Canter Wealth has been recognized as one of the top financial advisory firms in the United States by USA Today in its 2025 rankings. This prestigious honor reflects the firm’s ongoing commitment to delivering exceptional, fiduciary-based financial planning and wealth management services.
Leading the Way in California and San Diego as a Top Financial Advisory Firm
Ranked #6 in California and #1 in both San Diego and La Jolla, Canter Wealth continues to solidify its reputation as a trusted partner for individuals and families seeking personalized, comprehensive financial guidance. These rankings highlight the firm’s strong regional presence and national impact.
A Commitment to Excellence
Canter Wealth’s approach to financial advising is rooted in personalized service and comprehensive planning. The firm’s team of experienced advisors works closely with clients to develop tailored strategies that are designed to align with their financial goals and life aspirations.
Recognized by Multiple Publications
Further cementing its status as a leading financial advisory firm, Canter Wealth was named the Best Financial Planning Firm in San Diego by San Diego Magazine’s ‘Best of San Diego 2024: Reader’s Picks’ awards and the San Diego Union Tribune’s Best of Reader’s Choice Awards.
A Fiduciary Firm Committed to Excellence
Canter Wealth’s team of highly qualified advisors offers a fee-only, fiduciary model focused on client interests—not commissions. With deep expertise in retirement planning, investment management, tax strategies, and estate planning, the firm helps clients build confidence and clarity in their financial lives.
USA Today recognizes the importance of financial advisors stating, “The right financial adviser can help you navigate a shaky economy. We rank the top firms.”
“RIAs [Registered Investment Advisors] have a fiduciary duty to always act in their client’s best interests. They charge fees rather than sales commissions and are increasingly taking a holistic approach to their clients’ financial lives.”
This stands in contrast to broker-dealers, who often work on commission and may sell higher-cost products that don’t always align with a client’s long-term goals.
Canter Wealth is proud to serve as a trusted financial advisor to clients across San Diego, California, and beyond. As a fee-only registered investment advisor, the firm is dedicated to providing transparent, personalized strategies to help clients build, preserve, and transfer wealth with confidence.
Methodology:
Each year USA Today Partners with Statista to rank the top 500 registered investment advisory firms (RIAs) in the country, after evaluating over 30,000. The rankings are based on the growth of the firms’ assets under management (AUM) over the short term (1 year) and long term (5 years), as well as the number of recommendations they received from clients and peers.
The 2025 USA Today Best Financial Advisory Firms list was published 4.23.25. Recommendations were collected through a survey of 30,000 individuals.
