Company lists · Data refreshed September 2026
Top 25 Philanthropic advisory firms based in San Diego, United States
RevenueBase identified 74 company matches for philanthropic advisory firms associated with San Diego, United States as of September 2026 and tracks 386 professional contacts across them, including 186 with verified work emails. Across the United States, New York is the largest hub for this category (272 companies); San Diego has 74.
This list covers company matches for philanthropic advisory 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 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.
The 25 largest philanthropic advisory firms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 20, 2026 · View company records in RevenueBase | |||||
| 2 | 45 contacts → | ||||
Exact match “Capital Growth, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 21 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 16 contacts → | ||||
Exact match “We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 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 20, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 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 | 9 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 7 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 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 | |||||
| 13 | 5 contacts → | ||||
Exact match “Kachkovsky & Fisher was founded on a friendship that began two decades ago when we, Garry Kachkovsky and Kris Fisher, met at a previous firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Tovella Dowling, PC provides full-spectrum legal solutions and strategies to nonprofits, philanthropists, and cause-cognizant businesses that do great things.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 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 | |||||
| 16 | 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 | |||||
| 17 | 4 contacts → | ||||
Exact match “Let's prosper together!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Welcome!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “At Archipelago Wealth Management, our story is a testament to the transformative power of financial expertise and a genuine commitment to our clients’ success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Family Owned Financial Planning Firm Based out of San Diego, CA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Azimuth Wealth Advisors is an independent wealth management firm, which provides comprehensive, customized financial strategies and solutions to help clients achieve their various…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 2 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 · 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 “philanthropic advisory 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 74 philanthropic advisory firms based in San Diego, United States
See the full list, filter by size, metro and specialty, and access 186 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Philanthropic advisory firms based in San Diego, United States at a glance
As of Sep 20, 2026Companies by employee count
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 74 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 “philanthropic advisory 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 186 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.
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
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 “philanthropic advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many philanthropic advisory firms are there based in San Diego, United States?
RevenueBase identified 74 company matches for philanthropic advisory 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?
Dunham 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 philanthropic advisory firms?
New York leads the United States with 272 company records, followed by Chicago (135) and Washington (107). San Diego has 74.
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 186 professional contacts with verified work emails tracked across these 74 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.
Ready to reach these companies? Verified emails and direct dials for all 74 philanthropic advisory firms based in San Diego, United States. Start with a free account, no credit card.
Download this list →Related lists
Philanthropic advisory firms by geography
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- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
- Philanthropic advisory firms based in Boston, United States
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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.
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Company intelligence · public preview
Top 25 philanthropic advisory firms based in San Diego, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 74 matching company records for philanthropic advisory firms based in San Diego, United States, with 386 tracked contacts and 186 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 philanthropic advisory firms based in San Diego, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Dunhamdunham.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 60 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Capital Growth INCcapitalgrowthinc.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 45 contacts → |
“Capital Growth, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Christopher Weil & Company, INCcweil.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 21 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Coastedge Partnerscoastedge.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 16 contacts → |
“CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Financial Sense Wealth Managementfinancialsensewealth.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 16 contacts → |
“We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Pathview Wealth Advisorspathview.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 15 contacts → |
“At Pathview, our tax-centric, independent, wealth management services meet unparalleled expertise and approachability.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Crest Capital Advisorscrestcapadv.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 12 contacts → |
“Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Seapoint Wealth Advisorsseapointwealth.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“Your future begins with a plan.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  The Manning Companiesthemanningcompanies.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“At The Manning Companies, we believe wealth is most meaningful when it's connected to purpose.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  365-Connect365-connect.orgHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cascade Financial Partners, LLCcascadefinancialpartners.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“Cascade Financial Partners is a boutique wealth management firm focused on helping families and building legacies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  LM Advisors, LLClmadvisors.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Kachkovsky & Fisher, INCkachkovskyandfisher.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“Kachkovsky & Fisher was founded on a friendship that began two decades ago when we, Garry Kachkovsky and Kris Fisher, met at a previous firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Tovella Dowling, PCtovelladowling.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“Tovella Dowling, PC provides full-spectrum legal solutions and strategies to nonprofits, philanthropists, and cause-cognizant businesses that do great things.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Wilsey Asset Managementwilseyassetmanagement.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Stirling Financial Groupstirlingfinancialgroup.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Financial success doesn’t happen by chance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Prosperletsprospertogether.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Let's prosper together!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Beta Wealth Groupbetawealthgroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  DB Wealth Management Groupdbwmg.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | PTM Financialptmfinancial.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Welcome!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Archipelago Wealth Managementarchipelagowm.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“At Archipelago Wealth Management, our story is a testament to the transformative power of financial expertise and a genuine commitment to our clients’ success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  The Welty Groupweltygroup.comHQ: San Diego, United StatesReported employees: 1-10 | San Diego, United States | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Wealth Navigation Advisorswealthnavigationadvisors.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Family Owned Financial Planning Firm Based out of San Diego, CA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Azimuth Wealth Advisors, LLCazimuthwa.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Azimuth Wealth Advisors is an independent wealth management firm, which provides comprehensive, customized financial strategies and solutions to help clients achieve their various…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Planning Within Reach, LLCplanningwithinreach.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 74 company matches
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Philanthropic advisory firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
74 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 74 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
Questions about this company list
What does Exact match mean for philanthropic advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many philanthropic advisory firms did RevenueBase find based in San Diego, United States?
