Company lists · Data refreshed September 2026
Top 25 Investment companies based in San Diego, United States
RevenueBase identified 104 investment companies headquartered in San Diego, United States as of September 2026 and tracks 14,527 professional contacts across them, including 7,861 with verified work emails. New York is the largest hub.
This list covers investment companies 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 20, 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 investment companies based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13,475 contacts → | ||||
Indirect evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 393 contacts → | ||||
Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 64 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 60 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 45 contacts → | ||||
Indirect evidence “Capital Growth, Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 33 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 16 contacts → | ||||
Indirect evidence “We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 14 contacts → | ||||
Strong evidence “Cypress Ascendant is a highly diversified, small market, boutique investment group.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Indirect evidence “Telos Capital Management Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Indirect evidence “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Indirect evidence “Your future begins with a plan.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Strong evidence “Seabird provides boutique investment management to High-Net Worth Investors and Wealth Managers who seek a turn-key platform to deliver on behalf of their clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Strong evidence “Accredited Investors Seeking Capital Preservation Diversify your Portfolio in a Real Estate Fund AJX Capital is a leading real estate investment firm, providing fully vetted…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Strong evidence “Nicholas Investment Partners.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Strong evidence “Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Strong evidence “Kalo Capital Management specializes in providing investment management services to clients, focused on stock investment management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “Financial success doesn’t happen by chance.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Strong evidence “Urban West Ventures is a privately held investment firm that acquires and repositions underperforming commercial real estate assets.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Strong evidence “Established in 1971, Western Financial Corporation (“Western”) is a multi-generational full service registered investment adviser headquartered in San Diego, California.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Indirect 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 20, 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: investment companies. 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 investment companies.
- Partial evidence
- Its own public description names part of investment companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment companies. 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 104 investment companies based in San Diego, United States
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Investment companies based in San Diego, United States at a glance
As of Sep 20, 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 104 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 companies, 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 “investment companies”. 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 investment companies), 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 investment companies, 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, 7,861 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 20, 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 companies by metro in the United States
- Investment companies in New York814
- Investment companies in Dallas215
- Investment companies in Chicago214
- Investment companies in Miami206
- Investment companies in Los Angeles173
- Investment companies in Houston166
- Investment companies in San Francisco155
- Investment companies in Atlanta147
- Investment companies in Boston136
- Investment companies in Austin112
- Investment companies in San Diego104
- Investment companies in Charlotte101
- Investment companies in Denver99
- Investment companies in Tampa73
- Investment companies in Newport Beach72
- Investment companies in Scottsdale65
- Investment companies in Las Vegas60
- Investment companies in Boca Raton58
- Investment companies in Irvine57
- Investment companies in Portland57
- Investment companies in Seattle57
- Investment companies in Indianapolis55
- Investment companies in Minneapolis55
- Investment companies in Overland Park50
- Investment companies in Phoenix50
- Investment companies in Washington49
- Investment companies in Orlando47
- Investment companies in Greenwich46
- Investment companies in Birmingham45
- Investment companies in Omaha43
- Investment companies in Raleigh42
- Investment companies in San Antonio42
- Investment companies in Cincinnati41
- Investment companies in Philadelphia41
- Investment companies in Columbus39
- Investment companies in Fort Lauderdale39
- Investment companies in Naples39
- Investment companies in Nashville39
- Investment companies in Pittsburgh39
- Investment companies in Richmond37
- Investment companies in Fort Worth36
- Investment companies in Columbia35
- Investment companies in Rochester35
- Investment companies in Wilmington35
- Investment companies in Greenwood Village33
- Investment companies in Beverly Hills32
- Investment companies in Greenville32
- Investment companies in Kansas City32
- Investment companies in Louisville32
- Investment companies in Memphis32
- Investment companies in Salt Lake City32
- Investment companies in Stamford32
- Investment companies in Sarasota31
- Investment companies in Cleveland28
- Investment companies in Springfield28
- Investment companies in St. Louis28
- Investment companies in Tucson28
- Investment companies in Alpharetta27
- Investment companies in Tulsa27
- Investment companies in Jacksonville26
- Investment companies in Lexington26
- Investment companies in Baltimore25
- Investment companies in New York City25
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 investment companies, 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 investment companies are there based in San Diego, United States?
RevenueBase identified 104 investment companies 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?
LPL Financial, headquartered in San Diego, tops this list with the largest team on record.
Which city has the most investment companies?
New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).
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 7,861 verified decision-maker contacts tracked across these 104 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 20, 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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