Company lists · Data refreshed September 2026
Top 25 Fee-only financial advisors based in San Diego, United States
RevenueBase identified 70 company matches for fee-only financial advisors associated with San Diego, United States as of September 2026 and tracks 550 professional contacts across them, including 258 with verified work emails. Across the United States, New York is the largest hub for this category (82 companies); San Diego has 70.
This list covers company matches for fee-only financial 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 September 20, 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 25 largest fee-only financial advisors based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 172 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 45 contacts → | ||||
Exact match “Capital Growth, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 33 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 16 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 15 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 9 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Your future begins with a plan.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “We help people create a financial plan and investment strategy for a meaningful and secure retirement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 6 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Financial success doesn’t happen by chance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “Alpha Global Investments provides services in the areas of portfolio management and financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “We are a fee-only San Diego financial planner that provides comprehensive wealth management including investments and tax planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “At Lumena Financial Strategies, we bring a well-grounded and innovative approach to wealth management, utilizing the collective experience of the team to provide clients and their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Helping you retire confidently.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering one-time comprehensive financial planning and ongoing impact-focused investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “We are an unbiased, judgement-free financial partner.” Recorded in the RevenueBase company graph · Sep 20, 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-only financial 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 25 of 70 fee-only financial advisors based in San Diego, United States
See the full list, filter by size, metro and specialty, and access 258 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fee-only financial advisors based in San Diego, United States at a glance
As of Sep 20, 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 70 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-only financial 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 258 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 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-only financial advisors by metro in the United States
- Fee-only financial advisors in New York82
- Fee-only financial advisors in Houston78
- Fee-only financial advisors in Atlanta70
- Fee-only financial advisors in Chicago64
- Fee-only financial advisors in Dallas59
- Fee-only financial advisors in Austin58
- Fee-only financial advisors in Scottsdale53
- Fee-only financial advisors in Charlotte52
- Fee-only financial advisors in Portland49
- Fee-only financial advisors in Denver46
- Fee-only financial advisors in San Francisco46
- Fee-only financial advisors in Columbus42
- Fee-only financial advisors in Tampa41
- Fee-only financial advisors in Cincinnati38
- Fee-only financial advisors in Los Angeles36
- Fee-only financial advisors in Overland Park36
- Fee-only financial advisors in Newport Beach35
- Fee-only financial advisors in Raleigh33
- Fee-only financial advisors in San Antonio33
- Fee-only financial advisors in Columbia32
- Fee-only financial advisors in Boston31
- Fee-only financial advisors in Rochester31
- Fee-only financial advisors in Minneapolis30
- Fee-only financial advisors in Pittsburgh29
- Fee-only financial advisors in Indianapolis28
- Fee-only financial advisors in Seattle28
- Fee-only financial advisors in Jacksonville26
- Fee-only financial advisors in Madison26
- Fee-only financial advisors in Omaha26
- Fee-only financial advisors in Phoenix26
- Fee-only financial advisors in Tucson26
- Fee-only financial advisors in Colorado Springs25
- Fee-only financial advisors in Grand Rapids25
- Fee-only financial advisors in Greenwood Village25
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-only financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fee-only financial advisors are there based in San Diego, United States?
RevenueBase identified 70 company matches for fee-only financial advisors associated with San Diego, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
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-only financial advisors?
New York leads the United States with 82 company records, followed by Houston (78) and Atlanta (70). San Diego has 70.
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 258 professional contacts with verified work emails tracked across these 70 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 70 fee-only financial advisors based in San Diego, United States. Start with a free account, no credit card.
