Company lists · Data refreshed September 2026

Top 25 Investment management firms based in San Diego, United States

Name: Investment management firms 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 20, 2026 93 companies tracked

RevenueBase identified 93 company matches for investment management firms associated with San Diego, United States as of September 2026 and tracks 1,172 professional contacts across them, including 486 with verified work emails. Across the United States, New York is the largest hub for this category (348 companies); San Diego has 93.

This list covers company matches for investment management firms 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 20, 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 20, 2026 How this list was built

93Companies

1,172Contacts tracked

486Verified emails

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The 25 largest investment management firms based in San Diego, United States

Ranked by team size

Top 25 of 93 company matches for investment management firms based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Centura Wealth Advisory	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	64 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Dunham	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	51-200	60 contacts →
	Exact match “Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Lucia Capital Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
5	Capital Growth INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	45 contacts →
	Exact match “Capital Growth, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Private Asset Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	33 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Globeflex Capital	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	27 contacts →
	Exact match “GlobeFlex Capital is an independent employee- and women-owned institutional investment manager with U.S, international and emerging market equity expertise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Presidio Capital Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
9	California Wealth Transitions, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Financial Sense Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Pacific Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
12	AWM Global Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	15 contacts →
	Exact match “AWM Global Advisors is an independent, fee based, Registered Investment Advisor, located in San Diego, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Tidemark Financial Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	Telos Capital Management, INC	Exact match	San Diego, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Telos Capital Management Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Heritage Wealth Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	Seapoint Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Your future begins with a plan.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Seabird Investment Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Dean Roland Russell	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
19	Nicholas Investment Partners, L.P	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Nicholas Investment Partners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	International Private Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
21	High Bluff Private Wealth	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
22	Wilsey Asset Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	RJ Patterson Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
24	Stirling Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Financial success doesn’t happen by chance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	D'arcy Capital	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “D’Arcy Capital is a boutique wealth management firm providing personalized investment management and financial planning to high-net-worth individuals, professionals, and athletes.” Recorded in the RevenueBase company graph · Sep 20, 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 “investment management firms”. 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 93 investment management firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 486 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment management firms based in San Diego, United States at a glance

As of Sep 20, 2026

41.5%Verified-email coverage

12.6Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data 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 for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 93 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 “investment management firms” 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 486 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 20, 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.

Investment management firms 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 “investment management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment management firms are there based in San Diego, United States?

RevenueBase identified 93 company matches for investment management firms 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?

Westpac Wealth Partners 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 investment management firms?

New York leads the United States with 348 company records, followed by Chicago (141) and Atlanta (122). San Diego has 93.

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 486 professional contacts with verified work emails tracked across these 93 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 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 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.