Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in San Diego, United States

Name: Senior financial planning 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 22, 2026 226 companies tracked

RevenueBase identified 226 company matches for senior financial planning firms associated with San Diego, United States as of September 2026 and tracks 1,752 professional contacts across them, including 778 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); San Diego has 226.

This list covers company matches for senior financial planning 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 22, 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 22, 2026 How this list was built

226Companies

1,752Contacts tracked

778Verified emails

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The 25 largest senior financial planning firms based in San Diego, United States

Ranked by team size

Top 25 of 226 company matches for senior financial planning firms based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Pure Financial Advisors, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	51-200	172 contacts →
	Exact match “Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Centura Wealth Advisory	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
4	Dunham	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
5	Lucia Capital Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	51-200	55 contacts →
	Exact match “Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Capital Growth INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	45 contacts →
	Exact match “Capital Growth, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Private Asset Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	33 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Christopher Weil & Company, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	21 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Presidio Capital Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
10	California Wealth Transitions, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
11	Financial Sense Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	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 22, 2026 · View company records in RevenueBase
12	Pacific Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	16 contacts →
	Exact match “Pacific Wealth Management is an independent firm specializing in comprehensive financial planning and asset preservation and growth strategies for high-net worth individuals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Pathview Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
14	Illumination Wealth	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	14 contacts →
	Exact match “At Illumination Wealth, our purpose is to help entrepreneurs and their families make an impact by bringing clarity, structure, and confidence to their financial lives.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	The Retirement Group LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	14 contacts →
	Exact match “We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the corporate transitioning employee.The Retirement…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Crest Capital Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
17	Tidemark Financial Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
18	Premier Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
19	Telos Capital Management, INC	Exact match	San Diego, United StatesHQ recorded Sep 22, 2026	11-50	11 contacts →
	Exact match “Telos Capital Management Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Heritage Wealth Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	10 contacts →
	Exact match “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Gradient Capital Advisors, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	10 contacts →
	Exact match “Welcome to Gradient Capital Advisors.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Reyes Financial Architecture	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	10 contacts →
	Exact match “Reyes Financial Architecture is an SEC Registered Investment Fiduciary Advisory Firm whose primary goal is to support, assist and advise clients in the planning of their…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Creative Capital Management Investments LLC Ccmi	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Seapoint Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Your future begins with a plan.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Innergy Financial & Insurance Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	9 contacts →
	Exact match “At Innergy Financial, we help people develop a strong, healthy relationship with their money.” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning 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 226 senior financial planning firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 778 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in San Diego, United States at a glance

As of Sep 22, 2026

44.4%Verified-email coverage

7.8Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

176

11-50

51-200

201-500

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 226 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 “senior financial planning 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 778 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 22, 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.

Senior financial planning 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in San Diego, United States?

RevenueBase identified 226 company matches for senior financial planning 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?

Westpac Wealth Partners 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 senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256). San Diego has 226.

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 778 professional contacts with verified work emails tracked across these 226 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 22, 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.