Company lists · Data refreshed October 2026

Top 25 Asset management law firms based in San Diego, United States

Name: Asset management law firms based in San Diego, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 110 companies tracked

RevenueBase identified 110 company matches for asset management law firms associated with San Diego, United States as of October 2026 and tracks 1,270 professional contacts across them, including 633 with verified work emails. Across the United States, New York is the largest hub for this category (696 companies); San Diego has 111.

This list covers company matches for asset management law 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 October 1, 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 Oct 1, 2026 How this list was built

110Companies

1,270Contacts tracked

633Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest asset management law firms based in San Diego, United States

Ranked by team size

Top 25 of 110 company matches for asset management law firms based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Seltzer Caplan Mcmahon Vitek	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	51-200	100 contacts →
	Exact match “Since our founding in 1948, Seltzer Caplan McMahon Vitek has dedicated itself to serving as advocates for our clients and our community.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Centura Wealth Advisory	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	64 contacts →
	Exact match “Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Dunham	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	51-200	60 contacts →
	Exact match “Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Duckor Metzger & Wynne, Aplc	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	43 contacts →
	Exact match “Founded in 1978, Duckor Metzger & Wynne, A Professional Law Corporation (DMW) is an AV-rated, full-service, San Diego-based law firm representing clients across a broad range of…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Cgs3 Crosbie Gliner Schiffman Southard & Swanson LLP	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	32 contacts →
	Exact match “When it comes to a commercial real estate transaction, a lot can go wrong.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Wilson Getty LLP	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	31 contacts →
	Exact match “WILSON GETTY LLP is a law firm based in Southern California specializing in civil litigation, business and transactional law.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Hughes & Pizzuto, APC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	27 contacts →
	Exact match “Hughes & Pizzuto, APC traces its roots to Glenn Wright Jacobs & Schell, founded in 1952 by Eugene Glenn and Leroy A.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Christopher Weil & Company, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	21 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Hechtsolberg	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	21 contacts →
	Exact match “For over 50 years, HechtSolberg has played a key role in the growth of the San Diego region.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Henderson, Caverly & PUM LLP	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	20 contacts →
	Exact match “Henderson, Caverly & Pum LLP, with offices in San Diego, Rancho Santa Fe and Los Angeles, California, is a full-service estates and trusts law firm, handling all aspects of…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Witham Mahoney & Abbott, LLP	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	19 contacts →
	Exact match “At Witham Mahoney & Abbott, we are helping clients build strong businesses, make sound investments, and ensure their professional and personal interests are protected along the…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Weiner LAW	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	17 contacts →
	Exact match “Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Jacko LAW Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	17 contacts →
	Exact match “Jacko Law Group, PC is a dedicated team of professionals with broad and extensive backgrounds in the securities, corporate and financial industries.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Shustak Reynolds & Partners, P.C	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	16 contacts →
	Exact match “Shustak Reynolds & Partners, P.C, is a specialty law firm with a national practice focused on securities, corporate and business law.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Strazzeri Mancini, LLP	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	14 contacts →
	Exact match “Strazzeri Mancini LLP: Helping successful families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Preovolos Lewin, ALC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	14 contacts →
	Exact match “We are a San Diego-based full service Asset Protection Law Firm representing all types of clients in complex transactions and litigation.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Crest Capital Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Chhokar LAW Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “Chhokar Law Group provides integrated Asset Protection, Estate Planning, and Estate Litigation services to individuals, families, and business owners throughout San Diego.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Heritage Wealth Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Jimenez Wealth Legal Advisors, PC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “Global Legal, Wealth, Tax, and Business Counsel” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	The Coopersmith LAW Firm, LLP	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “The Coopersmith Law Firm, LLP represents individuals and businesses at all stages of litigation, and advises clients on methods to avoid and minimize the risk of litigation.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Sullivan, Mcgibbons, Crickard & Associates, LLP	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	7 contacts →
	Exact match “Sullivan, McGibbons, Crickard & Associates, LLP (SMC) is a San Diego law firm specializing in estate planning, estate and trust administration, tax preparation and planning and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Denherder & Associates	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Byron Edwards & Lemley, APC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “Prior to the formation of Byron & Edwards, APC (“B&E”), Thomas and Michael were partners in Edwards, White & Sooy, which later became Edwards, Sooy & Byron.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management law firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 110 asset management law firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 633 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Oct 1, 2026

49.8%Verified-email coverage

11.5Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

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 110 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 “asset management law 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 633 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 October 1, 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.

Asset management law 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 “asset management law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management law firms are there based in San Diego, United States?

RevenueBase identified 110 company matches for asset management law firms associated with San Diego, United States as of October 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 asset management law firms?

New York leads the United States with 696 company records, followed by Chicago (240) and Miami (202). San Diego has 111.

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 633 professional contacts with verified work emails tracked across these 110 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 October 1, 2026.

Ready to reach these companies? Verified emails and direct dials for all 110 asset management law firms based in San Diego, United States. Start with a free account, no credit card.

Download this list →

Related lists

Asset management law firms by geography

Browse the directory

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.