CCMI Named to the San Diego Business Journal Top Wealth Management Firms List for 2025

We’re excited to share that the San Diego Business Journal has named CCMI to its Top Wealth Management Firms List for 2025. Using firm submissions, the list ranks RIAs based on assets under management, number of advisors in the region, services offered, and other factors.

We’re thrilled to be named alongside other RIAs that have made the fiduciary commitment and are dedicated to serving the San Diego community with integrity, personalized care, and transparency. This recognition wouldn’t be possible without clients like you, the relationships we have built, and the trust you put in us every day. Thank you for our partnership, and we look forward to continuing to grow together.

Submissions for the list are reviewed, confirmed, and ranked by the San Diego Business Journal’s editorial team. Since participation is voluntary, the list may not reflect all wealth management firms in the region.

View the full list here.

CCMI provides personalized fee-only financial planning and investment management services to business owners, professionals, individuals and families in San Diego and throughout the country. CCMI has a team of CERTIFIED FINANCIAL PLANNER^TMprofessionals who act as fiduciaries, which means our clients’ interests always come first.
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About the author Brian Matter, CFP^®, CPWA^®, CEPA

As a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® designee, a Certified Exit Planning Advisor®, and a business owner, Brian specializes in helping business owners navigate their financial lives. In addition to his role as principal and owner, Brian guides clients in investment selection, risk management, estate planning strategies, succession plans, retirement options, and generational wealth planning and also serves as CCMI’s Chief Compliance Officer.