Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in San Diego, United States

Name: Personal financial accounting 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 Sep 29, 2026 197 companies tracked

RevenueBase identified 197 company matches for personal financial accounting firms associated with San Diego, United States as of September 2026 and tracks 1,381 professional contacts across them, including 382 with verified work emails. Across the United States, New York is the largest hub for this category (443 companies); San Diego has 197.

This list covers company matches for personal financial accounting 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 September 29, 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 29, 2026 How this list was built

197Companies

1,381Contacts tracked

382Verified emails

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The 25 largest personal financial accounting firms based in San Diego, United States

Ranked by team size

Top 25 of 197 company matches for personal financial accounting firms based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Considine & Considine	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	51-200	102 contacts →
	Exact match “We offer a multitude of services ranging from traditional compilations, audits, reviews and tax returns, to other specialties, such as personal financial planning, retirement plan…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Dunham	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
3	Capital Growth INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	11-50	45 contacts →
	Exact match “Capital Growth, Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Private Asset Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	11-50	33 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Presidio Capital Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	11-50	21 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 · Sep 29, 2026 · View company records in RevenueBase
6	California Wealth Transitions, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
7	Louis Tommasino CPA & Associates	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	11-50	17 contacts →
	Exact match “Louis Tommasino, CPA, is a dedicated, full-service accounting firm committed to enhancing the quality and range of accounting services available to the small business sector and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Pathview Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	11-50	15 contacts →
	Exact match “At Pathview, our tax-centric, independent, wealth management services meet unparalleled expertise and approachability.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Tidemark Financial Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
10	Wastvedt & Company	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “Wastvedt & Company, Inc, a CPA and business consulting firm, helps companies and individuals maximize financial opportunities and minimize liability with expert tax planning and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Premier Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
12	Profitwise Accounting	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “Profitwise Accounting & Advisory is a cloud-based accounting firm helping MSPs and growth-focused businesses gain greater financial clarity, confidence, and support through…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Telos Capital Management, INC	Exact match	San Diego, United StatesHQ recorded Sep 29, 2026	11-50	11 contacts →
	Exact match “Telos Capital Management Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Heritage Wealth Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	NEW ERA Cpas LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “At New Era CPA’s, LLP, we are dedicated to providing a high level of CPA and taxation services and implementing innovative solutions by taking the time to understand each of our…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Creative Capital Management Investments LLC Ccmi	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Seapoint Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “Your future begins with a plan.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Lyons Accountancy Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	11-50	9 contacts →
	Exact match “Our goal is to provide you with the information and tools that help you build on your success and to have a measurable positive impact on your professional and personal financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Wilson & Associates, Cpas	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “Wilson & Associates, CPAs is a dynamic and growing San Diego-based CPA firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	WFA SAN Diego	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
21	Wealth Analytics	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
22	Shapiro & Co., An Accountancy Corporation	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “Since 1993, Shapiro & Co.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Oliva & Associates Cpas, APC	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “We view every client relationship like a partnership and truly believe that our success is a result of your success.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	DA CA Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
25	SAN Diego, CPA A Professional TAX & Accountancy Corporation	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded in the RevenueBase company graph · Sep 29, 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 financial accounting 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 197 personal financial accounting firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 382 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial accounting firms based in San Diego, United States at a glance

As of Sep 29, 2026

27.7%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

158

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 197 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 financial accounting 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 382 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 29, 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 financial accounting 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 “personal financial accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial accounting firms are there based in San Diego, United States?

RevenueBase identified 197 company matches for personal financial accounting firms 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?

Considine & Considine 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 financial accounting firms?

New York leads the United States with 443 company records, followed by Houston (290) and Atlanta (244). San Diego has 197.

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 382 professional contacts with verified work emails tracked across these 197 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 29, 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.