Company lists · Data refreshed September 2026

Top 25 Financial planning companies based in San Diego, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 224 companies tracked

RevenueBase identified 224 financial planning companies headquartered in San Diego, United States as of September 2026 and tracks 15,229 professional contacts across them, including 8,136 with verified work emails. New York is the largest hub.

This list covers financial planning companies headquartered in San Diego, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

224Companies

15,229Contacts tracked

8,136Verified emails

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The 25 largest financial planning companies based in San Diego, United States

Ranked by team size

Top 25 of 224 financial planning companies based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	LPL Financial	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	5,001-10,000	13,475 contacts →
	Partial evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 19, 2026
2	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 19, 2026
3	Independent Financial Group, LLC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	51-200	174 contacts →
	Partial evidence “Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent…” Source: RevenueBase Database · checked Sep 19, 2026
4	Centura Wealth Advisory	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	64 contacts →
	Indirect evidence “Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your…” Source: RevenueBase Database · checked Sep 19, 2026
5	Dunham	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	51-200	60 contacts →
	Indirect evidence “Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Source: RevenueBase Database · checked Sep 19, 2026
6	Lucia Capital Group	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	51-200	55 contacts →
	Strong evidence “Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services.” Source: RevenueBase Database · checked Sep 19, 2026
7	Capital Growth INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	45 contacts →
	Indirect evidence “Capital Growth, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
8	Private Asset Management, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	33 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
9	Presidio Capital Management	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “At Presidio Capital Management, we help successful individuals, entrepreneurs, and business owners design a life of greater freedom, purpose, and lasting impact.” Source: RevenueBase Database · checked Sep 19, 2026
10	California Wealth Transitions, INC	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
11	Financial Sense Wealth Management	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	16 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 19, 2026
12	Pacific Wealth Management	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	16 contacts →
	Strong evidence “Pacific Wealth Management is an independent firm specializing in comprehensive financial planning and asset preservation and growth strategies for high-net worth individuals.” Source: RevenueBase Database · checked Sep 19, 2026
13	Pathview Wealth Advisors	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “At Pathview, our tax-centric, independent, wealth management services meet unparalleled expertise and approachability.” Source: RevenueBase Database · checked Sep 19, 2026
14	Illumination Wealth	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “At Illumination Wealth, our purpose is to help entrepreneurs and their families make an impact by bringing clarity, structure, and confidence to their financial lives.” Source: RevenueBase Database · checked Sep 19, 2026
15	The Retirement Group LLC	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Strong evidence “We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the corporate transitioning employee.The Retirement…” Source: RevenueBase Database · checked Sep 19, 2026
16	Tidemark Financial Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “A tidemark is the line that’s left on the beach after the tide has reached its highest point, the place where you can clearly see the evidence of the water’s farthest reach.” Source: RevenueBase Database · checked Sep 19, 2026
17	Premier Wealth Advisors	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Strong evidence “Premier Wealth Advisors, LLC.(Premier Wealth) is a comprehensive financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
18	Telos Capital Management, INC	Indirect evidence	San Diego, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “Telos Capital Management Inc.” Source: RevenueBase Database · checked Sep 19, 2026
19	Heritage Wealth Management, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
20	Gradient Capital Advisors, LLC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “Welcome to Gradient Capital Advisors.” Source: RevenueBase Database · checked Sep 19, 2026
21	Creative Capital Management Investments LLC Ccmi	Strong evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Strong evidence “The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services.” Source: RevenueBase Database · checked Sep 19, 2026
22	Seapoint Wealth Advisors	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Your future begins with a plan.” Source: RevenueBase Database · checked Sep 19, 2026
23	Innergy Financial & Insurance Services	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “At Innergy Financial, we help people develop a strong, healthy relationship with their money.” Source: RevenueBase Database · checked Sep 19, 2026
24	The Manning Companies	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “At The Manning Companies, we believe wealth is most meaningful when it's connected to purpose.” Source: RevenueBase Database · checked Sep 19, 2026
25	WFA SAN Diego	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial planning companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial planning companies.
Partial evidence: Its own public description names part of financial planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 224 financial planning companies based in San Diego, United States

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Financial planning companies based in San Diego, United States at a glance

As of Sep 19, 2026

53.4%Verified-email coverage

68.0Average contacts per company

1-10Median size (employees)

177.2%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

176

11-50

51-200

201-500

5,001-10,000

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 224 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning companies, 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 “financial planning companies”. 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 financial planning companies), 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 financial planning companies, 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, 8,136 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial planning companies 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 financial planning companies, 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 financial planning companies are there based in San Diego, United States?

RevenueBase identified 224 financial planning companies 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?

LPL Financial, headquartered in San Diego, tops this list with the largest team on record.

Which city has the most financial planning companies?

New York leads with 397 headquartered companies, followed by Atlanta (261) and Houston (257).

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 8,136 verified decision-maker contacts tracked across these 224 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

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