Financial advisors in San Marcos, CA
38 financial advisors listed in San Marcos, California. 32 with a phone number and 34 with a website.
San Marcos accounts for 0% of the financial advisors listed in California and ranks #136 among California cities for financial advisors.
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Quick answer
San Marcos, CA has 38 financial advisors listed on USA Business Search. 32 list a phone number and 34 list a website. The most listings are in ZIP codes 92069, 92078.
Updated October 2026Eagles Financial
LGC Tax Services
Archibald Tax Service
So-cal Business Brokers
Sarita's Tax & Insurance Services
1031 Capital Solutions
Atrium Wine Brokers
Bilingual Services
Brock Bracamontes
Business Payroll Services
Cmo Investment Group Inc
Collection Advocates Incorporated
Commerce Financial Services
Creative Management and Tax
Dimitris Magemeneas- Kingsview Asset Management
Edward Jones - Financial Advisor: Brian D Lundberg
Edward Jones - Financial Advisor: Dave Baldwin
Edward Jones - Financial Advisor: Dimitris P Magemeneas
Edward Jones - Financial Advisor: Garrett W Imeson, CFP
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Edward Jones - Financial Advisor: Michael Schmitz
Edward Jones - Financial Advisor: Ross B Hansen, CFP®
Edward Jones - Financial Advisor: Spencer M Birch, AAMS
Edward Jones - Financial Advisor: Trevor Howard
Escrow Cash Advance
H&R Block
H&R Block
Koppel & Gruber Public Finance
Leo Cruz Tax Services
Michael Schmitz
MVP Tax Service
Pacific Financial Group
Stevan's Tax Service
Tdm Trust
The Check Cashing Place #62
TRH Professional Bookkeeping
Wake Up Financial And Insurance Services Inc.
Wydsd Inc.
How to choose a financial advisor in San Marcos
- 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 San Marcos, California?
USA Business Search shows 38 financial advisors in San Marcos. 32 list a phone number and 34 list a website.
Which ZIP codes do these listings cover?
They include ZIP codes 92069, 92078.
How do I choose a financial advisor in San Marcos?
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 San Marcos compare with the rest of California?
San Marcos has 0% of the 24,546 financial advisors listed in California, which ranks #136 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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