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Pacific Capital Associates

pcasd.com
Pacific Capital Associates (PCA) is an independent investment management and financial planning firm serving San Diego and beyond since 2003, combining investment management, risk analysis, and financial planning for individual clients.
JS
20031-10 emp
4747 Viewridge Ave, San Diego, California
$1 Million to 5 Million revenue
Financial Services
NAICS 52
1815•••••00
TECH STACK
Calendly
Pacific Capital Associates campaignconsultative3000 target
Companies like Pacific Capital Associates — Financial Services, 1-10
“Get fiduciary, value-focused investment management and financial planning from a small San Diego firm that answers the phone and is an email away.”
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Companies 23
Decision-makers 33
Emails 20
Signals 0

Companies like Pacific Capital Associates — competitors and alternatives

CompanyWhat they doLocationSizeHiring
Pacific Capital Associates (PCA) is an independent investment management and financial planning firm serving San Diego and beyond San Diego, California1-10
Vanguardvanguard.com
BMERSS
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
Fidelityfidelity.com
SSRMRD
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
Merrill is a wealth management and online investing platform offering personalized investing strategies, financial advice, and guiSan Mateo, California201-1000
Raymond Jamesraymondjames.com
JGSDBO
Raymond James Financial, Inc. is a Florida-based diversified financial services firm founded in 1962 and publicly traded since 198St. Petersburg, Florida5000+
Edward Jonesedwardjones.com
PFJPKB
Edward Jones is a North American financial services firm with more than 20,000 financial advisors serving more than 9 million clieSt. Louis, Missouri5000+
Ameriprise Financialameriprise.com
JMM(LS
Ameriprise Financial is a financial planning and advice firm with over 130 years of history, serving individual and institutional Minneapolis, Minnesota5000+
BlackRockblackrock.com
MVSBDD
BlackRock is a global investment management firm and technology provider that manages investments on behalf of clients including bNew York, New York5000+
Trowepricetroweprice.com
JSAWML
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed Baltimore, Maryland5000+
PMCMKM
U.S. Bank is the fifth-largest commercial bank in the United States, offering commercial and institutional banking, business bankiMinneapolis, Minnesota5000+
Northwestern Mutualnorthwesternmutual.com
DCSWSS
Northwestern Mutual is a U.S. life insurance and financial services company founded in 1857, headquartered in Milwaukee, WisconsinMilwaukee, Wisconsin5000+
MMDGND
ml.com is the homepage for Merrill Lynch Wealth Management and Financial Services, a wealth management and financial services firm
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electronEnglewood, Colorado5000+
Robinhoodrobinhood.com
SQSMJA
Robinhood is a commission-free trading and investing platform that lets users trade stocks, options, crypto, and futures with fracMenlo Park, California1001-5000
Morgan Stanleymorganstanley.com
Morgan Stanley is a global financial services firm with a 90-year history, operating in 42 countries to provide investment bankingNew York, New York5000+
Interactive Brokers LLCinteractivebrokers.com
Interactive Brokers LLC is a global brokerage and trading platform founded in 1977, offering stocks, ETFs, options, futures, spot Greenwich, Connecticut1001-5000
Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and top 25 U.S. financial holding company offerinDetroit, Michigan5000+
Merrill Edgemerrilledge.com
Merrill Edge is an online brokerage platform offering self-directed investment accounts, stock trading, and online investing serviArizona1001-5000
Invesco is a global asset management firm with 8,300 employees and operations in more than 120 countries, managing assets across nAtlanta, Georgia5000+
State Streetstatestreet.com
State Street is a global financial services firm offering Investment Servicing, Investment Management, Markets, and Data Intellige
Tdameritradetdameritrade.com
Investment ManagementMuscatine, Iowa5000+
Franklin Templetonfranklintempleton.com
Franklin Templeton is a global investment management firm offering mutual funds, ETFs, and private market solutions across public San Mateo, California1001-5000
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Pacific Capital Associates (PCA) is an independent investment management and financial planning firm serving San Diego and beyond since 2003, combining investment management, risk
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Frequently asked questions about Pacific Capital Associates

What does Pacific Capital Associates do?

Pacific Capital Associates (PCA) is an independent investment management and financial planning firm serving San Diego and beyond since 2003, combining investment management, risk analysis, and financial planning for individual clients.

Who are Pacific Capital Associates's competitors?

Companies like Pacific Capital Associates include Vanguard, Fidelity, Charles Schwab, Merrill, Raymond James. See the full list of 24 competitors and alternatives above.

How many employees does Pacific Capital Associates have?

Pacific Capital Associates has approximately 1-10 employees and is in the Financial Services industry.

Where is Pacific Capital Associates headquartered?

Pacific Capital Associates is headquartered in San Diego, California.

What industry is Pacific Capital Associates in?

Pacific Capital Associates operates in the Financial Services industry.

Who are the decision-makers at Pacific Capital Associates?

Key decision-makers and buying contacts at Pacific Capital Associates are listed above, including leaders across executive, finance, sales and operations.