Financial advisors in Carlsbad, CA

196 financial advisors listed in Carlsbad, California. 162 with a phone number and 187 with a website.

Carlsbad accounts for 1% of the financial advisors listed in California and ranks #19 among California cities for financial advisors.

Quick answer

Carlsbad, CA has 196 financial advisors listed on USA Business Search. 162 list a phone number and 187 list a website. The most listings are in ZIP codes 92008, 92011, 92009.

Updated October 2026

Gfh Financial

2131 Palomar Airport Rd Ste 214, Carlsbad, CA 92011 · Claim or fix

Call (760) 448-6440 Website Map

Marrs Financial Services

6072 Corte del Cedro, Carlsbad, CA 92011 · Claim or fix

Call (760) 445-9375 Website Map

Axxcess Wealth Management

6005 Hidden Valley Rd, Carlsbad, CA 92011 · Claim or fix

Call (858) 217-5347 Website Map

Meketa Investment Group

5796 Armada Dr, Carlsbad, CA 92008 · Claim or fix

Call (760) 795-3450 Website Map

Pinnacle Recovery Inc.

2774 Gateway Rd, Carlsbad, CA 92009 · Claim or fix

Call (760) 929-6685 Website Map

Seaside Resources

2888 Loker Ave E Ste 307, Carlsbad, CA 92010 · Claim or fix

Call (760) 434-2555 Website Map

10 Star Asset Management

5760 Fleet St Ste 120, Carlsbad, CA 92008 · Claim or fix

Call (760) 930-1010 Website Map

Aaron Chamberlin

2121 Palomar Airport Rd Ste 130, Carlsbad, CA 92011 · Claim or fix

Call (760) 476-3805 Website Map

Affordable Care & Covered CA Enrollment Assistance Helpline /Healthcare.gov

701 Palomar Airport Rd Ste 300, Carlsbad, CA 92011 · Claim or fix

Call (760) 585-4268 Website Map

American Credit Systems

2270 Camino Vida Roble, Carlsbad, CA 92011 · Claim or fix

Call (760) 579-6171 Website Map

Anchor Bay Capital, Inc.

5780 Fleet St Ste 308, Carlsbad, CA 92008 · Claim or fix

Call (760) 602-3470 Website Map

Andrew Marshall Financial, Llc

5857 Owens Ave Ste 300, Carlsbad, CA 92008 · Claim or fix

Call (760) 651-6315 Website Map

Annette Di Bello, Cpa, Cfp® - Di Bello Financial Inc.

2173 Salk Ave Ste 250, Carlsbad, CA 92008 · Claim or fix

Call (949) 716-7050 Website Map

Aro Partners

1015 Chestnut Ave Ste A3, Carlsbad, CA 92008 · Claim or fix

Call (760) 434-6054 Map

Arrow Up Group

701 Palomar Airport Rd, Carlsbad, CA 92011 · Claim or fix

Website Map

Atopix Pharmaceuticals Corp

2221 Las Palmas Dr, Carlsbad, CA 92011 · Claim or fix

Website Map

Axis Financial Services Inc

2774 Gateway Rd Ste 101, Carlsbad, CA 92009 · Claim or fix

Call (760) 929-6680 Website Map

Bccc

6339 Paseo del Lago, Carlsbad, CA 92011 · Claim or fix

Call (760) 456-6000 Website Map

Beacon Retirement Planning Group, Inc.

