Company lists · Data refreshed September 2026
Top 25 Trust accounting firms based in San Diego, United States
RevenueBase identified 41 trust accounting firms headquartered in San Diego, United States as of September 2026 and tracks 335 professional contacts across them, including 122 with verified work emails. New York is the largest hub.
This list covers trust accounting firms 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 6, 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 trust accounting firms based in San Diego, United States
Ranked by team size| # | Company | RevenueBase Smart Search | Contacts | ||
|---|---|---|---|---|---|
| 1 | Indirect evidence | 102 contacts → | |||
“We offer a multitude of services ranging from traditional compilations, audits, reviews and tax returns, to other specialties, such as personal financial planning, retirement plan…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | Indirect evidence | 46 contacts → | |||
“Mission: Christy White Associates’ promise to our clients is a worthwhile business relationship with responsive, trustworthy advisors and timely delivery of quality assurance…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | Partial evidence | 17 contacts → | |||
“Louis Tommasino, CPA, is a dedicated, full-service accounting firm committed to enhancing the quality and range of accounting services available to the small business sector and…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | Indirect evidence | 12 contacts → | |||
“AV Rated firm based in the Downtown San Diego area.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | Partial evidence | 12 contacts → | |||
“Profitwise Accounting & Advisory is a cloud-based accounting firm helping MSPs and growth-focused businesses gain greater financial clarity, confidence, and support through…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | Partial evidence | 9 contacts → | |||
“ProFiduciary's mission is to serve our clients, building long term relationships with them while providing highly personalized, professional trust and fiduciary administration…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | Indirect evidence | 9 contacts → | |||
“Our goal is to provide you with the information and tools that help you build on your success and to have a measurable positive impact on your professional and personal financial…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | Partial evidence | 7 contacts → | |||
“Sullivan, McGibbons, Crickard & Associates, LLP (SMC) is a San Diego law firm specializing in estate planning, estate and trust administration, tax preparation and planning and…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | Indirect evidence | 7 contacts → | |||
“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | Partial evidence | 6 contacts → | |||
“CASHUK WISEMAN GOLDBERG BIRNBAUM & SALEM LLP is an accounting company based out of 2851 CAMINO DEL RIO SOUTH SUITE 410, SAN DIEGO, California, United States.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | Indirect evidence | 5 contacts → | |||
Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | Partial evidence | 5 contacts → | |||
“Blum & Clark Certified Public Accountants, LLP is a full service tax and accounting firm based in San Diego, California.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | Partial evidence | 4 contacts → | |||
“Matranga & Company is a San Diego CPA firm which provides a wide range of accounting services to enterprising businesses and individuals principally located in Southern California.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | Indirect evidence | 3 contacts → | |||
Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | Indirect evidence | 3 contacts → | |||
“James Scoffin CPA is an individual and family services company based out of 9815 Carroll Canyon Rd, Ste.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | Indirect evidence | 2 contacts → | |||
“You should be focused on growing your business, not on keeping your own books or creating financials.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | Indirect evidence | 2 contacts → | |||
Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | Partial evidence | 2 contacts → | |||
“Here at Integrity Accounting, Inc.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 19 | Partial evidence | 1 contacts → | |||
“Haigh-Laufer CPA is a small accounting firm that specializes in tax preparation and filing.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 20 | Partial evidence | 1 contacts → | |||
“Providing estate planning and business services, including trust creation for families and high net worth individuals, trust administration, probate, trust litigation, and general…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 21 | Partial evidence | 1 contacts → | |||
“Law & Accounting.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 22 | Partial evidence | 1 contacts → | |||
“At Golemb Accountancy Corporation, we help fiduciaries, attorneys, surviving spouses, families, and executors manage the complex tasks of estate and trusts.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 23 | Indirect evidence | 1 contacts → | |||
“Finest City Fiduciary is a company based out of SAN DIEGO, CA, United States.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 24 | Partial evidence | 1 contacts → | |||
“A fiduciary is an individual in whom you have placed the utmost trust and confidence to act for your benefit and to manage and protect you and your assets.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 25 | Indirect evidence | 1 contacts → | |||
“Fiduciary financial advisory firm providing tax efficient financial planning, investment management, and trustee services” Source: company website · checked Sep 6, 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: trust accounting firms. 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 trust accounting firms.
- Partial evidence
- Its own public description names part of trust accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name trust accounting firms. 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 trust accounting firms based in San Diego, United States
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Trust accounting firms based in San Diego, United States at a glance
As of Sep 6, 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 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 trust accounting firms, 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 “trust accounting firms”. 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 trust accounting firms), 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 trust accounting firms, 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, 122 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 6, 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.
Trust accounting firms by metro in the United States
- Trust accounting firms in New York86
- Trust accounting firms in Houston58
- Trust accounting firms in Los Angeles55
- Trust accounting firms in San Diego41
- Trust accounting firms in Atlanta39
- Trust accounting firms in Chicago39
- Trust accounting firms in Seattle28
- Trust accounting firms in Miami27
- Trust accounting firms in Austin26
- Trust accounting firms in Dallas25
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 trust accounting firms, 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 trust accounting firms are there based in San Diego, United States?
RevenueBase identified 41 trust accounting firms 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?
Considine & Considine, headquartered in San Diego, tops this list with the largest team on record.
Which city has the most trust accounting firms?
New York leads with 86 headquartered companies, followed by Houston (58) and Los Angeles (55).
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 122 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 6, 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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