Company lists · Data refreshed November 2026

Top 25 401k advisors based in Irvine, United States

Name: 401k advisors based in Irvine, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 76 companies tracked

RevenueBase identified 76 company matches for 401k advisors associated with Irvine, United States as of November 2026 and tracks 721 professional contacts across them, including 269 with verified work emails. Across the United States, New York is the largest hub for this category (315 companies); Irvine has 76.

This list covers company matches for 401k advisors associated with Irvine, 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 November 6, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

76Companies

721Contacts tracked

269Verified emails

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The 25 largest 401k advisors based in Irvine, United States

Ranked by team size

Top 25 of 76 company matches for 401k advisors based in Irvine, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Pacific Advisors	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	51-200	276 contacts →
	Exact match “A firm built for advisors, by advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Index Fund Advisors, INC	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	51-200	40 contacts →
	Exact match “Index Fund Advisors, Inc.(IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Chamberlain Group Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	11-50	31 contacts →
	Exact match “Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Benetech INC	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	51-200	28 contacts →
	Exact match “Benetech, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Cooper Mcmanus	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	11-50	15 contacts →
	Exact match “At Cooper McManus, we make the planning all about you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Applied Financial Planning, INC	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	11-50	15 contacts →
	Exact match “Independent.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Alpha Cubed Investments, LLC	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	11-50	14 contacts →
	Exact match “Alpha Cubed Investments is an independent, SEC-registered investment advisory company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	BML Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	KPP Financial, Inc.	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	1-10	11 contacts →
	Exact match “KPP Financial is a multi-faceted independent financial advisory firm that gathers the best talent to elevate your investment strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Udirect IRA Services	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	11-50	10 contacts →
	Exact match “At uDirect IRA Services, the investments in your retirement account can be self-directed by "U".” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Wealthwise Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Cwmg, LLC	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “We help individuals to create and accumulate wealth, manage financial risk, and to keep more of what they earn.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	BFI Financial	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	51-200	8 contacts →
	Exact match “BFI Financial is a financial services company that is 100% focused on the Retirement Services Industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	SUN Group Wealth Partners	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	11-50	8 contacts →
	Exact match “Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	IWM Partners	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “At IWM Partners, we offer personal service, innovative strategies and unbiased advice to families and professionals in Southern California, as well as nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Precept Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	11-50	6 contacts →
	Exact match “Leading our clients in building and managing high value retirement benefit programs is the primary focus of the Precept Advisory Group (PAG).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Irvine Advisors, LLC	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Advising investors nationally who seek appropriate risk-adjusted returns in market sectors for appropriate portfolio diversification, with an emphasis on completing 1031 Exchange…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Optimus Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Welcome to Optimus Advisory Group!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Coastal Capital Advisors	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Financial planning & investing designed for tech professionals with equity compensation- We help you make better financial decision around questions like- Should I exercise my…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Kanani Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	The KFK Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “The KFK Group is a full-service, comprehensive Certified Financial Planning and investment management firm that has been helping individuals and families pursue their financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Capital CS Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	11-50	2 contacts →
	Exact match “At Capital CS Group, we are excited to introduce HOA Invest, our proprietary technology platform designed to streamline the investment process for clubs, corporations, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Depaolo & MAY Strategic Wealth	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “At DePaolo & May, we offer bespoke investment management and financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Wealth Planning Group OC	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Wealth Planning Group (WPG) was established in 2006 by Karl Dimler and Robert Engel to provide access to financial planning to a wide range of clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Cooke Wealth Management, LLC	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Personal finances can often be complex and confusing, and it can be difficult to know if you're making the right decisions for you and your family's future - this is where we come…” Recorded in the RevenueBase company graph · Nov 6, 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 “401k advisors”. 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 76 401k advisors based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 269 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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401k advisors based in Irvine, United States at a glance

As of Nov 6, 2026

37.3%Verified-email coverage

9.5Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 76 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 Irvine, United States whose business descriptions match “401k advisors” 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 269 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 November 6, 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.

401k advisors by metro in the United States

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 “401k advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many 401k advisors are there based in Irvine, United States?

RevenueBase identified 76 company matches for 401k advisors associated with Irvine, United States as of November 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?

Pacific Advisors 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 401k advisors?

New York leads the United States with 315 company records, followed by Houston (209) and Atlanta (201). Irvine has 76.

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 269 professional contacts with verified work emails tracked across these 76 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 November 6, 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 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.