, Rancho Santa Fe, CA 92067	85838xxxx0	ali************@m.com	3	2
Morgan Stanley Wealth Management	4350 La Jolla Village Dr, San Diego, CA 92122	85859xxxx4	acc********@m**********.com
Regency West Insurance	302 Washington St Ste 821 San Diego, CA 92103	85869xxxx6	jjo@r*****************.com			5	7			312		310
Comprehensive Advisor	2011 Palomar Airport Rd Ste 302 Carlsbad, CA 92011	76081xxxx5	bre@c*****************.com			4.4	14
Heritage Wealth Management	10920 Via Frontera Ste 520, San Diego, CA 92127	85867xxxx0
William Norton - Private Wealth Advisor, Ameriprise Financial Services	5927 Balfour Ct Ste 207, Carlsbad, CA 92008	76080xxxx4	ann*****@a*.com							160		162
First National Bullion - Del Mar	1125 Camino Del Mar Ste C Del Mar, CA 92014	85850xxxx6	inf@f******************.com	5	74	4.9	41
Reviresco Wealth Advisory	4660 La Jolla Village Dr ste 100, San Diego, CA 92122	85821xxxx3	ian******@r************.com
WFA San Diego	3170 E 4th St 3rd Floor, San Diego, CA 92103	61949xxxx5	and*@w********.com
Davis & Seiley Wealth Management	5400 Connecticut Ave Ste 100 La Mesa, CA 91942	61969xxxx4	joe@d***********.com			5	1
Cavu Wealth Management	10001 Maine Ave, Lakeside, CA 92040	85836xxxx0	inf@c****.com
Krause Wealth Partners	4655 Executive Dr San Diego, CA 92121	85836xxxx2				4.7	3
Labrum Wealth Management	2792 Gateway Rd, Carlsbad, CA 92009	76070xxxx5	bno*@g**.com
Tidemark Financial Partners	5405 Morehouse Dr Ste 345 San Diego, CA 92121	85892xxxx0				5	5
SGM Wealth Management - UBS Financial Services Inc.	1200 Prospect St Ste 100, La Jolla, CA 92037	85872xxxx2	abc*****@u.com
Pure Financial Advisors	3131 Camino Del Rio N Ste 1550 San Diego, CA 92108	61981xxxx0	abb******@p**********.com			4.6	20					1700
Longhouse Wealth Management	187 Calle Magdalena Ste 103 Encinitas, CA 92024	76064xxxx0	con**@l********.com	5	8	5	1			78	6	80
Bradley Wealth Management	402 W Broadway, San Diego, CA 92101	61930xxxx3	ale@b***********.com									779
Creducacion	3952 Clairemont Mesa Blvd Ste 191 San Diego, CA 92117	85871xxxx0	aj@c**********.com			4.1	9
San Diego Tax & Wealth Management	7777 Alvarado Rd #405, La Mesa, CA 91942	61969xxxx2	bho@s********.com	5	3
Solomon Wealth Management	531 Encinitas Blvd Ste 200, Encinitas, CA 92024	76043xxxx5
Home Wealth Financial & Insurance Services	1651 E Main St Ste 207 El Cajon, CA 92021	61943xxxx1	fir@h****************.com
Christian Reuter - RBC Wealth Management Financial Advisor	4250 Executive Sq Ste 800, La Jolla, CA 92037	85855xxxx7	wms********@r.com							14721		16000
Advanced Wealth Planning - CLOSED	8910 University Center Ln, San Diego, CA 92122		inf@r******.com
Cornerstone Wealth Management	17140 Bernardo Center Dr Ste 206, San Diego, CA 92128	85867xxxx0	ash*@c**********.com
Retirement Services & Wealth Management	7317 El Cajon Blvd La Mesa, CA 91942	85833xxxx8	cyr*****@g**.com
Pacific Wealth Management	11512 El Camino Real #350, San Diego, CA 92130	85850xxxx7	adm@p******.com	4.7	14
Jeremy Pursch - RBC Wealth Management Financial Advisor	655 W Broadway Ste 1000, San Diego, CA 92101	61969xxxx8	rbc*******@r.com
CLEARWEALTH Asset Management	12636 High Bluff Dr, San Diego, CA 92130	85872xxxx2	bri@c*************.com
Torrey Pines Wealth Management - UBS Financial Services Inc.	12220 El Camino Real Suite 400, San Diego, CA 92130	85894xxxx0	alb**********@u.com
Wealth Manager Group	3131 Camino Del Rio N Ste 1670, San Diego, CA 92108	61957xxxx6	inf@b**********.com							228	36	234
Merrill Lynch Financial Advisor Antonio Marques	701 B St 24th Floor, San Diego, CA 92101	61969xxxx7	bro********@m.com
STF Wealth Management	5465 Morehouse Dr Ste 160, San Diego, CA 92121	61943xxxx0	joh*****@s******.com
Jsmd Wealth Management	417 Hickoryhill Dr, Encinitas, CA 92024	63177xxxx7	a.n***@l.com
David Schrager - RBC Wealth Management Financial Advisor	655 W Broadway Suite 1000, San Diego, CA 92101	61969xxxx0	dav*********@r.com
Wealth & Wisdom Partners	3517 Camino Del Rio S Ste 410 San Diego, CA 92108	61952xxxx0	ago***@w*.com	3	2	5	3
Terry Wealth Management	2710 Loker Ave W, Carlsbad, CA 92010	76085xxxx0	joh*****@t********.com
Banker Wealth & Insurance Services	3655 Columbia St San Diego, CA 92103	61923xxxx9	car**@b*********.com			5	5
Vail Private Wealth	16935 W Bernardo Dr Ste 239, San Diego, CA 92127	85825xxxx0	pau********@l.com
Donnelly Wealth Advisors	5151 Shoreham Pl, San Diego, CA 92122	85862xxxx9	awe**@d***.com							1144	33
Wealth Rescue Strategies	7848 Ivanhoe Ave, La Jolla, CA 92037	85845xxxx8
Online Trading Academy San Diego	6155 Cornerstone Ct E Ste 200 San Diego, CA 92121	85874xxxx1	abi@t************.com			4.1	27			109298	203	116000
Pathlight Wealth Management	17085 Via Del Campo, San Diego, CA 92127	85843xxxx0	rob*********@p************.com
Wealth Enhancement Group	120 C Ave Ste 170, Coronado, CA 92118	61955xxxx0	aba**@w**************.com
Best Team Tax and Financial	8680 Navajo Rd Ste 106 San Diego, CA 92119	61969xxxx1	bes******@o****.com			4.3	6
Beyond Wealth	16236 San Dieguito Rd, Rancho Santa Fe, CA 92091	85883xxxx9
Rockwell Private Wealth Management	1643 6th Ave Apt 105, San Diego, CA 92101	61934xxxx0	inf@k*************.com
Stratos Private Wealth	12348 High Bluff Dr Suite 200, San Diego, CA 92130	84424xxxx4	hel@s*****************.com	5	1					215	5	235
