Company lists · Data refreshed September 2026
Top 25 Wealth management software firms based in San Diego, United States
RevenueBase identified 61 wealth management software firms headquartered in San Diego, United States as of September 2026 and tracks 14,213 professional contacts across them, including 7,798 with verified work emails. Across the United States, New York is the largest hub for this category (196 companies); San Diego has 61.
This list covers wealth management software 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 29, 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 wealth management software firms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 29, 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 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 21 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 20 contacts → | ||||
Strong evidence “At Praxis Solutions, the future of wealth management isn’t imagined; it’s engineered.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 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 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 15 contacts → | ||||
Strong evidence “At Pathview, our tax-centric, independent, wealth management services meet unparalleled expertise and approachability.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 10 contacts → | ||||
Strong evidence “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 10 contacts → | ||||
Indirect evidence “Welcome to Gradient Capital Advisors.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Strong evidence “At Dean Roland Russell, we take an integrated approach to wealth management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Indirect evidence “AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 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 29, 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: wealth management software 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 wealth management software firms.
- Partial evidence
- Its own public description names part of wealth management software firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management software 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 61 wealth management software firms based in San Diego, United States
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Wealth management software firms based in San Diego, United States at a glance
As of Sep 29, 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 61 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 software 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 “wealth management software 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 wealth management software 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 wealth management software 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, 7,798 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 29, 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 software firms by metro in the United States
- Wealth management software firms in New York196
- Wealth management software firms in Chicago78
- Wealth management software firms in Dallas65
- Wealth management software firms in Atlanta64
- Wealth management software firms in Houston61
- Wealth management software firms in Austin55
- Wealth management software firms in San Francisco53
- Wealth management software firms in Boston51
- Wealth management software firms in Denver46
- Wealth management software firms in Charlotte45
- Wealth management software firms in Scottsdale45
- Wealth management software firms in Miami41
- Wealth management software firms in Los Angeles38
- Wealth management software firms in Cincinnati36
- Wealth management software firms in Tampa34
- Wealth management software firms in Irvine33
- Wealth management software firms in Minneapolis30
- Wealth management software firms in Newport Beach28
- Wealth management software firms in Portland28
- Wealth management software firms in St. Louis28
- Wealth management software firms in Seattle27
- Wealth management software firms in Boca Raton26
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 software 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 wealth management software firms are there based in San Diego, United States?
RevenueBase identified 61 wealth management software 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?
LPL Financial, headquartered in San Diego, tops this list with the largest team on record.
Which city in the United States has the most wealth management software firms?
New York leads the United States with 196 headquartered companies, followed by Chicago (78) and Dallas (65). San Diego has 61.
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 7,798 verified decision-maker contacts tracked across these 61 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 29, 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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