Company lists · Data refreshed September 2026

Top 25 Accounting firm strategic planning consultants based in San Diego, United States

Name: Accounting firm strategic planning consultants based in San Diego, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 168 companies tracked

RevenueBase identified 168 accounting firm strategic planning consultants headquartered in San Diego, United States as of September 2026 and tracks 1,611 professional contacts across them, including 536 with verified work emails. Across the United States, New York is the largest hub for this category (689 companies); San Diego has 168.

This list covers accounting firm strategic planning consultants headquartered in San Diego, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

168Companies

1,611Contacts tracked

536Verified emails

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The 25 largest accounting firm strategic planning consultants based in San Diego, United States

Ranked by team size

Top 25 of 168 accounting firm strategic planning consultants based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to accounting firm strategic planning consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Considine & Considine	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	51-200	102 contacts →
	Partial evidence “We offer a multitude of services ranging from traditional compilations, audits, reviews and tax returns, to other specialties, such as personal financial planning, retirement plan…” Source: RevenueBase Database · checked Sep 27, 2026
2	JGD & Associates LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	66 contacts →
	Indirect evidence “JGD & Associates is a full service CPA and advisory firm serving the San Diego area for over 40 years.” Source: RevenueBase Database · checked Sep 27, 2026
3	PBO Advisory Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	51-200	55 contacts →
	Partial evidence “At PBO Advisory Group, we assess, outsource, and advise in the areas of accounting & finance, human resources, human capital consulting, and business operations to increase…” Source: RevenueBase Database · checked Sep 27, 2026
4	PKF SAN Diego, LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	52 contacts →
	Indirect evidence “About PKF San Diego, LLP For almost 30 years, PKF San Diego, LLP has been a trusted partner for businesses and individuals, delivering expert financial guidance with a commitment…” Source: RevenueBase Database · checked Sep 27, 2026
5	Gatto, Pope & Walwick, LLP	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	51-200	52 contacts →
	Partial evidence “Gatto, Pope & Walwick LLP is a leading San Diego-based accounting firm.” Source: RevenueBase Database · checked Sep 27, 2026
6	Leaf & Cole, LLP	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	49 contacts →
	Partial evidence “Leaf & Cole, LLP is one of the largest single office accounting firms in San Diego, California - America's Finest City.” Source: RevenueBase Database · checked Sep 27, 2026
7	Christy White, INC	Indirect evidence	San Diego, United StatesHQ checked Sep 27, 2026	51-200	46 contacts →
	Indirect evidence “Mission: Christy White Associates’ promise to our clients is a worthwhile business relationship with responsive, trustworthy advisors and timely delivery of quality assurance…” Source: RevenueBase Database · checked Sep 27, 2026
8	Levitzacks	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	51-200	44 contacts →
	Indirect evidence “LEVITZACKS has been providing outstanding audit, review, compilation, domestic and international tax, management information, and management advisory services since 1964.” Source: RevenueBase Database · checked Sep 27, 2026
9	Excelerate	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	43 contacts →
	Partial evidence “We help our clients translate strategy into action to drive growth, reduce cost or increase efficiency.” Source: RevenueBase Database · checked Sep 27, 2026
10	Lohman & Associates, INC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	39 contacts →
	Partial evidence “Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies.” Source: RevenueBase Database · checked Sep 27, 2026
11	Heritage Resource Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	51-200	26 contacts →
	Partial evidence “Providing Consulting & Strategic Solutions for Senior Living Communities.” Source: RevenueBase Database · checked Sep 27, 2026
12	Evara Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	51-200	25 contacts →
	Partial evidence “EVARA Group is a values-driven multi-discipline consulting firm that advises on and executes complex and strategic initiatives and projects, helping our clients overcome…” Source: RevenueBase Database · checked Sep 27, 2026
13	AB Tawil & Associates	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	20 contacts →
	Partial evidence “AB Tawil & Associates is a San Diego based and fully bilingual (English/Spanish) accounting firm founded in 2006; that offers a full array of accounting, tax, consulting, and…” Source: RevenueBase Database · checked Sep 27, 2026
14	Addleman & Associates	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	19 contacts →
	Partial evidence “Addleman & Associates is a forensic certified public accounting and valuation services firm.” Source: RevenueBase Database · checked Sep 27, 2026
