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 4, 2026 136 companies tracked

RevenueBase identified 136 investment management law firms headquartered in San Diego, United States as of September 2026 and tracks 1,032 professional contacts across them, including 517 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, 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

136Companies

1,032Contacts tracked

517Verified 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 136 investment management law firms 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 management law firms: 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	Centura Wealth AdvisoryPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	64
	“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: 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	Lucia Capital GroupStrong evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	51-200	55
	“Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services.” Source: company website · checked Sep 4, 2026
4	Duckor Metzger & Wynne, AplcPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	43
	“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: company website · checked Sep 4, 2026
5	Private Asset Management, INCIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	34
	Source: company website · checked Sep 4, 2026
6	Cgs3 Crosbie Gliner Schiffman Southard & Swanson LLPIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	30
	“When it comes to a commercial real estate transaction, a lot can go wrong.” Source: company website · checked Sep 4, 2026
7	Wilson Getty LLPPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	30
	“WILSON GETTY LLP is a law firm based in Southern California specializing in civil litigation, business and transactional law.” Source: company website · checked Sep 4, 2026
8	Rosing Pott & StrohbehnIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	28
	“RPS strives to provide its clients with best-in-class legal solutions at competitive boutique firm rates.” Source: company website · checked Sep 4, 2026
9	Hughes & Pizzuto, APCIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	27
	“Hughes & Pizzuto, APC traces its roots to Glenn Wright Jacobs & Schell, founded in 1952 by Eugene Glenn and Leroy A.” Source: company website · checked Sep 4, 2026
10	HechtsolbergIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	21
	“For over 50 years, HechtSolberg has played a key role in the growth of the San Diego region.” Source: company website · checked Sep 4, 2026
11	Christopher Weil & Company, INCIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	21
	Source: company website · checked Sep 4, 2026
12	Witham Mahoney & Abbott, LLPPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	19
	“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: company website · checked Sep 4, 2026
13	Coastedge PartnersStrong 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
14	Shustak Reynolds & Partners, P.CPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	16
	“Shustak Reynolds & Partners, P.C, is a specialty law firm with a national practice focused on securities, corporate and business law.” Source: company website · checked Sep 4, 2026
15	Pacific Wealth ManagementPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	16
	“Pacific Wealth Management is an independent firm specializing in comprehensive financial planning and asset preservation and growth strategies for high-net worth individuals.” Source: company website · checked Sep 4, 2026
16	Jacko LAW GroupPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	16
	“Jacko Law Group, PC is a dedicated team of professionals with broad and extensive backgrounds in the securities, corporate and financial industries.” Source: company website · checked Sep 4, 2026
17	Strazzeri Mancini, LLPIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	14
	“Strazzeri Mancini LLP: Helping successful families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate…” Source: company website · checked Sep 4, 2026
18	AWM Global AdvisorsPartial 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
19	Crest Capital AdvisorsPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	12
	“Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Source: company website · checked Sep 4, 2026
20	Heritage Wealth Management, INCPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	10
	“Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Source: company website · checked Sep 4, 2026
21	Chhokar LAW GroupPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	10
	“Chhokar Law Group provides integrated Asset Protection, Estate Planning, and Estate Litigation services to individuals, families, and business owners throughout San Diego.” Source: company website · checked Sep 4, 2026
22	Jimenez Wealth Legal Advisors, PCIndirect evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	10
	“Global Legal, Wealth, Tax, and Business Counsel” Source: company website · checked Sep 4, 2026
23	Seabird Investment PartnersStrong evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	7
	“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: company website · checked Sep 4, 2026
24	Dean Roland RussellPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	1-10	6
	“At Dean Roland Russell, we take an integrated approach to wealth management.” Source: company website · checked Sep 4, 2026
25	Nicholas Investment Partners, L.PPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	11-50	6
	“Nicholas Investment Partners.” Source: company website · checked Sep 4, 2026

Showing 25 of 136 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 4, 2026

1-10Median size (employees)

New YorkLargest hub · 747 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 136 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 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 management law firms”. 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 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 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, 517 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 management law firms by metro in the United States

Frequently asked

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

RevenueBase identified 136 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 747 headquartered companies, followed by Chicago (258) and Atlanta (186).

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 517 verified decision-maker contacts tracked across these 136 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.