Fee-only adviser · La Jolla, CA
Brandes Investment Partners, LP
Brandes Investment Partners, LP is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in La Jolla, California. On its latest Form ADV, filed April 10, 2026, it reports $40.6B in regulatory assets under management, 11,167 individual clients and 35 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 105404 · SEC file 801-24896 |
| Office | 4275 Executive Square, 5th Floor La Jolla, CA 92037 |
| Phone | (858) 755-0239 |
| Website | www.brandes.com |
| Regulatory assets under management | $40.6B ($39.7B discretionary) |
| Individual clients | 9,723 non-high-net-worth, 1,444 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 149 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in La Jolla
- Worthpointe $1.1B
- Castle Coast Wealth, LLC $424M
- Canter Wealth $386M
- Financial Alternatives, Inc. $615M
- Carter Financial, LLC $282M
- Nerad + Deppe Wealth Management $176M
See all 23 fee-only advisers in La Jolla →
Nearby
- San Diego 106 firms
- Del Mar 6 firms
- Solana Beach 4 firms
- Coronado 4 firms
- Cardiff by the Sea 2 firms
- Cardiff-By-The-Sea 1 firm
- Rancho Santa Fe 7 firms
- Encinitas 10 firms
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