Company lists · Data refreshed November 2026
Top 24 Fee-based advisors based in San Diego, United States
RevenueBase identified 137 company matches for fee-based advisors associated with San Diego, United States as of November 2026 and tracks 1,885 professional contacts across them, including 1,129 with verified work emails. Across the United States, New York is the largest hub for this category (222 companies); San Diego has 137.
This list covers company matches for fee-based advisors 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 November 6, 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.
The 24 largest fee-based advisors based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 195 contacts → | ||||
Exact match “Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 186 contacts → | ||||
Exact match “Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 55 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 45 contacts → | ||||
Exact match “Capital Growth, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 41 contacts → | ||||
Exact match “Headquartered in San Diego, California, Madison Avenue Securities is a full service, fully independent Broker/Dealer and Investment Advisory firm servicing financial advisors and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 32 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 20 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 19 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “SSG provides high-quality, dedicated services for independent registered investment advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “AWM Global Advisors is an independent, fee based, Registered Investment Advisor, located in San Diego, California.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “Your future begins with a plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “Welcome to Gradient Capital Advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 9 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 7 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Define Financial is a fee-only Registered Investment Advisor (RIA) headquartered in San Diego, CA, carefully managing over $300 million for clients across 40+ states.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Christopher Rand, Marc Gallo, Ryan Davis, Rommel Palomera, and Carol Ann Donahue offer Investment advisory services through WCG Wealth Advisors (WCG), a SEC Registered Investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 6 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 · Nov 6, 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 “fee-based advisors”. 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 24 of 137 fee-based advisors based in San Diego, United States
See the full list, filter by size, metro and specialty, and access 1,129 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fee-based advisors based in San Diego, United States at a glance
As of Nov 6, 2026Companies by employee count
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 137 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 “fee-based advisors” 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 1,129 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 November 6, 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.
Fee-based advisors by metro in the United States
- Fee-based advisors in New York222
- Fee-based advisors in Houston167
- Fee-based advisors in Atlanta156
- Fee-based advisors in Dallas129
- Fee-based advisors in Chicago124
- Fee-based advisors in Charlotte110
- Fee-based advisors in Denver109
- Fee-based advisors in Austin108
- Fee-based advisors in Scottsdale106
- Fee-based advisors in San Francisco89
- Fee-based advisors in Tampa88
- Fee-based advisors in Columbus81
- Fee-based advisors in Los Angeles81
- Fee-based advisors in Portland73
- Fee-based advisors in Cincinnati71
- Fee-based advisors in Raleigh71
- Fee-based advisors in Boston70
- Fee-based advisors in Overland Park70
- Fee-based advisors in Phoenix65
- Fee-based advisors in St. Louis63
- Fee-based advisors in San Antonio62
- Fee-based advisors in Indianapolis60
- Fee-based advisors in Columbia59
- Fee-based advisors in Miami59
- Fee-based advisors in Birmingham58
- Fee-based advisors in Newport Beach57
- Fee-based advisors in Pittsburgh56
- Fee-based advisors in Rochester55
- Fee-based advisors in Minneapolis54
- Fee-based advisors in Omaha54
- Fee-based advisors in Louisville53
- Fee-based advisors in Bellevue52
- Fee-based advisors in Richmond51
- Fee-based advisors in Seattle51
- Fee-based advisors in Grand Rapids50
- Fee-based advisors in Irvine50
- Fee-based advisors in Jacksonville48
- Fee-based advisors in Boca Raton46
- Fee-based advisors in Colorado Springs46
- Fee-based advisors in Greenville46
- Fee-based advisors in Greenwood Village45
- Fee-based advisors in Las Vegas45
- Fee-based advisors in Nashville43
- Fee-based advisors in Plano42
- Fee-based advisors in Sarasota42
- Fee-based advisors in Fort Worth41
- Fee-based advisors in Lexington41
- Fee-based advisors in Madison41
- Fee-based advisors in Wilmington41
- Fee-based advisors in Naples40
- Fee-based advisors in Tucson39
- Fee-based advisors in Walnut Creek38
- Fee-based advisors in Washington37
- Fee-based advisors in Baton Rouge35
- Fee-based advisors in Fort Lauderdale35
- Fee-based advisors in Franklin35
- Fee-based advisors in Springfield35
- Fee-based advisors in Troy35
- Fee-based advisors in Charleston34
- Fee-based advisors in Memphis34
- Fee-based advisors in Bloomington33
- Fee-based advisors in Lincoln33
- Fee-based advisors in Orlando33
- Fee-based advisors in Salt Lake City33
- Fee-based advisors in Tulsa33
- Fee-based advisors in Alpharetta32
