Company lists · Data refreshed September 2026
Top 25 Private equity advisors based in San Diego, United States
RevenueBase identified 105 private equity advisors headquartered in San Diego, United States as of September 2026 and tracks 1,091 professional contacts across them, including 410 with verified work emails. New York is the largest hub.
This list covers private equity 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, 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.
The 25 largest private equity advisors based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | Westpac Wealth PartnersIndirect evidence | 393 | |||
“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | 64 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 60 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 45 | ||||
“Capital Growth, Inc.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | Private Asset Management, INCIndirect evidence | 33 | |||
Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 21 | ||||
Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 17 | ||||
“Bainbridge Capital is a premiere M&A advisory firm that uses a tech-enabled process to deliver fully qualified off-market deal flow and delivers transactional advice to private…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 15 | ||||
“Gerber Goldschmidt Group is a premier investment and international private equity firm established in 1920.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 | ||||
“Intersection Capital provides advisory leadership on equity financing in the $15 -$25M range.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | Shoreline Partners, LLCStrong evidence | 13 | |||
“Shoreline Partners is a Mergers and Acquisitions Advisory firm serving private owners of lower middle market businesses.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 | ||||
“Global Legal, Wealth, Tax, and Business Counsel” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 | ||||
“Your future begins with a plan.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | Regent FinancialIndirect evidence | 9 | |||
“New growth possibilities for your business: we are a client-focused investment bank.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 | ||||
“AZVIA Commercial Financing (CA DRE#02253698) is a bespoke real estate and business advisory firm.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | Growthpath PartnersPartial evidence | 6 | |||
“GrowthPath Partners is a technical accounting and advisory firm focused on preparing and supporting companies through Mergers & Acquisitions, SPAC’s, IPOs, and Reverse Mergers.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | Wilsey Asset ManagementIndirect evidence | 5 | |||
“At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 | ||||
“At Aviara Partners (“Aviara”), our mission is clear: to provide customized advisory services and tailored capital raising solutions that empower both independent sponsors and…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 | ||||
“As of November 2022, Vantage Point Advisors has been acquired by Stout Vantage Point Advisors specializes in corporate valuation and related financial advisory services.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 | ||||
“Financial success doesn’t happen by chance.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 | ||||
“CM3 Advisory is a boutique accounting and advisory firm focused on serving middle-market private companies, independent sponsors, family offices and private equity funds.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | Luminous Financial Group LLCIndirect evidence | 4 | |||
“We are a technology focused, values driven, independent, full service financial planning and wealth management firm.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | Zenith Investment ManagementIndirect evidence | 4 | |||
“At Zenith, we understand that each household is unique, and we strive to fully understand each client’s objectives, goals and passions to create tailored financial plans and…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 | ||||
“CALPRO is a full-service financial group with a truly unique combination of professionals and resources that help enable our clients to successfully achieve their financial goals.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 25 | The Magnolia FirmPartial evidence | 4 | |||
“The Magnolia Firm is an M&A advisory firm built by founders, for founders.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 105 private equity advisors based in San Diego, United States
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Private equity advisors based in San Diego, United States at a glance
As of Sep 5, 2026Companies by employee count
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 105 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 equity advisors, 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 equity advisors”. 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 equity 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 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, 410 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 equity advisors by metro in the United States
- Private equity advisors in New York988
- Private equity advisors in Chicago263
- Private equity advisors in Miami202
- Private equity advisors in Dallas200
- Private equity advisors in Los Angeles198
- Private equity advisors in Atlanta193
- Private equity advisors in Houston187
- Private equity advisors in Boston164
- Private equity advisors in San Francisco133
- Private equity advisors in Austin119
- Private equity advisors in Charlotte116
- Private equity advisors in Denver115
- Private equity advisors in San Diego105
- Private equity advisors in Newport Beach85
- Private equity advisors in Scottsdale76
- Private equity advisors in Washington74
- Private equity advisors in Tampa69
- Private equity advisors in Seattle62
- Private equity advisors in Minneapolis60
- Private equity advisors in Philadelphia50
- Private equity advisors in Boca Raton47
- Private equity advisors in Birmingham46
- Private equity advisors in New York City44
- Private equity advisors in Phoenix43
- Private equity advisors in Portland43
- Private equity advisors in Cincinnati41
- Private equity advisors in Nashville41
- Private equity advisors in Irvine39
- Private equity advisors in Raleigh39
- Private equity advisors in Fort Lauderdale38
- Private equity advisors in Fort Worth38
- Private equity advisors in Las Vegas38
- Private equity advisors in Overland Park38
- Private equity advisors in Pittsburgh37
- Private equity advisors in Salt Lake City37
- Private equity advisors in Columbus36
- Private equity advisors in Richmond36
- Private equity advisors in Stamford36
- Private equity advisors in Cleveland35
- Private equity advisors in Indianapolis34
- Private equity advisors in Santa Monica34
- Private equity advisors in Bellevue33
- Private equity advisors in San Antonio33
- Private equity advisors in Beverly Hills32
- Private equity advisors in Greenville32
- Private equity advisors in Orlando32
- Private equity advisors in Wilmington31
- Private equity advisors in Greenwich30
- Private equity advisors in Columbia29
- Private equity advisors in Rochester29
- Private equity advisors in Charleston28
- Private equity advisors in Coral Gables26
- Private equity advisors in Greenwood Village25
- Private equity advisors in Omaha25
- Private equity advisors in Plano25
- Private equity advisors in Tulsa25
Frequently asked
How many private equity advisors are there based in San Diego, United States?
RevenueBase identified 105 private equity 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?
Westpac Wealth Partners, headquartered in San Diego, tops this list with the largest team on record.
Which city has the most private equity advisors?
New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).
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 410 verified decision-maker contacts tracked across these 105 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.
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- Private equity advisors based in Germany
- Private equity advisors based in Switzerland
- Private equity advisors based in Spain
- Private equity advisors based in the Netherlands
- Private equity advisors based in South Africa
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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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