April 24, 2024 – We are thrilled to again be included in the Top 10 of the Top 40 Wealth Management Firms in San Diego, as per the San Diego Business Journal.

We love what we do and are passionate about helping create life plans for clients who want long-term financial security and the peace of mind that comes from our trusted relationships, and nothing makes us happier than to be recognized by the San Diego Business Journal.

To view the full list and special edition click here.

Thanks again to The San Diego Business Journal and congratulations to all the great top Wealth Management Firms listed.

This ranking is based on assets under management for the year 2023 and identifies a number of local portfolio managers per firm, services provided, and other firm related information.

DISCLOSURE: The information for the ranking was compiled by HoyleCohen and may or may not be verified by the San Diego Business Journal. The award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by HoyleCohen and any of its clients. Neither HoyleCohen nor any of its employees were required to be a member of an organization to be eligible to receive this award. HoyleCohen did not pay a fee to apply for this award. However, the firm does purchase goods or services from the publisher of the award, such as subscriptions to the publication.