Data / Investment advisers / California / LA Jolla
Investment advisers in LA Jolla, CA: 31 firms, $232 billion in AUM
31 investment advisers have their main office in LA Jolla, California: 22 SEC registered and 9 exempt reporting. The registered advisers report $232 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Stepstone Group LP with $108 billion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 31Advisers
- 22SEC registered
- 9Exempt reporting
- $232 billionTotal AUM
- 20Advisers over $100 million
- 16Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Stepstone Group LP | LA Jolla | $107.82 billion | 412 | 978 | 409 | (858) 558-9700 | adviserinfo.sec.gov | |
| Stepstone Group Real Assets LP | LA Jolla | $41.48 billion | 64 | 94 | 59 | (858) 558-9700 | stepstonepw.com | adviserinfo.sec.gov |
| Brandes Investment Partners, LP | LA Jolla | $40.65 billion | 13,504 | 149 | 18 | (858) 755-0239 | adviserinfo.sec.gov | |
| Stepstone Group Real Estate LP | LA Jolla | $17.21 billion | 67 | 117 | 60 | (858) 558-9700 | vimeo.com | adviserinfo.sec.gov |
| Alphacore Capital LLC | LA Jolla | $12.96 billion | 13,477 | 124 | Not listed | (858) 875-4100 | adviserinfo.sec.gov | |
| Stepstone Group Private Debt LLC | LA Jolla | $5.79 billion | 9 | 0 | 1 | (858) 558-9700 | adviserinfo.sec.gov | |
| Torreyana Capital | LA Jolla | $837.4 million | 7 | 10 | 1 | (619) 837-7996 | torreyanacapital.com | adviserinfo.sec.gov |
| Frontier Global Partners LLC | LA Jolla | $713.1 million | 50 | 10 | 2 | (858) 456-1440 | adviserinfo.sec.gov | |
| Financial Alternatives, Inc. | LA Jolla | $614.8 million | 1,258 | 13 | Not listed | (858) 459-8289 | adviserinfo.sec.gov | |
| Jet Wealth Advisors | LA Jolla | $546.5 million | 952 | 8 | Not listed | (858) 457-1003 | jetwealthadvisors.com | adviserinfo.sec.gov |
| Syrios Wealth Management Group | LA Jolla | $424.6 million | 582 | 3 | Not listed | (858) 333-6151 | syrioswmg.com | adviserinfo.sec.gov |
| Castle Coast Wealth, LLC | LA Jolla | $423.7 million | 963 | 6 | Not listed | (858) 546-1247 | castlecoastwealthllc.com | adviserinfo.sec.gov |
| Canter Wealth | LA Jolla | $386.5 million | 280 | 12 | Not listed | (858) 812-7550 | adviserinfo.sec.gov | |
| Nautilus Advisors LLC | LA Jolla | $304.3 million | 607 | 3 | Not listed | (619) 573-4590 | adviserinfo.sec.gov | |
| Carter Financial, LLC | LA Jolla | $282.3 million | 489 | 3 | Not listed | (858) 678-0579 | adviserinfo.sec.gov | |
| Sage Stone Wealth Management LLC | LA Jolla | $261.4 million | 455 | 4 | Not listed | (858) 412-6404 | sagestonewealth.com | adviserinfo.sec.gov |
| Coastwise Capital Group, LLC | LA Jolla | $212.2 million | 467 | 4 | Not listed | (858) 454-6670 | adviserinfo.sec.gov | |
| Cosmos Wealth, LLC | LA Jolla | $191.5 million | 135 | 2 | Not listed | (858) 290-3300 | cosmoswealth.com | adviserinfo.sec.gov |
| Hamilton Manor & Associates | LA Jolla | $188.9 million | 395 | 5 | Not listed | (858) 551-1040 | khamiltonandassociates.com | adviserinfo.sec.gov |
| Nerad + Deppe Wealth Management | LA Jolla | $176.3 million | 613 | 2 | Not listed | (858) 457-1325 | nd-wm.com | adviserinfo.sec.gov |
| Mundoval Capital Management, Inc. | LA Jolla | $91.9 million | 117 | 3 | Not listed | (858) 454-4837 | mundoval.com | adviserinfo.sec.gov |
| Avalon Ventures Management, LLC | LA Jolla | Not listed | Not listed | Not listed | 8 | (858) 348-2180 | avalon-ventures.com | adviserinfo.sec.gov |
| TVC Capital Management, LLC | LA Jolla | Not listed | Not listed | Not listed | 6 | (858) 704-3261 | tvccapital.com | adviserinfo.sec.gov |