Vistica Wealth Advisors	2121 Palomar Airport Rd, Carlsbad, CA 92011	76085xxxx3	inf@v*******.com
DenHerder & Associates	10085 Carroll Canyon Rd Ste 220 San Diego, CA 92131	85827xxxx4	cde*****@d*********.com	4.5	8	4.7	50
KR Hess Law, PC	12264 El Camino Real Ste 305 San Diego, CA 92130	85846xxxx4	inf@k****.com			4.8	24			189	11
Merrill Lynch Wealth Management	12830 El Camino Real, San Diego, CA 92130	85867xxxx0	3d@l****.ml	5	3
Wealth Management Strategies Group	4540 Kearny Villa Rd Ste 202 San Diego, CA 92123	85896xxxx5
Epperson & Co	La Mesa, CA 91942	61960xxxx4		5	7	4.7	26
San Diego Business Advisors	3517 Camino Del Rio S Ste 200 San Diego, CA 92108	61929xxxx6	aki@s******.com			4.8	27			626	87	610
International Wealth Solutions	9885 Mesa Rim Rd Su ite 128, San Diego, CA 92121	85878xxxx8
Morgan Stanley Wealth Management	5796 Armada Dr, Carlsbad, CA 92008	76093xxxx0	aar*********@m*********************.com
CSJ Wealth Management	135 S Sierra Ave, Solana Beach, CA 92075	85835xxxx5	adm*********@c******.com
Sierra Pacific Wealth Management	440 Stevens Ave, Rancho Santa Fe, CA 92067	85852xxxx1
Premier Wealth Advisory	12531 High Bluff Dr, San Diego, CA 92130	85863xxxx3
Radia Hunter - Private Wealth Advisor, Ameriprise Financial Services	12626 High Bluff Dr Ste 450, San Diego, CA 92130	85869xxxx6	aly**************@a*.com							193		200
Wisdom Wealth Management - Ameriprise Financial Services, LLC	13520 Evening Creek Dr N #110, San Diego, CA 92128	85879xxxx8	deb*********@a*.com									179
Kohn Wealth Management	440 Stevens Ave, Solana Beach, CA 92075	76063xxxx0
MTG Wholesale	928 Fort Stockton Dr Ste 207 San Diego, CA 92103	61998xxxx0	inf@m**********.com	5	3	5	7
Willow Cove Ins & Wealth SVC	2824 Mobley St, San Diego, CA 92123	85840xxxx7
Rachel Paulin - RBC Wealth Management Financial Advisor	655 W Broadway Ste 1000, San Diego, CA 92101	61969xxxx2	wms********@r.com							14536		16000
Jim Lynch - RBC Wealth Management Financial Advisor	655 W Broadway Ste 1000, San Diego, CA 92101	61969xxxx4	jim****@r.com							11		14
Wealth Preservation LLC	Serving theSan Diego Area	85836xxxx3
Curran Robertson - RBC Wealth Management Financial Advisor	4250 Executive Sq Ste 800, La Jolla, CA 92037	85855xxxx4	law**************@r.com									57
Aldrich Wealth LP	5946 Priestly Dr, Carlsbad, CA 92008	76043xxxx0	878***********************************@w***************.com
Laureate Center For Wealth	3636 Nobel Dr, San Diego, CA 92122	85820xxxx9	con**@s********.org							379	72
Yasmine Kouza - My Mortgage Wholesale Funding, Inc.	12717 High Bluff Dr San Diego, CA 92104	61937xxxx5	bur**********@f***.com			4.9	29
Woodbury Wealth	12395 World Trade Dr, San Diego, CA 92128	85825xxxx0
Melbrod Wealth Management	13520 Evening Creek Dr N Ste 130 San Diego, CA 92128	85563xxxx3	inf@m*****.com
The O’Brien Wealth Management Group of Wells Fargo Advisors	888 Prospect St Ste 301 La Jolla, CA 92037	85845xxxx9	mar*********@w.com	3	2	5	1
Brian Neault - RBC Wealth Management Financial Advisor	655 W Broadway Ste 1000, San Diego, CA 92101	61969xxxx5	bri*******@r.com									231
Red Seven Wealth Management	960 Canterbury Pl, Escondido, CA 92025	76070xxxx7	ack***@r***.com
Scripps Wealth Management	9915 Mira Mesa Blvd #110, San Diego, CA 92131	85827xxxx8	nn@p************.com							30	3	26
Evergreen Wealth Management	7852 Ivanhoe Ave, La Jolla, CA 92037	85845xxxx1	hel@e**********************.com
Global Wealth Analytics Inc	1042 N El Camino Real, Encinitas, CA 92024	85835xxxx6	fst***@g******************.com
Pacific Wealth Insurance Solutions	5752 Oberlin Dr Ste 106, San Diego, CA 92121	85895xxxx5
FSI Wealth Management	1455 Frazee Rd Ste 804, San Diego, CA 92108	61968xxxx4	dar*@f******.net							248	20
Huntley Wealth Insurance	4849 Ronson Ct, San Diego, CA 92111	85869xxxx6
Debt Wealth Builders	3905 National Ave, San Diego, CA 92113	76027xxxx0
Legal Assistants of San Diego County	270 E Douglas Ave, El Cajon, CA 92020	61944xxxx8	c18***************************@s***.wixpress	4.7	29	4.8	75
Strategic Wealth Associates	3131 Camino Del Rio N, San Diego, CA 92108	85869xxxx1	ago**@s******.com
Yorkshire Wealth Management	16935 W Bernardo Dr # 170, San Diego, CA 92127	85879xxxx6	dou*********@y***.com	4.7	6
Dawson Wealth Management Group - UBS Financial Services Inc.	600 W Broadway UNIT 2100, San Diego, CA 92101	61955xxxx2	adr*******@u.com
Edward Jones - Financial Advisor: Tom Ross	16935 W Bernardo Dr Ste 224 San Diego, CA 92127	85838xxxx2	a.j*******@e********.com			5	4
Shared Vision Wealth	1902 Wright Pl Ste 200, Carlsbad, CA 92008	76034xxxx0	inf@s****************.com
Wealth Preservation	6367 Calle Ponte Bella, Rancho Santa Fe, CA 92091	85836xxxx3	bre*@w******************.com
Rancho Private Wealth, Inc	5531 Cancha De Golf, Rancho Santa Fe, CA 92091	85820xxxx6	inf@r******.com
Falcon Wealth Planning	600 W Broadway Suite 700, San Diego, CA 92101	85596xxxx6	cca***@f*****************.com
Bernstein Global Wealth Management	4365 Executive Dr, San Diego, CA 92121	85881xxxx0	aak******@b******.com
Bessemer Trust Private Wealth Management San Diego CA	4270 Executive Square, La Jolla, CA 92037	85833xxxx0	bes******************@a*******.email
