Company lists · Data refreshed September 2026
Top 24 Financial services executives based in San Diego, United States
RevenueBase identified 47 company matches for financial services executives associated with San Diego, United States as of September 2026 and tracks 15,799 professional contacts across them, including 8,934 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); San Diego has 47.
This list covers company matches for financial services executives 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 16, 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 24 largest financial services executives based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13,475 contacts → | ||||
Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 1,482 contacts → | ||||
Exact match “About Axos Born digital in Axos Bank (NYSE: AX) is a financial institution that believes money should work smarter for individuals, businesses, and institutions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 393 contacts → | ||||
Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 73 contacts → | ||||
Exact match “It's official!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 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 16, 2026 · View company records in RevenueBase | |||||
| 6 | 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 16, 2026 · View company records in RevenueBase | |||||
| 7 | 53 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 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 16, 2026 · View company records in RevenueBase | |||||
| 9 | 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 16, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “Our mission is to bring creative technology and cutting edge ideas to high net worth individuals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “At PCA, we strive for a small company feel.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “At Zenith, we understand that each household is unique, and we strive to fully understand each client’s objectives, goals and passions to create tailored financial plans and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “CALPRO is a full-service financial group with a truly unique combination of professionals and resources that help enable our clients to successfully achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Wealth management services firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “e might be able to help you find a way to drop anchor in the retirement you’ve always dreamed of.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 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 16, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Sophisticated investment solutions for successful families, individuals, businesses, and organizations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 19 | 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 16, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “At Elite Wealth Management, helping you achieve your financial goals is our highest priority.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Paul Dunnicliffe (CA Insurance Lic# 0E02818) is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Helping our clients make smart financial decisions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 23 | 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 16, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “RANCH CAPITAL LLC is a company based out of 12275 EL CAMINO REAL SUITE 110, SAN DIEGO, California, United States.” Recorded in the RevenueBase company graph · Sep 16, 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 executives”. 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 24 of 47 financial services executives based in San Diego, United States
See the full list, filter by size, metro and specialty, and access 8,934 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services executives based in San Diego, United States at a glance
As of Sep 16, 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 47 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 executives” 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 8,934 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 16, 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 executives by metro in the United States
- Financial services executives in New York240
- Financial services executives in Dallas77
- Financial services executives in Houston65
- Financial services executives in Atlanta61
- Financial services executives in Chicago61
- Financial services executives in Miami56
- Financial services executives in Boston55
- Financial services executives in Charlotte55
- Financial services executives in Los Angeles51
- Financial services executives in Austin41
- Financial services executives in San Francisco35
- Financial services executives in Tampa34
- Financial services executives in Irvine33
- Financial services executives in Minneapolis32
- Financial services executives in Columbus28
- Financial services executives in Raleigh28
- Financial services executives in Boca Raton27
- Financial services executives in Denver27
- Financial services executives in Newport Beach27
- Financial services executives in Columbia26
- Financial services executives in Las Vegas25
- Financial services executives in Lexington25
- Financial services executives in Orlando25
- Financial services executives in Seattle25
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 executives”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services executives are there based in San Diego, United States?
RevenueBase identified 47 company matches for financial services executives 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?
LPL Financial 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 executives?
New York leads the United States with 240 company records, followed by Dallas (77) and Houston (65). San Diego has 47.
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 8,934 professional contacts with verified work emails tracked across these 47 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 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 47 financial services executives based in San Diego, United States. Start with a free account, no credit card.
