Transparency

"Be true to your work, your word, and your friend."
- Henry David Thoreau

Transparency

News & Resources

News

HoyleCohen Ranked #8 Fastest Growing RIA in the U.S. by Financial Advisor Magazine

July 13, 2018, San Diego, CA – HoyleCohen LLC,  a wealth management firm based in California is pleased to announce it has been named the eighth fastest growing registered investment advisory firm in the U.S. in the 2018 edition of  Financial Advisor Magazine’s 2018 Top 50 Fastest Growing RIAs with more than $1.7 billion in assets under management (AUM), over twice that of the prior year.  “This is an honor but growth, per se, is never our primary objective,” according to Mark Delfino, HoyleCohen CEO.  “Our growth continues to be fueled by the value we add to our clients, our passion for customized client service, and our ability to attract high-caliber, like-minded professionals to the firm.”  HoyleCohen was also named as one of the Financial Times Top 300 RIAs and by the San Diego Business Journal as one of the Best Places to Work in San Diego earlier this year.

Read More

SDBJ Names HoyleCohen Among the 2018 "Best Places to Work in San Diego"

For immediate release:  June 6, 2018– San Diego, CA - -  HoyleCohen, LLC is proud to announce that we have been selected as one of the Best Places to Work in San Diego for the third year in a row!

Read More

CEO Mark Delfino Quoted in San Diego Business Journal

Fintech Platform Packages Services, Solutions

CEO and Senior Managing director of HoyleCohen LLC, Mark Delfino was recently featured in an article covering a new fintech platform by the San Diego Business Journal.

Read More

SDBJ Names HoyleCohen Among the 2017 "Best Places to Work in San Diego"

For immediate release:  July 10, 2017– San Diego, CA - -  HoyleCohen, LLC is proud to announce that we have been selected as one of the Best Places to Work in San Diego for the second year in a row!

Read More

Vanessa Wieliczko Elected CFA Society San Diego President

July 6, 2017 – HoyleCohen is proud to announce that our Director of Investments and Portfolio Management, Vanessa Wieliczko, CFA, CAIA, CFP® has been elected for a two year term as President of the CFA Society San Diego, a group of approximately 500 elite investment professionals in San Diego County.

Read More