Company lists · Data refreshed September 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 Sep 14, 2026 101 companies tracked

RevenueBase identified 101 investment management law firms headquartered in San Diego, United States as of September 2026 and tracks 902 professional contacts across them, including 416 with verified work emails. New York is the largest hub.

This list covers investment management law firms 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 14, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review

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 investment management law firms based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment management law firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Centura Wealth Advisory	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	64 contacts →
	Partial 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 14, 2026
2	Dunham	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	51-200	60 contacts →
	Partial 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 14, 2026
3	Lucia Capital Group	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	51-200	55 contacts →
	Strong evidence “Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services.” Source: RevenueBase Database · checked Sep 14, 2026
4	Duckor Metzger & Wynne, Aplc	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	43 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
5	Private Asset Management, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	33 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
6	Cgs3 Crosbie Gliner Schiffman Southard & Swanson LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	32 contacts →
	Indirect evidence “When it comes to a commercial real estate transaction, a lot can go wrong.” Source: RevenueBase Database · checked Sep 14, 2026
7	Hughes & Pizzuto, APC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	27 contacts →
	Indirect evidence “Hughes & Pizzuto, APC traces its roots to Glenn Wright Jacobs & Schell, founded in 1952 by Eugene Glenn and Leroy A.” Source: RevenueBase Database · checked Sep 14, 2026
8	Hechtsolberg	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	21 contacts →
	Indirect evidence “For over 50 years, HechtSolberg has played a key role in the growth of the San Diego region.” Source: RevenueBase Database · checked Sep 14, 2026
9	Witham Mahoney & Abbott, LLP	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	19 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
10	Jacko LAW Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	17 contacts →
	Partial evidence “Jacko Law Group, PC is a dedicated team of professionals with broad and extensive backgrounds in the securities, corporate and financial industries.” Source: RevenueBase Database · checked Sep 14, 2026
11	Coastedge Partners	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	16 contacts →
	Strong evidence “CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.” Source: RevenueBase Database · checked Sep 14, 2026
12	Shustak Reynolds & Partners, P.C	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	16 contacts →
	Partial evidence “Shustak Reynolds & Partners, P.C, is a specialty law firm with a national practice focused on securities, corporate and business law.” Source: RevenueBase Database · checked Sep 14, 2026
13	Pacific Wealth Management	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	16 contacts →
	Partial evidence “Pacific Wealth Management is an independent firm specializing in comprehensive financial planning and asset preservation and growth strategies for high-net worth individuals.” Source: RevenueBase Database · checked Sep 14, 2026
14	AWM Global Advisors	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	15 contacts →
	Partial evidence “AWM Global Advisors is an independent, fee based, Registered Investment Advisor, located in San Diego, California.” Source: RevenueBase Database · checked Sep 14, 2026
15	Crest Capital Advisors	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	12 contacts →
	Partial evidence “Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Source: RevenueBase Database · checked Sep 14, 2026
16	Telos Capital Management, INC	Partial evidence	San Diego, United StatesHQ checked Sep 14, 2026	11-50	11 contacts →
	Partial evidence “Telos Capital Management Inc.” Source: RevenueBase Database · checked Sep 14, 2026
17	Chhokar LAW Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Partial evidence “Chhokar Law Group provides integrated Asset Protection, Estate Planning, and Estate Litigation services to individuals, families, and business owners throughout San Diego.” Source: RevenueBase Database · checked Sep 14, 2026
18	Heritage Wealth Management, INC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Partial evidence “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Source: RevenueBase Database · checked Sep 14, 2026
19	Jimenez Wealth Legal Advisors, PC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Indirect evidence “Global Legal, Wealth, Tax, and Business Counsel” Source: RevenueBase Database · checked Sep 14, 2026
20	Seabird Investment Partners	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	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 14, 2026
21	Dean Roland Russell	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Partial evidence “At Dean Roland Russell, we take an integrated approach to wealth management.” Source: RevenueBase Database · checked Sep 14, 2026
22	Nicholas Investment Partners, L.P	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Partial evidence “Nicholas Investment Partners.” Source: RevenueBase Database · checked Sep 14, 2026
23	Byron Edwards & Lemley, APC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
24	Alexander & Associates, APC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Partial evidence “Alexander & Associates, APC, is a law firm with distinct practice areas to serve the current and future needs of our clients.” Source: RevenueBase Database · checked Sep 14, 2026
25	International Private Wealth Advisors	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	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 14, 2026

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 management law firms. 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 management law firms.
Partial evidence: Its own public description names part of investment management law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management law firms. 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 101 investment management law firms based in San Diego, United States

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

As of Sep 14, 2026

46.1%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

567.3%Largest-city concentration · New York

Sep 14, 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment management law firms, 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 management law firms”. 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 management law firms), 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 management law firms, 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, 416 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 14, 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 management law firms by metro in the United States

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

RevenueBase identified 101 investment management law firms 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?

Centura Wealth Advisory, headquartered in San Diego, tops this list with the largest team on record.

Which city has the most investment management law firms?

New York leads with 573 headquartered companies, followed by Chicago (193) and Miami (142).

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 416 verified decision-maker contacts tracked across these 101 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 14, 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.