San Diego, CA has 484 financial planner businesses. The average customer rating is 4.6 out of 5 stars. The top-rated business is Darrin A. Santos, CFP®-FSI Wealth with 5.0 stars and 59 reviews. 91% have websites, 79% list phone numbers, 74% provide email contacts.
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Everything you need to know about this market at a glance
484
in this area
4.6
Typical: 5.0 stars
4
per business (431 reviewed)
5 months
New MarketWhat contact info is available for these businesses
Most businesses are easy to reach through multiple digital channels.
How customers rate these businesses and who gets the most attention
This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.
A handful of well-known businesses attract most customer reviews, while many others fly under the radar.
Highest Rated Business
Darrin A. Santos, CFP®-FSI Wealth
Quality varies across businesses - some are excellent while others are average. Checking reviews before choosing is recommended.
How competitive is this market and who controls it
100% = completely spread out, no one dominates. 0% = one business controls everything.
No business stands above the rest - everyone has roughly equal visibility. Great opportunity to become the go-to choice.
A healthy mix of established businesses and newer ones still building their reputation. The market is active and evolving.
How old are these businesses and is the market growing?
Average time since businesses were listed
Most businesses here are relatively new. This is an emerging market with lots of fresh competition.
New businesses in the last 90 days
Very few new businesses are opening. The market has settled and existing players have established positions.
Where businesses are located and how complete the data is
Businesses are scattered across the entire area with no clear center. You may need to cover a wide territory.
How many businesses have complete info (name, phone, address, website, email).
Special characteristics that businesses in this market have self-reported
These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.
There are 484 financial planner serving San Diego, CA. The average rating is 4.6 stars based on 431 reviewed businesses. Reviewed businesses have an average of 4 reviews. 91% have websites and 74% list email contact and 79% have phone numbers. The highest-rated is Darrin A. Santos, CFP®-FSI Wealth with 5 stars from 59 reviews.
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Darrin A. Santos, CFP®-FSI Wealth | 5.0 | 59 |
Browse 484 verified businesses with contact details
Showing 14 of 484 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
8313 La Mesa Blvd, La Mesa, CA, 91942 | 4.4(5) | View | |
1455 Frazee Rd Ste. 804-A, San Diego, CA, 92108 | 5.0(59) | View | |
7676 Hazard Center Dr #1050, San Diego, CA, 92108 | No reviews | View | |
2727 Camino del Rio S Ste 246, San Diego, CA, 92108 | 3.0(1) | View | |
2210 Encinitas Blvd Ste. C, Encinitas, CA, 92024 | 5.0(1) | View | |
12625 High Bluff Dr #114, San Diego, CA, 92130 | No reviews | View | |
3131 Camino Del Rio N STE 300, San Diego, CA, 92108 | 5.0(1) | View | |
5348 Carroll Canyon Rd #200, San Diego, CA, 92121 | 5.0(5) | View | |
5030 Camino De La Siesta # 406, San Diego, CA, 92108 | 5.0(1) | View | |
6888 Friars Rd #311, San Diego, CA, 92108 | 5.0(16) | View | |
12760 High Bluff Dr # 370, San Diego, CA, 92130 | 5.0(1) | View | |
505 Lomas Santa Fe Dr #150, Solana Beach, CA, 92075 | No reviews | View | |
445 Marine View Ave #390, Del Mar, CA, 92014 | No reviews | View | |
14 Bull Oak | 16236 San Dieguito Rd Ste 4-22, Rancho Santa Fe, CA, 92091 | 5.0(29) | View |
14 of 484 businesses
Comprehensive market data for financial planner businesses in San Diego, CA, based on 484 verified listings.
Common questions about financial planner in San Diego, CA, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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| San Diego, CA |
| View |
| 2 | Bull Oak | 5.0 | 29 | Rancho Santa Fe, CA | View |
| 3 | The Profit Circle | 5.0 | 16 | San Diego, CA | View |
| 4 | Mercer Advisors - San Diego – Sorrento Valley | 5.0 | 5 | San Diego, CA | View |
| 5 | Lifetime Financial Advisors, Inc. | 5.0 | 1 | Encinitas, CA | View |
| 6 | Celeste Financial Group | 5.0 | 1 | San Diego, CA | View |
| 7 | AIM Financial Consulting Group | 5.0 | 1 | San Diego, CA | View |
| 8 | Brian D Lowder Inc | 5.0 | 1 | San Diego, CA | View |
| 9 | Raymond Dexter Lpl: Dexter Raymond | 4.4 | 5 | La Mesa, CA | View |
| 10 | Tony Truong - Thrivent | 3.0 | 1 | San Diego, CA | View |
Access 484+ verified business contacts with phone numbers, emails, and complete company profiles.
The financial planner market in San Diego, CA consists of 484 businesses competing for local customers. This represents a moderately competitive market with enough providers to offer consumers meaningful choice while still allowing businesses to differentiate themselves.
Customer satisfaction among financial planner in San Diego, CA shows excellent levels, with an average rating of 4.6 stars. About 90% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. The top 10% of businesses by review volume account for 46% of all reviews, indicating that customer engagement varies significantly across the market.
Digital adoption among financial planner in San Diego, CA varies significantly. With 91% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.
Reaching financial planner in San Diego, CA is possible through multiple channels. 79% of businesses list phone numbers, making phone calls a primary contact method. Email outreach is viable with 74% email availability, though phone contact remains more universally accessible.
This market analysis is compiled from 484 verified financial planner business listings in San Diego, CA. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.