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services executives based in Calgary, Canada
- Financial services executives based in Edmonton, Canada
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Company intelligence · public preview
Top 24 financial services executives 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 47 matching company records for financial services executives based in San Diego, United States, with 15,799 tracked contacts and 8,934 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 16, 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 24 financial services executives 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 |  LPL Financiallpl.comHQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 13,475 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Axos Bankaxosbank.comHQ: San Diego, CA, United StatesReported employees: 1,001-5,000 | San Diego, CA, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“About Axos Born digital in Axos Bank (NYSE: AX) is a financial institution that believes money should work smarter for individuals, businesses, and institutions.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Westpac Wealth Partnerswestpacwealthpartners.comHQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 393 contacts → |
“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Bank Of Southern Californiacaliforniabankofcommerce.comHQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 73 contacts → |
“It's official!” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Dunhamdunham.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 60 contacts → |
“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 description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Unum Groupunum.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 53 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 |  DA CA Financial Groupdacafg.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“DA/CA Financial Group was established to provide individuals, families and companies with a single source of comprehensive financial guidance.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Rohe Levy Financial And Insurance Services, INCrohelevy.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“Our mission is to bring creative technology and cutting edge ideas to high net worth individuals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Pacific Capital Associatespcasd.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“At PCA, we strive for a small company feel.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  SRS Wealth Management LLCsrswealthmanagement.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Zenith Investment Managementzenithim.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Zenith, we understand that each household is unique, and we strive to fully understand each client’s objectives, goals and passions to create tailored financial plans and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Calprocalpronetwork.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 4 contacts → |
“CALPRO is a full-service financial group with a truly unique combination of professionals and resources that help enable our clients to successfully achieve their financial goals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealth Manager Group LLCwealthmgr.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Wealth management services firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Safe Harbor Solutionsshsinteractive.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 2 contacts → |
“e might be able to help you find a way to drop anchor in the retirement you’ve always dreamed of.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Hawk Street Wealthhawkstreetwealth.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Sophisticated investment solutions for successful families, individuals, businesses, and organizations.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Zazzera Financial & Insurance Services INCzazinsurance.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Aaron Zazzera Agency Principal Direct #: 619-394-4052 Office #: 619-963-2288 Email: aaron@zazinsurance.com” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Elite Wealth Management, LLCelitewealthmg.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“At Elite Wealth Management, helping you achieve your financial goals is our highest priority.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Lago Wealth Managementlagowealth.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Paul Dunnicliffe (CA Insurance Lic# 0E02818) is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  LHD Insurance & Financial Serviceslhdfinancial.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Helping our clients make smart financial decisions.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Ranch Capital LLCranchcapital.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“RANCH CAPITAL LLC is a company based out of 12275 EL CAMINO REAL SUITE 110, SAN DIEGO, California, United States.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 47 company matches
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Financial services executives: dataset insights
September 16, 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
47 records in the displayed employee bands.
0 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 47 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 16, 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 ↗
Financial services executives by metro in the United States
- Financial services executives in New York240
- Financial services executives in Dallas77
- Financial services executives in Houston65
- Financial services executives in Atlanta61
- Financial services executives in Chicago61
- Financial services executives in Miami56
- Financial services executives in Boston55
- Financial services executives in Charlotte55
- Financial services executives in Los Angeles51
- Financial services executives in Austin41
- Financial services executives in San Francisco35
- Financial services executives in Tampa34
- Financial services executives in Irvine33
- Financial services executives in Minneapolis32
- Financial services executives in Columbus28
- Financial services executives in Raleigh28
- Financial services executives in Boca Raton27
- Financial services executives in Denver27
- Financial services executives in Newport Beach27
- Financial services executives in Columbia26
- Financial services executives in Las Vegas25
- Financial services executives in Lexington25
- Financial services executives in Orlando25
- Financial services executives in Seattle25
Questions about this company list
What does Exact match mean for financial services executives?
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 financial services executives did RevenueBase find based in San Diego, United States?
