Company lists · Data refreshed September 2026
Top 25 AI advisory firms based in San Diego, United States
RevenueBase identified 106 AI advisory firms headquartered in San Diego, United States as of September 2026 and tracks 1,572 professional contacts across them, including 439 with verified work emails. New York is the largest hub.
This list covers AI advisory firms 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 21, 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.
The 25 largest AI advisory firms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 393 contacts → | ||||
Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 201 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 174 contacts → | ||||
Indirect evidence “Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 46 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 36 contacts → | ||||
Partial evidence “Built on deep capability and trust formed through close partnership, we focus on AI, advanced analytics, data foundation modernization, and ERP transformation to deliver…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 34 contacts → | ||||
Partial evidence “Headquartered in San Diego, California, Madison Avenue Securities is a full service, fully independent Broker/Dealer and Investment Advisory firm servicing financial advisors and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 33 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 17 contacts → | ||||
Strong evidence “Reel Axis is a business strategy and AI advisory firm focused on increasing revenue, improving margins, and modernizing how companies operate.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 16 contacts → | ||||
Indirect evidence “CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 16 contacts → | ||||
Partial evidence “SSG provides high-quality, dedicated services for independent registered investment advisors.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 16 contacts → | ||||
Indirect evidence “We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 14 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 13 contacts → | ||||
Partial evidence “Award-winning USA-based AI consultancy developing the future of intelligent solutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 12 contacts → | ||||
Indirect evidence “5P Consulting is a boutique Information Management & System Implementation firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 10 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Partial evidence “We deploy Fortune 500 strategy, product, and AI experts to help AI-curious CXOs transform how their teams operate.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Partial evidence “Management Consulting - Digital Transformation - AI” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Partial evidence “GROW Funds is a Registered Investment Advisory firm located in La Jolla, California, specializing in individual stock selection and active portfolio management.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Partial evidence “Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Partial evidence “Specializing in automation and AI systems, our innovative approach sets us apart.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Indirect evidence “At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Partial evidence “Sage Capital Advisors, LLC provides a full range of investment and wealth management services, applying customized strategies to manage risk and grow wealth responsibly.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
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: AI advisory firms. 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 AI advisory firms.
- Partial evidence
- Its own public description names part of AI advisory firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name AI advisory firms. 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 106 AI advisory firms based in San Diego, United States
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AI advisory firms based in San Diego, United States at a glance
As of Sep 21, 2026Companies by employee count
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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among AI advisory firms, 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 “AI advisory firms”. 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 AI advisory firms), 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 AI advisory firms, 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, 439 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 21, 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.
AI advisory firms by metro in the United States
- AI advisory firms in New York382
- AI advisory firms in San Francisco192
- AI advisory firms in Austin191
- AI advisory firms in Chicago184
- AI advisory firms in Atlanta170
- AI advisory firms in Dallas156
- AI advisory firms in Houston145
- AI advisory firms in Miami136
- AI advisory firms in Los Angeles129
- AI advisory firms in Boston128
- AI advisory firms in San Diego106
- AI advisory firms in Denver95
- AI advisory firms in Washington77
- AI advisory firms in Portland73
- AI advisory firms in Seattle72
- AI advisory firms in Charlotte67
- AI advisory firms in Tampa62
- AI advisory firms in Raleigh58
- AI advisory firms in Phoenix56
- AI advisory firms in Scottsdale56
- AI advisory firms in Irvine53
- AI advisory firms in Minneapolis51
- AI advisory firms in Pittsburgh47
- AI advisory firms in Sheridan46
- AI advisory firms in Indianapolis44
- AI advisory firms in Orlando41
- AI advisory firms in Wilmington41
- AI advisory firms in Dover40
- AI advisory firms in Philadelphia39
- AI advisory firms in Bellevue38
- AI advisory firms in Cincinnati38
- AI advisory firms in Las Vegas38
- AI advisory firms in San Antonio38
- AI advisory firms in Boca Raton37
- AI advisory firms in Frisco37
- AI advisory firms in Overland Park37
- AI advisory firms in Columbus36
- AI advisory firms in Palo Alto36
- AI advisory firms in Nashville35
- AI advisory firms in San Jose34
- AI advisory firms in Alpharetta33
- AI advisory firms in Newport Beach33
- AI advisory firms in Birmingham32
- AI advisory firms in Fort Lauderdale31
- AI advisory firms in New York City31
- AI advisory firms in Omaha31
- AI advisory firms in Richmond31
- AI advisory firms in Cleveland30
- AI advisory firms in Grand Rapids29
- AI advisory firms in Kansas City28
- AI advisory firms in Plano28
- AI advisory firms in Rochester27
- AI advisory firms in Sacramento27
- AI advisory firms in Salt Lake City27
- AI advisory firms in Sarasota26
- AI advisory firms in St Louis26
- AI advisory firms in Baltimore25
- AI advisory firms in Columbia25
- AI advisory firms in Greenwood Village25
- AI advisory firms in Mclean25
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 AI advisory firms, 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 AI advisory firms are there based in San Diego, United States?
RevenueBase identified 106 AI advisory firms 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 has the most AI advisory firms?
New York leads with 382 headquartered companies, followed by San Francisco (192) and Austin (191).
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 439 verified decision-maker contacts tracked across these 106 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 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 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.
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