Exhibit A
Financial Advisors work in San Diego
San Diego holds a dense field of registered investment advisers, broker dealer branches and independent planning firms, spread from downtown offices to small practices run out of homes in the inland suburbs. Search demand follows the money in the county: retirement income planning, rollover questions, tax planning around a sale of a home or a business, and college savings for families in the coastal and north county communities. Paid search in this category is expensive because a single client relationship is worth a lot, so firms bid hard on terms like fiduciary and fee only. Franchise networks and large broker dealers take a share of the paid results, while owner operators and small independent firms compete on local and specialty searches. The demand is there across the county, and the firms that publish consistently are the ones that collect it.
