Forbes Custom: Market Research

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Selection Criteria

The companies selected
exceed the criteria below:

Fee-Only or Fee-Based

RIA or IAR

No Unresolved Lawsuits or Grievances

Advanced Certifications Held

Comprehensive Range of Wealth Management and Financial Planning Services Offered

15+ Years of Industry Experience

Leading Providers is a service of Goldline Research. Goldline Research is a leading marketing and information services firm. Goldline Research’s mission is to empower consumer choice by researching and identifying leading professional services providers. Goldline Research has helped thousands of consumers find high quality service providers. Goldline Research was recently named to the 2009 Inc. 5000 list of the fastest growing privately-held companies. Founded in 2004, Goldline Research is headquartered in Novato, California. For more information about Goldline Research, please visit www.leadingproviders.com. Goldline Research is not affiliated with Forbes Magazine.

2009 Leading Providers
Wealth Managers of Southern California
Based upon proprietary research conducted by Goldline Research, there are more than 2,100 Securities and Exchange Commission (SEC)-registered investment advisors in Southern California. Goldline Research undertook an in-depth, multi-month research process to identify leading firms in the region.

Spectrum Asset Management, Inc.
1301 Dove Street, Suite 970
Newport Beach, CA 92660
949.717.3400 | www.myspectrum.com

Tellone Management Group, Inc.**
6200 East Canyon Rim Road, Suite 201
Anaheim Hills, CA 92807
714.998.2290 | www.tellone.com

Reilly Financial Advisors, LLC
7777 Alvarado Road, Suite 116
La Mesa, CA 91941
800.682.3237 | www.rfadvisors.com

Merrithew & Thorsten, Inc.
9820 Willow Creek Road #200
San Diego, CA 92131
858.547.1845 | fee-only-planner.com

Puplava Financial Services, Inc.
Registered Investment Advisor
10809 Thornmint Road, 2nd Floor
San Diego, CA 92127
888.486.3939 | www.puplava.com

Pence Wealth Management**
5000 Birch Street, Suite 7600
Newport Beach, CA 92660
949.660.8777
www.PenceWealthManagement.com

Crosswind Strategies
3655 Nobel Drive, Suite 350
San Diego, CA 92122
858.453.5100
www.crosswindstrategies.com

Marathon Investment Programs
Registered Investment Advisor
902 El Rancho Road
Santa Barbara, CA 93108
805.969.9646 | www.marathonip.com

Vaughn Woods Financial Group
2226 Avenida de la Playa, Suite A
La Jolla, CA 92037
858.454.6900 | www.vaughnwoods.com

Securities offered through Delta Equity Services Corporation. Advisory services offered through Delta Global Asset Management, a registered investment advisor. Member FINRA, SIPC.

Lido Advisors, Inc.
9100 Wilshire Boulevard, Suite 350W
Beverly Hills, CA 90212
310-278-8232 | www.lidoadvisors.com

** Second Year Selected

To download a pdf of the printed list that ran in the June 22, 2009 issue of Forbes, please click here.

To download a pdf of the entire list of all qualifying companies, please click here.

To download a market overview for this region and category, please click here.