It’s a privilege to share that CCMI has once again been included on the San Diego Business Journal’s 2026 Wealth Management Firms List. The annual list assesses firms across San Diego, ranking them based on assets under management, number of advisors, offerings, and other criteria.
We pride ourselves on serving the community we not only work in but call home. This recognition reinforces our commitment to the region and the trust our clients and partners place in us every day.
Behind every client relationship and milestone is a team of professionals dedicated to delivering exceptional, objective, and personal care. Thank you to our clients, team members, and partners for being part of our journey.
Ranking consideration is based on firm submissions and the ranking is based on assets managed locally for fiscal year 2025. Submissions are reviewed and confirmed 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.
PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at https://myccmi.com/important-disclosures/
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 PLANNERTM professionals who act as fiduciaries, which means our clients’ interests always come first.
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