2100 Palomar Airport Rd Ste 214-8, Carlsbad, CA 92011 · Claim or fix

Call (855) 346-2663 Website Map

Birchwood Capital

2385 Camino Vida Roble Ste 100, Carlsbad, CA 92011 · Claim or fix

Call (760) 230-3893 Website Map

Blue Water Financial

1949 Palomar Oaks Way, Carlsbad, CA 92011 · Claim or fix

Website Map

Bonsai Partners, Llc

2131 Palomar Airport Rd Ste 205, Carlsbad, CA 92011 · Claim or fix

Call (858) 367-5340 Website Map

Brett Korf at Guaranteed Rate Affinity - NMLS #285829

7020 Avenida Encinas, Carlsbad, CA 92011 · Claim or fix

Call (619) 849-2070 Website Map

Bridgeport Financial Technology

6790 Embarcadero Ln Ste 100, Carlsbad, CA 92011 · Claim or fix

Website Map

BrightPath Debt Solutions

2038 Corte Del Nogal #152, Carlsbad, CA 92011 · Claim or fix

Call (855) 925-3448 Map

Burns-blackburn Group

2100 Palomar Airport Rd Ste 214-11, Carlsbad, CA 92011 · Claim or fix

Call (760) 456-9526 Map

Caeteris Paribus

2173 Salk Ave Ste 250, Carlsbad, CA 92008 · Claim or fix

Call (760) 579-7617 Website Map

California Healthquote Insurance Services

2888 Loker Ave E Ste 221, Carlsbad, CA 92010 · Claim or fix

Website Map

California Incentives Group

6790 Embarcadero Ln Ste 100, Carlsbad, CA 92011 · Claim or fix

Call (760) 334-8300 Website Map

California Judicial Recovery Specialists

2772 Roosevelt St Unit 1621, Carlsbad, CA 92018 · Claim or fix

Call (858) 272-1979 Website Map

California Municipal Finance

2111 Palomar Airport Rd #320, Carlsbad, CA 92011 · Claim or fix

Call (760) 930-1221 Website Map

Call Tax Relief

1808 Aston Ave Ste 235, Carlsbad, CA 92008 · Claim or fix

Call (858) 707-5850 Website Map

Capital Guardian, Llc

2385 Camino Vida Roble, Carlsbad, CA 92011 · Claim or fix

Website Map

Car Title Loans California

640 Grand Ave Ste A, Carlsbad, CA 92008 · Claim or fix

Call (844) 242-7467 Website Map

Carlsbad ICS

3206 Garfield St, Carlsbad, CA 92008 · Claim or fix

Call (760) 618-1997 Website Map

Carlsbad Tax

2725 Jefferson St #2c, Carlsbad, CA 92008 · Claim or fix

Call (760) 496-1096 Website Map

Carlsbad Wealth Advisory Group

5927 Balfour Ct Ste 207, Carlsbad, CA 92008 · Claim or fix

Call (760) 607-0812 Website Map

Carlton Bentley And Penn

1902 Wright Pl Ste 200, Carlsbad, CA 92008 · Claim or fix

Call (760) 439-7380 Website Map

Caruthers Tax and Financial Solutions

2011 Palomar Airport Rd, Carlsbad, CA 92011 · Claim or fix

Call (760) 454-0351 Website Map

Centered Financial

701 Palomar Airport Rd Ste 300, Carlsbad, CA 92011 · Claim or fix

Call (760) 542-2354 Website Map

Charles L Palmer III - Morgan Stanley

5796 Armada Drive, Carlsbad, CA 92008 · Claim or fix

Call (760) 931-2810 Website Map

Comprehensive Advisor

2011 Palomar Airport Rd Ste 302, Carlsbad, CA 92011 · Claim or fix

Call (760) 813-2125 Website Map

Coomber Consulting

7040 Avenida Encinas #104, Carlsbad, CA 92011 · Claim or fix

Call (858) 354-3910 Website Map

Cornerstone Wealth Advisors

1808 Aston Ave Ste 150, Carlsbad, CA 92008 · Claim or fix

Call (760) 476-1376 Website Map

Coronado Investment Advisors Llc

5200 El Camino Real Ste C, Carlsbad, CA 92010 · Claim or fix

Website Map

Coronado Investment Advisors, Llc

2794 Gateway Rd # 115, Carlsbad, CA 92009 · Claim or fix

Call (619) 568-6840 Website Map

CrossCountry Mortgage

5901 Priestly Dr Ste 302, Carlsbad, CA 92008 · Claim or fix

Call (858) 257-1440 Website Map

D.e. Financial Group, Llc

2725 Jefferson St Ste 11, Carlsbad, CA 92008 · Claim or fix

Call (760) 579-6904 Website Map

Db Hedgeworks, Llc

1900 Wright Pl, Carlsbad, CA 92008 · Claim or fix

Website Map

Deal Box, Inc.

