Company lists · Data refreshed October 2026

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

Name: Investment management law 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 Oct 1, 2026 101 companies tracked

RevenueBase identified 101 company matches for investment management law firms associated with San Diego, United States as of October 2026 and tracks 902 professional contacts across them, including 416 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); San Diego has 101.

This list covers company matches for investment management law 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 October 1, 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 Oct 1, 2026 How this list was built

101Companies

902Contacts tracked

416Verified emails

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

Ranked by team size

Top 25 of 101 company matches for investment management law firms based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Centura Wealth Advisory	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
2	Dunham	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
3	Lucia Capital Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
4	Duckor Metzger & Wynne, Aplc	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	43 contacts →
	Exact match “Founded in 1978, Duckor Metzger & Wynne, A Professional Law Corporation (DMW) is an AV-rated, full-service, San Diego-based law firm representing clients across a broad range of…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Private Asset Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	33 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Cgs3 Crosbie Gliner Schiffman Southard & Swanson LLP	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	32 contacts →
	Exact match “When it comes to a commercial real estate transaction, a lot can go wrong.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Hughes & Pizzuto, APC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	27 contacts →
	Exact match “Hughes & Pizzuto, APC traces its roots to Glenn Wright Jacobs & Schell, founded in 1952 by Eugene Glenn and Leroy A.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Hechtsolberg	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	21 contacts →
	Exact match “For over 50 years, HechtSolberg has played a key role in the growth of the San Diego region.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Witham Mahoney & Abbott, LLP	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	19 contacts →
	Exact match “At Witham Mahoney & Abbott, we are helping clients build strong businesses, make sound investments, and ensure their professional and personal interests are protected along the…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Jacko LAW Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	17 contacts →
	Exact match “Jacko Law Group, PC is a dedicated team of professionals with broad and extensive backgrounds in the securities, corporate and financial industries.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Coastedge Partners	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	16 contacts →
	Exact match “CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Shustak Reynolds & Partners, P.C	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	16 contacts →
	Exact match “Shustak Reynolds & Partners, P.C, is a specialty law firm with a national practice focused on securities, corporate and business law.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Pacific Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
14	AWM Global Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
15	Crest Capital Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Telos Capital Management, INC	Exact match	San Diego, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match “Telos Capital Management Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Chhokar LAW Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “Chhokar Law Group provides integrated Asset Protection, Estate Planning, and Estate Litigation services to individuals, families, and business owners throughout San Diego.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Heritage Wealth Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
19	Jimenez Wealth Legal Advisors, PC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “Global Legal, Wealth, Tax, and Business Counsel” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Seabird Investment Partners	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
21	Dean Roland Russell	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
22	Nicholas Investment Partners, L.P	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “Nicholas Investment Partners.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Byron Edwards & Lemley, APC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “Prior to the formation of Byron & Edwards, APC (“B&E”), Thomas and Michael were partners in Edwards, White & Sooy, which later became Edwards, Sooy & Byron.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Alexander & Associates, APC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “Alexander & Associates, APC, is a law firm with distinct practice areas to serve the current and future needs of our clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	International Private Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 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 law 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 101 investment management law firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 416 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 1, 2026

46.1%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

Oct 1, 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 101 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 law 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 416 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 October 1, 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 law 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 law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 101 company matches for investment management law firms associated with San Diego, United States as of October 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?

Centura Wealth Advisory 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 law firms?

New York leads the United States with 589 company records, followed by Chicago (193) and Miami (142). San Diego has 101.

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 416 professional contacts with verified work emails tracked across these 101 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 October 1, 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.