Company lists · Data refreshed September 2026

Top 25 Personal finance consultants based in San Diego, United States

Name: Personal finance consultants 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 20, 2026 98 companies tracked

RevenueBase identified 98 company matches for personal finance consultants associated with San Diego, United States as of September 2026 and tracks 836 professional contacts across them, including 322 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); San Diego has 98.

This list covers company matches for personal finance consultants 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 September 20, 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 Sep 20, 2026 How this list was built

98Companies

836Contacts tracked

322Verified emails

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The 25 largest personal finance consultants based in San Diego, United States

Ranked by team size

Top 25 of 98 company matches for personal finance consultants based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Capital Growth INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	45 contacts →
	Exact match “Capital Growth, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Private Asset Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	33 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	California Wealth Transitions, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Illumination Wealth	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	14 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 · Sep 20, 2026 · View company records in RevenueBase
6	Tidemark Financial Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
7	Premier Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Premier Wealth Advisors, LLC.(Premier Wealth) is a comprehensive financial planning and wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Seapoint Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Your future begins with a plan.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Innergy Financial & Insurance Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “At Innergy Financial, we help people develop a strong, healthy relationship with their money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Mckenzie Adams	Exact match	San Diego, United StatesHQ recorded Sep 20, 2026	51-200	9 contacts →
	Exact match “At McKenzie Adams Financial Services, we are more than just a financial firm, we are your dedicated partners in achieving long-term financial success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	WFA SAN Diego	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Wealth Analytics	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “We help people create a financial plan and investment strategy for a meaningful and secure retirement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Trufinancial	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “TruFinancial is an independent, full services financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Copia Wealth Management & Insurance Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Over time, you have many professionals doing different things with your "pieces".” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	DA CA Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “DA/CA Financial Group was established to provide individuals, families and companies with a single source of comprehensive financial guidance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Dean Roland Russell	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
17	LM Advisors, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	International Private Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
19	Wilsey Asset Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Client First Capital	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
21	Financial Haus	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Financial Haus is disrupting the financial industry by changing the relationship millennials, minority communities, and entrepreneurs have with their money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Stirling Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Financial success doesn’t happen by chance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Luminous Financial Group LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We are a technology focused, values driven, independent, full service financial planning and wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Pacific Capital Associates	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “At PCA, we strive for a small company feel.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Zenith Investment Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 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 “personal finance consultants”. 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 98 personal finance consultants based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 322 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal finance consultants based in San Diego, United States at a glance

As of Sep 20, 2026

38.5%Verified-email coverage

8.5Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 98 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 “personal finance consultants” 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 322 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 September 20, 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.

Personal finance consultants 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 “personal finance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance consultants are there based in San Diego, United States?

RevenueBase identified 98 company matches for personal finance consultants associated with San Diego, United States as of September 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?

Westpac Wealth Partners 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 personal finance consultants?

New York leads the United States with 180 company records, followed by Atlanta (129) and Houston (122). San Diego has 98.

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 322 professional contacts with verified work emails tracked across these 98 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 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 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.