2173 Salk Ave Ste 250, Carlsbad, CA 92008 · Claim or fix

Website Map

Dennis Sakofsky C2 Financial Corp

2001 Peridot Ct, Carlsbad, CA 92009 · Claim or fix

Call (619) 391-3707 Website Map

DG Funding - Carlsbad, CA

7040 Avenida Encinas, Carlsbad, CA 92011 · Claim or fix

Call (877) 328-2285 Website Map

Ducerus

6790 Embarcadero Ln Ste 100, Carlsbad, CA 92011 · Claim or fix

Call (760) 814-8591 Map

Duncan Financial

5973 Avenida Encinas, Carlsbad, CA 92008 · Claim or fix

Call (760) 476-1560 Website Map

Duncan Investment Advisors, Inc

5973 Avenida Encinas Ste 210, Carlsbad, CA 92008 · Claim or fix

Website Map

Duvera Financial

1910 Palomar Point Way Ste 101, Carlsbad, CA 92008 · Claim or fix

Call (760) 602-5000 Website Map

Eben Kohn

5962 La Place Ct #160, Carlsbad, CA 92008 · Claim or fix

Website Map

Eco Earth Holdings, Inc.

1902 Wright Pl Fl 2, Carlsbad, CA 92008 · Claim or fix

Call (833) 326-6463 Website Map

Edward Buffum - Mutual of Omaha Mortgage

5958 Priestly Dr Ste 102, Carlsbad, CA 92008 · Claim or fix

Call (760) 610-0549 Website Map

Edward Jones

7220 Avenida Encinas Suite 110 A, Carlsbad, CA 92011 · Claim or fix

Call (760) 431-8933 Website Map

Edward Jones - Financial Advisor: Ben Schulte

1265 Carlsbad Village Dr Ste 220, Carlsbad, CA 92008 · Claim or fix

Call (760) 729-8300 Website Map

Edward Jones - Financial Advisor: Brett Elliott

3451 Via Montebello Ste 196, Carlsbad, CA 92009 · Claim or fix

Call (760) 635-1097 Website Map

Edward Jones - Financial Advisor: J.Robby Robinson

300 Carlsbad Village Dr Ste 119, Carlsbad, CA 92008 · Claim or fix

Call (760) 434-9555 Website Map

Edward Jones - Financial Advisor: Vincent T Alessi

1265 Carlsbad Village Dr Ste 220, Carlsbad, CA 92008 · Claim or fix

Call (760) 729-8300 Website Map

Elan Growth Partners

1921 Palomar Oaks Way, Carlsbad, CA 92008 · Claim or fix

Website Map

Encore Wealth Partners

2111 Palomar Airport Rd Ste 260, Carlsbad, CA 92011 · Claim or fix

Call (858) 250-0603 Website Map

Equity Shield Insurance & Financial Services

5740 Fleet St Ste 150, Carlsbad, CA 92008 · Claim or fix

Call (760) 929-9926 Website Map

Evergreen Funding

300 Carlsbad Village Dr Ste 108A, Carlsbad, CA 92008 · Claim or fix

Call (760) 720-4290 Website Map

Fair Divorce In A Day Mediation

800 Grand Ave Ste AG8, Carlsbad, CA 92008 · Claim or fix

Call (442) 222-5159 Website Map

Farkas Tax Advisors Inc.