- Fee-based advisors in Ann Arbor32
- Fee-based advisors in Oklahoma City32
- Fee-based advisors in St. Petersburg32
- Fee-based advisors in Jackson31
- Fee-based advisors in Lafayette31
- Fee-based advisors in Little Rock31
- Fee-based advisors in Brentwood30
- Fee-based advisors in Knoxville30
- Fee-based advisors in Mclean30
- Fee-based advisors in Pasadena30
- Fee-based advisors in Virginia Beach30
- Fee-based advisors in Arlington29
- Fee-based advisors in Cleveland29
- Fee-based advisors in Sacramento29
- Fee-based advisors in San Jose29
- Fee-based advisors in West Chester29
- Fee-based advisors in Frisco28
- Fee-based advisors in Greensboro28
- Fee-based advisors in Lake Oswego28
- Fee-based advisors in Philadelphia28
- Fee-based advisors in Pittsford28
- Fee-based advisors in Plymouth28
- Fee-based advisors in Reno28
- Fee-based advisors in The Woodlands28
- Fee-based advisors in Bethesda27
- Fee-based advisors in Kansas City27
- Fee-based advisors in Lancaster27
- Fee-based advisors in Westlake Village27
- Fee-based advisors in Boise26
- Fee-based advisors in Buffalo26
- Fee-based advisors in Chesterfield26
- Fee-based advisors in Milwaukee26
- Fee-based advisors in Spokane26
- Fee-based advisors in Carmel25
- Fee-based advisors in Reston25
- Fee-based advisors in Rockville25
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 “fee-based advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fee-based advisors are there based in San Diego, United States?
RevenueBase identified 137 company matches for fee-based advisors associated with San Diego, United States as of November 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?
Pure Financial Advisors, LLC 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 fee-based advisors?
New York leads the United States with 222 company records, followed by Houston (167) and Atlanta (156). San Diego has 137.
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 1,129 professional contacts with verified work emails tracked across these 137 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 137 fee-based advisors based in San Diego, United States. Start with a free account, no credit card.
Download this list →Related lists
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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.
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Company intelligence · public preview
Top 24 fee-based advisors based in San Diego, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 137 matching company records for fee-based advisors based in San Diego, United States, with 1,885 tracked contacts and 1,129 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 fee-based advisors based in San Diego, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Pure Financial Advisors, LLCpurefinancial.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 195 contacts → |
“Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Independent Financial Group, LLCifgsd.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 186 contacts → |
“Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Lucia Capital Groupluciacap.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 55 contacts → |
“Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Capital Growth INCcapitalgrowthinc.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 45 contacts → |
“Capital Growth, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Madison Avenue Securitiesmas-bd.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 41 contacts → |
“Headquartered in San Diego, California, Madison Avenue Securities is a full service, fully independent Broker/Dealer and Investment Advisory firm servicing financial advisors and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Private Asset Management, INCpamgmt.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 32 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  California Wealth Transitions, INCcawealth.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 20 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Financial Sense Wealth Managementfinancialsensewealth.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 19 contacts → |
“We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Coastedge Partnerscoastedge.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 16 contacts → |
“CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Shareholders Service Groupssgcustodian.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 16 contacts → |
“SSG provides high-quality, dedicated services for independent registered investment advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  AWM Global Advisorsawmga.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 16 contacts → |
“AWM Global Advisors is an independent, fee based, Registered Investment Advisor, located in San Diego, California.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Seapoint Wealth Advisorsseapointwealth.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 12 contacts → |
“Your future begins with a plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Premier Wealth Advisorsmypremierwealth.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 12 contacts → |
“Premier Wealth Advisors, LLC.(Premier Wealth) is a comprehensive financial planning and wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 10 contacts → |
“The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Gradient Capital Advisors, LLCgradientcapital.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 10 contacts → |
