Company lists · Data refreshed October 2026

Top 25 Life insurance planning firms based in San Diego, United States

Name: Life insurance planning 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 17, 2026 69 companies tracked

RevenueBase identified 69 company matches for life insurance planning firms associated with San Diego, United States as of October 2026 and tracks 495 professional contacts across them, including 148 with verified work emails. Across the United States, Houston is the largest hub for this category (113 companies); San Diego has 69.

This list covers company matches for life insurance planning 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 17, 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 17, 2026 How this list was built

69Companies

495Contacts tracked

148Verified emails

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The 25 largest life insurance planning firms based in San Diego, United States

Ranked by team size

Top 25 of 69 company matches for life insurance planning firms based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 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	Lucia Capital Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	51-200	53 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 17, 2026 · View company records in RevenueBase
2	AIG Direct	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	51-200	49 contacts →
	Exact match “Life insurance coverage through AIG Direct is a solid foundation you can build on to help protect your hopes and dreams, while helping to provide for your family's financial…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	The Producers Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	11-50	37 contacts →
	Exact match “Built with over 100 years of combined experience, the leadership of The Producers Group offers the most knowledgeable, privately owned national distribution organizations in the…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Lifepro Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	11-50	36 contacts →
	Exact match “LifePro Financial Services, Inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Westland Financial Services INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	1-10	22 contacts →
	Exact match “Westland is the premier insurance partner of choice for financial professionals who believe as we do.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Tidemark Financial Partners	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 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 · Oct 17, 2026 · View company records in RevenueBase
7	Mcqueen Kalligan Insurance Services, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	11-50	9 contacts →
	Exact match “McQueen Kalligan has been an independent brokerage agency since 1982.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Innergy Financial & Insurance Services	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	11-50	8 contacts →
	Exact match “At Innergy Financial, we help people develop a strong, healthy relationship with their money.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	High Bluff Private Wealth	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	1-10	7 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 · Oct 17, 2026 · View company records in RevenueBase
10	Trufinancial	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “TruFinancial is an independent, full services financial planning firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	International Private Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 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 17, 2026 · View company records in RevenueBase
12	JRC Insurance Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	11-50	6 contacts →
	Exact match “JRC Insurance Group is an owner-operated team of Licensed Insurance Agents with decades of experience.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Colva Insurance Services	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Colva is a life insurance firm that works with high net worth clients, family offices, RIAs, and institutional investors alike to maximize the value of their life insurance…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Next Retirement Solutions	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	11-50	5 contacts →
	Exact match “What's NEXT?” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Client First Capital	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “At Client First Capital, we provide customized, evidenced-based financial solutions by applying behavioral finance to your long term goals, current financial situation and unique…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	HSK Insurance Solutions, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	11-50	4 contacts →
	Exact match “HSK Insurance Solutions is one of the nation's leading health and life insurance agencies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	DPH Financial Services	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “DPH Financial Services, Inc is one of the country’s elite independent life insurance and estate planning firms serving ultra-affluent individuals and families, including athletes…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Rohe Levy Financial And Insurance Services, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Our mission is to bring creative technology and cutting edge ideas to high net worth individuals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Wealth Navigation Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Family Owned Financial Planning Firm Based out of San Diego, CA.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Concierge Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Bringing Families Closer.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Applefield Hughes Insurance Solutions	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “We Insure People, Not Things Formed in 2011, Applefield Hughes is a partnership between Craig Applefield and Monika Hughes, respected peers with 65 years combined experience and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Safe Harbor Solutions	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	51-200	2 contacts →
	Exact match “e might be able to help you find a way to drop anchor in the retirement you’ve always dreamed of.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	The Blueprint Insurance Services	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “The BluePrint Insurance Services was acquired by Lockton Affinity in January 2021.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Zazzera Financial & Insurance Services INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Aaron Zazzera Agency Principal Direct #: 619-394-4052 Office #: 619-963-2288 Email: aaron@zazinsurance.com” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Trinity Insurance Partners	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	51-200	2 contacts →
	Exact match “Trinity Insurance Partners is a full-service insurance agency that offers a wide range of insurance products and services to meet the unique needs of our clients.” Recorded in the RevenueBase company graph · Oct 17, 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 “life insurance planning 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 69 life insurance planning firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 148 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Life insurance planning firms based in San Diego, United States at a glance

As of Oct 17, 2026

29.9%Verified-email coverage

7.2Average contacts per company

1-10Median size (employees)

Oct 17, 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 69 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 “life insurance planning 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 148 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 17, 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.

Life insurance planning 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 “life insurance planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many life insurance planning firms are there based in San Diego, United States?

RevenueBase identified 69 company matches for life insurance planning 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?

Lucia Capital Group 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 life insurance planning firms?

Houston leads the United States with 113 company records, followed by New York (101) and Dallas (100). San Diego has 69.

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 148 professional contacts with verified work emails tracked across these 69 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 17, 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.