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 corporate financial planning firms headquartered in San Diego, United States as of September 2026 and tracks 794 professional contacts across them, including 293 with verified work emails. New York is the largest hub.

This list covers corporate financial planning 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 19, 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 19, 2026 86% judged on-target in blind review

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 corporate financial planning firms based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to corporate financial planning firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 19, 2026
2	Dunham	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	51-200	60 contacts →
	Indirect evidence “Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Source: RevenueBase Database · checked Sep 19, 2026
3	California Wealth Transitions, INC	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
4	Tidemark Financial Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
5	WFA SAN Diego	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Source: RevenueBase Database · checked Sep 19, 2026
6	Wealth Analytics	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “We help people create a financial plan and investment strategy for a meaningful and secure retirement.” Source: RevenueBase Database · checked Sep 19, 2026
7	Trufinancial	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong evidence “TruFinancial is an independent, full services financial planning firm.” Source: RevenueBase Database · checked Sep 19, 2026
8	Copia Wealth Management & Insurance Services	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Over time, you have many professionals doing different things with your "pieces".” Source: RevenueBase Database · checked Sep 19, 2026
9	DA CA Financial Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “DA/CA Financial Group was established to provide individuals, families and companies with a single source of comprehensive financial guidance.” Source: RevenueBase Database · checked Sep 19, 2026
10	International Private Wealth Advisors	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Source: RevenueBase Database · checked Sep 19, 2026
11	High Bluff Private Wealth	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “High Bluff Private Wealth is a comprehensive financial planning firm specializing in investment management, insurance planning, tax minimization strategies, and college education…” Source: RevenueBase Database · checked Sep 19, 2026
12	Wilsey Asset Management	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial 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 19, 2026
13	Client First Capital	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
14	RJ Patterson Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
15	Vantage Point Advisors	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Strong evidence “As of November 2022, Vantage Point Advisors has been acquired by Stout Vantage Point Advisors specializes in corporate valuation and related financial advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
16	Rohe Levy Financial And Insurance Services, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Our mission is to bring creative technology and cutting edge ideas to high net worth individuals.” Source: RevenueBase Database · checked Sep 19, 2026
17	Stirling Financial Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Financial success doesn’t happen by chance.” Source: RevenueBase Database · checked Sep 19, 2026
18	Calpro	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
19	Alpha Global Investments	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Alpha Global Investments provides services in the areas of portfolio management and financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
20	Confidence Financial Partners	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “We help navigate the complexity of financial planning to minimize taxes, maximize your returns, and plan for retirement.” Source: RevenueBase Database · checked Sep 19, 2026
21	Beta Wealth Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
22	Wealth Manager Group, LLC	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “We provide proactive financial planning so you can focus on your own unique-ability while we work help you plan your financial future” Source: RevenueBase Database · checked Sep 19, 2026
23	DB Wealth Management Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Source: RevenueBase Database · checked Sep 19, 2026
24	PTM Financial	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Welcome!” Source: RevenueBase Database · checked Sep 19, 2026
25	Satori Wealth Management, INC	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “We are a fee-only San Diego financial planner that provides comprehensive wealth management including investments and tax planning.” Source: RevenueBase Database · checked Sep 19, 2026

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: corporate financial planning 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 corporate financial planning firms.
Partial evidence: Its own public description names part of corporate financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name corporate financial planning 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 81 corporate financial planning firms based in San Diego, United States

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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)

254.3%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among corporate financial planning 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 “corporate financial planning 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 corporate financial planning 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 corporate financial planning 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, 293 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 19, 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.

Corporate financial planning firms by metro in the United States

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

RevenueBase identified 81 corporate financial planning 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 corporate financial planning firms?

New York leads with 206 headquartered companies, followed by Houston (109) and Atlanta (104).

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 293 verified decision-maker contacts tracked across these 81 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 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 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.