Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Carl W

CFA®, Series 63

La Jolla, CA

GROW Funds LLC

Carl Wiese is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has been with GROW Funds LLC since 2015 and serves as an adjunct professor at the University of San Diego, teaching courses on Ethics and Financial Markets and Institutions, Financial Management, and Introduction to Hedge Funds. GROW Funds LLC provides discretionary investment management to individuals, pension and profit-sharing plans, businesses, and institutional clients, managing both separately managed accounts and privately offered funds. The firm employs a bottom-up, fundamental small-cap long/short research process and offers performance-based compensation arrangements along with detailed investor reporting.

Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Hubert C

Series 63, Series 65

La Jolla, CA

GROW Funds LLC

Hubert Collins is a financial advisor at GROW Funds LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has served as an investment adviser representative at Messner & Smith since 2015. Collins is also a director of the Thomas C. Ackerman Foundation, a charitable organization making grants to nonprofit institutions in the San Diego area. GROW Funds LLC provides discretionary investment management to individuals, pension and profit-sharing plans, businesses, and institutional clients. The firm manages separately managed accounts and privately offered funds, employing a bottom-up, fundamental small-cap long/short research process and offering performance-based compensation arrangements for eligible investors.

Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Matt C

Series 65

La Jolla, CA

GROW Funds LLC

Matt Clarke is a financial advisor at GROW Funds LLC in La Jolla, CA, holding a Series 65 designation with four years of industry experience. Prior to joining GROW Funds, he worked at Saint Marys High School and the University of San Diego for ten years. GROW Funds LLC offers discretionary investment management to individuals, pension and profit-sharing plans, businesses, and institutional clients, managing both separately managed accounts and privately offered funds. The firm employs a bottom-up, fundamental small-cap long/short research process and provides performance-based compensation arrangements and detailed reporting for its private fund investors.

Active portfolio management Retirement plans for business owners (SEP, solo 401k)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")