Company lists · Data refreshed September 2026

Top 24 Investment advisory platforms based in San Diego, United States

Name: Investment advisory 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 4, 2026 66 companies tracked

RevenueBase identified 66 investment advisory platforms headquartered in San Diego, United States as of September 2026 and tracks 725 professional contacts across them, including 313 with verified work emails. New York is the largest hub.

This list covers investment advisory 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

66Companies

725Contacts tracked

313Verified emails

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The 24 largest investment advisory platforms based in San Diego, United States

Ranked by team size

Top 24 of 66 investment advisory platforms based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	First Allied Securities, INCPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	201-500	201
	“Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.” Source: company website · checked Sep 4, 2026
2	DunhamPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	51-200	60
	“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: company website · checked Sep 4, 2026
3	Private Asset Management, INCIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	34
	Source: company website · checked Sep 4, 2026
4	Coastedge PartnersPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	16
	“CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.” Source: company website · checked Sep 4, 2026
5	Shareholders Service GroupStrong evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	16
	“SSG provides high-quality, dedicated services for independent registered investment advisors.” Source: company website · checked Sep 4, 2026
6	Financial Sense Wealth ManagementIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	16
	“We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.” Source: company website · checked Sep 4, 2026
7	AWM Global AdvisorsStrong evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	14
	“AWM Global Advisors is an independent, fee based, Registered Investment Advisor, located in San Diego, California.” Source: company website · checked Sep 4, 2026
8	Telos Capital Management, INCIndirect evidence	San Diego, United StatesHQ checked Sep 4, 2026	11-50	12
	“Telos Capital Management Inc.” Source: company website · checked Sep 4, 2026
9	Pacific Point Advisors, LLCPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	9
	“Providing access to professionals with proven investment success, best-in-class technology and a full complement of financial services to help you achieve your goals.” Source: company website · checked Sep 4, 2026
10	Seapoint Wealth AdvisorsIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	9
	“Your future begins with a plan.” Source: company website · checked Sep 4, 2026
11	Reyes Financial ArchitectureStrong evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	9
	“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: company website · checked Sep 4, 2026
12	Pension Resource Institute, LLCPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	6
	“PRI delivers banks, broker-dealers and RIAs a configurable platform, coupled with unlimited consultation, to implement and maintain profitable strategies for serving retirement…” Source: company website · checked Sep 4, 2026
13	Grow Funds LLCStrong evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	6
	“GROW Funds is a Registered Investment Advisory firm located in La Jolla, California, specializing in individual stock selection and active portfolio management.” Source: company website · checked Sep 4, 2026
14	LM Advisors, LLCStrong evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	6
	“Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Source: company website · checked Sep 4, 2026
15	Wilsey Asset ManagementIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	5
	“At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Source: company website · checked Sep 4, 2026
16	Sage Capital Advisors LLCStrong evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	5
	“Sage Capital Advisors, LLC provides a full range of investment and wealth management services, applying customized strategies to manage risk and grow wealth responsibly.” Source: company website · checked Sep 4, 2026
17	Stirling Financial GroupIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	“Financial success doesn’t happen by chance.” Source: company website · checked Sep 4, 2026
18	Luminous Financial Group LLCIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	“We are a technology focused, values driven, independent, full service financial planning and wealth management firm.” Source: company website · checked Sep 4, 2026
19	Western Financial CorporationPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	4
	“Established in 1971, Western Financial Corporation (“Western”) is a multi-generational full service registered investment adviser headquartered in San Diego, California.” Source: company website · checked Sep 4, 2026
20	CleeriStrong evidence	San Diego, United StatesHQ checked Sep 4, 2026	1-10	4
	“Cleeri is a platform for trusted advisors to run their business, offer services and products, share recommendations, and build community in one place.” Source: company website · checked Sep 4, 2026
21	401 FinancialIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	3
	“Our focus is on financial empowerment and serving the underserved.” Source: company website · checked Sep 4, 2026
22	E&e Financial Services, INCIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	3
	Source: company website · checked Sep 4, 2026
23	DB Wealth Management GroupPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	3
	“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: company website · checked Sep 4, 2026
24	Coastwise Capital Group, LLCStrong evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	2
	“Coastwise is a boutique investment advisory firm dedicated to creating customized financial solutions for its clients while providing world-class service.” Source: company website · checked Sep 4, 2026

Showing 24 of 66 investment advisory platforms based in San Diego, United States

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Investment advisory platforms based in San Diego, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 66 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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory 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 an evidence 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, 313 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 4, 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.

Investment advisory platforms by metro in the United States

Frequently asked

How many investment advisory platforms are there based in San Diego, United States?

RevenueBase identified 66 investment advisory 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?

First Allied Securities, INC, headquartered in San Diego, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 313 verified decision-maker contacts tracked across these 66 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 4, 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.