15	Signature Analytics	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	51-200	19 contacts →
	Indirect evidence “When your business needs actionable insights from the story your financial data is telling you, turn to us.” Source: RevenueBase Database · checked Sep 27, 2026
16	Accuvisors	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	17 contacts →
	Indirect evidence “Whether you're seeking to improve financial visibility, streamline operations, or achieve tax savings, our experienced team is committed to guiding you to success.” Source: RevenueBase Database · checked Sep 27, 2026
17	Louis Tommasino CPA & Associates	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	17 contacts →
	Partial evidence “Louis Tommasino, CPA, is a dedicated, full-service accounting firm committed to enhancing the quality and range of accounting services available to the small business sector and…” Source: RevenueBase Database · checked Sep 27, 2026
18	Mead Consulting Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	16 contacts →
	Indirect evidence “Who are we?” Source: RevenueBase Database · checked Sep 27, 2026
19	Meletis & Munsch LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	16 contacts →
	Indirect evidence “Meletis & Munsch, LLP is a full service CPA firm located in Del Mar, CA.” Source: RevenueBase Database · checked Sep 27, 2026
20	IB CPA	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	13 contacts →
	Indirect evidence “With over a 100 years of experience, we have worked help companies focus on their core business while we streamline all the work that consumes your biggest resource, TIME!” Source: RevenueBase Database · checked Sep 27, 2026
21	Cabrillo Advisors	Strong evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	12 contacts →
	Strong evidence “Cabrillo Advisors provides Business Valuations, Accounting and Strategic Consulting services to middle market companies, emerging growth businesses and high net worth individuals.” Source: RevenueBase Database · checked Sep 27, 2026
22	Wastvedt & Company	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	12 contacts →
	Partial evidence “Wastvedt & Company, Inc, a CPA and business consulting firm, helps companies and individuals maximize financial opportunities and minimize liability with expert tax planning and…” Source: RevenueBase Database · checked Sep 27, 2026
23	A.V. Arias & CO	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	11 contacts →
	Indirect evidence “One Source.” Source: RevenueBase Database · checked Sep 27, 2026
24	Allen Barron, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	1-10	10 contacts →
	Indirect evidence “No other firm does what we do!” Source: RevenueBase Database · checked Sep 27, 2026
25	Green Path Partners LLC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	51-200	9 contacts →
	Partial evidence “Welcome to Green Path Partners LLP, where we redefine the standards of excellence in accounting and taxation services.” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting firm strategic planning consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names accounting firm strategic planning consultants.
Partial evidence: Its own public description names part of accounting firm strategic planning consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name accounting firm strategic planning consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 168 accounting firm strategic planning consultants based in San Diego, United States

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Accounting firm strategic planning consultants based in San Diego, United States at a glance

As of Sep 27, 2026

33.3%Verified-email coverage

9.6Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

120

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 168 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting firm strategic planning consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in San Diego, United States whose own description of what they do matches “accounting firm strategic planning consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting firm strategic planning consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among accounting firm strategic planning consultants, and records with no verified work email. Companies headquartered outside San Diego are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 536 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Accounting firm strategic planning consultants by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting firm strategic planning consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many accounting firm strategic planning consultants are there based in San Diego, United States?

RevenueBase identified 168 accounting firm strategic planning consultants headquartered in San Diego, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Considine & Considine, headquartered in San Diego, tops this list with the largest team on record.

Which city in the United States has the most accounting firm strategic planning consultants?

New York leads the United States with 689 headquartered companies, followed by Houston (399) and Chicago (383). San Diego has 168.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 536 verified decision-maker contacts tracked across these 168 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.