Company lists · Data refreshed October 2026

Top 25 Nonprofit wealth management companies based in San Diego, United States

Name: Nonprofit wealth management companies 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 18, 2026 61 companies tracked

RevenueBase identified 61 company matches for nonprofit wealth management companies associated with San Diego, United States as of October 2026 and tracks 497 professional contacts across them, including 257 with verified work emails. Across the United States, New York is the largest hub for this category (143 companies); San Diego has 61.

This list covers company matches for nonprofit wealth management companies 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 18, 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 18, 2026 How this list was built

61Companies

497Contacts tracked

257Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest nonprofit wealth management companies based in San Diego, United States

Ranked by team size

Top 25 of 61 company matches for nonprofit wealth management companies based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 18, 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	Centura Wealth Advisory	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	11-50	71 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
2	Dunham	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	51-200	60 contacts →
	Exact match “Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
3	Christopher Weil & Company, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	11-50	22 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
4	Presidio Capital Management	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	11-50	20 contacts →
	Exact match “At Presidio Capital Management, we help successful individuals, entrepreneurs, and business owners design a life of greater freedom, purpose, and lasting impact.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
5	The Manning Companies	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	11-50	19 contacts →
	Exact match “At The Manning Companies, we believe wealth is most meaningful when it's connected to purpose.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
6	Pacific Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	18 contacts →
	Exact match “Pacific Wealth Management is an independent firm specializing in comprehensive financial planning and asset preservation and growth strategies for high-net worth individuals.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
7	Pathview Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	11-50	17 contacts →
	Exact match “At Pathview, our tax-centric, independent, wealth management services meet unparalleled expertise and approachability.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
8	Coastedge Partners	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	11-50	16 contacts →
	Exact match “CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
9	Illumination Wealth	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	11-50	15 contacts →
	Exact match “At Illumination Wealth, our purpose is to help entrepreneurs and their families make an impact by bringing clarity, structure, and confidence to their financial lives.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
10	Heritage Wealth Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	11-50	14 contacts →
	Exact match “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
11	Cascade Financial Partners, LLC	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	10 contacts →
	Exact match “Cascade Financial Partners is a boutique wealth management firm focused on helping families and building legacies.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
12	Gradient Capital Advisors, LLC	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	9 contacts →
	Exact match “Welcome to Gradient Capital Advisors.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
13	Reason Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	11-50	9 contacts →
	Exact match “Reason Financial is a wealth management firm in Southern California delivering comprehensive financial and tax services.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
14	Dean Roland Russell	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	6 contacts →
	Exact match “At Dean Roland Russell, we take an integrated approach to wealth management.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
15	RJ Patterson Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	6 contacts →
	Exact match “Located in San Diego, California, RJ Patterson Group is an independent wealth management company dedicated to helping individuals and families reach financial success and fiscal…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
16	International Private Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 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 18, 2026 · View company records in RevenueBase
17	Axion Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	5 contacts →
	Exact match “At Axion Wealth Advisors, we specialize in offering insightful guidance to individuals wanting to build and safeguard enduring wealth that transcends generations.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
18	D'arcy Capital	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	4 contacts →
	Exact match “D’Arcy Capital is a boutique wealth management firm providing personalized investment management and financial planning to high-net-worth individuals, professionals, and athletes.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
19	Mission Hills Financial, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
20	Lumena Financial Strategies	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	4 contacts →
	Exact match “At Lumena Financial Strategies, we bring a well-grounded and innovative approach to wealth management, utilizing the collective experience of the team to provide clients and their…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
21	Sage Stone Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	4 contacts →
	Exact match “Sage Stone is a wealth management company committed to empowering individuals, businesses, and nonprofits to invest in ways that are both profitable and aligned with their values.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
22	Satori Wealth Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	4 contacts →
	Exact match “We are a fee-only San Diego financial planner that provides comprehensive wealth management including investments and tax planning.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
23	After-Tax Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	4 contacts →
	Exact match “We are a unique wealth management firm that specializes in working with wealthy families who are acutely concerned with the intergenerational preservation and transfer of wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
24	Planning Within Reach, LLC	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	3 contacts →
	Exact match “Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering one-time comprehensive financial planning and ongoing impact-focused investment…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
25	Legacy APC	Exact match	San Diego, CA, United StatesHQ recorded Oct 18, 2026	1-10	3 contacts →
	Exact match “Our firm is specialized to provide you time-tested wealth preservation strategies.” Recorded in the RevenueBase company graph · Oct 18, 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 “nonprofit wealth management companies”. 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 61 nonprofit wealth management companies based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 257 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Nonprofit wealth management companies based in San Diego, United States at a glance

As of Oct 18, 2026

51.7%Verified-email coverage

8.1Average contacts per company

1-10Median size (employees)

Oct 18, 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 61 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 “nonprofit wealth management companies” 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 257 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 18, 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.

Nonprofit wealth management companies 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 “nonprofit wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit wealth management companies are there based in San Diego, United States?

RevenueBase identified 61 company matches for nonprofit wealth management companies 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?

Centura Wealth Advisory 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 nonprofit wealth management companies?

New York leads the United States with 143 company records, followed by Atlanta (87) and Houston (73). San Diego has 61.

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 257 professional contacts with verified work emails tracked across these 61 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 18, 2026.

Ready to reach these companies? Verified emails and direct dials for all 61 nonprofit wealth management companies based in San Diego, United States. Start with a free account, no credit card.

Download this list →

Related lists

Nonprofit wealth management companies by geography

Browse the directory

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.