Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Counterpoint Asset Management LLC financial advisors in San Diego, CA

Every SEC-registered investment adviser representative at a Counterpoint Asset Management LLC office in San Diego, A to Z.

The short answer

3 registered advisors work at Counterpoint Asset Management LLC in San Diego, out of 4 at the firm nationwide; it ranks number 122 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Counterpoint Asset Management LLC advisors in San Diego, A to Z

Every Counterpoint Asset Management LLC advisor →

Counterpoint Asset Management LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Counterpoint Asset Management LLC advisors in other cities

Calabasa, CA 1

Other firms in San Diego

All San Diego advisors →

LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60

Questions

How many financial advisors does Counterpoint Asset Management LLC have in San Diego?

3 investment adviser representatives are registered at Counterpoint Asset Management LLC offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Counterpoint Asset Management LLC one of the largest advisor employers in San Diego?

Counterpoint Asset Management LLC ranks number 122 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.

How do I check a Counterpoint Asset Management LLC advisor in San Diego?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Counterpoint Asset Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.