“Welcome to Gradient Capital Advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Reyes Financial Architecturereyesplan.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | WFA SAN Diegowfasandiego.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Pacific Point Advisors, LLCpacificpoint.netHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 8 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wealth Analyticswealthanalytics.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“We help people create a financial plan and investment strategy for a meaningful and secure retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  LM Advisors, LLClmadvisors.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  High Bluff Private Wealthhighbluffpw.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“High Bluff Private Wealth is a comprehensive financial planning firm specializing in investment management, insurance planning, tax minimization strategies, and college education…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Define Financialdefinefinancial.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“Define Financial is a fee-only Registered Investment Advisor (RIA) headquartered in San Diego, CA, carefully managing over $300 million for clients across 40+ states.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Fides Wealth Strategies Groupfideswealth.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“Christopher Rand, Marc Gallo, Ryan Davis, Rommel Palomera, and Carol Ann Donahue offer Investment advisory services through WCG Wealth Advisors (WCG), a SEC Registered Investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Wilsey Asset Managementwilseyassetmanagement.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 137 company matches
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Fee-based advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
136 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 137 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fee-based advisors by metro in the United States
- Fee-based advisors in New York222
- Fee-based advisors in Houston167
- Fee-based advisors in Atlanta156
- Fee-based advisors in Dallas129
- Fee-based advisors in Chicago124
- Fee-based advisors in Charlotte110
- Fee-based advisors in Denver109
- Fee-based advisors in Austin108
- Fee-based advisors in Scottsdale106
- Fee-based advisors in San Francisco89
- Fee-based advisors in Tampa88
- Fee-based advisors in Columbus81
- Fee-based advisors in Los Angeles81
- Fee-based advisors in Portland73
- Fee-based advisors in Cincinnati71
- Fee-based advisors in Raleigh71
- Fee-based advisors in Boston70
- Fee-based advisors in Overland Park70
- Fee-based advisors in Phoenix65
- Fee-based advisors in St. Louis63
- Fee-based advisors in San Antonio62
- Fee-based advisors in Indianapolis60
- Fee-based advisors in Columbia59
- Fee-based advisors in Miami59
- Fee-based advisors in Birmingham58
- Fee-based advisors in Newport Beach57
- Fee-based advisors in Pittsburgh56
- Fee-based advisors in Rochester55
- Fee-based advisors in Minneapolis54
- Fee-based advisors in Omaha54
- Fee-based advisors in Louisville53
- Fee-based advisors in Bellevue52
- Fee-based advisors in Richmond51
- Fee-based advisors in Seattle51
- Fee-based advisors in Grand Rapids50
- Fee-based advisors in Irvine50
- Fee-based advisors in Jacksonville48
- Fee-based advisors in Boca Raton46
- Fee-based advisors in Colorado Springs46
- Fee-based advisors in Greenville46
- Fee-based advisors in Greenwood Village45
- Fee-based advisors in Las Vegas45
- Fee-based advisors in Nashville43
- Fee-based advisors in Plano42
- Fee-based advisors in Sarasota42
- Fee-based advisors in Fort Worth41
- Fee-based advisors in Lexington41
- Fee-based advisors in Madison41
- Fee-based advisors in Wilmington41
- Fee-based advisors in Naples40
- Fee-based advisors in Tucson39
- Fee-based advisors in Walnut Creek38
- Fee-based advisors in Washington37
- Fee-based advisors in Baton Rouge35
- Fee-based advisors in Fort Lauderdale35
- Fee-based advisors in Franklin35
- Fee-based advisors in Springfield35
- Fee-based advisors in Troy35
- Fee-based advisors in Charleston34
- Fee-based advisors in Memphis34
- Fee-based advisors in Bloomington33
- Fee-based advisors in Lincoln33
- Fee-based advisors in Orlando33
- Fee-based advisors in Salt Lake City33
- Fee-based advisors in Tulsa33
- Fee-based advisors in Alpharetta32
- Fee-based advisors in Ann Arbor32
- Fee-based advisors in Oklahoma City32
- Fee-based advisors in St. Petersburg32
- Fee-based advisors in Jackson31
- Fee-based advisors in Lafayette31
- Fee-based advisors in Little Rock31
- Fee-based advisors in Brentwood30
- Fee-based advisors in Knoxville30
- Fee-based advisors in Mclean30
- Fee-based advisors in Pasadena30
- Fee-based advisors in Virginia Beach30
- Fee-based advisors in Arlington29
- Fee-based advisors in Cleveland29
- Fee-based advisors in Sacramento29
- Fee-based advisors in San Jose29
- Fee-based advisors in West Chester29
- Fee-based advisors in Frisco28
- Fee-based advisors in Greensboro28
- Fee-based advisors in Lake Oswego28
- Fee-based advisors in Philadelphia28
- Fee-based advisors in Pittsford28
- Fee-based advisors in Plymouth28
- Fee-based advisors in Reno28
- Fee-based advisors in The Woodlands28
- Fee-based advisors in Bethesda27
- Fee-based advisors in Kansas City27
- Fee-based advisors in Lancaster27
- Fee-based advisors in Westlake Village27
- Fee-based advisors in Boise26
- Fee-based advisors in Buffalo26
- Fee-based advisors in Chesterfield26
- Fee-based advisors in Milwaukee26
- Fee-based advisors in Spokane26
- Fee-based advisors in Carmel25
- Fee-based advisors in Reston25
- Fee-based advisors in Rockville25
Questions about this company list
What does Exact match mean for fee-based advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fee-based advisors did RevenueBase find based in San Diego, United States?
