Company lists · Data refreshed September 2026

Top 13 Asset management companies based in San Diego, United States

This directory contains 25 asset management companies based in San Diego, United States, with 218 contacts and 39 email addresses. The single most-represented city among the companies on the list is New York, and the directory was published in September 2026.

Asset management companies manage investment portfolios, funds, and other assets on behalf of individuals, institutions, and other clients. This list covers companies that manage investment portfolios, funds, or other assets for individuals, institutions, or other clients. Ranked by team size, largest first. Data current as of September 6, 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 6, 2026 86% judged on-target in blind review
25Companies
218Contacts tracked
39Verified emails
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The 13 largest asset management companies based in San Diego, United States

Ranked by team size
Top 13 of 25 asset management companies based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to asset management companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Diego, CA, United StatesHQ checked Sep 6, 202611-5010 contacts →

“Heritage Wealth Management is an independently owned, San Diego based wealth management firm.”

Source: company website · checked Sep 6, 2026
2Strong evidenceSan Diego, CA, United StatesHQ checked Sep 6, 202611-5010 contacts →

“At AAM - Aircraft Asset Management, LLC, we help airlines, lessors, MROs, and investors navigate the global aviation market with confidence.”

Source: company website · checked Sep 6, 2026
3Partial evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-107 contacts →

“Seabird provides boutique investment management to High-Net Worth Investors and Wealth Managers who seek a turn-key platform to deliver on behalf of their clients.”

Source: company website · checked Sep 6, 2026
4Partial evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-106 contacts →

“At Dean Roland Russell, we take an integrated approach to wealth management.”

Source: company website · checked Sep 6, 2026
5Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 202611-506 contacts →

“Nicholas Investment Partners.”

Source: company website · checked Sep 6, 2026
6Strong evidenceSan Diego, CA, United StatesHQ checked Sep 6, 202611-505 contacts →

“SBMI Group is a vertically integrated San Diego-based real estate management and investment firm with over $300 million in real estate assets under management.”

Source: company website · checked Sep 6, 2026
7Partial evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-104 contacts →

“SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.”

Source: company website · checked Sep 6, 2026
8Partial evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-104 contacts →

“Alpha Global Investments provides services in the areas of portfolio management and financial planning.”

Source: company website · checked Sep 6, 2026
9Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-103 contacts →

“With over 20 years in multifamily real estate, Elevate SD Properties was the byproduct of this experience and passion towards providing superior service for today's owners.”

Source: company website · checked Sep 6, 2026
10Partial evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-103 contacts →

“At Lumena Financial Strategies, we bring a well-grounded and innovative approach to wealth management, utilizing the collective experience of the team to provide clients and their…”

Source: company website · checked Sep 6, 2026
11Partial evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-102 contacts →

“Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch”

Source: company website · checked Sep 6, 2026
12Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-101 contacts →
Source: company website · checked Sep 6, 2026
13Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-101 contacts →

“The founding principles of ARL Real Estate Group are simple – to meticulously oversee property operations, to provide precise financial reporting, and to be forward thinking when…”

Source: company website · checked Sep 6, 2026

Showing 13 of 25 asset management companies based in San Diego, United States

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Asset management companies based in San Diego, United States at a glance

As of Sep 6, 2026
17.9%Verified-email coverage
8.7Average contacts per company
1-10Median size (employees)
484.0%Largest-city concentration · New York
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
14
11-50
8
51-200
3

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 25 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 asset management companies, 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 “asset management companies”. 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 asset management companies), 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 asset management companies, 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, 39 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 6, 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.

Frequently asked

How many asset management companies are in the list?

The list includes 25 asset management companies based in San Diego, United States.

Which city has the most asset management companies on the list?

The single most-represented city among the companies on this list is New York.

How many contacts and email addresses are available for asset management companies?

The directory includes 218 contacts and 39 email addresses for the listed companies.

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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.