1947 Camino Vida Roble, Carlsbad, CA 92008 · Claim or fix

Call (760) 237-4000 Website Map

Fiducia Private Wealth Management, Peter Susic, CFA, CFP

2888 Loker Ave E, Carlsbad, CA 92010 · Claim or fix

Call (760) 415-2700 Website Map

Finances For Life, Llc

2292 Faraday Ave # 100, Carlsbad, CA 92008 · Claim or fix

Call (877) 335-4110 Website Map

Finances For Life, Llc

2173 Salk Ave, Carlsbad, CA 92008 · Claim or fix

Website Map

Financial Advisors | US Bancorp Investments

2520 El Camino Rea, Carlsbad, CA 92008 · Claim or fix

Call (760) 754-3045 Website Map

Financial Focus

1917 Palomar Oaks Way Ste 130, Carlsbad, CA 92008 · Claim or fix

Call (760) 431-3040 Website Map

Financial Planning Solutions, Inc.®

2784 Gateway Rd Ste 102, Carlsbad, CA 92009 · Claim or fix

Call (760) 929-1180 Website Map

First Solution Financial Services

2100 Palomar Airport Rd Ste 206, Carlsbad, CA 92011 · Claim or fix

Call (866) 981-3737 Website Map

Fitzpatrick Capital

1921 Palomar Oaks Way, Carlsbad, CA 92008 · Claim or fix

Website Map

Fonte Financial Advisors

703 Palomar Airport Rd Ste 240, Carlsbad, CA 92011 · Claim or fix

Call (858) 800-4176 Website Map

Frank Financial Advisors

2710 Loker Ave W Ste 230, Carlsbad, CA 92010 · Claim or fix

Call (760) 438-3360 Website Map

Fusion Financial Partners

2150 Palomar Airport Rd Ste 206, Carlsbad, CA 92011 · Claim or fix

Call (760) 867-0098 Website Map

Garland and Associates

701 Palomar Airport Rd, Carlsbad, CA 92011 · Claim or fix

Call (760) 931-4765 Website Map

Gottlieb Wealth Management

2173 Salk Ave, Carlsbad, CA 92008 · Claim or fix

Call (760) 579-7676 Website Map

Gregg W. Whelan

2121 Palomar Airport Rd Ste 130, Carlsbad, CA 92011 · Claim or fix

Call (760) 476-3807 Website Map

Guild Mortgage Company

2011 Palomar Airport Rd. Suite 304, Carlsbad, CA 92011 · Claim or fix

Call (760) 607-6400 Website Map

Gunderson Capital Management, Inc.

701 Palomar Airport Rd Ste 170, Carlsbad, CA 92011 · Claim or fix

Call (855) 611-2378 Website Map

H&R Block

LA COSTA PLAZA 7662 EL CAMINO REAL STE 101, Carlsbad, CA 92009 · Claim or fix

Call (760) 753-1242 Website Map

H&R Block

1846 Marron Rd, Carlsbad, CA 92008 · Claim or fix

Call (760) 730-9359 Website Map

Hedgeassist Llc

5962 La Place Ct Ste 140, Carlsbad, CA 92008 · Claim or fix

Call (858) 997-0956 Website Map

Heim Group

2804 La Costa Ave, Carlsbad, CA 92009 · Claim or fix

Call (760) 944-7288 Website Map

Highcrest Management Group

5411 Avenida Encinas, Carlsbad, CA 92008 · Claim or fix

Website Map

Icm Private Client Group

5780 Fleet St Ste 170, Carlsbad, CA 92008 · Claim or fix

Call (760) 804-9696 Website Map

Ida Wealth - Intelligence Driven Advisers

2792 Gateway Rd, Carlsbad, CA 92009 · Claim or fix

Call (888) 766-0091 Website Map

IDA Wealth Financial Detox

2792 Gateway Rd, Carlsbad, CA 92009 · Claim or fix

Call (760) 707-5555 Website Map

iMerge Financial

701 Palomar Airport Rd #300, Carlsbad, CA 92011 · Claim or fix

Call (855) 684-4100 Website Map

Impact Real Life Llc

785 Grand Ave Ste 204, Carlsbad, CA 92008 · Claim or fix

Website Map

In Park Lending

2244 Faraday Ave #92, Carlsbad, CA 92008 · Claim or fix

Call (888) 200-4903 Website Map

Independent Capital Management, Inc.

