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.
The 13 largest asset management companies based in San Diego, United States
Ranked by team size| # | Company | RevenueBase Smart Search | Contacts | ||
|---|---|---|---|---|---|
| 1 | Partial evidence | 10 contacts → | |||
“Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | Strong evidence | 10 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | Partial evidence | 7 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | Partial evidence | 6 contacts → | |||
“At Dean Roland Russell, we take an integrated approach to wealth management.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | Indirect evidence | 6 contacts → | |||
“Nicholas Investment Partners.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | Strong evidence | 5 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | Partial evidence | 4 contacts → | |||
“SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | Partial evidence | 4 contacts → | |||
“Alpha Global Investments provides services in the areas of portfolio management and financial planning.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | Indirect evidence | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | Partial evidence | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | Partial evidence | 2 contacts → | |||
“Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | Indirect evidence | 1 contacts → | |||
Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | Indirect evidence | 1 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, 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: asset management companies. 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 asset management companies.
- Partial evidence
- Its own public description names part of asset management companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management companies. 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 13 of 25 asset management companies based in San Diego, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 39 reachable decision-makers.
Free signup · no credit card
Asset management companies based in San Diego, United States at a glance
As of Sep 6, 2026Companies by employee count
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.
Asset management companies by metro in the United States
- Asset management companies in New York121
- Asset management companies in Los Angeles41
- Asset management companies in San Francisco38
- Asset management companies in Boston37
- Asset management companies in Dallas37
- Asset management companies in Chicago34
- Asset management companies in Austin31
- Asset management companies in Miami28
- Asset management companies in Houston27
- Asset management companies in San Diego25
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.
Ready to reach these companies? Verified emails and direct dials for all 25 asset management companies based in San Diego, United States. Start with a free account, no credit card.
Download this list →Related lists
Asset management companies by geography
- Asset management companies based in the United States
- Asset management companies based in the United Kingdom
- Asset management companies based in France
- Asset management companies based in Canada
- Asset management companies based in Germany
- Asset management companies based in Brazil
- Asset management companies based in Spain
- Asset management companies based in Australia
- Asset management companies based in Switzerland
- Asset management companies based in South Africa
- Asset management companies based in Italy
- Asset management companies based in the Netherlands
Browse the directory
Browse: Companies home · Asset management companies in United States · All United States lists · All Asset management companies lists · New lists
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management companies based in the United States
- Asset management companies based in the United Kingdom
- Asset management companies based in France
- Asset management companies based in Canada
- Asset management companies based in Germany
- Asset management companies based in Brazil