The saved snapshot records 137 matching company records, 1,885 tracked contacts and 1,129 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fee-based advisors by geography
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada
- Fee-based advisors based in Paris, France
- Fee-based advisors based in Bangalore, India
- Fee-based advisors based in Mumbai, India
- Fee-based advisors based in Pune, India
- Fee-based advisors based in Singapore, Singapore
- Fee-based advisors based in Cape Town, South Africa
Cite this list
RevenueBase Data Team. Top 24 fee-based advisors based in San Diego, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fee-based-advisors/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada
Company intelligence · public preview
Top 24 fee-based advisors based in San Diego, United States
RevenueBase records 137 matching company records for fee-based advisors based in San Diego, United States, with 1,885 tracked contacts and 1,129 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 fee-based advisors based in San Diego, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Pure Financial Advisors, LLCpurefinancial.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 195 contacts → |
“Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Independent Financial Group, LLCifgsd.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 186 contacts → |
“Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Lucia Capital Groupluciacap.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 55 contacts → |
“Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Capital Growth INCcapitalgrowthinc.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 45 contacts → |
“Capital Growth, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Madison Avenue Securitiesmas-bd.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 41 contacts → |
“Headquartered in San Diego, California, Madison Avenue Securities is a full service, fully independent Broker/Dealer and Investment Advisory firm servicing financial advisors and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Private Asset Management, INCpamgmt.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 32 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | California Wealth Transitions, INCcawealth.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 20 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Financial Sense Wealth Managementfinancialsensewealth.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 19 contacts → |
“We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Coastedge Partnerscoastedge.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 16 contacts → |
“CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Shareholders Service Groupssgcustodian.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 16 contacts → |
“SSG provides high-quality, dedicated services for independent registered investment advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | AWM Global Advisorsawmga.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 16 contacts → |
“AWM Global Advisors is an independent, fee based, Registered Investment Advisor, located in San Diego, California.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Seapoint Wealth Advisorsseapointwealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 12 contacts → |
“Your future begins with a plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Premier Wealth Advisorsmypremierwealth.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 12 contacts → |
“Premier Wealth Advisors, LLC.(Premier Wealth) is a comprehensive financial planning and wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 10 contacts → |
“The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gradient Capital Advisors, LLCgradientcapital.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 10 contacts → |
“Welcome to Gradient Capital Advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Reyes Financial Architecturereyesplan.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | WFA SAN Diegowfasandiego.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Pacific Point Advisors, LLCpacificpoint.net HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 8 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealth Analyticswealthanalytics.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“We help people create a financial plan and investment strategy for a meaningful and secure retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | LM Advisors, LLClmadvisors.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | High Bluff Private Wealthhighbluffpw.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“High Bluff Private Wealth is a comprehensive financial planning firm specializing in investment management, insurance planning, tax minimization strategies, and college education…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Define Financialdefinefinancial.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“Define Financial is a fee-only Registered Investment Advisor (RIA) headquartered in San Diego, CA, carefully managing over $300 million for clients across 40+ states.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fides Wealth Strategies Groupfideswealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“Christopher Rand, Marc Gallo, Ryan Davis, Rommel Palomera, and Carol Ann Donahue offer Investment advisory services through WCG Wealth Advisors (WCG), a SEC Registered Investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Wilsey Asset Managementwilseyassetmanagement.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 137 company matches