5780 Fleet St, Carlsbad, CA 92008 · Claim or fix

Call (760) 804-9696 Website Map

International Mercantile

5115 Avenida Encinas, Carlsbad, CA 92008 · Claim or fix

Call (760) 438-2205 Website Map

Intrepid Wealth Management

5780 Fleet St Ste 170, Carlsbad, CA 92008 · Claim or fix

Call (760) 804-9704 Website Map

Investment Quality Trends

2888 Loker Ave E, Carlsbad, CA 92010 · Claim or fix

Call (866) 927-5250 Website Map

Jacob N.S. Tax Advisory

701 Palomar Airport Rd #300, Carlsbad, CA 92011 · Claim or fix

Call (888) 507-1011 Map

Jeran Van Alfen, CFP

701 Palomar Airport Rd, Carlsbad, CA 92011 · Claim or fix

Call (760) 931-4729 Website Map

John Manseau - Ameriprise Financial Services, LLC

2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 · Claim or fix

Call (760) 929-0776 Website Map

John X. Condos - Morgan Stanley

5796 Armada Dr Ste 200, Carlsbad, CA 92008 · Claim or fix

Call (760) 931-4658 Website Map

Jose Vicente Jr - Ameriprise Financial Services, LLC

2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 · Claim or fix

Call (760) 929-0776 Website Map

Lacosta Loans

703 Palomar Airport Rd Ste 225, Carlsbad, CA 92011 · Claim or fix

Call (760) 438-1836 Website Map

Landry Financial, Inc

6183 Paseo Del Norte Ste 250, Carlsbad, CA 92011 · Claim or fix

Website Map

LendSpark

3142 Tiger Run Ct Ste 117, Carlsbad, CA 92010 · Claim or fix

Call (619) 871-0393 Website Map

Liberty First Capital

6790 Vermarine Ct, Carlsbad, CA 92009 · Claim or fix

Call (760) 536-6200 Website Map

Lien On Me Tax Relief

2244 Faraday Ave, Carlsbad, CA 92008 · Claim or fix

Call (760) 232-6223 Website Map

Life Made To Order Financial

5205 Avenida Encinas Ste A, Carlsbad, CA 92008 · Claim or fix

Call (760) 815-4267 Website Map

Lpl Financial

325 Carlsbad Village Dr Ste C1, Carlsbad, CA 92008 · Claim or fix

Call (760) 438-9772 Website Map

Luminate Financial Services

300 Carlsbad Village Dr Ste 216, Carlsbad, CA 92008 · Claim or fix

Website Map

Marie Accunzo - Ameriprise Financial Services, LLC

5927 Balfour Ct Ste 207, Carlsbad, CA 92008 · Claim or fix

Call (760) 607-0284 Website Map

Market Capital Management

2906 Roosevelt St, Carlsbad, CA 92008 · Claim or fix

Call (760) 434-3575 Website Map

Market Capital Management, Inc.

1265 Carlsbad Village Dr, Carlsbad, CA 92008 · Claim or fix

Website Map

Mayes Financial Planning

2745 Jefferson St, Carlsbad, CA 92008 · Claim or fix

Website Map

Mccarthy Law Plc

701 Palomar Airport Rd Ste 300, Carlsbad, CA 92011 · Claim or fix

Call (442) 300-3090 Website Map

Mcclure Wealth Management

701 Palomar Airport Rd Ste 125, Carlsbad, CA 92011 · Claim or fix

Call (760) 607-0611 Website Map

MCM Home Loans

2906 Roosevelt St, Carlsbad, CA 92008 · Claim or fix

Call (760) 434-3575 Website Map

Medical Acquisition Company

2772 Gateway Rd, Carlsbad, CA 92009 · Claim or fix

Call (800) 466-6824 Website Map

Meritage Wealth Management - Laryssa Freeman, Cfp®

5857 Owens Ave Ste 300, Carlsbad, CA 92008 · Claim or fix

Call (760) 602-5091 Website Map

Merritt Financial Services

701 Palomar Airport Rd Ste 300, Carlsbad, CA 92011 · Claim or fix

Call (760) 444-4000 Website Map

Michael Patrick Walsh - Morgan Stanley

5796 Armada Dr Ste 200, Carlsbad, CA 92008 · Claim or fix

Call (760) 931-4694 Website Map

Minegar And Associates

7700 El Camino Real, Carlsbad, CA 92009 · Claim or fix

Website Map

Mission Pacific Mortgage

2177 Salk Ave Ste 190, Carlsbad, CA 92008 · Claim or fix

Call (760) 828-7444 Website Map

Money 101 - California

2011 Palomar Airport Rd, Carlsbad, CA 92011 · Claim or fix

Call (760) 206-7177 Website Map

Morgan Stanley Financial Advisors

5796 Armada Dr Suite 200, Carlsbad, CA 92008 · Claim or fix

Call (760) 931-4600 Website Map

Mortgageone, Inc (nmls # 898812)

