Company lists · Data refreshed September 2026

Top 22 Philanthropic advisors based in San Diego, United States

RevenueBase identified 43 philanthropic advisors headquartered in San Diego, United States as of September 2026 and tracks 238 professional contacts across them, including 120 with verified work emails. New York is the largest hub.

This list covers philanthropic advisors 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
43Companies
238Contacts tracked
120Verified emails
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The 22 largest philanthropic advisors based in San Diego, United States

Ranked by team size
Top 22 of 43 philanthropic advisors 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 philanthropic advisors: 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, 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 20, 2026
2Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202611-5016 contacts →

Indirect evidence

“CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

“At Pathview, our tax-centric, independent, wealth management services meet unparalleled expertise and approachability.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-1015 contacts →

Indirect evidence

“Catalyst of San Diego & Imperial Counties is an active network of funders who learn, lead, and invest in the San Diego & Imperial County region.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202611-509 contacts →

Indirect evidence

“At The Manning Companies, we believe wealth is most meaningful when it's connected to purpose.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“At 365 Connect, our goal is to bring together socially responsible corporations together with nonprofits by creating fun, impactful employee engagement events that strengthen and…”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceSan Diego, UT, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“IN Fundraising is here to supercharge your fundraising efforts.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Cascade Financial Partners is a boutique wealth management firm focused on helping families and building legacies.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Tovella Dowling, PC provides full-spectrum legal solutions and strategies to nonprofits, philanthropists, and cause-cognizant businesses that do great things.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“San Diego Social Venture Partners unleashes the potential of professionals across sectors to increase nonprofits’ organizational strength and resulting impact.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Let's prosper together!”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Welcome!”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceSan Diego, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“The Welty Group is a philanthropy focused consulting firm that believes the way you create meaning in your life is by devoting yourself to others, devoting yourself to your…”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Founded in 2015, the Catholic Community Foundation of San Diego is a 501(c)(3) nonprofit organization with a mission to foster and amplify Catholic philanthropy.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Trax Wealth Management takes a holistic approach to financial planning, addressing all aspects of our clients’ financial lives.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Rely Wealth is an independent advisory firm providing transformational guidance to help you achieve clarity with your personal wealth management needs and goals – and those of…”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Founded in 2009, JPS Financial Services, Inc.”

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

Indirect evidence

“We enjoy the challenge of creating customized strategies unique to you.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“At Phalanx VFO, we embrace comprehensive estate advisory by providing ultra-affluent families with a personalized virtual family office experience.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Impact discovery, funding, and management platform for the next generation of philanthropists.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Fiduciary financial advisory firm providing tax efficient financial planning, investment management, and trustee services”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 22 of 43 philanthropic advisors based in San Diego, United States

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Philanthropic advisors based in San Diego, United States at a glance

As of Sep 20, 2026
50.4%Verified-email coverage
5.5Average contacts per company
1-10Median size (employees)
500.0%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
6
51-200
2

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 43 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 philanthropic advisors, 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 “philanthropic advisors”. 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 philanthropic advisors), 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 philanthropic advisors, 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, 120 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.

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 philanthropic advisors, 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 philanthropic advisors are there based in San Diego, United States?

RevenueBase identified 43 philanthropic advisors 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?

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

Which city has the most philanthropic advisors?

New York leads with 215 headquartered companies, followed by Chicago (113) and Washington (102).

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 120 verified decision-maker contacts tracked across these 43 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.