Company lists · Data refreshed September 2026
Top 25 Trust companies based in San Diego, United States
RevenueBase identified 92 trust companies headquartered in San Diego, United States as of September 2026 and tracks 709 professional contacts across them, including 284 with verified work emails. New York is the largest hub.
This list covers trust companies 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 trust companies based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 64 contacts → | ||||
Indirect 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, 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 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 45 contacts → | ||||
Indirect evidence “Capital Growth, Inc.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 21 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 20 contacts → | ||||
Strong evidence “Henderson, Caverly & Pum LLP, with offices in San Diego, Rancho Santa Fe and Los Angeles, California, is a full-service estates and trusts law firm, handling all aspects of…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 17 contacts → | ||||
Strong evidence “Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California.” 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 | 14 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 12 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 contacts → | ||||
Indirect evidence “AV Rated firm based in the Downtown San Diego area.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 11 contacts → | ||||
Strong evidence “For over 70 years, the continuing partnership of Gallagher Bolander Smedley, LLP has served the Estate Planning, Trust and Probate needs of San Diego clients.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 10 contacts → | ||||
Indirect evidence “Welcome to Gradient Capital Advisors.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Strong evidence “ProFiduciary's mission is to serve our clients, building long term relationships with them while providing highly personalized, professional trust and fiduciary administration…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Indirect evidence “At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Indirect evidence “Sage Capital Advisors, LLC provides a full range of investment and wealth management services, applying customized strategies to manage risk and grow wealth responsibly.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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. | |||||
| 25 | 4 contacts → | ||||
Indirect evidence “At McNaughton Wealth Management, we tackle the intricacies of financial planning by delving deeply into every aspect of your financial life.” 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: trust companies. 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 companies.
- Partial evidence
- Its own public description names part of trust companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name trust companies. 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 92 trust companies based in San Diego, United States
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Trust companies 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 92 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 companies, 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 companies”. 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 companies), 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 companies, 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, 284 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.
Trust companies by metro in the United States
- Trust companies in New York179
- Trust companies in Atlanta93
- Trust companies in Dallas93
- Trust companies in San Diego92
- Trust companies in Houston90
- Trust companies in Chicago77
- Trust companies in Boston68
- Trust companies in Austin61
- Trust companies in Miami59
- Trust companies in Denver58
- Trust companies in Scottsdale56
- Trust companies in Los Angeles53
- Trust companies in Charlotte49
- Trust companies in San Francisco49
- Trust companies in Seattle45
- Trust companies in Portland43
- Trust companies in Irvine40
- Trust companies in Newport Beach40
- Trust companies in Tampa40
- Trust companies in Las Vegas38
- Trust companies in Wilmington37
- Trust companies in Boca Raton34
- Trust companies in Cincinnati33
- Trust companies in Columbia33
- Trust companies in Indianapolis32
- Trust companies in Madison30
- Trust companies in Pittsburgh30
- Trust companies in Overland Park29
- Trust companies in Raleigh29
- Trust companies in Naples28
- Trust companies in Phoenix28
- Trust companies in Washington28
- Trust companies in Louisville26
- Trust companies in Minneapolis26
- Trust companies in Columbus25
- Trust companies in Jacksonville25
- Trust companies in Memphis25
- Trust companies in Philadelphia25
- Trust companies in San Antonio25
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 companies, 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 companies are there based in San Diego, United States?
RevenueBase identified 92 trust companies 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 trust companies?
New York leads with 179 headquartered companies, followed by Atlanta (93) and Dallas (93).
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 284 verified decision-maker contacts tracked across these 92 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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