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Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in San Diego, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 255 companies tracked

RevenueBase identified 255 private client accounting firms headquartered in San Diego, United States as of September 2026 and tracks 1,623 professional contacts across them, including 717 with verified work emails. New York is the largest hub.

This list covers private client accounting firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
255Companies
1,623Contacts tracked
717Verified emails
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The 25 largest private client accounting firms based in San Diego, United States

Ranked by team size
Top 25 of 255 private client accounting firms based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Considine & ConsidineIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202651-200102

“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…”

Source: company website · checked Sep 5, 2026
2
JGD & Associates LLPIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5066

“JGD & Associates is a full service CPA and advisory firm serving the San Diego area for over 40 years.”

Source: company website · checked Sep 5, 2026
3
Centura Wealth AdvisoryIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5064

“Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your…”

Source: company website · checked Sep 5, 2026
4
DunhamPartial evidence
San Diego, CA, United StatesHQ checked Sep 5, 202651-20060

“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: company website · checked Sep 5, 2026
5
PKF SAN Diego, LLPIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5052

“About PKF San Diego, LLP For almost 30 years, PKF San Diego, LLP has been a trusted partner for businesses and individuals, delivering expert financial guidance with a commitment…”

Source: company website · checked Sep 5, 2026
6
Leaf & Cole, LLPPartial evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5049

“Leaf & Cole, LLP is one of the largest single office accounting firms in San Diego, California - America's Finest City.”

Source: company website · checked Sep 5, 2026
7
Capital Growth INCIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5045

“Capital Growth, Inc.”

Source: company website · checked Sep 5, 2026
8
LevitzacksIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202651-20044

“LEVITZACKS has been providing outstanding audit, review, compilation, domestic and international tax, management information, and management advisory services since 1964.”

Source: company website · checked Sep 5, 2026
9
Hughes & Pizzuto, APCIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5027

“Hughes & Pizzuto, APC traces its roots to Glenn Wright Jacobs & Schell, founded in 1952 by Eugene Glenn and Leroy A.”

Source: company website · checked Sep 5, 2026
10
Christopher Weil & Company, INCIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5021
Source: company website · checked Sep 5, 2026
11
Presidio Capital ManagementIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5021

“At Presidio Capital Management, we help successful individuals, entrepreneurs, and business owners design a life of greater freedom, purpose, and lasting impact.”

Source: company website · checked Sep 5, 2026
12
AB Tawil & AssociatesPartial evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5020

“AB Tawil & Associates is a San Diego based and fully bilingual (English/Spanish) accounting firm founded in 2006; that offers a full array of accounting, tax, consulting, and…”

Source: company website · checked Sep 5, 2026
13
California Wealth Transitions, INCIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5019

“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.”

Source: company website · checked Sep 5, 2026
14
Weiner LAWIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 20261-1017

“Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California.”

Source: company website · checked Sep 5, 2026
15
AccuvisorsIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5017

“Whether you're seeking to improve financial visibility, streamline operations, or achieve tax savings, our experienced team is committed to guiding you to success.”

Source: company website · checked Sep 5, 2026
16
Louis Tommasino CPA & AssociatesPartial evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5017

“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…”

Source: company website · checked Sep 5, 2026
17
Meletis & Munsch LLPIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5016

“Meletis & Munsch, LLP is a full service CPA firm located in Del Mar, CA.”

Source: company website · checked Sep 5, 2026
18
Pathview Wealth AdvisorsIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5015

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

Source: company website · checked Sep 5, 2026
19
Legacy Park AdvisorsIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5015

“With LPA, you can keep more of what you earn with proactive tax planning.”

Source: company website · checked Sep 5, 2026
20
Strazzeri Mancini, LLPIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5014

“Strazzeri Mancini LLP: Helping successful families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate…”

Source: company website · checked Sep 5, 2026
21
Encore Partners LLPIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5013

“Our Firm was founded through experience gained while working for a leading global CPA firm, as well as past and present partnerships with many national and global companies.”

Source: company website · checked Sep 5, 2026
22
Crest Capital AdvisorsPartial evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5012

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

Source: company website · checked Sep 5, 2026
23
Tidemark Financial PartnersIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5012

“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.”

Source: company website · checked Sep 5, 2026
24
Wastvedt & CompanyIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5012

“Wastvedt & Company, Inc, a CPA and business consulting firm, helps companies and individuals maximize financial opportunities and minimize liability with expert tax planning and…”

Source: company website · checked Sep 5, 2026
25
Premier Wealth AdvisorsIndirect evidence
San Diego, CA, United StatesHQ checked Sep 5, 202611-5012

“Premier Wealth Advisors, LLC.(Premier Wealth) is a comprehensive financial planning and wealth management firm.”

Source: company website · checked Sep 5, 2026

Showing 25 of 255 private client accounting firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 717 reachable decision-makers.

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Private client accounting firms based in San Diego, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
193
11-50
56
51-200
6

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 255 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 private client accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “private client accounting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among private client accounting firms, 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 an evidence 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, 717 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 5, 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.

Private client accounting firms by metro in the United States

Frequently asked

How many private client accounting firms are there based in San Diego, United States?

RevenueBase identified 255 private client accounting firms 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?

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

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

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 717 verified decision-maker contacts tracked across these 255 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 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 255 private client accounting firms based in San Diego, United States. Start with a free account, no credit card.

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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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