Weissler Law Group	1011 Camino Del Rio S Ste 420 San Diego, CA 92108	61928xxxx8	jan*@w************************.com			4.1	12			377	7	377
Wealth Preservation, LLC	12520 High Bluff Dr Suite 360, San Diego, CA 92130	85836xxxx3	dav@w*******************.com	5	3					408	2	397
Apex Wealth Advisors	16496 Bernardo Center Dr, San Diego, CA 92128	85867xxxx0	jsm*@a***.com
Nautica Wealth Advisors	11440 W Bernardo Ct Ste 290, San Diego, CA 92127	85825xxxx0	inf@n********.net	4.5	2					422		426
Kristin Francy - State Farm Insurance Agent	12605 Poway Rd, Poway, CA 92064	85848xxxx1	kri**@f************.com	4.7	48	4.9	32			527	390
Santa FE Wealth Management Inc Donald Haskell - CLOSED	5075 Shoreham Pl Ste 200, San Diego, CA 92122
Octavia Wealth Advisors	7676 Hazard Center Dr Suite 1550, San Diego, CA 92108	61955xxxx1	alo*@o******.com							311		325
Meritage Wealth Management	5857 Owens Ave, Carlsbad, CA 92008	76060xxxx1	inf@m********.com
Penn Mutual	4250 Executive Sq Ste 500 La Jolla, CA 92037	85892xxxx0	a.d**@p*******.com							6688	538	6900
Investors 1031 Exchange	337 S Cedros Ave Ste B Solana Beach, CA 92075	85853xxxx1	bra**@i***.com			4.4	7
The Options Lady	San Diego, CA 92130	85822xxxx6	c18***************************@s***.wixpress			5	17			916		947
Creative Wealth Strategies	11545 W Bernardo Ct, San Diego, CA 92127	85845xxxx6	a.j**@w**************.com
Gam Wealth Management	9340 Fuerte Dr, La Mesa, CA 91941	61933xxxx2
Cardiff Reef Wealth Management	1115 Wales Pl, Cardiff By The Sea, CA 92007	76043xxxx9	inv*@c**************.com
Wealth Transfer Planning	550 2nd St Ste 201, Encinitas, CA 92024	76023xxxx2
Merrill Lynch Wealth Management	4365 Executive Dr, San Diego, CA 92121	85867xxxx0	ban*******************@m.com
Global Wealth Partners Inc	2368 Second Ave, San Diego, CA 92101	61932xxxx6	ana*@g********************.com									35
Wedbush Securities	401 W A St UNIT 1800, San Diego, CA 92101	61932xxxx0	cli*****@w****.com	5	1
Chrysalis Wealth Partners - UBS Financial Services Inc.	12220 El Camino Real Ste 400, San Diego, CA 92130	85894xxxx7	abc*****@u.com
Taylor Family Wealth Management - UBS Financial Services Inc.	12220 El Camino Real Ste 400, San Diego, CA 92130	85894xxxx2	abc*****@u.com
DST Wealth Management	5812 Stadium St, San Diego, CA 92122	85844xxxx5
Robinson Wealth Management of Raymond James	13500 Evening Creek Dr N Ste 100, San Diego, CA 92128	85832xxxx1	aar**********@r*********.com	5	1
BlackBull Accounting	2888 Loker Ave E Ste 120 Carlsbad, CA 92010	76081xxxx6	inf@b*****************.com			4.8	169				4	171
Tim Austgen, CPA	888 Prospect St Ste 210 La Jolla, CA 92037	85845xxxx1	cyn**@t**********.com			5	2
Well-Traveled Wealth	9191 Towne Centre Dr #370, San Diego, CA 92122	85888xxxx6	emi@w***************.com	5	8
Natalia Peters - Private Wealth Advisor, Ameriprise Financial Services	4655 Executive Dr Ste 300, San Diego, CA 92121	80895xxxx4	dns***@a*.com
Lutz Wealth Advisors	7777 Alvarado Rd Ste 314, La Mesa, CA 91942	61930xxxx5	deb@l***************.com
J2x Wealth Advisors	1380 El Cajon Blvd, El Cajon, CA 92020	61931xxxx5	inf@j*******.com
Solaris Wealth	12975 Brookprinter Pl, Poway, CA 92064	85866xxxx3
Transparent Mortgage	San Diego, CA 92117	61988xxxx6	bho**@t********.com			5	142
Integrated Financial Concepts	2525 Camino Del Rio S Ste 320 San Diego, CA 92108	61922xxxx7				5	1
Tricia Bothmer - RBC Wealth Management Financial Advisor	4250 Executive Sq Ste 800, La Jolla, CA 92037	85855xxxx0	tri*********@r.com									5
Senior Wealth Planning Institute	11245 W Bernardo Ct, San Diego, CA 92127	85861xxxx0
Morse Wealth Management	5520 Wellesley St, La Mesa, CA 91942	61971xxxx0	car********@m****.com
JKL Wealth Management	731 S Highway 101, Solana Beach, CA 92075	85870xxxx0	c18***************************@s***.wixpress
Go Green Financial Group	350 10th Ave Ste 1000 San Diego, CA 92101	86662xxxx4
Chelsea George Agency	1130 Wall St La Jolla, CA 90017	83380xxxx0	che**@c****************.com
Texidor Financial	4275 Executive Sq Ste 400 La Jolla, CA 92037	85855xxxx0				5	4
Bull Oak	16236 San Dieguito Rd Ste 4-22 Rancho Santa Fe, CA 92091	85899xxxx0	bul******@c***********.com			4.9	55			199	36	205
Wealth Legacy Group, Inc.	4540 Kearny Villa Rd STE 114, San Diego, CA 92123	85856xxxx3	car*@w**************.com	5	15					37	7	38
Tamara Galchenko Huey - Private Wealth Advisor, Ameriprise Financial Services	3550 Camino Del Rio N Ste 100, San Diego, CA 92108	61950xxxx7	arw*@a*.com
TK Pacific Wealth	120 Birmingham Dr Ste 240F Cardiff by the Sea, CA 92007	61973xxxx9
LPL Financial	9785 Towne Centre Dr, San Diego, CA 92121	85858xxxx3	aar******@l.com							20104	234	21000
Andreasen Gleeson Wealth Management Group - UBS Financial Services Inc.	600 W Broadway Ste 2100, San Diego, CA 92101	61955xxxx3	abc*****@u.com
Yenor & Associates	3914 Murphy Canyon Rd Ste 242 San Diego, CA 92123	85856xxxx1	dav@y****************.com			4.6	11
Peterson Wealth Management	8730 Creekwood Ln, San Diego, CA 92129	85848xxxx2
Wealth Financial Life Insurance Services Inc	4225 Executive Sq Ste 1060, La Jolla, CA 92037	85845xxxx0	ars@w****.com							227	45
Sentry Financial Partners	6310 Greenwich Dr Ste 150 San Diego, CA 92122	85853xxxx2
Be Organizing	San Diego, CA 92103	85848xxxx6	ale@b**********.com			5	5
