Company lists · Data refreshed September 2026

Top 25 Wealth management platforms based in San Diego, United States

Name: Wealth management platforms 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 14, 2026 59 companies tracked

RevenueBase identified 59 wealth management platforms headquartered in San Diego, United States as of September 2026 and tracks 14,102 professional contacts across them, including 7,727 with verified work emails. New York is the largest hub.

This list covers wealth management platforms 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 14, 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 14, 2026 86% judged on-target in blind review

59Companies

14,102Contacts tracked

7,727Verified emails

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The 25 largest wealth management platforms based in San Diego, United States

Ranked by team size

Top 25 of 59 wealth management platforms based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management platforms: 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	LPL Financial	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	5,001-10,000	13,475 contacts →
	Strong evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 14, 2026
2	Broadridge Advisor Solutions	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	201-500	134 contacts →
	Indirect evidence “Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Source: RevenueBase Database · checked Sep 14, 2026
3	Centura Wealth Advisory	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	64 contacts →
	Strong 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 14, 2026
4	Investment Placement Group	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	51-200	56 contacts →
	Strong evidence “Investment Placement Group is a fully independent financial firm specializing in Wealth Management, serving its select global clientele with customized end-to-end solutions since…” Source: RevenueBase Database · checked Sep 14, 2026
5	Lucia Capital Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	51-200	55 contacts →
	Partial evidence “Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services.” Source: RevenueBase Database · checked Sep 14, 2026
6	Presidio Capital Management	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	21 contacts →
	Partial 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 14, 2026
7	Pacific Wealth Management	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	16 contacts →
	Strong evidence “Pacific Wealth Management is an independent firm specializing in comprehensive financial planning and asset preservation and growth strategies for high-net worth individuals.” Source: RevenueBase Database · checked Sep 14, 2026
8	AWM Global Advisors	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	15 contacts →
	Indirect evidence “AWM Global Advisors is an independent, fee based, Registered Investment Advisor, located in San Diego, California.” Source: RevenueBase Database · checked Sep 14, 2026
9	Heritage Wealth Management, INC	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Strong evidence “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Source: RevenueBase Database · checked Sep 14, 2026
10	Gradient Capital Advisors, LLC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	10 contacts →
	Indirect evidence “Welcome to Gradient Capital Advisors.” Source: RevenueBase Database · checked Sep 14, 2026
11	The Manning Companies	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	9 contacts →
	Partial evidence “At The Manning Companies, we believe wealth is most meaningful when it's connected to purpose.” Source: RevenueBase Database · checked Sep 14, 2026
12	Eiger Wealth Management, LLC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “We believe in a diversified approach to investing that includes public as well as private investments, particularly in private real estate.” Source: RevenueBase Database · checked Sep 14, 2026
13	Dean Roland Russell	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Strong evidence “At Dean Roland Russell, we take an integrated approach to wealth management.” Source: RevenueBase Database · checked Sep 14, 2026
14	Advisoryworld Financial Technology	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Indirect evidence “AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Source: RevenueBase Database · checked Sep 14, 2026
15	Reason Financial	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Strong evidence “Reason Financial is a wealth management firm in Southern California delivering comprehensive financial and tax services.” Source: RevenueBase Database · checked Sep 14, 2026
16	Mission Hills Financial, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	11-50	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
17	Axion Wealth Advisors	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Partial evidence “At Axion Wealth Advisors, we specialize in offering insightful guidance to individuals wanting to build and safeguard enduring wealth that transcends generations.” Source: RevenueBase Database · checked Sep 14, 2026
18	RJ Patterson Group	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Strong 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 14, 2026
19	BXC Partners	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Strong evidence “We invest in, and help, extraordinary people build better wealth performance platforms.” Source: RevenueBase Database · checked Sep 14, 2026
20	D'arcy Capital	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong 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 14, 2026
21	Luminous Financial Group LLC	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “We are a technology focused, values driven, independent, full service financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 14, 2026
22	SRS Wealth Management LLC	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.” Source: RevenueBase Database · checked Sep 14, 2026
23	Zenith Investment Management	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “At Zenith, we understand that each household is unique, and we strive to fully understand each client’s objectives, goals and passions to create tailored financial plans and…” Source: RevenueBase Database · checked Sep 14, 2026
24	After-Tax Wealth Management	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong 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 14, 2026
25	Archipelago Wealth Management	Strong evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong 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 14, 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: wealth management platforms. 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 wealth management platforms.
Partial evidence: Its own public description names part of wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management platforms. 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 59 wealth management platforms based in San Diego, United States

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Wealth management platforms based in San Diego, United States at a glance

As of Sep 14, 2026

54.8%Verified-email coverage

239.0Average contacts per company

1-10Median size (employees)

352.5%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

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 59 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 wealth management platforms, 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 “wealth management platforms”. 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 wealth management platforms), 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 wealth management platforms, 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, 7,727 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 14, 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.

Wealth management platforms 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 wealth management platforms, 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 wealth management platforms are there based in San Diego, United States?

RevenueBase identified 59 wealth management platforms 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 wealth management platforms?

New York leads with 208 headquartered companies, followed by Chicago (72) and Atlanta (64).

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 7,727 verified decision-maker contacts tracked across these 59 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 14, 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.