Company lists · Data refreshed September 2026

Top 25 Financial advisor recruitment firms based in San Diego, United States

Name: Financial advisor recruitment firms based in San Diego, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 103 companies tracked

RevenueBase identified 103 company matches for financial advisor recruitment firms associated with San Diego, United States as of September 2026 and tracks 1,525 professional contacts across them, including 471 with verified work emails. Across the United States, New York is the largest hub for this category (443 companies); San Diego has 103.

This list covers company matches for financial advisor recruitment firms associated with San Diego, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

103Companies

1,525Contacts tracked

471Verified emails

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The 25 largest financial advisor recruitment firms based in San Diego, United States

Ranked by team size

Top 25 of 103 company matches for financial advisor recruitment firms based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Boutique Recruiting	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	51-200	201 contacts →
	Exact match “At Boutique Recruiting, our national team specializes in placing top talent across a wide range of industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	First Allied Securities, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	201-500	201 contacts →
	Exact match “Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Independent Financial Group, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	51-200	174 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 · Sep 28, 2026 · View company records in RevenueBase
5	Dunham	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	51-200	60 contacts →
	Exact match “Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Broekema Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	51-200	50 contacts →
	Exact match “Broekema Group, a subsidiary of On Call Staffing Solutions, Inc, is a privately held, woman-owned professional recruiting firm specializing in direct hire searches, predominantly…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Capital Growth INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	45 contacts →
	Exact match “Capital Growth, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Private Asset Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	33 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Tucker Parker Smith Group TPS Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	51-200	28 contacts →
	Exact match “Tucker Parker Smith Group (TPS Group) is a professional recruiting and staffing firm connecting talented people with leading employers-from Fortune 500 companies to growing…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Coastedge Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	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 · Sep 28, 2026 · View company records in RevenueBase
11	Financial Sense Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
12	Crest Capital Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Pacific Point Advisors, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	9 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 · Sep 28, 2026 · View company records in RevenueBase
14	Seapoint Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Your future begins with a plan.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	WFA SAN Diego	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
16	Wealth Analytics	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
17	Fides Wealth Strategies Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	7 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 · Sep 28, 2026 · View company records in RevenueBase
18	Define Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
19	LM Advisors, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
20	Kachkovsky & Fisher, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Kachkovsky & Fisher was founded on a friendship that began two decades ago when we, Garry Kachkovsky and Kris Fisher, met at a previous firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Wilsey Asset Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Vantage Point Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “As of November 2022, Vantage Point Advisors has been acquired by Stout Vantage Point Advisors specializes in corporate valuation and related financial advisory services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Stirling Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Financial success doesn’t happen by chance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Talentlink Solutions	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “TalentLink Solutions was created knowing that your firm’s success is determined by the quality of your team.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Luminous Financial Group LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “We are a technology focused, values driven, independent, full service financial planning and wealth management firm.” Recorded in the RevenueBase company graph · Sep 28, 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 “financial advisor recruitment firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 103 financial advisor recruitment firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 471 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisor recruitment firms based in San Diego, United States at a glance

As of Sep 28, 2026

30.9%Verified-email coverage

14.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 103 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 “financial advisor recruitment firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 471 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 28, 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.

Financial advisor recruitment firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial advisor recruitment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisor recruitment firms are there based in San Diego, United States?

RevenueBase identified 103 company matches for financial advisor recruitment firms 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?

Westpac Wealth Partners 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 financial advisor recruitment firms?

New York leads the United States with 443 company records, followed by Atlanta (164) and Chicago (162). San Diego has 103.

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 471 professional contacts with verified work emails tracked across these 103 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 28, 2026.

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About this data

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