Company lists · Data refreshed September 2026

Top 25 Accounting firms for financial institutions based in San Diego, United States

Name: Accounting firms for financial institutions 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 53 companies tracked

RevenueBase identified 53 accounting firms for financial institutions headquartered in San Diego, United States as of September 2026 and tracks 1,151 professional contacts across them, including 329 with verified work emails. New York is the largest hub.

This list covers accounting firms for financial institutions 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

53Companies

1,151Contacts tracked

329Verified emails

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The 25 largest accounting firms for financial institutions based in San Diego, United States

Ranked by team size

Top 25 of 53 accounting firms for financial institutions 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 firms for financial institutions: 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	Harshwal & Company LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	70 contacts →
	Indirect evidence “Harshwal & Company LLP is a renowned CPA firm, offering a wide range of professional audit, tax, and consulting solutions.” Source: RevenueBase Database · checked Sep 27, 2026
3	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
4	PKF SAN Diego, LLP	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	52 contacts →
	Partial 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	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
10	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
11	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
12	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
13	West Rhode & Roberts	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	9 contacts →
	Indirect evidence “West Rhode & Roberts enters its third decade of providing clients with high standards of responsiveness, integrity and quality.” Source: RevenueBase Database · checked Sep 27, 2026
14	Lyons Accountancy Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	9 contacts →
	Partial evidence “Our goal is to provide you with the information and tools that help you build on your success and to have a measurable positive impact on your professional and personal financial…” Source: RevenueBase Database · checked Sep 27, 2026
15	Wilson & Associates, Cpas	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Indirect evidence “Wilson & Associates, CPAs is a dynamic and growing San Diego-based CPA firm.” Source: RevenueBase Database · checked Sep 27, 2026
16	Shapiro & Co., An Accountancy Corporation	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Indirect evidence “Since 1993, Shapiro & Co.” Source: RevenueBase Database · checked Sep 27, 2026
17	Cashuk Wiseman Goldberg Birnbaum & Salem LLP	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	6 contacts →
	Partial evidence “CASHUK WISEMAN GOLDBERG BIRNBAUM & SALEM LLP is an accounting company based out of 2851 CAMINO DEL RIO SOUTH SUITE 410, SAN DIEGO, California, United States.” Source: RevenueBase Database · checked Sep 27, 2026
18	CWDL	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	6 contacts →
	Indirect evidence “When it comes to organizational finances in heavily regulated industries, the devil is in the details.” Source: RevenueBase Database · checked Sep 27, 2026
19	Benito & Company, An Accountancy Corporation	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	1-10	5 contacts →
	Partial evidence “Benito & Company is comprised of dedicated, experienced accounting and tax professionals who have very high standards and enjoy working for a quality CPA firm.” Source: RevenueBase Database · checked Sep 27, 2026
20	Blum & Clark, Certified Public Accountants, LLP	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	5 contacts →
	Partial evidence “Blum & Clark Certified Public Accountants, LLP is a full service tax and accounting firm based in San Diego, California.” Source: RevenueBase Database · checked Sep 27, 2026
21	Kyj, LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	11-50	5 contacts →
	Indirect evidence “KYJ, LLP is a full-service firm that provides audit, tax, and consulting services to satisfy clients in various industries.” Source: RevenueBase Database · checked Sep 27, 2026
22	Matranga & Company, An Accountancy Corporation	Partial evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	1-10	4 contacts →
	Partial evidence “Matranga & Company is a San Diego CPA firm which provides a wide range of accounting services to enterprising businesses and individuals principally located in Southern California.” Source: RevenueBase Database · checked Sep 27, 2026
23	Correia & Associates, An Accountancy Corporation	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
24	Carey & Raicevic Cpas, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
25	JGT CPA Solutions Accountancy Corporation	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Indirect evidence “Whether you need a CPA for your business or personal needs, I’m the partner you can count on.” 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 firms for financial institutions. 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 firms for financial institutions.
Partial evidence: Its own public description names part of accounting firms for financial institutions, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name accounting firms for financial institutions. 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 53 accounting firms for financial institutions based in San Diego, United States

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Accounting firms for financial institutions based in San Diego, United States at a glance

As of Sep 27, 2026

28.6%Verified-email coverage

21.7Average contacts per company

1-10Median size (employees)

396.2%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

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 53 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 firms for financial institutions, 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 firms for financial institutions”. 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 firms for financial institutions), 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 firms for financial institutions, 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, 329 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 firms for financial institutions 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 firms for financial institutions, 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 firms for financial institutions are there based in San Diego, United States?

RevenueBase identified 53 accounting firms for financial institutions 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 has the most accounting firms for financial institutions?

New York leads with 210 headquartered companies, followed by Houston (136) and Chicago (107).

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 329 verified decision-maker contacts tracked across these 53 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.