Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in San Diego, United States

Name: Corporate financial planning 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 Sep 19, 2026 81 companies tracked

RevenueBase identified 81 company matches for corporate financial planning firms associated with San Diego, United States as of September 2026 and tracks 794 professional contacts across them, including 293 with verified work emails. Across the United States, New York is the largest hub for this category (206 companies); San Diego has 81.

This list covers company matches for corporate financial planning 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 19, 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 19, 2026 How this list was built

81Companies

794Contacts tracked

293Verified emails

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The 25 largest corporate financial planning firms based in San Diego, United States

Ranked by team size

Top 25 of 81 company matches for corporate financial planning firms based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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 Sep 19, 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 · Sep 19, 2026 · View company records in RevenueBase
2	Dunham	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 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 · Sep 19, 2026 · View company records in RevenueBase
3	California Wealth Transitions, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	11-50	19 contacts →
	Exact match “CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Tidemark Financial Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “A tidemark is the line that’s left on the beach after the tide has reached its highest point, the place where you can clearly see the evidence of the water’s farthest reach.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	WFA SAN Diego	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	11-50	8 contacts →
	Exact match “We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Wealth Analytics	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “We help people create a financial plan and investment strategy for a meaningful and secure retirement.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Trufinancial	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “TruFinancial is an independent, full services financial planning firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Copia Wealth Management & Insurance Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Over time, you have many professionals doing different things with your "pieces".” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	DA CA Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	11-50	7 contacts →
	Exact match “DA/CA Financial Group was established to provide individuals, families and companies with a single source of comprehensive financial guidance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	International Private Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	High Bluff Private Wealth	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “High Bluff Private Wealth is a comprehensive financial planning firm specializing in investment management, insurance planning, tax minimization strategies, and college education…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Wilsey Asset Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	5 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 19, 2026 · View company records in RevenueBase
13	Client First Capital	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “At Client First Capital, we provide customized, evidenced-based financial solutions by applying behavioral finance to your long term goals, current financial situation and unique…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	RJ Patterson Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Located in San Diego, California, RJ Patterson Group is an independent wealth management company dedicated to helping individuals and families reach financial success and fiscal…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Vantage Point Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “As of November 2022, Vantage Point Advisors has been acquired by Stout Vantage Point Advisors specializes in corporate valuation and related financial advisory services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Rohe Levy Financial And Insurance Services, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Our mission is to bring creative technology and cutting edge ideas to high net worth individuals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Stirling Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Financial success doesn’t happen by chance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Calpro	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match “CALPRO is a full-service financial group with a truly unique combination of professionals and resources that help enable our clients to successfully achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Alpha Global Investments	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Alpha Global Investments provides services in the areas of portfolio management and financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Confidence Financial Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “We help navigate the complexity of financial planning to minimize taxes, maximize your returns, and plan for retirement.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Beta Wealth Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Wealth Manager Group, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “We provide proactive financial planning so you can focus on your own unique-ability while we work help you plan your financial future” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	DB Wealth Management Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	PTM Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Welcome!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Satori Wealth Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “We are a fee-only San Diego financial planner that provides comprehensive wealth management including investments and tax planning.” Recorded in the RevenueBase company graph · Sep 19, 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 “corporate financial planning 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 81 corporate financial planning firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 293 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Corporate financial planning firms based in San Diego, United States at a glance

As of Sep 19, 2026

36.9%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

Sep 19, 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 81 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 “corporate financial planning 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 293 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 19, 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.

Corporate financial planning 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 “corporate financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many corporate financial planning firms are there based in San Diego, United States?

RevenueBase identified 81 company matches for corporate financial planning 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 corporate financial planning firms?

New York leads the United States with 206 company records, followed by Houston (109) and Atlanta (104). San Diego has 81.

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 293 professional contacts with verified work emails tracked across these 81 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 19, 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.