Company lists · Data refreshed September 2026

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

Name: Private client 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 5, 2026 255 companies tracked

RevenueBase identified 255 company matches for private client accounting firms associated with San Diego, United States as of September 2026 and tracks 1,623 professional contacts across them, including 717 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); San Diego has 255.

This list covers company matches for private client 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 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 RevenueBase SmartSearch · Exact Recorded Sep 5, 2026 How this list was built

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 company matches for private client accounting firms based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 5, 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 5, 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 5, 2026 · View company records in RevenueBase
2	JGD & Associates LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	66 contacts →
	Exact match “JGD & Associates is a full service CPA and advisory firm serving the San Diego area for over 40 years.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	Centura Wealth Advisory	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	64 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	Dunham	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
5	PKF SAN Diego, LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	52 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	Leaf & Cole, LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	49 contacts →
	Exact match “Leaf & Cole, LLP is one of the largest single office accounting firms in San Diego, California - America's Finest City.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	Capital Growth INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	45 contacts →
	Exact match “Capital Growth, Inc.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	Levitzacks	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	51-200	44 contacts →
	Exact match “LEVITZACKS has been providing outstanding audit, review, compilation, domestic and international tax, management information, and management advisory services since 1964.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	Hughes & Pizzuto, APC	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	27 contacts →
	Exact match “Hughes & Pizzuto, APC traces its roots to Glenn Wright Jacobs & Schell, founded in 1952 by Eugene Glenn and Leroy A.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	Christopher Weil & Company, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	21 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	Presidio Capital Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
12	AB Tawil & Associates	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	20 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	California Wealth Transitions, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
14	Weiner LAW	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	1-10	17 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15	Accuvisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	17 contacts →
	Exact match “Whether you're seeking to improve financial visibility, streamline operations, or achieve tax savings, our experienced team is committed to guiding you to success.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16	Louis Tommasino CPA & Associates	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
17	Meletis & Munsch LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	16 contacts →
	Exact match “Meletis & Munsch, LLP is a full service CPA firm located in Del Mar, CA.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
18	Pathview Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
19	Legacy Park Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	15 contacts →
	Exact match “With LPA, you can keep more of what you earn with proactive tax planning.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
20	Strazzeri Mancini, LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	14 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
21	Encore Partners LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	13 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
22	Crest Capital Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 2026	11-50	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 5, 2026 · View company records in RevenueBase
23	Tidemark Financial Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
24	Wastvedt & Company	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
25	Premier Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 5, 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 5, 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 “private client 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 255 private client accounting firms based in San Diego, United States

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

As of Sep 5, 2026

44.2%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

193

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 255 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 “private client 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 717 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 5, 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.

Private client 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 “private client accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 255 company matches for private client 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 private client accounting firms?

New York leads the United States with 650 company records, followed by Houston (422) and Atlanta (329). San Diego has 255.

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 717 professional contacts with verified work emails tracked across these 255 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 5, 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.