Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in San Diego, United States

Name: Insurance brokers for wealth planning 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 17, 2026 97 companies tracked

RevenueBase identified 97 company matches for insurance brokers for wealth planning associated with San Diego, United States as of September 2026 and tracks 797 professional contacts across them, including 414 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); San Diego has 97.

This list covers company matches for insurance brokers for wealth planning 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 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 17, 2026 How this list was built

97Companies

797Contacts tracked

414Verified emails

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The 25 largest insurance brokers for wealth planning based in San Diego, United States

Ranked by team size

Top 25 of 97 company matches for insurance brokers for wealth planning based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	C3 Risk & Insurance Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	51-200	120 contacts →
	Exact match “At C3, we're shaking up the insurance industry by redefining the privately held insurance brokerage firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Lucia Capital Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	51-200	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 17, 2026 · View company records in RevenueBase
3	Rancho Mesa Insurance Services, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	48 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Champion Risk & Insurance Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	39 contacts →
	Exact match “Champion Risk & Insurance Services is an independent, full-service insurance brokerage specializing in commercial and personal insurance, employee benefits, and risk management…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Falcon West Insurance Brokers, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	29 contacts →
	Exact match “The insurance market is noisy.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Acrisure LAW Firm Solutions	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	28 contacts →
	Exact match “Ahern Insurance Brokerage, along with other partner agencies, are coming together as one organization and adopting the Acrisure name in 2024.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Presidio Capital Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	21 contacts →
	Exact match “At Presidio Capital Management, we help successful individuals, entrepreneurs, and business owners design a life of greater freedom, purpose, and lasting impact.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	BJA Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	21 contacts →
	Exact match “BJA Partners is a full service insurance brokerage and consulting firm offering employee benefits, property and casualty, retirement planning and personal insurance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Pacific Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	1-10	16 contacts →
	Exact match “Pacific Wealth Management is an independent firm specializing in comprehensive financial planning and asset preservation and growth strategies for high-net worth individuals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Ives Insurance Services, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Pathview Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “At Pathview, our tax-centric, independent, wealth management services meet unparalleled expertise and approachability.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Illumination Wealth	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Tidemark Financial Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “A tidemark is the line that’s left on the beach after the tide has reached its highest point, the place where you can clearly see the evidence of the water’s farthest reach.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Pacific Premier Insurance Associates, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “Pacific Premier Insurance Associates is a full-service retail insurance agency focusing on Property & Casualty insurance and specializing in High Value Home Insurance, Commercial…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Heritage Wealth Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Gradient Capital Advisors, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	1-10	10 contacts →
	Exact match “Welcome to Gradient Capital Advisors.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Vanorsdale Insurance Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “We have been helping California small businesses and families with the highest quality insurance service and products since 1947.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	The Manning Companies	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “At The Manning Companies, we believe wealth is most meaningful when it's connected to purpose.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Mcqueen Kalligan Insurance Services, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “McQueen Kalligan has been an independent brokerage agency since 1982.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Dean Roland Russell	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “At Dean Roland Russell, we take an integrated approach to wealth management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	International Private Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	1-10	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 17, 2026 · View company records in RevenueBase
22	High Bluff Private Wealth	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “High Bluff Private Wealth is a comprehensive financial planning firm specializing in investment management, insurance planning, tax minimization strategies, and college education…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Reason Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “Reason Financial is a wealth management firm in Southern California delivering comprehensive financial and tax services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Steve Grady Insurance Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Searching for the right insurance provider comes with a lot of questions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	RJ Patterson Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 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 “insurance brokers for wealth planning”. 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 25 of 97 insurance brokers for wealth planning based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 414 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance brokers for wealth planning based in San Diego, United States at a glance

As of Sep 17, 2026

51.9%Verified-email coverage

8.2Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 97 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 “insurance brokers for wealth planning” 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 414 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 17, 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.

Insurance brokers for wealth planning by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in San Diego, United States?

RevenueBase identified 97 company matches for insurance brokers for wealth planning 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?

C3 Risk & Insurance Services 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 insurance brokers for wealth planning?

New York leads the United States with 246 company records, followed by Houston (160) and Dallas (136). San Diego has 97.

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 414 professional contacts with verified work emails tracked across these 97 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 17, 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 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.