Financial Advisors in 92127 — San Diego, CA

There are 22 financial advisors in zip code 92127 (San Diego, California). The average rating is 4.5/5.

22
Businesses
4.5
Avg. Rating
130
Google Reviews
100.0%
Phone Available

Financial Advisors in 92127

22 businesses

Edward Jones - Financial Advisor: Michael A Ortiz, CFP®

★ 5.0
11440 W Bernardo Ct, San Diego, CA, 92127

Ellis Financial Group, Inc.

★ 5.0
11440 W Bernardo Ct, San Diego, CA, 92127

Ethos Wealth Management/LPL Financial

★ 5.0
11440 W Bernardo Ct, San Diego, CA, 92127

Focused Mission Financial

★ 5.0
11440 W Bernardo Ct, San Diego, CA, 92127

Serenity Financial Planning - Financial Planning in La Jolla, California

★ 5.0
16870 W Bernardo Dr, San Diego, CA, 92127

Yorkshire Wealth Management

★ 4.9
16935 W Bernardo Dr, San Diego, CA, 92127

Heritage Wealth Management, Inc.

★ 4.8 (20 reviews)
11440 W Bernardo Ct, San Diego, CA, 92127

Nautica Wealth Advisors

★ 4.8
16870 W Bernardo Dr, San Diego, CA, 92127

College Planning Source

★ 4.5 (22 reviews)
10875 Rancho Bernardo Rd, San Diego, CA, 92127

Financial Sense Wealth Management

★ 4.4
10920 Via Frontera, San Diego, CA, 92127

Fidelity Investments - Rancho Bernardo

★ 4.0
16745 W Bernardo Dr, San Diego, CA, 92127

Succession Link

★ 3.9
10920 Via Frontera, San Diego, CA, 92127

Casa de las Campanas

★ 3.5 (51 reviews)
18655 W Bernardo Dr, San Diego, CA, 92127

First Tech Federal Credit Union - San Diego

★ 3.5 (36 reviews)
16399 W Bernardo Dr, San Diego, CA, 92127

Beta Wealth Group

11421 W Bernardo Ct, San Diego, CA, 92127

Dean Roland Russell LLC, Family Wealth Management

16880 W Bernardo Dr, San Diego, CA, 92127

Edward Jones - Financial Advisor: Kim E Shoesmith, AAMS®

11440 W Bernardo Ct, San Diego, CA, 92127

Edward Jones - Financial Advisor: Trey Gallegos, CFP®|ChFC®|CPWA®

11440 W Bernardo Ct, San Diego, CA, 92127

Eiger Wealth Management, LLC

16855 W Bernardo Dr, San Diego, CA, 92127

Heritage Retirement Advisors - Brian D. Gibbs, RICP

11440 W Bernardo Ct, San Diego, CA, 92127

SharMarc Financial Advisors, Inc.

16855 W Bernardo Dr, San Diego, CA, 92127

Van Nostrand Wealth Management LLC

11440 W Bernardo Ct, San Diego, CA, 92127
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How 92127 Compares to California

92127 has 22 financial advisors — below the California average. Average rating 4.52 vs California 4.56.

Average Rating
4.5 Below California avg (4.56)
Business Count
22 of 35,613 in California
Total Reviews
130 Google reviews

Nearby Zip Codes

92128 (32 businesses · 2.7 km away) 92064 (8 businesses · 8.8 km away) 92091 (2 businesses · 10.6 km away) 92025 (27 businesses · 10.8 km away) 92067 (9 businesses · 11.2 km away)

Related businesses in 92127, San Diego

Industries that commonly work alongside financial advisors in 92127, San Diego

Related Accountants in 92127, San Diego 199,919 businesses nationwide Related Mortgage Brokers in 92127, San Diego 222,260 businesses nationwide

Frequently Asked Questions

How many financial advisors are in 92127?

There are 22 financial advisors in zip code 92127 (San Diego, California). Data last updated 2026-04-23.

What is the average rating for financial advisors in 92127?

The average Google rating for financial advisors in 92127 is 4.5/5, based on 130 total reviews.

Who is the top-rated financial advisor in 92127?

The top-rated financial advisor in 92127 is Heritage Wealth Management, Inc. (4.8/5, 20 reviews).

How does 92127 compare to California for financial advisors?

92127 financial advisors have an average rating of 4.5, which is below the California average of 4.6. 92127 has 22 of the 35,613 financial advisors statewide.

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