Company lists · Data refreshed September 2026

Top 25 AI advisory firms based in San Diego, United States

RevenueBase identified 106 company matches for AI advisory firms associated with San Diego, United States as of September 2026 and tracks 1,572 professional contacts across them, including 439 with verified work emails. Across the United States, New York is the largest hub for this category (413 companies); San Diego has 106.

This list covers company matches for AI advisory firms associated with San Diego, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built
106Companies
1,572Contacts tracked
439Verified emails
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The 25 largest AI advisory firms based in San Diego, United States

Ranked by team size
Top 25 of 106 company matches for AI advisory firms based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 2026201-500393 contacts →

Exact match

“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 2026201-500201 contacts →

Exact match

“Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202651-200174 contacts →

Exact match

“Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202651-20046 contacts →

Exact match

“Cadre is an AI strategy and integration firm focused on helping organizations unlock the power of AI to drive measurable business results that grow revenue, increase EBITDA, and…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202651-20036 contacts →

Exact match

“Built on deep capability and trust formed through close partnership, we focus on AI, advanced analytics, data foundation modernization, and ERP transformation to deliver…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202611-5034 contacts →

Exact match

“Headquartered in San Diego, California, Madison Avenue Securities is a full service, fully independent Broker/Dealer and Investment Advisory firm servicing financial advisors and…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202611-5033 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchSan Diego, United StatesHQ recorded Sep 21, 202611-5017 contacts →

Exact match

“Reel Axis is a business strategy and AI advisory firm focused on increasing revenue, improving margins, and modernizing how companies operate.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202611-5016 contacts →

Exact match

“CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202611-5016 contacts →

Exact match

“SSG provides high-quality, dedicated services for independent registered investment advisors.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202611-5016 contacts →

Exact match

“We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202611-5014 contacts →

Exact match

“We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the corporate transitioning employee.The Retirement…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 20261-1013 contacts →

Exact match

“Award-winning USA-based AI consultancy developing the future of intelligent solutions.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202611-5012 contacts →

Exact match

“5P Consulting is a boutique Information Management & System Implementation firm.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 20261-1010 contacts →

Exact match

“Reyes Financial Architecture is an SEC Registered Investment Fiduciary Advisory Firm whose primary goal is to support, assist and advise clients in the planning of their…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 20261-109 contacts →

Exact match

“Providing access to professionals with proven investment success, best-in-class technology and a full complement of financial services to help you achieve your goals.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 20261-108 contacts →

Exact match

“We deploy Fortune 500 strategy, product, and AI experts to help AI-curious CXOs transform how their teams operate.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 20261-107 contacts →

Exact match

“Christopher Rand, Marc Gallo, Ryan Davis, Rommel Palomera, and Carol Ann Donahue offer Investment advisory services through WCG Wealth Advisors (WCG), a SEC Registered Investment…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202651-2007 contacts →

Exact match

“Management Consulting - Digital Transformation - AI”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 20261-106 contacts →

Exact match

“Define Financial is a fee-only Registered Investment Advisor (RIA) headquartered in San Diego, CA, carefully managing over $300 million for clients across 40+ states.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 20261-106 contacts →

Exact match

“GROW Funds is a Registered Investment Advisory firm located in La Jolla, California, specializing in individual stock selection and active portfolio management.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202611-506 contacts →

Exact match

“Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchSan Diego, United StatesHQ recorded Sep 21, 20261-105 contacts →

Exact match

“Specializing in automation and AI systems, our innovative approach sets us apart.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 20261-105 contacts →

Exact match

“At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 20261-105 contacts →

Exact match

“Sage Capital Advisors, LLC provides a full range of investment and wealth management services, applying customized strategies to manage risk and grow wealth responsibly.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 106 AI advisory firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 439 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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AI advisory firms based in San Diego, United States at a glance

As of Sep 21, 2026
27.9%Verified-email coverage
14.8Average contacts per company
1-10Median size (employees)
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
80
11-50
16
51-200
6
201-500
3

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 106 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with San Diego, United States whose business descriptions match “AI advisory firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 439 professional contacts with verified work emails across the full matched dataset. 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 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

AI advisory firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “AI advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many AI advisory firms are there based in San Diego, United States?

RevenueBase identified 106 company matches for AI advisory firms associated with San Diego, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Westpac Wealth Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most AI advisory firms?

New York leads the United States with 413 company records, followed by San Francisco (192) and Austin (191). San Diego has 106.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 439 professional contacts with verified work emails tracked across these 106 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 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 SmartSearch, 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.