Company lists · Data refreshed October 2026

Top 25 Digital wealth management firms based in San Diego, United States

Name: Digital wealth management 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 11, 2026 86 companies tracked

RevenueBase identified 86 company matches for digital wealth management firms associated with San Diego, United States as of October 2026 and tracks 14,623 professional contacts across them, including 8,001 with verified work emails. Across the United States, New York is the largest hub for this category (232 companies); San Diego has 86.

This list covers company matches for digital wealth management 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 11, 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 11, 2026 How this list was built

86Companies

14,623Contacts tracked

8,001Verified emails

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The 25 largest digital wealth management firms based in San Diego, United States

Ranked by team size

Top 25 of 86 company matches for digital wealth management firms based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 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	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	5,001-10,000	13,958 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Centura Wealth Advisory	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	11-50	71 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 11, 2026 · View company records in RevenueBase
3	Dunham	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 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 11, 2026 · View company records in RevenueBase
4	Lucia Capital Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	51-200	53 contacts →
	Exact match “Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Capital Growth INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	11-50	43 contacts →
	Exact match “Capital Growth, Inc.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Private Asset Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	11-50	32 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	Praxis Solutions, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	11-50	23 contacts →
	Exact match “At Praxis Solutions, the future of wealth management isn’t imagined; it’s engineered.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Presidio Capital Management	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	11-50	20 contacts →
	Exact match “At Presidio Capital Management, we help successful individuals, entrepreneurs, and business owners design a life of greater freedom, purpose, and lasting impact.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Financial Sense Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	11-50	17 contacts →
	Exact match “We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Illumination Wealth	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	11-50	15 contacts →
	Exact match “At Illumination Wealth, our purpose is to help entrepreneurs and their families make an impact by bringing clarity, structure, and confidence to their financial lives.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Heritage Wealth Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	11-50	14 contacts →
	Exact match “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Premier Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	11-50	12 contacts →
	Exact match “Premier Wealth Advisors, LLC.(Premier Wealth) is a comprehensive financial planning and wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Seapoint Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	1-10	12 contacts →
	Exact match “Your future begins with a plan.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Gradient Capital Advisors, LLC	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	1-10	9 contacts →
	Exact match “Welcome to Gradient Capital Advisors.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Reason Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	11-50	9 contacts →
	Exact match “Reason Financial is a wealth management firm in Southern California delivering comprehensive financial and tax services.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Seabird Investment Partners	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Dean Roland Russell	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “At Dean Roland Russell, we take an integrated approach to wealth management.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	International Private Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 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 · Oct 11, 2026 · View company records in RevenueBase
19	Wilsey Asset Management	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 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 · Oct 11, 2026 · View company records in RevenueBase
20	Stirling Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “Financial success doesn’t happen by chance.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	SRS Wealth Management LLC	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	D'arcy Capital	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “D’Arcy Capital is a boutique wealth management firm providing personalized investment management and financial planning to high-net-worth individuals, professionals, and athletes.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	Luminous Financial Group LLC	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “We are a technology focused, values driven, independent, full service financial planning and wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	Mission Hills Financial, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Zenith Investment Management	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “At Zenith, we understand that each household is unique, and we strive to fully understand each client’s objectives, goals and passions to create tailored financial plans and…” Recorded in the RevenueBase company graph · Oct 11, 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 “digital wealth management 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 86 digital wealth management firms based in San Diego, United States

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Digital wealth management firms based in San Diego, United States at a glance

As of Oct 11, 2026

54.7%Verified-email coverage

170.0Average contacts per company

1-10Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

5,001-10,000

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 86 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 “digital wealth management 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 8,001 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 11, 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.

Digital wealth management 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 “digital wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth management firms are there based in San Diego, United States?

RevenueBase identified 86 company matches for digital wealth management 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?

LPL Financial 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 digital wealth management firms?

New York leads the United States with 232 company records, followed by Atlanta (93) and San Francisco (93). San Diego has 86.

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 8,001 professional contacts with verified work emails tracked across these 86 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 11, 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.