5860 Owens Ave, Carlsbad, CA 92008 · Claim or fix

Website Map

Movement Mortgage, 39179 - Lisa Giacomini, 290781

6005 Hidden Valley Rd #200, Carlsbad, CA 92011 · Claim or fix

Call (760) 644-0279 Website Map

Movement Mortgage, 39179 - Richard Thatcher, 341032

2888 Loker Ave E Ste 206, Carlsbad, CA 92010 · Claim or fix

Call (760) 652-1473 Website Map

My Solo 401k Financial

701 Palomar Airport Rd Ste 300, Carlsbad, CA 92011 · Claim or fix

Call (800) 489-7571 Website Map

Nationwide Financial Services

1808 Aston Ave #245, Carlsbad, CA 92008 · Claim or fix

Call (888) 599-0375 Website Map

Northwestern Mutual

5780 Fleet St, Carlsbad, CA 92008 · Claim or fix

Call (760) 795-5250 Website Map

One Pacific Financial Strategies

5857 Owens Ave, Carlsbad, CA 92008 · Claim or fix

Call (760) 760-9005 Website Map

Oohlala Inc

2972 State St, Carlsbad, CA 92008 · Claim or fix

Website Map

Pacific Financial Designs Inc

2111 Palomar Airport Rd Ste 330, Carlsbad, CA 92011 · Claim or fix

Call (800) 733-4487 Website Map

Packard Senior Services

1925 Palomar Oaks Way #107, Carlsbad, CA 92008 · Claim or fix

Call (866) 450-0510 Website Map

Paradigm Investment Group, Llc

5315 Avenida Encinas Ste 250, Carlsbad, CA 92008 · Claim or fix

Call (877) 799-7827 Website Map

Partx, Inc.

5650 El Camino Real, Carlsbad, CA 92008 · Claim or fix

Website Map

Paul Henry Custom Furniture & Antique Restoration

2633 State St, Carlsbad, CA 92008 · Claim or fix

Call (760) 434-4270 Website Map

Payment Technology Solutions

2385 Camino Vida Roble Ste 100, Carlsbad, CA 92011 · Claim or fix

Call (855) 787-4249 Website Map

Peer Lending Pro

300 Carlsbad Village Dr, Carlsbad, CA 92008 · Claim or fix

Call (866) 998-5648 Website Map

Perfect Client

2177 Salk Ave Ste 190, Carlsbad, CA 92008 · Claim or fix

Website Map

Philanthropy Advisors Network, Llc

2888 Loker Ave E Ste 216, Carlsbad, CA 92010 · Claim or fix

Website Map

Plenti Financial

5355 Avenida Encinas, Carlsbad, CA 92008 · Claim or fix

Call (866) 863-4423 Website Map

Portfolio Loan Specialists

1902 Wright Pl Ste 200, Carlsbad, CA 92008 · Claim or fix

Call (619) 787-0624 Website Map

Present Financial Partners

1925 Palomar Oaks Way, Carlsbad, CA 92008 · Claim or fix

Call (800) 959-4079 Website Map

Primary Funding Corporation

2173 Salk Ave #150, Carlsbad, CA 92008 · Claim or fix

Call (858) 530-1500 Website Map

How to choose a financial advisor in Carlsbad

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Carlsbad, California?

USA Business Search shows 196 financial advisors in Carlsbad. 162 list a phone number and 187 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 92008, 92011, 92009, 92010, 92018.

How do I choose a financial advisor in Carlsbad?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Carlsbad compare with the rest of California?

Carlsbad has 1% of the 24,546 financial advisors listed in California, which ranks #19 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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