Company lists · Data refreshed September 2026
Top 25 Women owned financial consulting firms based in San Diego, United States
RevenueBase identified 50 company matches for women owned financial consulting firms associated with San Diego, United States as of September 2026 and tracks 322 professional contacts across them, including 152 with verified work emails. Across the United States, New York is the largest hub for this category (125 companies); San Diego has 50.
This list covers company matches for women owned financial consulting firms associated with San Diego, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 women owned financial consulting firms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 120 contacts → | ||||
Exact match “At Optima Office, we understand the challenges businesses face with financial management and HR services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 19 contacts → | ||||
Exact match “CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 9 contacts → | ||||
Exact match “The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 9 contacts → | ||||
Exact match “Your future begins with a plan.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 8 contacts → | ||||
Exact match “We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 7 contacts → | ||||
Exact match “TruFinancial is an independent, full services financial planning firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Kachkovsky & Fisher was founded on a friendship that began two decades ago when we, Garry Kachkovsky and Kris Fisher, met at a previous firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Financial success doesn’t happen by chance.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Nationwide United States At Evolve CFO Services, we help growth focused women business owners get the clarity, peace of mind, and confidence that comes from knowing and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Family Owned Financial Planning Firm Based out of San Diego, CA.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Wealth management services firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Coastwise is a boutique investment advisory firm dedicated to creating customized financial solutions for its clients while providing world-class service.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Trax Wealth Management takes a holistic approach to financial planning, addressing all aspects of our clients’ financial lives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Axiom Advisory, LLC is a fee-only financial advisory firm providing objective and comprehensive financial planning and wealth management services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “At Heritage Retirement Advisors, we help clients make good decisions with their money.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “We enjoy the challenge of creating customized strategies unique to you.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “At Securus Financial, we are the “Total Advisor” to our clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “The Duthie Financial Group specializes in retirement income planning and innovative solutions to wealth accumulation and protection.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “women owned financial consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 50 women owned financial consulting firms based in San Diego, United States
See the full list, filter by size, metro and specialty, and access 152 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Women owned financial consulting 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 50 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with San Diego, United States whose business descriptions match “women owned financial consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 152 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Women owned financial consulting firms by metro in the United States
- Women owned financial consulting firms in New York125
- Women owned financial consulting firms in Atlanta71
- Women owned financial consulting firms in Chicago65
- Women owned financial consulting firms in Houston60
- Women owned financial consulting firms in Charlotte45
- Women owned financial consulting firms in Dallas45
- Women owned financial consulting firms in Denver45
- Women owned financial consulting firms in Tampa40
- Women owned financial consulting firms in Los Angeles39
- Women owned financial consulting firms in Austin37
- Women owned financial consulting firms in Scottsdale34
- Women owned financial consulting firms in Columbus31
- Women owned financial consulting firms in Minneapolis31
- Women owned financial consulting firms in Seattle31
- Women owned financial consulting firms in Boston30
- Women owned financial consulting firms in Cincinnati27
- Women owned financial consulting firms in Portland27
- Women owned financial consulting firms in San Antonio27
- Women owned financial consulting firms in San Francisco27
- Women owned financial consulting firms in Indianapolis26
- Women owned financial consulting firms in Raleigh25
- Women owned financial consulting firms in Washington25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “women owned financial consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many women owned financial consulting firms are there based in San Diego, United States?
RevenueBase identified 50 company matches for women owned financial consulting firms associated with San Diego, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Optima Office, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most women owned financial consulting firms?
New York leads the United States with 125 company records, followed by Atlanta (71) and Chicago (65). San Diego has 50.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 152 professional contacts with verified work emails tracked across these 50 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 50 women owned financial consulting firms based in San Diego, United States. Start with a free account, no credit card.
