Company lists · Data refreshed September 2026

Top 25 Esop advisors based in San Diego, United States

Name: Esop advisors 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 94 companies tracked

RevenueBase identified 94 esop advisors headquartered in San Diego, United States as of September 2026 and tracks 1,096 professional contacts across them, including 389 with verified work emails. New York is the largest hub.

This list covers esop advisors 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

94Companies

1,096Contacts tracked

389Verified emails

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The 25 largest esop advisors based in San Diego, United States

Ranked by team size

Top 25 of 94 esop advisors 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 esop advisors: 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	First Allied Securities, INC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	201-500	201 contacts →
	Partial evidence “Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.” Source: RevenueBase Database · checked Sep 19, 2026
3	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
4	RA Capital	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	48 contacts →
	Indirect evidence “RA Capital Associates LLC (RA Capital) is a premier sell-side investment bank focused on meeting the unique needs of private business owners pursuing M&A and capital-raising…” Source: RevenueBase Database · checked Sep 19, 2026
5	Madison Avenue Securities	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	34 contacts →
	Partial evidence “Headquartered in San Diego, California, Madison Avenue Securities is a full service, fully independent Broker/Dealer and Investment Advisory firm servicing financial advisors and…” Source: RevenueBase Database · checked Sep 19, 2026
6	Bainbridge Capital Advisory	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial evidence “Bainbridge Capital is a premiere M&A advisory firm that uses a tech-enabled process to deliver fully qualified off-market deal flow and delivers transactional advice to private…” Source: RevenueBase Database · checked Sep 19, 2026
7	Coastedge Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.” Source: RevenueBase Database · checked Sep 19, 2026
8	Shareholders Service Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	16 contacts →
	Partial evidence “SSG provides high-quality, dedicated services for independent registered investment advisors.” Source: RevenueBase Database · checked Sep 19, 2026
9	The Retirement Group LLC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the corporate transitioning employee.The Retirement…” Source: RevenueBase Database · checked Sep 19, 2026
10	Crest Capital Advisors	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Source: RevenueBase Database · checked Sep 19, 2026
11	Cabrillo Advisors	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Cabrillo Advisors provides Business Valuations, Accounting and Strategic Consulting services to middle market companies, emerging growth businesses and high net worth individuals.” Source: RevenueBase Database · checked Sep 19, 2026
12	Telos Capital Management, INC	Indirect evidence	San Diego, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “Telos Capital Management Inc.” Source: RevenueBase Database · checked Sep 19, 2026
13	Reyes Financial Architecture	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “Reyes Financial Architecture is an SEC Registered Investment Fiduciary Advisory Firm whose primary goal is to support, assist and advise clients in the planning of their…” Source: RevenueBase Database · checked Sep 19, 2026
14	Pacific Point Advisors, LLC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Providing access to professionals with proven investment success, best-in-class technology and a full complement of financial services to help you achieve your goals.” Source: RevenueBase Database · checked Sep 19, 2026
15	Pension Resource Institute, LLC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “PRI delivers banks, broker-dealers and RIAs a configurable platform, coupled with unlimited consultation, to implement and maintain profitable strategies for serving retirement…” Source: RevenueBase Database · checked Sep 19, 2026
16	401 K Marketing	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “We believe in helping successful retirement plan advisors grow their business through an intelligent marketing strategy.” Source: RevenueBase Database · checked Sep 19, 2026
17	LM Advisors, LLC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Partial evidence “Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Source: RevenueBase Database · checked Sep 19, 2026
18	Mammini Company	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Mammini Company is an independent investment management firm located in San Diego.” Source: RevenueBase Database · checked Sep 19, 2026
19	Wilsey Asset Management	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect 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
20	Vantage Point Advisors	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial 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
21	Cm3 Advisory	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “CM3 Advisory is a boutique accounting and advisory firm focused on serving middle-market private companies, independent sponsors, family offices and private equity funds.” Source: RevenueBase Database · checked Sep 19, 2026
22	Luminous Financial Group LLC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “We are a technology focused, values driven, independent, full service financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
23	The Magnolia Firm	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Partial evidence “The Magnolia Firm is an M&A advisory firm built by founders, for founders.” Source: RevenueBase Database · checked Sep 19, 2026
24	Azimuth M&a Advisors	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Azimuth M&A Advisors is an integrated independent mergers and acquisitions (M&A) advisory and wealth management firm that advises and guides CEOs / business owners of middle…” Source: RevenueBase Database · checked Sep 19, 2026
25	Torrey Pines Financial	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Torrey Pines Financial is a registered Investment Advisory and Brokerage Firm serving all of Southern California.” 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: esop advisors. 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 esop advisors.
Partial evidence: Its own public description names part of esop advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name esop advisors. 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 94 esop advisors based in San Diego, United States

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Esop advisors based in San Diego, United States at a glance

As of Sep 19, 2026

35.5%Verified-email coverage

11.7Average contacts per company

1-10Median size (employees)

440.4%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 94 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 esop advisors, 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 “esop advisors”. 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 esop advisors), 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 esop advisors, 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, 389 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.

Esop advisors 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 esop advisors, 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 esop advisors are there based in San Diego, United States?

RevenueBase identified 94 esop advisors 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 esop advisors?

New York leads with 414 headquartered companies, followed by Chicago (158) and Atlanta (154).

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 389 verified decision-maker contacts tracked across these 94 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.