Health Wealth Relationships	5173 Brighton Ave Unit 5, San Diego, CA 92107	85843xxxx0
Laurel Wealth Advisors	8008 Girard Ave Ste 330, La Jolla, CA 92037	85895xxxx4	b.l***@l*****.com
Traction Wealth & Insurance Solutions - Brandon Sussman, CFP®	600 W Broadway, San Diego, CA 92101	61930xxxx3	ade*******@n.com	5	40
Fides Wealth Strategies Group	7676 Hazard Center Dr #1050, San Diego, CA 92108	80036xxxx1	car****@f********.com									178
Fundamental Wealth Management - Ameriprise Financial Services, LLC	4510 Executive Dr Ste P9, San Diego, CA 92121	85876xxxx1	dns***@a*.com
Your Good Insurance	8921 Libra Dr San Diego, CA 92126	85824xxxx5	ari**@y**************.com	5	7	5	3
Management Sentinel Wealth	7801 Mission Center Ct, San Diego, CA 92108	61991xxxx0
High Bluff Private Wealth	12520 High Bluff Dr #120, San Diego, CA 92130	85879xxxx7	mic***********@l.com	5	14							159
Pacific Wealth Management	11512 El Camino Real #350 Ste 440, San Diego, CA 92130	85850xxxx7	cli********@p******.com	4.7	14
Wisdom Wealth Management - Ameriprise Financial Services	13520 Evening Creek Dr N Ste 110, San Diego, CA 92128	85879xxxx8	deb*********@a*.com							163		179
RBC Wealth Management	500 La Terraza Blvd, Escondido, CA 92025	76074xxxx0	cli********@r.com
Richard Fogg - Private Wealth Advisor, Ameriprise Financial Services	12626 High Bluff Dr Ste 450, San Diego, CA 92130	85869xxxx6	aly**************@a*.com
Newport Wealth Advisors	100 E San Marcos Blvd Ste 400, San Marcos, CA 92069	87769xxxx7	bwe*@n******************.com
Sentinel Wealth Management	7710 Balboa Ave Ste 212C San Diego, CA 92111	61967xxxx4
Wealth Insurance	6650 Flanders Dr, San Diego, CA 92121	85845xxxx0	jas@i*****.com
The Ruysschaert Wealth Management Group - UBS Financial Services Inc.	600 W Broadway UNIT 2100, San Diego, CA 92101	61955xxxx2
Chelsea George Agency	1130 Wall St Tallahassee, FL 92037	62658xxxx0	che**@c****************.com
WestPac Wealth Partners	4275 Executive Sq Ste 800 La Jolla, CA 92037	61968xxxx0	ash*********@w**********.com			5	1
Family and Business Wealth Group - UBS Financial Services Inc.	12220 El Camino Real Ste 400, San Diego, CA 92130	85894xxxx6	abc*****@u.com
Venture Mortgage- Schellhase Team	San Diego, CA 92101	61943xxxx3				5	2
Wealth Preservation	Rancho Santa Fe, CA 92067	85836xxxx3	dav@w*******************.com			5	3
Canter Wealth	7825 Fay Ave Ste 140 La Jolla, CA 92037	85881xxxx0	aco@c**********.com			5	1			482	17	496
Kristyn Caetano Business Coaching & Consulting	2801 4th Ave San Diego, CA 92103	61997xxxx4	hel@k***********.com			5	14
Citi Personal Wealth Management	7911 Herschel Ave, La Jolla, CA 92037	85845xxxx6	ale*******@c*.com
Golden Compass Wealth Advisers	16885 Via Del Campo Ct, San Diego, CA 92127	85848xxxx0
Steven Alpinieri CPA , An Accountancy	7575 Eads Ave, La Jolla, CA 92037	85823xxxx0	c18***************************@s***.wixpress			4	4
Rich Rupp Wealth Advisory	162 S Rancho Santa Fe Rd, Encinitas, CA 92024	76063xxxx1
Peter Dold - Private Wealth Advisor, Ameriprise Financial Services	4510 Executive Dr Ste P9, San Diego, CA 92121	85876xxxx1	dns***@a*.com
Merrill Lynch Financial Advisor Frances Pascua	701 B St 24th Floor, San Diego, CA 92101	61969xxxx1	ban*******************@m.com
Astle Wealth Management	101 W Broadway, San Diego, CA 92101	61957xxxx9	joa******@c****.com
WFA Wealth Managers	3170 Fourth Ave Fl 3 San Diego, CA 92103	61949xxxx5	inf@w***************.com
Exclusive Wealth Planning	1205 Prospect St, La Jolla, CA 92037	85845xxxx0
Crescenzo Financial	4741 Norwalk Ave San Diego, CA 92117	85890xxxx0
Gibson Wealth Management Inc	12340 El Camino Real, San Diego, CA 92130	84424xxxx4	hel@s******.com
Kaiyo Wealth	3511 Camino del Rio S # 200, San Diego, CA 92108	85825xxxx3	inf@k*********.com
Charles Schwab	7510 Hazard Center Dr Ste 407 San Diego, CA 92108	61957xxxx0	ej.******@s***.com			3.1	13			646512	209	657000
HoyleCohen Wealth Management, San Diego	350 Camino De La Reina Suite 500, San Diego, CA 92108	85857xxxx0	ale******@h*******.com
Aloha Wealth Partners	445 Marine View Ave, Del Mar, CA 92014	85835xxxx4	alo@a****************.com
The Document People	3166 Midway Dr Ste 103 San Diego, CA 92110	61925xxxx0	ana**@d***********.net			5	9				16
Jeff Fink - RBC Wealth Management Financial Advisor	655 W Broadway Ste 1000, San Diego, CA 92101	61969xxxx0	bri*******@r.com									231
Wonder Wealth LLC		61953xxxx0	jon***@w***********.com	5	7
Manning Wealth Management Inc	401 B St, San Diego, CA 92101	61923xxxx7	ann@m*******.com
Morrison Wealth Management	7290 Navajo Rd Ste 211, San Diego, CA 92119	61956xxxx0	kir*********@l.com
Leo Schad - RBC Wealth Management Financial Advisor	4250 Executive Sq Ste 800, La Jolla, CA 92037	85855xxxx5	rbc*******@r.com							14721		16000
Axiom Advisory	750 B St Ste 1610 San Diego, CA 92101	61929xxxx8	hel@a**********.com			5	1
Crabb Tax Services	591 Telegraph Canyon Rd Ste 313 Chula Vista, CA 91910	61994xxxx2	cra************@c.net			4.7	53
Excel Wealth Management - UBS Financial Services Inc.	17180, Center Suite 100, San Diego, CA 92128	85852xxxx3	ade******@u.com
Merrill Lynch Financial Advisor Gilda J Aceves	701 B St 24th Floor, San Diego, CA 92101	61969xxxx5	ban*******************@m.com
