SDBJ Book of Lists

Welcome to the San Diego Business Journal’s Book of Lists and weekly list page. The San Diego Business Journal’s lists provide deeper, better and more rigorously researched data than any other national database. Our lists provide the most up-to-date information and data points across more than 50 industries. From networking to research to mailing lists and more, your connection to San Diego businesses starts here. The Book of Lists is an exclusive compilation of more than 90 lists containing data and contacts for San Diego County businesses. Each list contains phone numbers, addresses and contact names of business principals, websites, number of employees and annual revenue. 61% of San Diego Business Journal’s subscribers refer to the Book of Lists at least once a month.

Your purchase of a Book of Lists includes a Business Journal subscription. The subscription to the Journal includes PDFs of the Book of Lists, digital access to the weekly Journal and the weekly lists. You may also purchase the Book of Lists in excel format below, which also includes a subscription. You may subscribe to the Journal by clicking here

If you are a current paid subscriber and wish to have a PDF of the 2024 Book of Lists, please e-mail a request to SDBJcustomerservice@sdbj.com and include your subscription account number in the subject line. Your account number can be found on your mailing label right above your name and begins with SD. If you would like to be on one of our lists, contact SDBJLists@sdbj.com.

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Wealth Management Firms
Ranked by assets managed locally for fiscal year 2023
Rank
Company
Address
Website
Phone
Total assets managed:
2023
2022
% + (-)
Services Compensation Min. investment account:
Individual
Institution
# of local portfolio managers or investment advisers Top local exec.(s)
CIO
Year est. locally
Financial planning
Brokerage services
Asset management
Estate planning
Life insurance/risk mgmt.
Other
Hourly
Commissions
Fixed fee
Performance-based
fees
1
Chandler Asset Management Inc.
9255 Towne Centre Drive, Suite 600, San Diego 92121
www.chandlerasset.com
800-317-4747
$35.8B
$28.6B
25
N N Y N N N N N Y N $250,000
$10,000,000
16 Nicole Dragoo
Jayson Schmitt
William Dennehy
Scott Prickett
1988