The saved snapshot records 47 matching company records, 15,799 tracked contacts and 8,934 verified emails. The public preview displays 24 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 16, 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
Financial services executives by geography
- Financial services executives based in Calgary, Canada
- Financial services executives based in Edmonton, Canada
- Financial services executives based in Mississauga, Canada
- Financial services executives based in Montreal, Canada
- Financial services executives based in Toronto, Canada
- Financial services executives based in Vancouver, Canada
- Financial services executives based in Ahmedabad, India
- Financial services executives based in Bangalore, India
- Financial services executives based in Chennai, India
- Financial services executives based in Delhi, India
- Financial services executives based in Hyderabad, India
- Financial services executives based in Kolkata, India
Cite this list
RevenueBase Data Team. Top 24 financial services executives based in San Diego, United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-executives/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
- Financial services executives based in Calgary, Canada
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- Financial services executives based in Montreal, Canada
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Company intelligence · public preview
Top 24 financial services executives based in San Diego, United States
RevenueBase records 47 matching company records for financial services executives based in San Diego, United States, with 15,799 tracked contacts and 8,934 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 16, 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 24 financial services executives 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 | LPL Financiallpl.com HQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 13,475 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Axos Bankaxosbank.com HQ: San Diego, CA, United StatesReported employees: 1,001-5,000 | San Diego, CA, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“About Axos Born digital in Axos Bank (NYSE: AX) is a financial institution that believes money should work smarter for individuals, businesses, and institutions.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Westpac Wealth Partnerswestpacwealthpartners.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 393 contacts → |
“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Bank Of Southern Californiacaliforniabankofcommerce.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 73 contacts → |
“It's official!” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Dunhamdunham.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 60 contacts → |
“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 description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Unum Groupunum.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 53 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | DA CA Financial Groupdacafg.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“DA/CA Financial Group was established to provide individuals, families and companies with a single source of comprehensive financial guidance.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Rohe Levy Financial And Insurance Services, INCrohelevy.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“Our mission is to bring creative technology and cutting edge ideas to high net worth individuals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Pacific Capital Associatespcasd.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“At PCA, we strive for a small company feel.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SRS Wealth Management LLCsrswealthmanagement.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Zenith Investment Managementzenithim.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Zenith, we understand that each household is unique, and we strive to fully understand each client’s objectives, goals and passions to create tailored financial plans and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Calprocalpronetwork.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 4 contacts → |
“CALPRO is a full-service financial group with a truly unique combination of professionals and resources that help enable our clients to successfully achieve their financial goals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealth Manager Group LLCwealthmgr.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Wealth management services firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Safe Harbor Solutionsshsinteractive.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 2 contacts → |
“e might be able to help you find a way to drop anchor in the retirement you’ve always dreamed of.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Hawk Street Wealthhawkstreetwealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Sophisticated investment solutions for successful families, individuals, businesses, and organizations.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Zazzera Financial & Insurance Services INCzazinsurance.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Aaron Zazzera Agency Principal Direct #: 619-394-4052 Office #: 619-963-2288 Email: aaron@zazinsurance.com” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Elite Wealth Management, LLCelitewealthmg.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“At Elite Wealth Management, helping you achieve your financial goals is our highest priority.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Lago Wealth Managementlagowealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Paul Dunnicliffe (CA Insurance Lic# 0E02818) is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | LHD Insurance & Financial Serviceslhdfinancial.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Helping our clients make smart financial decisions.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Ranch Capital LLCranchcapital.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“RANCH CAPITAL LLC is a company based out of 12275 EL CAMINO REAL SUITE 110, SAN DIEGO, California, United States.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 47 company matches
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Financial services executives: dataset insights
September 16, 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
47 records in the displayed employee bands.
0 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 47 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 16, 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 ↗
Financial services executives by metro in the United States
- Financial services executives in New York240
- Financial services executives in Dallas77
- Financial services executives in Houston65
- Financial services executives in Atlanta61
- Financial services executives in Chicago61
- Financial services executives in Miami56
- Financial services executives in Boston55
- Financial services executives in Charlotte55
- Financial services executives in Los Angeles51
- Financial services executives in Austin41
- Financial services executives in San Francisco35
- Financial services executives in Tampa34
- Financial services executives in Irvine33
- Financial services executives in Minneapolis32
- Financial services executives in Columbus28
- Financial services executives in Raleigh28
- Financial services executives in Boca Raton27
- Financial services executives in Denver27
- Financial services executives in Newport Beach27
- Financial services executives in Columbia26
- Financial services executives in Las Vegas25
- Financial services executives in Lexington25
- Financial services executives in Orlando25
- Financial services executives in Seattle25
Questions about this company list
What does Exact match mean for financial services executives?
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 financial services executives did RevenueBase find based in San Diego, United States?
The saved snapshot records 47 matching company records, 15,799 tracked contacts and 8,934 verified emails. The public preview displays 24 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 16, 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 24 financial services executives based in San Diego, United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-executives/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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