Heritage Wealth Management, Inc.	11440 W Bernardo Ct # 390, San Diego, CA 92127	85861xxxx1	con**@h*.com	5	16
Andrew Norolahi - Private Wealth Advisor, Ameriprise Financial Services	6725 Mesa Ridge Rd Ste 200, San Diego, CA 92121	85867xxxx6	and************@a*.com							57		57
Western Wealth Management	7114 Convoy Ct, San Diego, CA 92111	85856xxxx5
RBC Wealth Management Branch - San Diego	655 W Broadway Suite 1000, San Diego, CA 92101	61969xxxx0	rbc*******@r.com
Bjurstrom Wealth Management	12396 World Trade Dr Ste 310, San Diego, CA 92128	85848xxxx0
The Wealth Consulting Group	7676 Hazard Center Dr, San Diego, CA 92108	61954xxxx0	ali*@w*****.com
MJS Tax Services	2525 Camino Del Rio S Ste 345 San Diego, CA 92108	61998xxxx8	dds********@g**.com			4.9	38				4	69
Prosperity Private Wealth	550 W Date St Ste 609 San Diego, CA 92101	61967xxxx2	dma***@p*********.com			5	1
Alexander & Associates	2535 Kettner Blvd Ste 3A2 SAN DIEGO, CA 92101	85837xxxx5	adu******@a*******************.law	5	2	5	4			128		130
Ruibal Wealth Management Corp	7150 Rock Valley Ct, San Diego, CA 92122	61955xxxx1
Private Wealth Management \| U.S. Bank	530 W B St Suite 2400, San Diego, CA 92101	80069xxxx5	aar**********@u***.com							345376	5428	348000
Sierra Wealth Group	6231 Paseo Colina, Carlsbad, CA 92009	76091xxxx4
Premier Wealth Management	12531 High Bluff Dr Ste 110 San Diego, CA 92130	61950xxxx4	fir@m************.com			3.7	3
Katzner Law Group	662 Encinitas Blvd Ste 240 Encinitas, CA 92024	76040xxxx3	con**@k************.com	4.9	38	5	56
LPL Financial - Flickinger & Bauchmann	7863 La Mesa Blvd Ste 203 La Mesa, CA 91942	61974xxxx5	fb8**@g**.com
Wealth Alliance	1870 Cordell Ct Ste 106, El Cajon, CA 92020	61963xxxx5	boi**@w*******.com
Nick Kazerouni - Del Mar Insurance Group	3525 Del Mar Heights Rd Ste 754 San Diego, CA 92130	85824xxxx9	cfp****@c***.com			4.9	74
WealthFit	3033 Bunker Hill St, San Diego, CA 92109	80091xxxx4	and@w*******.com	4.9	105
Lance Pelky & Associates	3550 Camino Del Rio N Ste 101 San Diego, CA 92108	61928xxxx8	lan*@p**.com			5	3			151	2
Mental Wealth	San Diego, CA 92101	61980xxxx8
Wealth Manager Group	3131 Camino Del Rio N #1650, San Diego, CA 92108	61957xxxx6	hco@w******.com
Charles Schwab	5796 Armada Dr Ste 175 Carlsbad, CA 92008	76093xxxx0	chr************@s***.com	4.3	4	3.3	12
Sedberry Wealth Solutions	10085 Carroll Canyon Rd Suite 150, San Diego, CA 92131	85854xxxx6	aar**********@r*********.com
J G Wealth Management	2305 Historic Decatur Rd, San Diego, CA 92106	61978xxxx2	ann@j****.com							1119		1100
UBS Wealth Management Ltd	12220 El Camino Real, San Diego, CA 92130	85894xxxx2	acc*************@u.com
Lutz Insurance Services	1307 Stratford Ct Del Mar, CA 92014	85850xxxx6	ste@l******************.com			4.9	13
SMIB Management	8330 Allison Ave, Ste E, La Mesa, CA 91942	61990xxxx4	all@s***********.com			3.5	8
Fiduciary Wealth Management: Your Dedicated Fiduciary	401 B St UNIT 2300, San Diego, CA 92101	84475xxxx3	inf@y********************.com							404		397
DiversyFund	750 B St San Diego, CA 92101	85843xxxx8	abo****@d********.com			1.4	16
WestPac® Wealth Partners (San Diego)	5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121	61968xxxx0	inf@w***********.com	4.7	26					54344	39	104000
Mission Wealth	8880 Rio San Diego Dr Fl 8 San Diego, CA 92108	61933xxxx6	ach**@m**********.com
Mission Financial	8880 Rio San Diego Dr San Diego, CA 92108	61951xxxx4				5	1
The Thompson Wealth Management Group - UBS Financial Services Inc.	600 W Broadway UNIT 2100, San Diego, CA 92101	61955xxxx4	abc*****@u.com
Dark Horse CPAs	2033 San Elijo Ave Ste 148 Cardiff, CA 92007	61973xxxx4	ada@d*******.cpa			4.4	58					200
WorthPointe Financial Planners	4445 Eastgate Mall #200, San Diego, CA 92121	80062xxxx2	doe@w**************.com									948
U.S. Bank – Wealth Management Banker: Samir Kambarov	7770 Clairemont Mesa Blvd, San Diego, CA 92111	61927xxxx0	aar**********@u***.com							345614	5351	348000
Morris Wealth Management	701 Palomar Airport Rd, Carlsbad, CA 92011	76093xxxx2	cha**@m**********.com							318	40	327
Woodson Wealth Management	San Diego, CA 92113	85892xxxx0	ale*****@w******.com								57	217
Financial Sense Wealth Management	10809 Thornmint Rd Fl 2, San Diego, CA 92127	85848xxxx9	ang*******@f***********.com							3154	3	3100
The Cooke Law Firm	2468 Historic Decatur Rd Ste 140 San Diego, CA 92106	80023xxxx4	chr@t**********.com			3	5
The Hyldahl Wealth Management Group - UBS Financial Services Inc.	17180 Rancho, Bernardo Center Dr #100, San Diego, CA 92128	85852xxxx3	abc*****@u.com
Hearthstone Wealth Management	12555 High Bluff Dr, San Diego, CA 92130	85879xxxx2	con****@a******.com								14	149
The Financial Planning Company	2761 Teresita St, San Diego, CA 92104	61999xxxx1	bre***@t*.co	5	6
U.S. Bank - Private Wealth Advisor: Marivi Shivers	600 W Broadway Ste 1225, San Diego, CA 92101	61969xxxx2	aar**********@u***.com							345435	5414	348000
Accumulation Wealth Partners	13520 Evening Creek Dr N Ste 130, San Diego, CA 92128	85825xxxx5
enTrust Wealth Advisors	12760 High Bluff Dr, San Diego, CA 92130	85825xxxx6	adm@e******************.com
Western Wealth Management	8322 Clairemont Mesa Blvd Ste 110, San Diego, CA 92111	85856xxxx0
