Company lists · Data refreshed September 2026

Top 16 Financial services security advisors based in San Diego, United States

RevenueBase identified 30 financial services security advisors headquartered in San Diego, United States as of September 2026 and tracks 110 professional contacts across them, including 47 with verified work emails. Across the United States, New York is the largest hub for this category (74 companies); San Diego has 30.

This list covers financial services security advisors 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 28, 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 28, 2026 86% judged on-target in blind review
30Companies
110Contacts tracked
47Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 16 largest financial services security advisors based in San Diego, United States

Ranked by team size
Top 16 of 30 financial services security advisors based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial services security advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5034 contacts →

Strong evidence

“Headquartered in San Diego, California, Madison Avenue Securities is a full service, fully independent Broker/Dealer and Investment Advisory firm servicing financial advisors and…”

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-1010 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“We are a technology focused, values driven, independent, full service financial planning and wealth management firm.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“IT SECURITY ASSESSMENTS One of our goals is to empower businesses defend their critical data and sensitive information assets from the threat of cyber attacks.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Prometheus Cybersecurity is an information security company based out of San Diego, California.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“Executive Advisors Group, LLC helps organizations address security, privacy, risk, and other governance issues in a manner that is both pragmatic and effective.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“I love to help people align their values with their goals to create a WealthPlan that achieves their dreams.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Paul Dunnicliffe (CA Insurance Lic# 0E02818) is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through…”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Helping our clients make smart financial decisions.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Our firm specializes in Data Privacy, Cybersecurity & Network Consulting Services.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Alta Private Wealth Management, LLC (“Alta Private Wealth”) dba Axxcess Wealth Management, LLC ("Axxcess") is a registered investment advisor.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 16 of 30 financial services security advisors based in San Diego, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 47 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 28, 2026
42.7%Verified-email coverage
3.7Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
2

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 30 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 services security advisors, 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 services security advisors”. 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 services security advisors), 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 services security advisors, 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, 47 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 28, 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.

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 services security advisors, 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 services security advisors are there based in San Diego, United States?

RevenueBase identified 30 financial services security advisors 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?

Madison Avenue Securities, headquartered in San Diego, tops this list with the largest team on record.

Which city in the United States has the most financial services security advisors?

New York leads the United States with 74 headquartered companies, followed by Houston (59) and Atlanta (50). San Diego has 30.

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 47 verified decision-maker contacts tracked across these 30 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 30 financial services security advisors based in San Diego, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.