Company lists · Data refreshed September 2026

Top 25 Advisory and outsourcing services based in San Diego, United States

Name: Advisory and outsourcing services 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 23, 2026 318 companies tracked

RevenueBase identified 318 advisory and outsourcing services headquartered in San Diego, United States as of September 2026 and tracks 2,496 professional contacts across them, including 953 with verified work emails. Across the United States, New York is the largest hub for this category (1,824 companies); San Diego has 318.

This list covers advisory and outsourcing services 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 23, 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 23, 2026 86% judged on-target in blind review

318Companies

2,496Contacts tracked

953Verified emails

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The 25 largest advisory and outsourcing services based in San Diego, United States

Ranked by team size

Top 25 of 318 advisory and outsourcing services based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 23, 2026. RevenueBase Smart Search rates how each company's information relates to advisory and outsourcing services: 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	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 23, 2026
2	Softhq INC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	51-200	214 contacts →
	Partial evidence “Softhq consistently delivers Applications services, Infrastructure services, and Business Process Outsourcing (BPO) services globally through a combination of technology knowhow…” Source: RevenueBase Database · checked Sep 23, 2026
3	VAN DEN Boom & Associates LLC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	51-200	137 contacts →
	Indirect evidence “van den Boom & Associates is a life sciences focused firm that that specializes in supporting VC backed life science companies through outsourced finance, accounting, contracts…” Source: RevenueBase Database · checked Sep 23, 2026
4	Considine & Considine	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	51-200	102 contacts →
	Indirect 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 23, 2026
5	Sayva Solutions	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	51-200	91 contacts →
	Indirect evidence “Sayva Solutions is a professional services firm providing tailored solutions for businesses through project-based consulting, recruiting, and outsourced back-office functions.” Source: RevenueBase Database · checked Sep 23, 2026
6	Sydata INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	51-200	91 contacts →
	Indirect evidence “Sydata Consulting, Inc.” Source: RevenueBase Database · checked Sep 23, 2026
7	Raso360	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	51-200	79 contacts →
	Indirect evidence “Raso360 is a global leader in onshore consulting and offshore delivery solutions, specializing in top-notch enterprise software platforms such as SAP, Oracle, Salesforce…” Source: RevenueBase Database · checked Sep 23, 2026
8	JGD & Associates LLP	Partial evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	11-50	66 contacts →
	Partial 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 23, 2026
9	PBO Advisory Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 23, 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 23, 2026
10	PKF SAN Diego, LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 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 23, 2026
11	Christy White, INC	Partial evidence	San Diego, United StatesHQ checked Sep 23, 2026	51-200	46 contacts →
	Partial 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 23, 2026
12	Levitzacks	Partial evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	51-200	44 contacts →
	Partial 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 23, 2026
13	Excelerate	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	11-50	43 contacts →
	Indirect evidence “We help our clients translate strategy into action to drive growth, reduce cost or increase efficiency.” Source: RevenueBase Database · checked Sep 23, 2026
14	Lohman & Associates, INC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 23, 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 23, 2026
15	Software Equity Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	11-50	31 contacts →
	Indirect evidence “Exceeding expectations is our #1 goal.” Source: RevenueBase Database · checked Sep 23, 2026
16	AB Tawil & Associates	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	11-50	20 contacts →
	Indirect 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 23, 2026
17	CA HR Services	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	11-50	20 contacts →
	Indirect evidence “California HR Services is a premier Human Resources Consulting Firm, based out of San Diego, California, specializing in providing expert, practical, and cost-effective HR…” Source: RevenueBase Database · checked Sep 23, 2026
18	Back Office Support Solutions	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	11-50	20 contacts →
	Indirect evidence “Back Office Support Solutions is an outsourced accounting and operations firm that creates a tailored approach to support each client's specific needs in accounting/bookkeeping…” Source: RevenueBase Database · checked Sep 23, 2026
19	Signature Analytics	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 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 23, 2026
20	Exit Consulting Group, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	11-50	17 contacts →
	Indirect evidence “Growing a business takes vision.” Source: RevenueBase Database · checked Sep 23, 2026
21	Accuvisors	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 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 23, 2026
22	Ensunet Technology Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	11-50	17 contacts →
	Indirect evidence “Ensunet Technology Group – Your M&A diligence and transaction lifecycle integration and optimization technology experts.” Source: RevenueBase Database · checked Sep 23, 2026
23	Mead Consulting Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 2026	11-50	16 contacts →
	Indirect evidence “Who are we?” Source: RevenueBase Database · checked Sep 23, 2026
24	Meletis & Munsch LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 23, 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 23, 2026
25	Excedeo	Indirect evidence	San Diego, United StatesHQ checked Sep 23, 2026	11-50	14 contacts →
	Indirect evidence “Mariela Collins launched Excedeo 18 years ago because she recognized that small and mid-size companies need the full service of an in-house IT Department without the high staffing…” Source: RevenueBase Database · checked Sep 23, 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: advisory and outsourcing services. 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 advisory and outsourcing services.
Partial evidence: Its own public description names part of advisory and outsourcing services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name advisory and outsourcing services. 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 318 advisory and outsourcing services based in San Diego, United States

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Advisory and outsourcing services based in San Diego, United States at a glance

As of Sep 23, 2026

38.2%Verified-email coverage

7.8Average contacts per company

1-10Median size (employees)

Sep 23, 2026Page data refreshed

Companies by employee count

1-10

223

11-50

51-200

201-500

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 318 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 advisory and outsourcing services, 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 “advisory and outsourcing services”. 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 advisory and outsourcing services), 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 advisory and outsourcing services, 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, 953 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 23, 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.

Advisory and outsourcing services 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 advisory and outsourcing services, 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 advisory and outsourcing services are there based in San Diego, United States?

RevenueBase identified 318 advisory and outsourcing services 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?

Westpac Wealth Partners, headquartered in San Diego, tops this list with the largest team on record.

Which city in the United States has the most advisory and outsourcing services?

New York leads the United States with 1,824 headquartered companies, followed by Houston (804) and Chicago (737). San Diego has 318.

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 953 verified decision-maker contacts tracked across these 318 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 23, 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.