Company lists · Data refreshed September 2026

Top 25 Minority-owned investment managers based in San Diego, United States

RevenueBase identified 79 minority-owned investment managers headquartered in San Diego, United States as of September 2026 and tracks 992 professional contacts across them, including 373 with verified work emails. New York is the largest hub.

This list covers minority-owned investment managers 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 20, 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 20, 2026 86% judged on-target in blind review
79Companies
992Contacts tracked
373Verified emails
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The 25 largest minority-owned investment managers based in San Diego, United States

Ranked by team size
Top 25 of 79 minority-owned investment managers based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to minority-owned investment managers: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 2026201-500393 contacts →

Indirect evidence

“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202651-20060 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 20, 2026
3Strong evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202651-20055 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 20, 2026
4Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202611-5045 contacts →

Indirect evidence

“Capital Growth, Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202611-5033 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202611-5021 contacts →

Partial evidence

“At Presidio Capital Management, we help successful individuals, entrepreneurs, and business owners design a life of greater freedom, purpose, and lasting impact.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202611-5016 contacts →

Partial evidence

“We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-1016 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 20, 2026
9Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-1015 contacts →

Partial evidence

“AWM Global Advisors is an independent, fee based, Registered Investment Advisor, located in San Diego, California.”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202611-5010 contacts →

Strong evidence

“Heritage Wealth Management is an independently owned, San Diego based wealth management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“Providing access to professionals with proven investment success, best-in-class technology and a full complement of financial services to help you achieve your goals.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Your future begins with a plan.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202611-508 contacts →

Indirect evidence

“We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-107 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 20, 2026
15Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“At Dean Roland Russell, we take an integrated approach to wealth management.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202611-506 contacts →

Partial evidence

“Nicholas Investment Partners.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Financial success doesn’t happen by chance.”

Source: RevenueBase Database · checked Sep 20, 2026
20Strong evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“D’Arcy Capital is a boutique wealth management firm providing personalized investment management and financial planning to high-net-worth individuals, professionals, and athletes.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“We are a technology focused, values driven, independent, full service financial planning and wealth management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
22Strong evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“At Zenith, we understand that each household is unique, and we strive to fully understand each client’s objectives, goals and passions to create tailored financial plans and…”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“CALPRO is a full-service financial group with a truly unique combination of professionals and resources that help enable our clients to successfully achieve their financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
25Strong evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“Alpha Global Investments provides services in the areas of portfolio management and financial planning.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 79 minority-owned investment managers based in San Diego, United States

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Minority-owned investment managers based in San Diego, United States at a glance

As of Sep 20, 2026
37.6%Verified-email coverage
12.6Average contacts per company
1-10Median size (employees)
320.3%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
60
11-50
13
51-200
5
201-500
1

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 79 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 minority-owned investment managers, 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 “minority-owned investment managers”. 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 minority-owned investment managers), 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 minority-owned investment managers, 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, 373 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 20, 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.

Minority-owned investment managers 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 minority-owned investment managers, 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 minority-owned investment managers are there based in San Diego, United States?

RevenueBase identified 79 minority-owned investment managers 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?

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

Which city has the most minority-owned investment managers?

New York leads with 253 headquartered companies, followed by Chicago (107) and Atlanta (101).

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 373 verified decision-maker contacts tracked across these 79 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 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 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.