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Fee-based advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
136 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 137 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fee-based advisors by metro in the United States
- Fee-based advisors in New York222
- Fee-based advisors in Houston167
- Fee-based advisors in Atlanta156
- Fee-based advisors in Dallas129
- Fee-based advisors in Chicago124
- Fee-based advisors in Charlotte110
- Fee-based advisors in Denver109
- Fee-based advisors in Austin108
- Fee-based advisors in Scottsdale106
- Fee-based advisors in San Francisco89
- Fee-based advisors in Tampa88
- Fee-based advisors in Columbus81
- Fee-based advisors in Los Angeles81
- Fee-based advisors in Portland73
- Fee-based advisors in Cincinnati71
- Fee-based advisors in Raleigh71
- Fee-based advisors in Boston70
- Fee-based advisors in Overland Park70
- Fee-based advisors in Phoenix65
- Fee-based advisors in St. Louis63
- Fee-based advisors in San Antonio62
- Fee-based advisors in Indianapolis60
- Fee-based advisors in Columbia59
- Fee-based advisors in Miami59
- Fee-based advisors in Birmingham58
- Fee-based advisors in Newport Beach57
- Fee-based advisors in Pittsburgh56
- Fee-based advisors in Rochester55
- Fee-based advisors in Minneapolis54
- Fee-based advisors in Omaha54
- Fee-based advisors in Louisville53
- Fee-based advisors in Bellevue52
- Fee-based advisors in Richmond51
- Fee-based advisors in Seattle51
- Fee-based advisors in Grand Rapids50
- Fee-based advisors in Irvine50
- Fee-based advisors in Jacksonville48
- Fee-based advisors in Boca Raton46
- Fee-based advisors in Colorado Springs46
- Fee-based advisors in Greenville46
- Fee-based advisors in Greenwood Village45
- Fee-based advisors in Las Vegas45
- Fee-based advisors in Nashville43
- Fee-based advisors in Plano42
- Fee-based advisors in Sarasota42
- Fee-based advisors in Fort Worth41
- Fee-based advisors in Lexington41
- Fee-based advisors in Madison41
- Fee-based advisors in Wilmington41
- Fee-based advisors in Naples40
- Fee-based advisors in Tucson39
- Fee-based advisors in Walnut Creek38
- Fee-based advisors in Washington37
- Fee-based advisors in Baton Rouge35
- Fee-based advisors in Fort Lauderdale35
- Fee-based advisors in Franklin35
- Fee-based advisors in Springfield35
- Fee-based advisors in Troy35
- Fee-based advisors in Charleston34
- Fee-based advisors in Memphis34
- Fee-based advisors in Bloomington33
- Fee-based advisors in Lincoln33
- Fee-based advisors in Orlando33
- Fee-based advisors in Salt Lake City33
- Fee-based advisors in Tulsa33
- Fee-based advisors in Alpharetta32
- Fee-based advisors in Ann Arbor32
- Fee-based advisors in Oklahoma City32
- Fee-based advisors in St. Petersburg32
- Fee-based advisors in Jackson31
- Fee-based advisors in Lafayette31
- Fee-based advisors in Little Rock31
- Fee-based advisors in Brentwood30
- Fee-based advisors in Knoxville30
- Fee-based advisors in Mclean30
- Fee-based advisors in Pasadena30
- Fee-based advisors in Virginia Beach30
- Fee-based advisors in Arlington29
- Fee-based advisors in Cleveland29
- Fee-based advisors in Sacramento29
- Fee-based advisors in San Jose29
- Fee-based advisors in West Chester29
- Fee-based advisors in Frisco28
- Fee-based advisors in Greensboro28
- Fee-based advisors in Lake Oswego28
- Fee-based advisors in Philadelphia28
- Fee-based advisors in Pittsford28
- Fee-based advisors in Plymouth28
- Fee-based advisors in Reno28
- Fee-based advisors in The Woodlands28
- Fee-based advisors in Bethesda27
- Fee-based advisors in Kansas City27
- Fee-based advisors in Lancaster27
- Fee-based advisors in Westlake Village27
- Fee-based advisors in Boise26
- Fee-based advisors in Buffalo26
- Fee-based advisors in Chesterfield26
- Fee-based advisors in Milwaukee26
- Fee-based advisors in Spokane26
- Fee-based advisors in Carmel25
- Fee-based advisors in Reston25
- Fee-based advisors in Rockville25
Questions about this company list
What does Exact match mean for fee-based advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fee-based advisors did RevenueBase find based in San Diego, United States?
The saved snapshot records 137 matching company records, 1,885 tracked contacts and 1,129 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fee-based advisors by geography
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada
- Fee-based advisors based in Paris, France
- Fee-based advisors based in Bangalore, India
- Fee-based advisors based in Mumbai, India
- Fee-based advisors based in Pune, India
- Fee-based advisors based in Singapore, Singapore
- Fee-based advisors based in Cape Town, South Africa
Cite this list
RevenueBase Data Team. Top 24 fee-based advisors based in San Diego, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fee-based-advisors/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada