Company lists · Data refreshed September 2026

Top 21 Fiduciary accounting firms based in San Diego, United States

RevenueBase identified 37 fiduciary accounting firms headquartered in San Diego, United States as of September 2026 and tracks 209 professional contacts across them, including 64 with verified work emails and 85 with mobile numbers. Across the United States, New York is the largest hub for this category (46 companies); San Diego follows with 35.

This list covers fiduciary accounting firms headquartered in San Diego, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 12, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 12, 2026 86% judged on-target in blind review
37Companies
209Contacts tracked
64Verified emails
85Mobile numbers
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The 21 largest fiduciary accounting firms based in San Diego, United States

Ranked by team size
Top 21 of 37 fiduciary accounting firms based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 12, 202651-200102 contacts →

Indirect evidence

“We offer a multitude of services ranging from traditional compilations, audits, reviews and tax returns, to other specialties, such as personal financial planning, retirement plan…”

Source: RevenueBase Database · checked Sep 12, 2026
2Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 12, 202611-5016 contacts →

Indirect evidence

“We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.”

Source: RevenueBase Database · checked Sep 12, 2026
3Partial evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-1010 contacts →

Partial evidence

“Reyes Financial Architecture is an SEC Registered Investment Fiduciary Advisory Firm whose primary goal is to support, assist and advise clients in the planning of their…”

Source: RevenueBase Database · checked Sep 12, 2026
4Partial evidenceSan Diego, CA, United StatesHQ checked Sep 12, 202611-509 contacts →

Partial evidence

“ProFiduciary's mission is to serve our clients, building long term relationships with them while providing highly personalized, professional trust and fiduciary administration…”

Source: RevenueBase Database · checked Sep 12, 2026
5Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 12, 202611-505 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
6Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-104 contacts →

Indirect evidence

“At McNaughton Wealth Management, we tackle the intricacies of financial planning by delving deeply into every aspect of your financial life.”

Source: RevenueBase Database · checked Sep 12, 2026
7Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-103 contacts →

Indirect evidence

“Family Owned Financial Planning Firm Based out of San Diego, CA.”

Source: RevenueBase Database · checked Sep 12, 2026
8Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-103 contacts →

Indirect evidence

“James Scoffin CPA is an individual and family services company based out of 9815 Carroll Canyon Rd, Ste.”

Source: RevenueBase Database · checked Sep 12, 2026
9Partial evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-102 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 12, 2026
10Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-102 contacts →

Indirect evidence

“We are an unbiased, judgement-free financial partner.”

Source: RevenueBase Database · checked Sep 12, 2026
11Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-102 contacts →

Indirect evidence

“You should be focused on growing your business, not on keeping your own books or creating financials.”

Source: RevenueBase Database · checked Sep 12, 2026
12Partial evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-102 contacts →

Partial evidence

“Here at Integrity Accounting, Inc.”

Source: RevenueBase Database · checked Sep 12, 2026
13Partial evidenceSan Diego, CA, United StatesHQ checked Sep 12, 202611-501 contacts →

Partial evidence

“Rowling & Associates is a Tax Planning & Tax-Efficient Wealth Management firm providing #fiduciary #feeonly financial planning and investment advice in our clients' best interests.”

Source: RevenueBase Database · checked Sep 12, 2026
14Partial evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-101 contacts →

Partial evidence

“EEA is an estate management and professional fiduciary company based in southern California.”

Source: RevenueBase Database · checked Sep 12, 2026
15Partial evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-101 contacts →

Partial evidence

“A fiduciary is an individual in whom you have placed the utmost trust and confidence to act for your benefit and to manage and protect you and your assets.”

Source: RevenueBase Database · checked Sep 12, 2026
16Partial evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-101 contacts →

Partial evidence

“At Golemb Accountancy Corporation, we help fiduciaries, attorneys, surviving spouses, families, and executors manage the complex tasks of estate and trusts.”

Source: RevenueBase Database · checked Sep 12, 2026
17Partial evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-101 contacts →

Partial evidence

“Law & Accounting.”

Source: RevenueBase Database · checked Sep 12, 2026
18Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
19Partial evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-101 contacts →

Partial evidence

“Fiduciary financial advisory firm providing tax efficient financial planning, investment management, and trustee services”

Source: RevenueBase Database · checked Sep 12, 2026
20Partial evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-101 contacts →

Partial evidence

“Finest City Fiduciary is a company based out of SAN DIEGO, CA, United States.”

Source: RevenueBase Database · checked Sep 12, 2026
21Partial evidenceSan Diego, CA, United StatesHQ checked Sep 12, 20261-101 contacts →

Partial evidence

“Chris Cooper & Company is a fee only private fiduciary firm providing independent, objective financial, investment and tax advice to retirees and pre-retirees.”

Source: RevenueBase Database · checked Sep 12, 2026

Showing 21 of 37 fiduciary accounting firms based in San Diego, United States

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Fiduciary accounting firms based in San Diego, United States at a glance

As of Sep 12, 2026
30.6%Verified-email coverage
40.7%Mobile-number coverage
5.6Average contacts per company
1-10Median size (employees)
Sep 12, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
6
51-200
1

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 15.0d

Company record updated

Median 70.0d

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fiduciary accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in San Diego, United States whose own description of what they do matches “fiduciary accounting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fiduciary accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among fiduciary accounting firms, and records with no verified work email. Companies headquartered outside San Diego are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 64 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 12, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fiduciary accounting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fiduciary accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fiduciary accounting firms are there based in San Diego, United States?

RevenueBase identified 37 fiduciary accounting firms headquartered in San Diego, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Considine & Considine, headquartered in San Diego, tops this list with the largest team on record.

Which city in the United States has the most fiduciary accounting firms?

New York leads the United States with 46 headquartered companies, followed by San Diego (35) and Houston (27).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 64 verified decision-maker contacts tracked across these 37 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 12, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.