Wealth Preservation	12520 High Bluff Dr, San Diego, CA 92130	85836xxxx3	dav@w******************.com							408	2
BDM Wealth Management Inc.	11717 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx1	bri@b******.com
Morgan Stanley Wealth Management	16644 W Bernardo Dr, San Diego, CA 92127	85867xxxx0	acm*********@m**********.com
Cornerstone Wealth Advisors	1808 Aston Ave Ste 150, Carlsbad, CA 92008	76047xxxx6	inf*@c*********.com
Stratos Wealth Partners	12340 El Camino Real, San Diego, CA 92130	85835xxxx3	aha**@s******************.com							270		313
Arroyo Wealth Management	533 S Vinewood St, Escondido, CA 92029	76028xxxx0	vno**@a*******************.com
Coast to Coast Wealth Management - Ameriprise Financial Services	2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011	76092xxxx6	coa***********************@a*.com
TC Wealth Management	12730 High Bluff Dr Ste 160, San Diego, CA 92130	85863xxxx5	dam********@n********************.com
Davis & Seiley Wealth Management	4710 4th St Ste 100, La Mesa, CA 91941	61969xxxx4
Peek Wealth	7750 El Camino Real Ste 2E, Carlsbad, CA 92009	76070xxxx0	eve*@p*******.com
Morgan Stanley Wealth Management	101 W Broadway, San Diego, CA 92101	61923xxxx7	aal*****@m**********.com							113345	3099	131000
U.S. Bank - Private Wealth Advisor: Craig Ward	4747 Executive Dr 3rd Floor, San Diego, CA 92121	76082xxxx2	aar**********@u***.com
WCG Wealth Advisors	7676 Hazard Center Dr, San Diego, CA 92108	61954xxxx2	a@b********************.com							664	126	647
TSG Wealth Management	4365 Executive Dr., Suite 1420, San Diego, CA 92121	85863xxxx0	are******@t**.com
The Falkowski Wealth Management Group - UBS Financial Services Inc.	600 W Broadway Ste 2100, San Diego, CA 92101	61955xxxx3	acc*************@u.com
Gradient Capital Advisors	2125 Poinsettia Dr, San Diego, CA 92107	61925xxxx0	cla**@g************.com
Suzanne Flannery Wealth Management	909 Richland Rd, San Marcos, CA 92069	76079xxxx2
RJ Patterson Group	402 West Broadway Ste 2600 San Diego, CA 92101	85872xxxx0	a2p@r***************.com
B Triggers Wealth	4740 Mission Gorge Pl Unit 601682, San Diego, CA 92160	61946xxxx6
Continuum Wealth Advisors - UBS Financial Services Inc.	1200 Prospect St Ste 100, La Jolla, CA 92037	85872xxxx6	abc*@u.com
Private Wealth Management \| U.S. Bank	4747 Executive Dr 3rd Floor, San Diego, CA 92121	80069xxxx5	aar**********@u***.com	1	1					345614	5351	348000
Pat Phelan III - Optify Financial	845 15th St Ste 103 San Diego, CA 92101	61959xxxx0	fil*@g****.com			5	1					17
The Gensler Group	120 C Ave Ste 170 Coronado, CA 92118	61955xxxx0	dan@g***********.com
Goal Line Wealth Management	4275 Executive Sq, La Jolla, CA 92037	85845xxxx6	cur*********@g***********.com
Jet Wealth Advisors	4275 Executive Sq Ste 1030, La Jolla, CA 92037	85845xxxx3	gin*****@j**************.com
Phoenix Private Wealth Management	10636 Scripps Summit Ct, San Diego, CA 92131	85865xxxx9	bre@p*******.com
Daniel Lu, CPA	9606 Tierra Grande St Ste 105 San Diego, CA 92126	85863xxxx1	dan*@d********.com			4.7	36
Buley Wealth Management Group	9330 Scranton Rd Ste 270, San Diego, CA 92121	85865xxxx0	jam******@l.com
Cain Advisory Group	4858 Mercury St Ste 100 San Diego, CA 92111	85827xxxx2	bxx**@c**************.com	3.6	5	4.1	31
Mission Wealth	1455 Frazee Rd, San Diego, CA 92108	61933xxxx6	ach**@m**********.com
Core Process Wealth Management	1925 Palomar Oaks Way, Carlsbad, CA 92008	76071xxxx0	chr@c**********.com
Philip E Smith-Private Wealth Advisor, Ameriprise Financial Services	3655 Nobel Dr, San Diego, CA 92122	85821xxxx3	dns***@a*.com
J&F Wealth Management	402 W Broadway Suite 400, San Diego, CA 92101	86655xxxx6	joh@j***.com
Millionaire Wealth Builders	8881 Lamar St Apt 6, Spring Valley, CA 91977	61967xxxx4
Next Level Lender	2815 Camino Del Rio S Ste 250 San Diego, CA 92108	85820xxxx6	ak@n**************.com	5	140	5	31
Blue Summit Wealth Management - Sustainable Investing	9001 Grossmont Blvd, La Mesa, CA 91941	61969xxxx0	all@b*************.com
Compound Wealth Advisors	4210 Brooke Ct, San Diego, CA 92122	86041xxxx4	eva@c********.com
Morgan Stanley Wealth Management	7777 Fay Ave, La Jolla, CA 92037	85845xxxx0	aar*********@m*********************.com
DL Wealth Management Group	6480 Weathers Pl, San Diego, CA 92121	85841xxxx6	inf@d******.com
Steve Lahre - RBC Wealth Management Financial Advisor	655 W Broadway Suite 1000, San Diego, CA 92101	61969xxxx1	bri*******@r.com							221		230
Access Wealth Solutions	12730 High Bluff Dr #120, San Diego, CA 92130	85867xxxx2	b5b***********************************@w***************.com
Hall Private Wealth Advisors	2305 Historic Decatur Rd Ste 100 San Diego, CA 92106	85826xxxx5	ama*******@h****.com							5309	47	5400
Rich Rupp Wealth Advertise	2208 14th St, Encinitas, CA 92024	76063xxxx1
Mass Mutual Financial Group	4275 Executive Sq Ste 400 La Jolla, CA 92037	85855xxxx0	a@m*********.com			2.8	5
SL Wealth Management Inc	Serving theSan Diego Area	85843xxxx8
Giustiniano Wealth Strategies	3111 Camino Del Rio N Ste 920 San Diego, CA 92108	85877xxxx7	aar**********@r*********.com							17330
San Diego Wealth Management	6390 Greenwich Dr Ste 230, San Diego, CA 92122	85827xxxx5	ari@s***********.com		2					2170
Seapoint Wealth Advisors	12626 High Bluff Dr Ste 350, San Diego, CA 92130	85829xxxx0	inf@s************.com