| Blueprint Equity Management, LLC | LA Jolla | Not listed | Not listed | Not listed | 4 | (858) 869-0176 | crunchbase.com | adviserinfo.sec.gov |
| Three Lions Capital Management, LLC | LA Jolla | Not listed | Not listed | Not listed | 4 | (714) 396-5556 | adviserinfo.sec.gov | |
| Hcap Partners, LLC | LA Jolla | Not listed | Not listed | Not listed | 3 | (858) 259-7654 | hcapllc.com | adviserinfo.sec.gov |
| Covian Capital Group LLC | LA Jolla | Not listed | Not listed | Not listed | 2 | (858) 342-5388 | adviserinfo.sec.gov | |
| FS Investment Management L.P. | LA Jolla | Not listed | Not listed | Not listed | 2 | (650) 396-7700 | adviserinfo.sec.gov | |
| Avalon Bioventures Management, LLC | LA Jolla | Not listed | Not listed | Not listed | 1 | (858) 750-4700 | avalonbioventures.com | adviserinfo.sec.gov |
| Incrementum Capital Partners LLC | LA Jolla | Not listed | Not listed | Not listed | 1 | (202) 304-3470 | incrementumcapital.com | adviserinfo.sec.gov |
| Sphere Asset Management | LA Jolla | Not listed | 0 | 7 | Not listed | (510) 473-7301 | adviserinfo.sec.gov |
Advisers in LA Jolla that manage private funds
16 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Stepstone Group LP | LA Jolla | CA | 409 | 1 | 370 | 37 | 1 | $123.28 billion | $107.82 billion | adviserinfo.sec.gov |
| Stepstone Group Real Estate LP | LA Jolla | CA | 60 | Not listed | 1 | Not listed | 59 | $17.24 billion | $17.21 billion | adviserinfo.sec.gov |
| Stepstone Group Real Assets LP | LA Jolla | CA | 59 | 2 | 57 | Not listed | Not listed | $38.39 billion | $41.48 billion | adviserinfo.sec.gov |
| Brandes Investment Partners, LP | LA Jolla | CA | 18 | Not listed | Not listed | Not listed | Not listed | $2.40 billion | $40.65 billion | adviserinfo.sec.gov |
| Avalon Ventures Management, LLC | LA Jolla | CA | 8 | Not listed | Not listed | 8 | Not listed | $235.6 million | Not listed | adviserinfo.sec.gov |
| TVC Capital Management, LLC | LA Jolla | CA | 6 | Not listed | Not listed | 6 | Not listed | $307.5 million | Not listed | adviserinfo.sec.gov |
| Blueprint Equity Management, LLC | LA Jolla | CA | 4 | Not listed | Not listed | 4 | Not listed | $472 million | Not listed | adviserinfo.sec.gov |
| Three Lions Capital Management, LLC | LA Jolla | CA | 4 | Not listed | 4 | Not listed | Not listed | $84.9 million | Not listed | adviserinfo.sec.gov |
| Hcap Partners, LLC | LA Jolla | CA | 3 | Not listed | Not listed | Not listed | Not listed | $378.1 million | Not listed | adviserinfo.sec.gov |
| Frontier Global Partners LLC | LA Jolla | CA | 2 | 2 | Not listed | Not listed | Not listed | $125 million | $713.1 million | adviserinfo.sec.gov |
| Covian Capital Group LLC | LA Jolla | CA | 2 | 2 | Not listed | Not listed | Not listed | $34.4 million | Not listed | adviserinfo.sec.gov |
| FS Investment Management L.P. | LA Jolla | CA | 2 | Not listed | 1 | Not listed | 1 | $51.3 million | Not listed | adviserinfo.sec.gov |
| Stepstone Group Private Debt LLC | LA Jolla | CA | 1 | Not listed | 1 | Not listed | Not listed | $1.16 billion | $5.79 billion | adviserinfo.sec.gov |
| Torreyana Capital | LA Jolla | CA | 1 | Not listed | 1 | Not listed | Not listed | $20.4 million | $837.4 million | adviserinfo.sec.gov |
| Avalon Bioventures Management, LLC | LA Jolla | CA | 1 | Not listed | Not listed | 1 | Not listed | $127.5 million | Not listed | adviserinfo.sec.gov |
| Incrementum Capital Partners LLC | LA Jolla | CA | 1 | Not listed | 1 | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in LA Jolla
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Sphere Asset Management | LA Jolla | CA | October 28, 2026 | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.