Company lists · Data refreshed September 2026

Top 19 Financial services consultancies based in San Diego, United States

Name: Financial services consultancies 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 49 companies tracked

RevenueBase identified 49 company matches for financial services consultancies associated with San Diego, United States as of September 2026 and tracks 223 professional contacts across them, including 99 with verified work emails. Across the United States, New York is the largest hub for this category (422 companies); San Diego has 49.

This list covers company matches for financial services consultancies 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

49Companies

223Contacts tracked

99Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 19 largest financial services consultancies based in San Diego, United States

Ranked by team size

Top 19 of 49 company matches for financial services consultancies 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	PBO Advisory Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	51-200	55 contacts →
	Exact match “At PBO Advisory Group, we assess, outsource, and advise in the areas of accounting & finance, human resources, human capital consulting, and business operations to increase…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	PKF SAN Diego, LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	52 contacts →
	Exact match “About PKF San Diego, LLP For almost 30 years, PKF San Diego, LLP has been a trusted partner for businesses and individuals, delivering expert financial guidance with a commitment…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Regent Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “New growth possibilities for your business: we are a client-focused investment bank.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Trufinancial	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “TruFinancial is an independent, full services financial planning firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	DA CA Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “DA/CA Financial Group was established to provide individuals, families and companies with a single source of comprehensive financial guidance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Means Financial & Insurance Services, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “We provide expert financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	DB Wealth Management Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
8	Maheri Consulting Services Network	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “HighTech/FinTech/Educational/Legal/Financial/Immigration/Investment consulting services” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	E&e Financial Services, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Nelson Pension Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Work Empowered	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “For top bankers considering changing jobs: We help them evaluate multiple banks and choose the one that makes the most sense for them.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Zazzera Financial & Insurance Services INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Aaron Zazzera Agency Principal Direct #: 619-394-4052 Office #: 619-963-2288 Email: aaron@zazinsurance.com” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Blue Eddy	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “At Blue Eddy, we serve as your trusted strategic partner, combining financial expertise, innovative technology, and industry insight to help your business reduce risk, streamline…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Witriol Consulting	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	1 contacts →
	Exact match “At Witriol Consulting, we specialize in delivering expert services in Project/Program Management, Accounting, Finance, and Technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	LHD Insurance & Financial Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Helping our clients make smart financial decisions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	20 20 Financial Advisers Of SAN Diego, Ca, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Hustler Capital LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Hustler Capital LLC is a San Diego based firm that focuses on helping its clients through financial consulting, including: Mid Market Debt Underwriting and Placement, M&A…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Carmel Valley Financial Solutions	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Carmel Valley Financial Solutions LLC (“CVFS”) is an independent consultancy firm committed to working with clients to assist them with understanding their finances, managing…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	TS Consulting	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Business and marketing consulting for growth-minded financial advisors.” 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 services consultancies”. 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 19 of 49 financial services consultancies based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 99 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial services consultancies based in San Diego, United States at a glance

As of Sep 28, 2026

44.4%Verified-email coverage

4.6Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 49 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 services consultancies” 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 99 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 services consultancies 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 services consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultancies are there based in San Diego, United States?

RevenueBase identified 49 company matches for financial services consultancies 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?

PBO Advisory Group 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 services consultancies?

New York leads the United States with 422 company records, followed by Chicago (113) and Houston (98). San Diego has 49.

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 99 professional contacts with verified work emails tracked across these 49 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.

Ready to reach these companies? Verified emails and direct dials for all 49 financial services consultancies based in San Diego, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial services consultancies by geography

Browse the directory

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.