WorthPointe Wealth Management	3655 Nobel Dr Ste 340, San Diego, CA 92122	80062xxxx2	fir*****@w*.com									950
BNY Mellon Wealth Management	12265 El Camino Real, San Diego, CA 92130	85835xxxx0
Wealth Quest Partners Inc	13865 Freeport Rd, San Diego, CA 92129	85843xxxx2	hel@w*****.com
Liber-Lincoln Wealth Managment	12531 High Bluff Dr, San Diego, CA 92130	85852xxxx4
Alpha Global Investments	1660 Hotel Cir N Ste 304 San Diego, CA 92108	85820xxxx1	adm@a**************.com		109
Ubs	600 W Broadway, San Diego, CA 92101	61923xxxx0	aar*****@u.com
Beta Wealth Group Inc	16870 W Bernardo Dr Ste 170, San Diego, CA 92127	85820xxxx0	bra**@b************.com
Wealth Navigation Advisors	11545 W Bernardo Ct Ste 203/205, San Diego, CA 92127	85848xxxx9	aen****@w*********************.com									65
Rich Rupp Wealth Advisory	5230 Carroll Canyon Rd, San Diego, CA 92121	85867xxxx0	aar****@f*.com
RKG Wealth Management - UBS Financial Services Inc.	600 W Broadway UNIT 2100, San Diego, CA 92101	61955xxxx7	ben*****************@u.com
EP Wealth Advisors	2159 India St, San Diego, CA 92101	31054xxxx9	ab@e*******.com
Dave Ray Coaching & Consulting	1743 Canyon Rd Spring Valley, CA 91977	61945xxxx2	dav*****@g**.com			5	1			12		16
Ultimate Wealth Publishing	2382 Camino Vida Roble, Carlsbad, CA 92011	44224xxxx6	dan*@w*************.com
Bradley Wealth Management	350 10th Ave Ste 1000 San Diego, CA 92101	61951xxxx0	ale@b***********.com
Hansen Wealth Management - UBS Financial Services Inc.	17180 Rancho Bernardo Center Suite 100, San Diego, CA 92128	85852xxxx9	acc*************@u.com
ActionCOACH Business Coaching	3111 Camino Del Rio N Ste 101 San Diego, CA 92108	61932xxxx2	doe@k************.com			5	31
Tuttle & Sitlani	9920 Pacific Heights Blvd Ste 150 San Diego, CA 92121	85820xxxx9	c18***************************@s***.wixpress	5	4	4.7	13
Heritage Wealth Management	11440 W Bernardo Ct, San Diego, CA 92127	85861xxxx1	fra****@c*********.com
Eagle Hill Wealth Management	7736 Ivanhoe Ave, La Jolla, CA 92037	92536xxxx0	dat***************@i**.de
Taxable Wealth	13520 Evening Creek Dr N Ste 130, San Diego, CA 92128	85822xxxx1	deo@t***********.com
Merrill Lynch Wealth Management - CLOSED	7825 Fay Ave Ste 300, La Jolla, CA 92037	85845xxxx0	aar********@s***.com
Epstein & White, Proudly a Part of Mercer Advisors	9740 Appaloosa Rd UNIT 150, San Diego, CA 92131	85856xxxx6	eve*@e*********.com	4.4	9					220	18
Torrey Wealth - Rob Leuffen	4660 La Jolla Village Dr Suite 100, San Diego, CA 92122	85873xxxx0	inf@d************.org	5	2
Chokshi & Coghill Wealth Advisors	4510 Executive Dr, San Diego, CA 92121	85855xxxx0	jen***@c**.com
Millennium Wealth Management	5230 Carroll Canyon Rd, San Diego, CA 92121	85867xxxx3
Copia Wealth Management & Insurance Services	2333 Camino Del Rio S Ste 240, San Diego, CA 92108	61964xxxx2	doe@c******.com	5	1					3540	31
StrataTax	5694 Mission Center Rd Ste 215 San Diego, CA 92108	85822xxxx0				5	135
Wealth Compass Financial	5857 Owens Ave Ste 300, Carlsbad, CA 92008	76068xxxx8
San Diego Wealth Management	6390 Greenwich Dr #215, San Diego, CA 92122	85827xxxx5	ari@s***********.com	5	1					2146		2100
La Jolla Institute For Wealth Management	7946 Ivanhoe Ave, La Jolla, CA 92037	85845xxxx8	duk@l***********.com
Fundamental Wealth Management - Ameriprise Financial Services	4510 Executive Dr Ste P9, San Diego, CA 92121	85876xxxx1	dns***@a*.com
Gupta Wealth	12760 High Bluff Dr, San Diego, CA 92130	85879xxxx3
Sage Financial Planning	San Diego, CA 92116	61943xxxx8	c18***************************@s***.wixpress			5	4
Jonathan D. Murphy, CFP - Northwestern Mutual Wealth Management Co.	600 W Broadway #600, San Diego, CA 92101	61923xxxx5	ark*************@n.com
Wealth Management	613 W Valley Pkwy, Escondido, CA 92025	76023xxxx9
EP Wealth Advisors	3655 Nobel Dr #200, San Diego, CA 92122	85875xxxx2	ab@e*******.com	5	1					1123	33
SaveWealth	501 W Broadway #A660, San Diego, CA 92101	61923xxxx0
GH Wealth Management	6265 Greenwich Dr STE 100, San Diego, CA 92122	85845xxxx0	dav@g*****.net							143		144
TSG Wealth Management - La Jolla	4365 Executive Dr Suite 1420, San Diego, CA 92121	85863xxxx0	a.s******@t**.com
Farmers Insurance - Richard Khasim	1310 E Valley Pkwy Ste 104 Escondido, CA 92027	76078xxxx5	ann**********@f**********.com	5	335	4.3	17			309	5
Wealth Care Service	4231 Balboa Ave, San Diego, CA 92117	61980xxxx9
Merrill Lynch Financial Advisor Jorge Llamas	701 B St 24th Floor, San Diego, CA 92101	61969xxxx7	ari********@m.com
Wealth by Williams	5755 Oberlin Dr #301, San Diego, CA 92121	85868xxxx9
Torrey Wealth	4660 La Jolla Village Dr Ste 100 San Diego, CA 92121	85873xxxx0	inf@d************.org
HarvestWise Wealth Planning - Ameriprise Financial Services	500 La Terraza Blvd Ste 150, Escondido, CA 92025	85878xxxx0	dns***@a*.com							217		217
Bamboo Wealth Strategies	3131 Camino Del Rio N, San Diego, CA 92108	61928xxxx9	605***************************@s********.wixpress	5	2
Carl Friedemann - Private Wealth Advisor, Ameriprise Financial Services	12700 Stowe Dr Ste 240, Poway, CA 92064	85848xxxx0	car************@a*.com		3					89		93
Northwestern Mutual	655 W Broadway UNIT 1700, San Diego, CA 92101	61923xxxx1	abb******@n.com	5	4
