Company lists · Data refreshed September 2026
Top 25 Financial strategy consulting firms based in San Diego, United States
RevenueBase identified 91 financial strategy consulting firms headquartered in San Diego, United States as of September 2026 and tracks 735 professional contacts across them, including 275 with verified work emails. Across the United States, New York is the largest hub for this category (608 companies); San Diego has 92.
This list covers financial strategy consulting firms 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 30, 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.
The 25 largest financial strategy consulting firms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 393 contacts → | ||||
Partial evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 23 contacts → | ||||
Indirect evidence “Invictus Advisors helps business owners manage and improve their cash flow.in other words we stop the feast and famine of your business from month to month.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 13 contacts → | ||||
Partial evidence “The Cash Flow CFO is a leading Fractional CFO firm, distinguished by our expertise in financial management.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Strong evidence “Cabrillo Advisors provides Business Valuations, Accounting and Strategic Consulting services to middle market companies, emerging growth businesses and high net worth individuals.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Indirect evidence “Your future begins with a plan.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence “New growth possibilities for your business: we are a client-focused investment bank.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Strong evidence “We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Partial evidence “TruFinancial is an independent, full services financial planning firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Indirect evidence “Over time, you have many professionals doing different things with your "pieces".” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Partial evidence “DA/CA Financial Group was established to provide individuals, families and companies with a single source of comprehensive financial guidance.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Partial evidence “At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Partial evidence “As of November 2022, Vantage Point Advisors has been acquired by Stout Vantage Point Advisors specializes in corporate valuation and related financial advisory services.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Partial evidence “Financial success doesn’t happen by chance.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Partial evidence “Alpha Global Investments provides services in the areas of portfolio management and financial planning.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “We provide proactive financial planning so you can focus on your own unique-ability while we work help you plan your financial future” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 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 30, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “Welcome!” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Partial evidence “Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “Aaron Zazzera Agency Principal Direct #: 619-394-4052 Office #: 619-963-2288 Email: aaron@zazinsurance.com” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
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 strategy consulting firms. 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 strategy consulting firms.
- Partial evidence
- Its own public description names part of financial strategy consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial strategy consulting firms. 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 91 financial strategy consulting firms based in San Diego, United States
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Financial strategy consulting firms based in San Diego, United States at a glance
As of Sep 30, 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 91 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 strategy consulting firms, 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 strategy consulting firms”. 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 strategy consulting firms), 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 strategy consulting firms, 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, 275 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 30, 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 strategy consulting firms by metro in the United States
- Financial strategy consulting firms in New York608
- Financial strategy consulting firms in Houston190
- Financial strategy consulting firms in Atlanta183
- Financial strategy consulting firms in Chicago175
- Financial strategy consulting firms in Miami147
- Financial strategy consulting firms in Dallas145
- Financial strategy consulting firms in Los Angeles120
- Financial strategy consulting firms in Austin114
- Financial strategy consulting firms in Denver111
- Financial strategy consulting firms in Charlotte106
- Financial strategy consulting firms in Boston92
- Financial strategy consulting firms in San Francisco92
- Financial strategy consulting firms in Tampa82
- Financial strategy consulting firms in Scottsdale78
- Financial strategy consulting firms in Washington78
- Financial strategy consulting firms in Portland61
- Financial strategy consulting firms in Cincinnati60
- Financial strategy consulting firms in Seattle60
- Financial strategy consulting firms in Newport Beach59
- Financial strategy consulting firms in Raleigh58
- Financial strategy consulting firms in Irvine57
- Financial strategy consulting firms in Orlando57
- Financial strategy consulting firms in Minneapolis54
- Financial strategy consulting firms in Phoenix54
- Financial strategy consulting firms in Indianapolis52
- Financial strategy consulting firms in St. Louis51
- Financial strategy consulting firms in Philadelphia47
- Financial strategy consulting firms in Pittsburgh47
- Financial strategy consulting firms in San Antonio47
- Financial strategy consulting firms in Birmingham46
- Financial strategy consulting firms in Columbia44
- Financial strategy consulting firms in Las Vegas44
- Financial strategy consulting firms in Columbus43
- Financial strategy consulting firms in Greenville43
- Financial strategy consulting firms in Boca Raton42
- Financial strategy consulting firms in Fort Worth41
- Financial strategy consulting firms in Nashville41
- Financial strategy consulting firms in Jacksonville40
- Financial strategy consulting firms in Overland Park40
- Financial strategy consulting firms in Fort Lauderdale39
- Financial strategy consulting firms in Wilmington38
- Financial strategy consulting firms in Omaha37
- Financial strategy consulting firms in Rochester36
- Financial strategy consulting firms in Colorado Springs35
- Financial strategy consulting firms in Salt Lake City34
- Financial strategy consulting firms in Richmond33
- Financial strategy consulting firms in Tulsa32
- Financial strategy consulting firms in Grand Rapids31
- Financial strategy consulting firms in Cleveland30
- Financial strategy consulting firms in Greenwood Village29
- Financial strategy consulting firms in Madison27
- Financial strategy consulting firms in Pasadena27
- Financial strategy consulting firms in Plano27
- Financial strategy consulting firms in Alpharetta26
- Financial strategy consulting firms in Arlington25
- Financial strategy consulting firms in Beverly Hills25
- Financial strategy consulting firms in Lexington25
- Financial strategy consulting firms in Sarasota25
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 strategy consulting firms, 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 strategy consulting firms are there based in San Diego, United States?
RevenueBase identified 91 financial strategy consulting firms 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?
Westpac Wealth Partners, headquartered in San Diego, tops this list with the largest team on record.
Which city in the United States has the most financial strategy consulting firms?
New York leads the United States with 608 headquartered companies, followed by Houston (190) and Atlanta (183). San Diego has 92.
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 275 verified decision-maker contacts tracked across these 91 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 30, 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.
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