Company lists · Data refreshed September 2026

Top 24 Mutual funds companies based in San Diego, United States

RevenueBase identified 40 mutual funds companies headquartered in San Diego, United States as of September 2026 and tracks 14,246 professional contacts across them, including 7,738 with verified work emails. New York is the largest hub.

This list covers mutual funds companies 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 19, 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 19, 2026 86% judged on-target in blind review
40Companies
14,246Contacts tracked
7,738Verified emails
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The 24 largest mutual funds companies based in San Diego, United States

Ranked by team size
Top 24 of 40 mutual funds companies based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to mutual funds companies: 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 19, 20265,001-10,00013,475 contacts →

Indirect evidence

“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 2026201-500393 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 202651-20060 contacts →

Indirect 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 19, 2026
4Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 202611-5045 contacts →

Indirect evidence

“Capital Growth, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 202611-5033 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 202611-5016 contacts →

Indirect 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 19, 2026
7Indirect evidenceSan Diego, United StatesHQ checked Sep 19, 202611-5011 contacts →

Indirect evidence

“Telos Capital Management Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect 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 19, 2026
9Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“Nicholas Investment Partners.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 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 19, 2026
11Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect 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 19, 2026
12Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Sage Capital Advisors, LLC provides a full range of investment and wealth management services, applying customized strategies to manage risk and grow wealth responsibly.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Financial success doesn’t happen by chance.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Established in 1971, Western Financial Corporation (“Western”) is a multi-generational full service registered investment adviser headquartered in San Diego, California.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 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 19, 2026
17Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Sophisticated investment solutions for successful families, individuals, businesses, and organizations.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Our mission at ProNova Wealth Management is to empower individuals and businesses to simplify their financial lives, protect their assets, and achieve sustainable growth.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“I love to help people align their values with their goals to create a WealthPlan that achieves their dreams.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Paul Dunnicliffe (CA Insurance Lic# 0E02818) is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through…”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Helping our clients make smart financial decisions.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 24 of 40 mutual funds companies based in San Diego, United States

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Mutual funds companies based in San Diego, United States at a glance

As of Sep 19, 2026
54.3%Verified-email coverage
356.1Average contacts per company
1-10Median size (employees)
432.5%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
24
11-50
9
51-200
5
201-500
1
5,001-10,000
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 40 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 mutual funds companies, 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 “mutual funds companies”. 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 mutual funds companies), 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 mutual funds companies, 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, 7,738 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 19, 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.

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 mutual funds companies, 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 mutual funds companies are there based in San Diego, United States?

RevenueBase identified 40 mutual funds companies 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?

LPL Financial, headquartered in San Diego, tops this list with the largest team on record.

Which city has the most mutual funds companies?

New York leads with 173 headquartered companies, followed by Dallas (54) and Chicago (53).

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 7,738 verified decision-maker contacts tracked across these 40 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 19, 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.