Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms based in San Diego, United States

Name: Goal based wealth management platforms 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 52 companies tracked

RevenueBase identified 52 goal based wealth management platforms headquartered in San Diego, United States as of September 2026 and tracks 382 professional contacts across them, including 194 with verified work emails. Across the United States, New York is the largest hub for this category (152 companies); San Diego has 52.

This list covers goal based wealth management platforms 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

52Companies

382Contacts tracked

194Verified emails

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The 25 largest goal based wealth management platforms based in San Diego, United States

Ranked by team size

Top 25 of 52 goal based wealth management platforms 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 goal based wealth management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Centura Wealth Advisory	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	64 contacts →
	Strong evidence “Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your…” Source: RevenueBase Database · checked Sep 28, 2026
2	Lucia Capital Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	51-200	55 contacts →
	Partial evidence “Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services.” Source: RevenueBase Database · checked Sep 28, 2026
3	Presidio Capital Management	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “At Presidio Capital Management, we help successful individuals, entrepreneurs, and business owners design a life of greater freedom, purpose, and lasting impact.” Source: RevenueBase Database · checked Sep 28, 2026
4	Pacific Wealth Management	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	16 contacts →
	Strong evidence “Pacific Wealth Management is an independent firm specializing in comprehensive financial planning and asset preservation and growth strategies for high-net worth individuals.” Source: RevenueBase Database · checked Sep 28, 2026
5	Pathview Wealth Advisors	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “At Pathview, our tax-centric, independent, wealth management services meet unparalleled expertise and approachability.” Source: RevenueBase Database · checked Sep 28, 2026
6	Illumination Wealth	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “At Illumination Wealth, our purpose is to help entrepreneurs and their families make an impact by bringing clarity, structure, and confidence to their financial lives.” Source: RevenueBase Database · checked Sep 28, 2026
7	Premier Wealth Advisors	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “Premier Wealth Advisors, LLC.(Premier Wealth) is a comprehensive financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
8	Dean Roland Russell	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “At Dean Roland Russell, we take an integrated approach to wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
9	Axion Wealth Advisors	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “At Axion Wealth Advisors, we specialize in offering insightful guidance to individuals wanting to build and safeguard enduring wealth that transcends generations.” Source: RevenueBase Database · checked Sep 28, 2026
10	RJ Patterson Group	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Located in San Diego, California, RJ Patterson Group is an independent wealth management company dedicated to helping individuals and families reach financial success and fiscal…” Source: RevenueBase Database · checked Sep 28, 2026
11	D'arcy Capital	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “D’Arcy Capital is a boutique wealth management firm providing personalized investment management and financial planning to high-net-worth individuals, professionals, and athletes.” Source: RevenueBase Database · checked Sep 28, 2026
12	Luminous Financial Group LLC	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “We are a technology focused, values driven, independent, full service financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
13	SRS Wealth Management LLC	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.” Source: RevenueBase Database · checked Sep 28, 2026
14	Zenith Investment Management	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
15	401 Financial	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Our focus is on financial empowerment and serving the underserved.” Source: RevenueBase Database · checked Sep 28, 2026
16	Beta Wealth Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
17	Archipelago Wealth Management	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “At Archipelago Wealth Management, our story is a testament to the transformative power of financial expertise and a genuine commitment to our clients’ success.” Source: RevenueBase Database · checked Sep 28, 2026
18	Lumena Financial Strategies	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “At Lumena Financial Strategies, we bring a well-grounded and innovative approach to wealth management, utilizing the collective experience of the team to provide clients and their…” Source: RevenueBase Database · checked Sep 28, 2026
19	DCO Wealth Managment, INC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Founded by Dan Osgood in 2009, we specialize in helping financially successful people achieve their most important goals that are aligned with their most deeply held values.” Source: RevenueBase Database · checked Sep 28, 2026
20	Azimuth Wealth Advisors, LLC	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Azimuth Wealth Advisors is an independent wealth management firm, which provides comprehensive, customized financial strategies and solutions to help clients achieve their various…” Source: RevenueBase Database · checked Sep 28, 2026
21	Omyen Corp	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Partial evidence “OMYEN is a personal financial planning and investment management technology company that is changing the way people understand and manage their finances directly or through their…” Source: RevenueBase Database · checked Sep 28, 2026
22	Krvaric Capital & Risk Management	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “We help select individuals and families make smart choices with their money, based on their specific goals and individual values, focusing on growing, preserving, and distributing…” Source: RevenueBase Database · checked Sep 28, 2026
23	Zealand Wealth Management	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “At the core of our firm's philosophy is the belief that achieving lasting financial prosperity, such as financial independence, is built on the consistent execution of mindful…” Source: RevenueBase Database · checked Sep 28, 2026
24	JPS Financial Services, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Founded in 2009, JPS Financial Services, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
25	Hom3 Technologies	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “HOM3 is a local first, proof of provenance, offline capable, feature rich and future resilient platform.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: goal based wealth management platforms. 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 goal based wealth management platforms.
Partial evidence: Its own public description names part of goal based wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal based wealth management platforms. 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 52 goal based wealth management platforms based in San Diego, United States

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Goal based wealth management platforms based in San Diego, United States at a glance

As of Sep 28, 2026

50.8%Verified-email coverage

7.3Average 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 52 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 goal based wealth management platforms, 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 “goal based wealth management platforms”. 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 goal based wealth management platforms), 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 goal based wealth management platforms, 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, 194 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.

Goal based wealth management platforms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names goal based wealth management platforms, 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 goal based wealth management platforms are there based in San Diego, United States?

RevenueBase identified 52 goal based wealth management platforms 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?

Centura Wealth Advisory, headquartered in San Diego, tops this list with the largest team on record.

Which city in the United States has the most goal based wealth management platforms?

New York leads the United States with 152 headquartered companies, followed by San Francisco (71) and Atlanta (68). San Diego has 52.

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 194 verified decision-maker contacts tracked across these 52 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.

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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.