Download this list →Related lists
Fee-only financial advisors by geography
- Fee-only financial advisors based in Atlanta, United States
- Fee-only financial advisors based in Austin, United States
- Fee-only financial advisors based in Boston, United States
- Fee-only financial advisors based in Charlotte, United States
- Fee-only financial advisors based in Chicago, United States
- Fee-only financial advisors based in Cincinnati, United States
- Fee-only financial advisors based in Colorado Springs, United States
- Fee-only financial advisors based in Columbia, United States
- Fee-only financial advisors based in Columbus, United States
- Fee-only financial advisors based in Dallas, United States
- Fee-only financial advisors based in Denver, United States
- Fee-only financial advisors based in Grand Rapids, United States
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 25 fee-only financial 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 70 matching company records for fee-only financial advisors based in San Diego, United States, with 550 tracked contacts and 258 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 25 fee-only financial 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 | 172 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Private Asset Management, INCpamgmt.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 33 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 |  Financial Sense Wealth Managementfinancialsensewealth.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 16 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  AWM Global Advisorsawmga.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 15 contacts → |
“AWM Global Advisors is an independent, fee based, Registered Investment Advisor, located in San Diego, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Seapoint Wealth Advisorsseapointwealth.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“Your future begins with a plan.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | WFA SAN Diegowfasandiego.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 8 contacts → |
“We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  LM Advisors, LLClmadvisors.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  International Private Wealth Advisorsipwadvisors.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Wilsey Asset Managementwilseyassetmanagement.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Stirling Financial Groupstirlingfinancialgroup.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Financial success doesn’t happen by chance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Luminous Financial Group LLCluminousfg.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“We are a technology focused, values driven, independent, full service financial planning and wealth management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Alpha Global Investmentsalphaglobalinvest.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Alpha Global Investments provides services in the areas of portfolio management and financial planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Hafnia Financial, INChafniafin.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  DB Wealth Management Groupdbwmg.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Satori Wealth Management, INCsatoriwealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“We are a fee-only San Diego financial planner that provides comprehensive wealth management including investments and tax planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Lumena Financial Strategieslumenafinancial.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“At Lumena Financial Strategies, we bring a well-grounded and innovative approach to wealth management, utilizing the collective experience of the team to provide clients and their…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Birchwood Capitalbirchwoodcapital.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Helping you retire confidently.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Ntls Wealth Managementnautilusadv.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Planning Within Reach, LLCplanningwithinreach.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering one-time comprehensive financial planning and ongoing impact-focused investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Silvia Mccoll Wealth Managementsilviamccoll.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“We are an unbiased, judgement-free financial partner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 70 company matches
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Fee-only financial advisors: dataset insights
September 20, 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
69 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 70 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: September 20, 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-only financial advisors by metro in the United States
- Fee-only financial advisors in New York82
- Fee-only financial advisors in Houston78
- Fee-only financial advisors in Atlanta70
- Fee-only financial advisors in Chicago64
- Fee-only financial advisors in Dallas59
- Fee-only financial advisors in Austin58
- Fee-only financial advisors in Scottsdale53
- Fee-only financial advisors in Charlotte52
- Fee-only financial advisors in Portland49
- Fee-only financial advisors in Denver46
- Fee-only financial advisors in San Francisco46
- Fee-only financial advisors in Columbus42
- Fee-only financial advisors in Tampa41
- Fee-only financial advisors in Cincinnati38
- Fee-only financial advisors in Los Angeles36
- Fee-only financial advisors in Overland Park36
- Fee-only financial advisors in Newport Beach35
- Fee-only financial advisors in Raleigh33
- Fee-only financial advisors in San Antonio33
- Fee-only financial advisors in Columbia32
- Fee-only financial advisors in Boston31
- Fee-only financial advisors in Rochester31
- Fee-only financial advisors in Minneapolis30
- Fee-only financial advisors in Pittsburgh29
- Fee-only financial advisors in Indianapolis28
- Fee-only financial advisors in Seattle28
- Fee-only financial advisors in Jacksonville26
- Fee-only financial advisors in Madison26
- Fee-only financial advisors in Omaha26
- Fee-only financial advisors in Phoenix26
- Fee-only financial advisors in Tucson26
- Fee-only financial advisors in Colorado Springs25
- Fee-only financial advisors in Grand Rapids25
- Fee-only financial advisors in Greenwood Village25
Questions about this company list
What does Exact match mean for fee-only financial 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-only financial advisors did RevenueBase find based in San Diego, United States?