Download this list →Related lists
Women owned financial consulting firms by geography
- Women owned financial consulting firms based in Melbourne, Australia
- Women owned financial consulting firms based in Sydney, Australia
- Women owned financial consulting firms based in Sao Paulo, Brazil
- Women owned financial consulting firms based in Toronto, Canada
- Women owned financial consulting firms based in Paris, France
- Women owned financial consulting firms based in Bangalore, India
- Women owned financial consulting firms based in Mumbai, India
- Women owned financial consulting firms based in Johannesburg, South Africa
- Women owned financial consulting firms based in London, United Kingdom
- Women owned financial consulting firms based in Atlanta, United States
- Women owned financial consulting firms based in Austin, United States
- Women owned financial consulting firms based in Boston, United States
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Women owned financial consulting firms based in Melbourne, Australia
- Women owned financial consulting firms based in Sydney, Australia
- Women owned financial consulting firms based in Sao Paulo, Brazil
- Women owned financial consulting firms based in Toronto, Canada
- Women owned financial consulting firms based in Paris, France
- Women owned financial consulting firms based in Bangalore, India
Company intelligence · public preview
Top 25 women owned financial consulting firms based in San Diego, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 50 matching company records for women owned financial consulting firms based in San Diego, United States, with 322 tracked contacts and 152 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 women owned financial consulting firms based in San Diego, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Optima Office, INCoptimaoffice.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 120 contacts → |
“At Optima Office, we understand the challenges businesses face with financial management and HR services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  California Wealth Transitions, INCcawealth.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 19 contacts → |
“CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Seapoint Wealth Advisorsseapointwealth.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“Your future begins with a plan.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | WFA SAN Diegowfasandiego.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 8 contacts → |
“We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Trufinancialtrufinancial.orgHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“TruFinancial is an independent, full services financial planning firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  International Private Wealth Advisorsipwadvisors.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Lolana & COlolana-co.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | Kachkovsky & Fisher, INCkachkovskyandfisher.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“Kachkovsky & Fisher was founded on a friendship that began two decades ago when we, Garry Kachkovsky and Kris Fisher, met at a previous firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | RJ Patterson Grouprjpattersongroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Stirling Financial Groupstirlingfinancialgroup.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Financial success doesn’t happen by chance.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Evolve CFO Servicesevolvecfoservices.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Nationwide United States At Evolve CFO Services, we help growth focused women business owners get the clarity, peace of mind, and confidence that comes from knowing and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Beta Wealth Groupbetawealthgroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  DB Wealth Management Groupdbwmg.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Wealth Navigation Advisorswealthnavigationadvisors.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Family Owned Financial Planning Firm Based out of San Diego, CA.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wealth Manager Group LLCwealthmgr.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Wealth management services firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ntls Wealth Managementnautilusadv.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Coastwise Capital Group, LLCcoastwisegroup.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Coastwise is a boutique investment advisory firm dedicated to creating customized financial solutions for its clients while providing world-class service.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Trax Wealth Management, INCtraxwealth.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Trax Wealth Management takes a holistic approach to financial planning, addressing all aspects of our clients’ financial lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Axiom Advisory, LLCaxiomadvisory.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Axiom Advisory, LLC is a fee-only financial advisory firm providing objective and comprehensive financial planning and wealth management services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Heritage Retirement Advisorsheritageret.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“At Heritage Retirement Advisors, we help clients make good decisions with their money.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Elisabeth Dawson INCelisabethdawson.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“We enjoy the challenge of creating customized strategies unique to you.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Securus Financialgosecurus.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“At Securus Financial, we are the “Total Advisor” to our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Duthie Financial Groupduthiefg.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“The Duthie Financial Group specializes in retirement income planning and innovative solutions to wealth accumulation and protection.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 50 company matches
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Women owned financial consulting firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
50 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 50 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Women owned financial consulting firms by metro in the United States
- Women owned financial consulting firms in New York125
- Women owned financial consulting firms in Atlanta71
- Women owned financial consulting firms in Chicago65
- Women owned financial consulting firms in Houston60
- Women owned financial consulting firms in Charlotte45
- Women owned financial consulting firms in Dallas45
- Women owned financial consulting firms in Denver45
- Women owned financial consulting firms in Tampa40
- Women owned financial consulting firms in Los Angeles39
- Women owned financial consulting firms in Austin37
- Women owned financial consulting firms in Scottsdale34
- Women owned financial consulting firms in Columbus31
- Women owned financial consulting firms in Minneapolis31
- Women owned financial consulting firms in Seattle31
- Women owned financial consulting firms in Boston30
- Women owned financial consulting firms in Cincinnati27
- Women owned financial consulting firms in Portland27
- Women owned financial consulting firms in San Antonio27
- Women owned financial consulting firms in San Francisco27
- Women owned financial consulting firms in Indianapolis26
- Women owned financial consulting firms in Raleigh25
- Women owned financial consulting firms in Washington25
Questions about this company list
What does Exact match mean for women owned financial consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many women owned financial consulting firms did RevenueBase find based in San Diego, United States?
