Company lists · Data refreshed September 2026

Top 25 Single family offices based in San Diego, United States

Name: Single family offices 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 67 companies tracked

RevenueBase identified 67 single family offices headquartered in San Diego, United States as of September 2026 and tracks 494 professional contacts across them, including 270 with verified work emails. New York is the largest hub.

This list covers single family offices 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 22, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review

67Companies

494Contacts tracked

270Verified emails

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The 25 largest single family offices based in San Diego, United States

Ranked by team size

Top 25 of 67 single family offices based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to single family offices: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Centura Wealth Advisory	Partial evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	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 22, 2026
2	Dunham	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	51-200	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 22, 2026
3	Christopher Weil & Company, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
4	Presidio Capital Management	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	21 contacts →
	Indirect evidence “At Presidio Capital Management, we help successful individuals, entrepreneurs, and business owners design a life of greater freedom, purpose, and lasting impact.” Source: RevenueBase Database · checked Sep 22, 2026
5	California Wealth Transitions, INC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	19 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 22, 2026
6	Coastedge Partners	Partial evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	16 contacts →
	Partial evidence “CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.” Source: RevenueBase Database · checked Sep 22, 2026
7	Pathview Wealth Advisors	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	15 contacts →
	Indirect evidence “At Pathview, our tax-centric, independent, wealth management services meet unparalleled expertise and approachability.” Source: RevenueBase Database · checked Sep 22, 2026
8	Strazzeri Mancini, LLP	Partial evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	14 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 22, 2026
9	Crest Capital Advisors	Partial evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	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 22, 2026
10	Heritage Wealth Management, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	10 contacts →
	Indirect evidence “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Source: RevenueBase Database · checked Sep 22, 2026
11	Gradient Capital Advisors, LLC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	1-10	10 contacts →
	Indirect evidence “Welcome to Gradient Capital Advisors.” Source: RevenueBase Database · checked Sep 22, 2026
12	The Manning Companies	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	9 contacts →
	Indirect evidence “At The Manning Companies, we believe wealth is most meaningful when it's connected to purpose.” Source: RevenueBase Database · checked Sep 22, 2026
13	Brandy Investments, INC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	1-10	8 contacts →
	Partial evidence “Brandy Investments, Inc provides oversight and administrative services for the Arendsee family investments.” Source: RevenueBase Database · checked Sep 22, 2026
14	Cascade Financial Partners, LLC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	1-10	7 contacts →
	Partial evidence “Cascade Financial Partners is a boutique wealth management firm focused on helping families and building legacies.” Source: RevenueBase Database · checked Sep 22, 2026
15	Torren Management	Strong evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	1-10	7 contacts →
	Strong evidence “We offer multi-family office services to ultra high-net-worth clients and related entities.” Source: RevenueBase Database · checked Sep 22, 2026
16	Perpetum Consulting	Strong evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Strong evidence “We offer family office services for a small group of ultra high net worth international families helping them leave a legacy for future generations.” Source: RevenueBase Database · checked Sep 22, 2026
17	Dean Roland Russell	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Indirect evidence “At Dean Roland Russell, we take an integrated approach to wealth management.” Source: RevenueBase Database · checked Sep 22, 2026
18	Reason Financial	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	6 contacts →
	Indirect evidence “Reason Financial is a wealth management firm in Southern California delivering comprehensive financial and tax services.” Source: RevenueBase Database · checked Sep 22, 2026
19	Mission Hills Financial, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
20	RJ Patterson Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	1-10	5 contacts →
	Partial evidence “Located in San Diego, California, RJ Patterson Group is an independent wealth management company dedicated to helping individuals and families reach financial success and fiscal…” Source: RevenueBase Database · checked Sep 22, 2026
21	D'arcy Capital	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Indirect evidence “D’Arcy Capital is a boutique wealth management firm providing personalized investment management and financial planning to high-net-worth individuals, professionals, and athletes.” Source: RevenueBase Database · checked Sep 22, 2026
22	Ariston Services Group, LLC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Indirect evidence “Ariston Services Group, LLC is an independent, and privately-owned investment management firm specializing in estate and succession planning.” Source: RevenueBase Database · checked Sep 22, 2026
23	Henderson, Caverly, PUM & Trytten LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	11-50	4 contacts →
	Indirect evidence “Henderson, Caverly, Pum & Trytten LLP, is a full-service estates and trusts law firm, handling all aspects of wealth transfer planning.” Source: RevenueBase Database · checked Sep 22, 2026
24	After-Tax Wealth Management	Partial evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Partial evidence “We are a unique wealth management firm that specializes in working with wealthy families who are acutely concerned with the intergenerational preservation and transfer of wealth.” Source: RevenueBase Database · checked Sep 22, 2026
25	Archipelago Wealth Management	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	1-10	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 22, 2026

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: single family offices. 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 single family offices.
Partial evidence: Its own public description names part of single family offices, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name single family offices. 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 67 single family offices based in San Diego, United States

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Single family offices based in San Diego, United States at a glance

As of Sep 22, 2026

54.7%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

410.4%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

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 67 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 single family offices, 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 “single family offices”. 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 single family offices), 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 single family offices, 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, 270 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 22, 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.

Single family offices by metro in the United States

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 single family offices, 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 single family offices are there based in San Diego, United States?

RevenueBase identified 67 single family offices 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 has the most single family offices?

New York leads with 275 headquartered companies, followed by Dallas (118) and Houston (102).

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 270 verified decision-maker contacts tracked across these 67 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 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 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.