Company lists · Data refreshed September 2026
Top 25 Women owned financial consulting firms based in San Diego, United States
RevenueBase identified 50 women owned financial consulting firms headquartered in 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 women owned financial consulting 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 women owned financial consulting firms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 120 contacts → | ||||
Partial evidence “At Optima Office, we understand the challenges businesses face with financial management and HR services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 19 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 9 contacts → | ||||
Partial evidence “The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Indirect evidence “Your future begins with a plan.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Partial evidence “We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Partial evidence “TruFinancial is an independent, full services financial planning firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence “Kachkovsky & Fisher was founded on a friendship that began two decades ago when we, Garry Kachkovsky and Kris Fisher, met at a previous firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Partial 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. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “Financial success doesn’t happen by chance.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Partial evidence “We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Strong evidence “Family Owned Financial Planning Firm Based out of San Diego, CA.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “Wealth management services firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “Coastwise is a boutique investment advisory firm dedicated to creating customized financial solutions for its clients while providing world-class service.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “Trax Wealth Management takes a holistic approach to financial planning, addressing all aspects of our clients’ financial lives.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “Axiom Advisory, LLC is a fee-only financial advisory firm providing objective and comprehensive financial planning and wealth management services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence “At Heritage Retirement Advisors, we help clients make good decisions with their money.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “We enjoy the challenge of creating customized strategies unique to you.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “At Securus Financial, we are the “Total Advisor” to our clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Partial evidence “The Duthie Financial Group specializes in retirement income planning and innovative solutions to wealth accumulation and protection.” 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: women owned financial consulting 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 women owned financial consulting firms.
- Partial evidence
- Its own public description names part of women owned financial consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name women owned financial consulting 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 50 women owned financial consulting firms based in San Diego, United States
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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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among women owned financial consulting 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 “women owned financial consulting 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 women owned financial consulting 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 women owned financial consulting 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, 152 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.
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 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 women owned financial consulting 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 women owned financial consulting firms are there based in San Diego, United States?
RevenueBase identified 50 women owned financial consulting 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?
Optima Office, INC, headquartered in San Diego, tops this list with the largest team on record.
Which city in the United States has the most women owned financial consulting firms?
New York leads the United States with 125 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 152 verified decision-maker contacts tracked across these 50 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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