The saved snapshot records 70 matching company records, 550 tracked contacts and 258 verified emails. The public preview displays 25 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: September 20, 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
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- Fee-only financial advisors based in Boston, United States
- Fee-only financial advisors based in Charlotte, United States
- Fee-only financial advisors based in Chicago, United States
- Fee-only financial advisors based in Cincinnati, United States
- Fee-only financial advisors based in Colorado Springs, United States
- Fee-only financial advisors based in Columbia, United States
- Fee-only financial advisors based in Columbus, United States
- Fee-only financial advisors based in Dallas, United States
- Fee-only financial advisors based in Denver, United States
- Fee-only financial advisors based in Grand Rapids, United States
Cite this list
RevenueBase Data Team. Top 25 fee-only financial advisors based in San Diego, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/fee-only-financial-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-only financial advisors based in Atlanta, United States
- Fee-only financial advisors based in Austin, United States
- Fee-only financial advisors based in Boston, United States
- Fee-only financial advisors based in Charlotte, United States
- Fee-only financial advisors based in Chicago, United States
- Fee-only financial advisors based in Cincinnati, United States
Company intelligence · public preview
Top 25 fee-only financial advisors based in San Diego, United States
RevenueBase records 70 matching company records for fee-only financial advisors based in San Diego, United States, with 550 tracked contacts and 258 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 25 fee-only financial 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 | 172 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Private Asset Management, INCpamgmt.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 33 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | Financial Sense Wealth Managementfinancialsensewealth.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 16 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | AWM Global Advisorsawmga.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 15 contacts → |
“AWM Global Advisors is an independent, fee based, Registered Investment Advisor, located in San Diego, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Seapoint Wealth Advisorsseapointwealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“Your future begins with a plan.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | WFA SAN Diegowfasandiego.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 8 contacts → |
“We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | LM Advisors, LLClmadvisors.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | International Private Wealth Advisorsipwadvisors.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Wilsey Asset Managementwilseyassetmanagement.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Stirling Financial Groupstirlingfinancialgroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Financial success doesn’t happen by chance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Luminous Financial Group LLCluminousfg.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“We are a technology focused, values driven, independent, full service financial planning and wealth management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Alpha Global Investmentsalphaglobalinvest.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Alpha Global Investments provides services in the areas of portfolio management and financial planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Hafnia Financial, INChafniafin.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | DB Wealth Management Groupdbwmg.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Satori Wealth Management, INCsatoriwealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“We are a fee-only San Diego financial planner that provides comprehensive wealth management including investments and tax planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Lumena Financial Strategieslumenafinancial.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“At Lumena Financial Strategies, we bring a well-grounded and innovative approach to wealth management, utilizing the collective experience of the team to provide clients and their…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Birchwood Capitalbirchwoodcapital.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Helping you retire confidently.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Ntls Wealth Managementnautilusadv.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Planning Within Reach, LLCplanningwithinreach.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering one-time comprehensive financial planning and ongoing impact-focused investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Silvia Mccoll Wealth Managementsilviamccoll.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“We are an unbiased, judgement-free financial partner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 70 company matches
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Fee-only financial advisors: dataset insights
September 20, 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
69 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 70 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: September 20, 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 ↗
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Questions about this company list
What does Exact match mean for fee-only financial 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-only financial advisors did RevenueBase find based in San Diego, United States?
The saved snapshot records 70 matching company records, 550 tracked contacts and 258 verified emails. The public preview displays 25 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: September 20, 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.
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Cite this list
RevenueBase Data Team. Top 25 fee-only financial advisors based in San Diego, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/fee-only-financial-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-only financial advisors based in Atlanta, United States
- Fee-only financial advisors based in Austin, United States
- Fee-only financial advisors based in Boston, United States
- Fee-only financial advisors based in Charlotte, United States
- Fee-only financial advisors based in Chicago, United States
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