Owl Wealth Management-Ameriprise Financial Services	4655 Executive Dr, San Diego, CA 92121	85853xxxx1	ado******@a*.com							295		296
DB Wealth Management Group	1455 Frazee Rd #950, San Diego, CA 92108	61949xxxx4	bry*******@d**.com
Stifel	12544 High Bluff Dr #190, San Diego, CA 92130	85875xxxx4	abb*@s***.com							4864		5300
Alpha Innovation Partners	Escondido, CA 92025	92587xxxx6				5	5
Beacon Pointe Advisors	3131 Camino Del Rio N, San Diego, CA 92108	61990xxxx9	a.s**@b*********.com
Falcon Wealth Planning	600 W Broadway, San Diego, CA 92101	85596xxxx6	ama*@f*****************.com
James Robinson - RBC Wealth Management Financial Advisor	4250 Executive Sq Ste 800, La Jolla, CA 92037	85855xxxx1	rbc*******@r.com							14721		16000
San Diego Credit Solutions	3111 Camino Del Rio N Ste 400 San Diego, CA 92108	61991xxxx9	joh*****@s********************.com			5	62
Philip Michael Harrison - Private Wealth Advisor, Ameriprise Financial Services	12636 High Bluff Dr Ste 400, San Diego, CA 92130	85895xxxx0	dea********@a*.com
Sierra Wealth Group	1947 Camino Vida Roble, Carlsbad, CA 92008	76091xxxx4	dni*@l*****************.com
Wawanesa Insurance	San Diego, CA 92108	80064xxxx0	aa@w*******.com			2.1	1328
Hughes & Pizzuto	401 B St Ste 2400 San Diego, CA 92101	61923xxxx1	aga**@h****.com	4.4	7	5	5
Wealth Management	225 E 3rd Ave, Escondido, CA 92025	76023xxxx9	a@h*****.com							7316	227	7400
Merrill Lynch Financial Advisor Michael C Callahan	701 B St 24th Floor, San Diego, CA 92101	61969xxxx6	ban*******************@m.com
Newell Wealth Management	6310 Greenwich Dr Ste 150, San Diego, CA 92122	85853xxxx0	kel*******@n*********.com
Ethos Wealth Management/LPL Financial	11440 W Bernardo Ct Suite 159, San Diego, CA 92127	85848xxxx2	aar**@e************.com	5	1
Pacific Crest Global Wealth Management	2131 Palomar Airport Rd, Carlsbad, CA 92011	76081xxxx6
WMA Wealth Management Accounting	3665 Ruffin Rd, San Diego, CA 92123	85856xxxx1	inf@t**********.com	4.6	9	4.6	81
Paul A. Neves, CFP®, ChFC® -FSI Wealth	1455 Frazee Rd Suite 804, San Diego, CA 92108	61968xxxx1	pau@f*******.net							55		54
D&D Wealth Management - CLOSED	405 N Twin Oaks Valley Rd, San Marcos, CA 92069
Armstrong, Fisch & Tutoli, Attorneys at Law	6050 Santo Rd Ste 240 San Diego, CA 92124	85845xxxx6	fro****@a*********.com			3	7				20
John T. Folsom - RBC Wealth Management Financial Advisor	4250 Executive Sq Ste 800, La Jolla, CA 92037	85855xxxx6
Beta Wealth Group	11421 W Bernardo Ct, San Diego, CA 92127	85820xxxx7	bra**@b************.com
Wealth Analytics Retirement Planning	12730 High Bluff Dr #260, San Diego, CA 92130	85879xxxx0	bel@w************.com
Christopher Wells - RBC Wealth Management Financial Advisor	655 W Broadway Ste 1000, San Diego, CA 92101	61969xxxx7	rya********@r.com							10947		12226
Wealth Advisors Inc	11943 El Camino Real Ste 202, San Diego, CA 92130	85848xxxx8	ahu*****@w**************.com
Wealth Legacy Group	4540 Kearny Villa Rd Ste 114 San Diego, CA 92123	85856xxxx3	car*@w**************.com	5	15					37	7	38
Sierra Wealth Group	2647 Gateway Rd, Carlsbad, CA 92009	76091xxxx4	ann**@s*****.com
U.S. Bank - Private Wealth Advisor: Saksoknik Sopheak	530 B St, San Diego, CA 92101	85833xxxx3	aar**********@u***.com							345437	5414	348000
Wealth & Wisdom Partners	3517 Camino Del Rio S, San Diego, CA 92108	61952xxxx0	ago***@w*.com
DB Wealth Management Group	1450 Frazee Rd Ste 610, San Diego, CA 92108	61949xxxx4	bry*******@d**.com
U.S. Bank – Wealth Management Banker: Jeffrey Gorgen	5330 Napa St, San Diego, CA 92110	61978xxxx4	aar**********@u***.com	2.6	10					345615	5351	348000
RBC Wealth Management Branch - La Jolla	4250 Executive Sq Ste 800, La Jolla, CA 92037	85845xxxx0	wms********@r.com							14640		16000
Quaranta Wealth Partners - UBS Financial Services Inc.	1200 Prospect St Ste 100, La Jolla, CA 92037	85855xxxx2	abc*@u.com
Morgan Stanley Wealth Management	6037 La Flecha, Rancho Santa Fe, CA 92067	85875xxxx5	aar*********@m*********************.com
Platinum Wealth Partners	18107 Valladares Dr, San Diego, CA 92127	85820xxxx7
David Wright - Doing Good Things	4045 Bonita Rd Ste 207 Bonita, CA 91902	85834xxxx8				4.9	139
Bradley Wealth LLC	350 Tenth Ave #1000, San Diego, CA 92101	61951xxxx0	ale@b***********.com							763		776
Sikorski Wealth Management	3435 Camino del Rio S, San Diego, CA 92108	61936xxxx7	jes@s***************.com
Portia Smith	San Diego, CA 92109		joh@p*********.com			5	16
Daniel K. Printz, A.P.C.	440 Stevens Ave Ste 200- 1068 Solana Beach, CA 92075	85825xxxx8	dan*@t************.com	4	10	4.6	43
Cross Law APC	5190 Governor Dr Ste 108 San Diego, CA 92122	61978xxxx0	k.a****@c********.com			5	10
Canter Companies	655 W Broadway Ste 1650 San Diego, CA 92101	61954xxxx3	and*@c************.com			5	1			864	66	858
Wealth & Wisdom Partners	2878 Camino Del Rio S Ste 510, San Diego, CA 92108	61952xxxx0	ann@w***.com	3	2
Best & Company CPA’s	2333 Camino Del Rio S Ste 350 San Diego, CA 92108	61929xxxx0	ero*@b*******.com			4.3	6
Angela Martin Financial	4225 Executive Sq Ste 120 La Jolla, CA 92037	85843xxxx5
Be Wealth Efficient of Raymond James	13500 Evening Creek Dr N Ste 100, San Diego, CA 92128	85885xxxx7	aar**********@r*********.com
Driven Wealth Management		61963xxxx0		5	2