Company lists · Data refreshed September 2026
Top 25 Private equity advisors based in San Diego, United States
RevenueBase identified 51 private equity advisors headquartered in San Diego, United States as of September 2026 and tracks 302 professional contacts across them, including 158 with verified work emails. Across the United States, New York is the largest hub for this category (781 companies); San Diego has 51.
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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest private equity advisors based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 64 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 60 contacts → | ||||
Indirect evidence “Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 17 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 13 contacts → | ||||
Strong evidence “Intersection Capital provides advisory leadership on equity financing in the $15 -$25M range.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Strong evidence “Shoreline Partners is a Mergers and Acquisitions Advisory firm serving private owners of lower middle market businesses.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Partial evidence “Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “Seabird provides boutique investment management to High-Net Worth Investors and Wealth Managers who seek a turn-key platform to deliver on behalf of their clients.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “Kalo Capital Management specializes in providing investment management services to clients, focused on stock investment management.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “The Magnolia Firm is an M&A advisory firm built by founders, for founders.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “Baypont Acquisition Partners is based in San Diego, CA.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Strong evidence “Barrel Rate seeks to generate an outsized multiple of capital by partnering with private equity general partners and independent sponsors who are able to identify proprietary…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “Azimuth M&A Advisors is an integrated independent mergers and acquisitions (M&A) advisory and wealth management firm that advises and guides CEOs / business owners of middle…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “At Archipelago Wealth Management, our story is a testament to the transformative power of financial expertise and a genuine commitment to our clients’ success.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Strong evidence “ValueStreet is a private equity firm investing in quality small businesses, generating between $500k-$2M in annual cash flow, with the potential to grow indefinitely in the future.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Our approach is to understand our client's individual needs and to gain insight into the strategic investment challenges they face, in order to provide specific opportunities…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Strong evidence “Cloudbreak Capital is a global private equity firm, serving clients in several areas including technology, real estate, energy, healthcare, business services, manufacturing…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “Zeal Partners was founded to acquire and grow a single, high quality company.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Strong evidence “Private investment management and advisory firm.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “Selling your privately-held business ($5M-$50M revenue) is one of the most significant transactions of your life.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Strong evidence “Binary-Helix is a leading global investment firm specializing in creating long-term value for our clients via an array of alternative asset classes in private equity, real estate…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Hustler Capital LLC is a San Diego based firm that focuses on helping its clients through financial consulting, including: Mid Market Debt Underwriting and Placement, M&A…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Partial evidence “Spirit Global Investment Advisors is the specialized hub for ultra high-net-worth and family office clients who hold meaningful digital assets and seek integrated wealth…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: private equity advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names private equity advisors.
- Partial evidence
- Its own public description names part of private equity advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private equity advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 51 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 14, 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 51 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 RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in San Diego, United States whose own description of what they do matches “private equity advisors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names private equity advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among 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 its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 158 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 14, 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 York781
- Private equity advisors in Chicago214
- Private equity advisors in Dallas155
- Private equity advisors in Los Angeles143
- Private equity advisors in Miami134
- Private equity advisors in Houston123
- Private equity advisors in Boston122
- Private equity advisors in Atlanta113
- Private equity advisors in San Francisco111
- Private equity advisors in Austin81
- Private equity advisors in Denver74
- Private equity advisors in Charlotte70
- Private equity advisors in Newport Beach57
- Private equity advisors in Washington50
- Private equity advisors in Seattle45
- Private equity advisors in Scottsdale40
- Private equity advisors in Tampa37
- Private equity advisors in Minneapolis35
- Private equity advisors in Stamford32
- Private equity advisors in Birmingham31
- Private equity advisors in Philadelphia31
- Private equity advisors in Phoenix30
- Private equity advisors in Santa Monica27
- Private equity advisors in Nashville26
- Private equity advisors in Boca Raton25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names private equity advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many private equity advisors are there based in San Diego, United States?
RevenueBase identified 51 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?
Centura Wealth Advisory, headquartered in San Diego, tops this list with the largest team on record.
Which city in the United States has the most private equity advisors?
New York leads the United States with 781 headquartered companies, followed by Chicago (214) and Dallas (155). San Diego has 51.
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 158 verified decision-maker contacts tracked across these 51 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 14, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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