Company lists · Data refreshed September 2026
Top 25 Stock brokerages based in San Diego, United States
RevenueBase identified 41 stock brokerages headquartered in San Diego, United States as of September 2026 and tracks 14,181 professional contacts across them, including 7,655 with verified work emails. New York is the largest hub.
This list covers stock brokerages 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.
The 25 largest stock brokerages based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13,475 contacts → | ||||
Indirect evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 201 contacts → | ||||
Indirect evidence “Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 174 contacts → | ||||
Indirect evidence “Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 48 contacts → | ||||
Indirect evidence “RA Capital Associates LLC (RA Capital) is a premier sell-side investment bank focused on meeting the unique needs of private business owners pursuing M&A and capital-raising…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 34 contacts → | ||||
Indirect evidence “Headquartered in San Diego, California, Madison Avenue Securities is a full service, fully independent Broker/Dealer and Investment Advisory firm servicing financial advisors and…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 33 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 16 contacts → | ||||
Indirect evidence “We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Indirect evidence “Telos Capital Management Inc.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Indirect evidence “Providing access to professionals with proven investment success, best-in-class technology and a full complement of financial services to help you achieve your goals.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “We are a technology focused, values driven, independent, full service financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “At PCA, we strive for a small company feel.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “Established in 1971, Western Financial Corporation (“Western”) is a multi-generational full service registered investment adviser headquartered in San Diego, California.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “Torrey Pines Financial is a registered Investment Advisory and Brokerage Firm serving all of Southern California.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “Family Owned Financial Planning Firm Based out of San Diego, CA.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence “Sophisticated investment solutions for successful families, individuals, businesses, and organizations.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Our mission at ProNova Wealth Management is to empower individuals and businesses to simplify their financial lives, protect their assets, and achieve sustainable growth.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence “I love to help people align their values with their goals to create a WealthPlan that achieves their dreams.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Paul Dunnicliffe (CA Insurance Lic# 0E02818) is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country.” Source: RevenueBase Database · checked Sep 22, 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: stock brokerages. 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 stock brokerages.
- Partial evidence
- Its own public description names part of stock brokerages, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name stock brokerages. 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 41 stock brokerages based in San Diego, United States
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Stock brokerages based in San Diego, United States at a glance
As of Sep 22, 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 41 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 stock brokerages, 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 “stock brokerages”. 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 stock brokerages), 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 stock brokerages, 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, 7,655 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.
Stock brokerages by metro in the United States
- Stock brokerages in New York253
- Stock brokerages in Chicago82
- Stock brokerages in Miami51
- Stock brokerages in Dallas47
- Stock brokerages in Charlotte42
- Stock brokerages in San Diego41
- Stock brokerages in Houston40
- Stock brokerages in Atlanta38
- Stock brokerages in Boston35
- Stock brokerages in Tampa32
- Stock brokerages in Los Angeles30
- Stock brokerages in Austin28
- Stock brokerages in Minneapolis28
- Stock brokerages in Portland27
- Stock brokerages in Raleigh27
- Stock brokerages in San Francisco26
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 stock brokerages, 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 stock brokerages are there based in San Diego, United States?
RevenueBase identified 41 stock brokerages 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?
LPL Financial, headquartered in San Diego, tops this list with the largest team on record.
Which city has the most stock brokerages?
New York leads with 253 headquartered companies, followed by Chicago (82) and Miami (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 7,655 verified decision-maker contacts tracked across these 41 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.
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