The saved snapshot records 50 matching company records, 322 tracked contacts and 152 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Women owned financial consulting firms by geography
- Women owned financial consulting firms based in Melbourne, Australia
- Women owned financial consulting firms based in Sydney, Australia
- Women owned financial consulting firms based in Sao Paulo, Brazil
- Women owned financial consulting firms based in Toronto, Canada
- Women owned financial consulting firms based in Paris, France
- Women owned financial consulting firms based in Bangalore, India
- Women owned financial consulting firms based in Mumbai, India
- Women owned financial consulting firms based in Johannesburg, South Africa
- Women owned financial consulting firms based in London, United Kingdom
- Women owned financial consulting firms based in Atlanta, United States
- Women owned financial consulting firms based in Austin, United States
- Women owned financial consulting firms based in Boston, United States
Cite this list
RevenueBase Data Team. Top 25 women owned financial consulting firms based in San Diego, United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/women-owned-financial-consulting-firms/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Women owned financial consulting firms based in Melbourne, Australia
- Women owned financial consulting firms based in Sydney, Australia
- Women owned financial consulting firms based in Sao Paulo, Brazil
- Women owned financial consulting firms based in Toronto, Canada
- Women owned financial consulting firms based in Paris, France
- Women owned financial consulting firms based in Bangalore, India
Company intelligence · public preview
Top 25 women owned financial consulting firms based in San Diego, United States
RevenueBase records 50 matching company records for women owned financial consulting firms based in San Diego, United States, with 322 tracked contacts and 152 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 women owned financial consulting firms based in San Diego, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Optima Office, INCoptimaoffice.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 120 contacts → |
“At Optima Office, we understand the challenges businesses face with financial management and HR services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | California Wealth Transitions, INCcawealth.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 19 contacts → |
“CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Seapoint Wealth Advisorsseapointwealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 9 contacts → |
“Your future begins with a plan.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | WFA SAN Diegowfasandiego.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 8 contacts → |
“We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Trufinancialtrufinancial.org HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“TruFinancial is an independent, full services financial planning firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | International Private Wealth Advisorsipwadvisors.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lolana & COlolana-co.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | Kachkovsky & Fisher, INCkachkovskyandfisher.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“Kachkovsky & Fisher was founded on a friendship that began two decades ago when we, Garry Kachkovsky and Kris Fisher, met at a previous firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | RJ Patterson Grouprjpattersongroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Stirling Financial Groupstirlingfinancialgroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Financial success doesn’t happen by chance.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Evolve CFO Servicesevolvecfoservices.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Nationwide United States At Evolve CFO Services, we help growth focused women business owners get the clarity, peace of mind, and confidence that comes from knowing and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Beta Wealth Groupbetawealthgroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | DB Wealth Management Groupdbwmg.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealth Navigation Advisorswealthnavigationadvisors.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Family Owned Financial Planning Firm Based out of San Diego, CA.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wealth Manager Group LLCwealthmgr.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Wealth management services firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ntls Wealth Managementnautilusadv.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Coastwise Capital Group, LLCcoastwisegroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Coastwise is a boutique investment advisory firm dedicated to creating customized financial solutions for its clients while providing world-class service.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Trax Wealth Management, INCtraxwealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Trax Wealth Management takes a holistic approach to financial planning, addressing all aspects of our clients’ financial lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Axiom Advisory, LLCaxiomadvisory.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Axiom Advisory, LLC is a fee-only financial advisory firm providing objective and comprehensive financial planning and wealth management services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Heritage Retirement Advisorsheritageret.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“At Heritage Retirement Advisors, we help clients make good decisions with their money.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Elisabeth Dawson INCelisabethdawson.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“We enjoy the challenge of creating customized strategies unique to you.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Securus Financialgosecurus.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“At Securus Financial, we are the “Total Advisor” to our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Duthie Financial Groupduthiefg.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“The Duthie Financial Group specializes in retirement income planning and innovative solutions to wealth accumulation and protection.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Women owned financial consulting firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
50 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 50 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Women owned financial consulting firms by metro in the United States
- Women owned financial consulting firms in New York125
- Women owned financial consulting firms in Atlanta71
- Women owned financial consulting firms in Chicago65
- Women owned financial consulting firms in Houston60
- Women owned financial consulting firms in Charlotte45
- Women owned financial consulting firms in Dallas45
- Women owned financial consulting firms in Denver45
- Women owned financial consulting firms in Tampa40
- Women owned financial consulting firms in Los Angeles39
- Women owned financial consulting firms in Austin37
- Women owned financial consulting firms in Scottsdale34
- Women owned financial consulting firms in Columbus31
- Women owned financial consulting firms in Minneapolis31
- Women owned financial consulting firms in Seattle31
- Women owned financial consulting firms in Boston30
- Women owned financial consulting firms in Cincinnati27
- Women owned financial consulting firms in Portland27
- Women owned financial consulting firms in San Antonio27
- Women owned financial consulting firms in San Francisco27
- Women owned financial consulting firms in Indianapolis26
- Women owned financial consulting firms in Raleigh25
- Women owned financial consulting firms in Washington25
Questions about this company list
What does Exact match mean for women owned financial consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many women owned financial consulting firms did RevenueBase find based in San Diego, United States?
The saved snapshot records 50 matching company records, 322 tracked contacts and 152 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 women owned financial consulting firms based in San Diego, United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/women-owned-financial-consulting-firms/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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