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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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Stepstone Group LPLA Jolla$107.82 billion412978409(858) 558-9700adviserinfo.sec.gov
Stepstone Group Real Assets LPLA Jolla$41.48 billion649459(858) 558-9700stepstonepw.comadviserinfo.sec.gov
Brandes Investment Partners, LPLA Jolla$40.65 billion13,50414918(858) 755-0239adviserinfo.sec.gov
Stepstone Group Real Estate LPLA Jolla$17.21 billion6711760(858) 558-9700vimeo.comadviserinfo.sec.gov
Alphacore Capital LLCLA Jolla$12.96 billion13,477124Not listed(858) 875-4100adviserinfo.sec.gov
Stepstone Group Private Debt LLCLA Jolla$5.79 billion901(858) 558-9700adviserinfo.sec.gov
Torreyana CapitalLA Jolla$837.4 million7101(619) 837-7996torreyanacapital.comadviserinfo.sec.gov
Frontier Global Partners LLCLA Jolla$713.1 million50102(858) 456-1440adviserinfo.sec.gov
Financial Alternatives, Inc.LA Jolla$614.8 million1,25813Not listed(858) 459-8289adviserinfo.sec.gov
Jet Wealth AdvisorsLA Jolla$546.5 million9528Not listed(858) 457-1003jetwealthadvisors.comadviserinfo.sec.gov
Syrios Wealth Management GroupLA Jolla$424.6 million5823Not listed(858) 333-6151syrioswmg.comadviserinfo.sec.gov
Castle Coast Wealth, LLCLA Jolla$423.7 million9636Not listed(858) 546-1247castlecoastwealthllc.comadviserinfo.sec.gov
Canter WealthLA Jolla$386.5 million28012Not listed(858) 812-7550adviserinfo.sec.gov
Nautilus Advisors LLCLA Jolla$304.3 million6073Not listed(619) 573-4590adviserinfo.sec.gov
Carter Financial, LLCLA Jolla$282.3 million4893Not listed(858) 678-0579adviserinfo.sec.gov
Sage Stone Wealth Management LLCLA Jolla$261.4 million4554Not listed(858) 412-6404sagestonewealth.comadviserinfo.sec.gov
Coastwise Capital Group, LLCLA Jolla$212.2 million4674Not listed(858) 454-6670adviserinfo.sec.gov
Cosmos Wealth, LLCLA Jolla$191.5 million1352Not listed(858) 290-3300cosmoswealth.comadviserinfo.sec.gov
Hamilton Manor & AssociatesLA Jolla$188.9 million3955Not listed(858) 551-1040khamiltonandassociates.comadviserinfo.sec.gov
Nerad + Deppe Wealth ManagementLA Jolla$176.3 million6132Not listed(858) 457-1325nd-wm.comadviserinfo.sec.gov
Mundoval Capital Management, Inc.LA Jolla$91.9 million1173Not listed(858) 454-4837mundoval.comadviserinfo.sec.gov
Avalon Ventures Management, LLCLA JollaNot listedNot listedNot listed8(858) 348-2180avalon-ventures.comadviserinfo.sec.gov
TVC Capital Management, LLCLA JollaNot listedNot listedNot listed6(858) 704-3261tvccapital.comadviserinfo.sec.gov
Blueprint Equity Management, LLCLA JollaNot listedNot listedNot listed4(858) 869-0176crunchbase.comadviserinfo.sec.gov
Three Lions Capital Management, LLCLA JollaNot listedNot listedNot listed4(714) 396-5556adviserinfo.sec.gov
Hcap Partners, LLCLA JollaNot listedNot listedNot listed3(858) 259-7654hcapllc.comadviserinfo.sec.gov
Covian Capital Group LLCLA JollaNot listedNot listedNot listed2(858) 342-5388adviserinfo.sec.gov
FS Investment Management L.P.LA JollaNot listedNot listedNot listed2(650) 396-7700adviserinfo.sec.gov
Avalon Bioventures Management, LLCLA JollaNot listedNot listedNot listed1(858) 750-4700avalonbioventures.comadviserinfo.sec.gov
Incrementum Capital Partners LLCLA JollaNot listedNot listedNot listed1(202) 304-3470incrementumcapital.comadviserinfo.sec.gov
Sphere Asset ManagementLA JollaNot listed07Not listed(510) 473-7301adviserinfo.sec.gov

Advisers in LA Jolla that manage private funds

16 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Stepstone Group LPLA JollaCA4091370371$123.28 billion$107.82 billionadviserinfo.sec.gov
Stepstone Group Real Estate LPLA JollaCA60Not listed1Not listed59$17.24 billion$17.21 billionadviserinfo.sec.gov
Stepstone Group Real Assets LPLA JollaCA59257Not listedNot listed$38.39 billion$41.48 billionadviserinfo.sec.gov
Brandes Investment Partners, LPLA JollaCA18Not listedNot listedNot listedNot listed$2.40 billion$40.65 billionadviserinfo.sec.gov
Avalon Ventures Management, LLCLA JollaCA8Not listedNot listed8Not listed$235.6 millionNot listedadviserinfo.sec.gov
TVC Capital Management, LLCLA JollaCA6Not listedNot listed6Not listed$307.5 millionNot listedadviserinfo.sec.gov
Blueprint Equity Management, LLCLA JollaCA4Not listedNot listed4Not listed$472 millionNot listedadviserinfo.sec.gov
Three Lions Capital Management, LLCLA JollaCA4Not listed4Not listedNot listed$84.9 millionNot listedadviserinfo.sec.gov
Hcap Partners, LLCLA JollaCA3Not listedNot listedNot listedNot listed$378.1 millionNot listedadviserinfo.sec.gov
Frontier Global Partners LLCLA JollaCA22Not listedNot listedNot listed$125 million$713.1 millionadviserinfo.sec.gov
Covian Capital Group LLCLA JollaCA22Not listedNot listedNot listed$34.4 millionNot listedadviserinfo.sec.gov
FS Investment Management L.P.LA JollaCA2Not listed1Not listed1$51.3 millionNot listedadviserinfo.sec.gov
Stepstone Group Private Debt LLCLA JollaCA1Not listed1Not listedNot listed$1.16 billion$5.79 billionadviserinfo.sec.gov
Torreyana CapitalLA JollaCA1Not listed1Not listedNot listed$20.4 million$837.4 millionadviserinfo.sec.gov
Avalon Bioventures Management, LLCLA JollaCA1Not listedNot listed1Not listed$127.5 millionNot listedadviserinfo.sec.gov
Incrementum Capital Partners LLCLA JollaCA1Not listed1Not listedNot listedNot listedNot listedadviserinfo.sec.gov

Newest SEC registrations in LA Jolla

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Sphere Asset ManagementLA JollaCAOctober 28, 2026Not listedadviserinfo.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.