The saved snapshot records 74 matching company records, 386 tracked contacts and 186 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Philanthropic advisory firms by geography
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
- Philanthropic advisory firms based in Boston, United States
- Philanthropic advisory firms based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 25 philanthropic advisory firms based in San Diego, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/philanthropic-advisory-firms/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
Company intelligence · public preview
Top 25 philanthropic advisory firms based in San Diego, United States
RevenueBase records 74 matching company records for philanthropic advisory firms based in San Diego, United States, with 386 tracked contacts and 186 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 philanthropic advisory firms based in San Diego, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Dunhamdunham.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 60 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Capital Growth INCcapitalgrowthinc.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 45 contacts → |
“Capital Growth, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Christopher Weil & Company, INCcweil.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 21 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Coastedge Partnerscoastedge.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 16 contacts → |
“CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Financial Sense Wealth Managementfinancialsensewealth.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 16 contacts → |
“We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Pathview Wealth Advisorspathview.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 15 contacts → |
“At Pathview, our tax-centric, independent, wealth management services meet unparalleled expertise and approachability.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Crest Capital Advisorscrestcapadv.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 12 contacts → |
“Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Seapoint Wealth Advisorsseapointwealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“Your future begins with a plan.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | The Manning Companiesthemanningcompanies.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“At The Manning Companies, we believe wealth is most meaningful when it's connected to purpose.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 365-Connect365-connect.org HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cascade Financial Partners, LLCcascadefinancialpartners.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“Cascade Financial Partners is a boutique wealth management firm focused on helping families and building legacies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | LM Advisors, LLClmadvisors.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Kachkovsky & Fisher, INCkachkovskyandfisher.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“Kachkovsky & Fisher was founded on a friendship that began two decades ago when we, Garry Kachkovsky and Kris Fisher, met at a previous firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Tovella Dowling, PCtovelladowling.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“Tovella Dowling, PC provides full-spectrum legal solutions and strategies to nonprofits, philanthropists, and cause-cognizant businesses that do great things.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wilsey Asset Managementwilseyassetmanagement.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Stirling Financial Groupstirlingfinancialgroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Financial success doesn’t happen by chance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Prosperletsprospertogether.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Let's prosper together!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Beta Wealth Groupbetawealthgroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | DB Wealth Management Groupdbwmg.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | PTM Financialptmfinancial.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Welcome!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Archipelago Wealth Managementarchipelagowm.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“At Archipelago Wealth Management, our story is a testament to the transformative power of financial expertise and a genuine commitment to our clients’ success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Welty Groupweltygroup.com HQ: San Diego, United StatesReported employees: 1-10 | San Diego, United States | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wealth Navigation Advisorswealthnavigationadvisors.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Family Owned Financial Planning Firm Based out of San Diego, CA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Azimuth Wealth Advisors, LLCazimuthwa.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Azimuth Wealth Advisors is an independent wealth management firm, which provides comprehensive, customized financial strategies and solutions to help clients achieve their various…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Planning Within Reach, LLCplanningwithinreach.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 74 company matches
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Philanthropic advisory firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
74 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 74 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
Questions about this company list
What does Exact match mean for philanthropic advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many philanthropic advisory firms did RevenueBase find based in San Diego, United States?
The saved snapshot records 74 matching company records, 386 tracked contacts and 186 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Philanthropic advisory firms by geography
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
- Philanthropic advisory firms based in Boston, United States
- Philanthropic advisory firms based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 25 philanthropic advisory firms based in San Diego, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/philanthropic-advisory-firms/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada