Pure Financial Advisors is proud to be ranked again by Smart Asset™ as one of the Top 10 Financial Advisors in San Diego, CA.
All advisors at Pure Financial are required to have the CERTIFIED FINANCIAL PLANNER™ certification (CFP®), the Accredited Investment Fiduciary credential (AIF®) and a minimum of five years of financial industry experience. We have a team of highly qualified and experienced CPAs and CFAs to support the planners, providing a holistic financial planning approach.
“Pure Financial Advisors, Inc. ranks second in terms of assets under management, but it has the most advisors of any firm on this list, with 23 advisors on staff.” – Smart Asset™
How Smart Asset Found the Top Financial Advisor Firms in San Diego, California
Smart Asset™ created a list of the top San Diego financial advisor firms ranking the top 10 “according to assets under management and then laid out the firms’ fees, investment strategies.” Smart Asset™ only considered San Diego firms that are registered with the U.S. Securities and Exchange Commission for this list, as these firms have a fiduciary duty to act in their clients’ best interests. To further narrow down their list, they eliminated any firms that did not have clean records, did not manage individual accounts or did not have financial planners on staff. They then ranked the remaining firms according to assets under management (AUM), from highest AUM to lowest.