Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in Irvine, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 46 companies tracked

RevenueBase identified 46 401k plan advisors headquartered in Irvine, United States as of September 2026 and tracks 229 professional contacts across them, including 95 with verified work emails. New York is the largest hub.

This list covers 401k plan advisors headquartered in Irvine, 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 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

46Companies

229Contacts tracked

95Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 46 401k plan advisors based in Irvine, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	DJM Financial Northwestern Mutual Private Client Group	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	11-50	35 contacts →
	Indirect evidence “Financial independence doesn’t happen by chance, it results from expert strategic planning.” Source: RevenueBase Database · checked Sep 19, 2026
2	Benetech INC	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	51-200	30 contacts →
	Indirect evidence “Benetech, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
3	Relational Advisors	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “At Relational Advisors, we're dedicated to redefining the landscape of employee benefits by delivering tailored solutions that address the multifaceted needs of today's dynamic…” Source: RevenueBase Database · checked Sep 19, 2026
4	BML Wealth Management	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning.” Source: RevenueBase Database · checked Sep 19, 2026
5	KPP Financial, Inc.	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “KPP Financial is a multi-faceted independent financial advisory firm that gathers the best talent to elevate your investment strategies.” Source: RevenueBase Database · checked Sep 19, 2026
6	Prosperity Wealth Planning	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Prosperity Wealth Planning is a financial planning firm that offers investment advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
7	BFI Financial	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	51-200	5 contacts →
	Indirect evidence “BFI Financial is a financial services company that is 100% focused on the Retirement Services Industry.” Source: RevenueBase Database · checked Sep 19, 2026
8	Kanani Advisory Group	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Kanani Advisory Group started in 1998.” Source: RevenueBase Database · checked Sep 19, 2026
9	Coastal Capital Advisors	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Financial planning & investing designed for tech professionals with equity compensation- We help you make better financial decision around questions like- Should I exercise my…” Source: RevenueBase Database · checked Sep 19, 2026
10	The KFK Group	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
11	Capital CS Group	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	11-50	2 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
12	Marrick Wealth	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “marrick wealth is a boutique, independent, fee-only wealth advisory firm helping business owners, executives, and professionals strategically align their personal and financial…” Source: RevenueBase Database · checked Sep 19, 2026
13	Depaolo & MAY Strategic Wealth	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “At DePaolo & May, we offer bespoke investment management and financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
14	LNL Retirement	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.” Source: RevenueBase Database · checked Sep 19, 2026
15	Wealthrhino	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “With over 19 years of experience, the WEALTHRHINO team is dedicated to empowering professionals to achieve financial success and security.” Source: RevenueBase Database · checked Sep 19, 2026
16	Eight Oaks Financial	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
17	Raymond Wesley Wealth Management	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Raymond Wesley Wealth Management is an independent financial services firm serving individuals throughout Southern California.” Source: RevenueBase Database · checked Sep 19, 2026
18	C E F Advisors Group	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “At C\|E\|F Advisors Group we strive to help our clients reach financial independence and determine their goals and objectives for their future.” Source: RevenueBase Database · checked Sep 19, 2026
19	Clarity Wealth Management, INC	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	51-200	1 contacts →
	Partial evidence “Fee-Only Registered Investment Advisor dedicated to helping our clients achieve financial independence.” Source: RevenueBase Database · checked Sep 19, 2026
20	Becker Wealth Management, LLC	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Our Philosophy We believe that a life worth living is one in which we have a vision of what is important to us and what we value….That money is a means, not an end…It is only one…” Source: RevenueBase Database · checked Sep 19, 2026
21	Wealth Planning Group OC	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
22	THG Retirement Solutions Of Raymond James	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “Our team is dedicated to helping businesses and individuals plan for retirement.” Source: RevenueBase Database · checked Sep 19, 2026
23	HSP Advisors	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “At HSP Advisors we specialize in providing our clients with balanced, holistic and comprehensive wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
24	Coastline Wealth Advisory	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “We believe in the power of consistency.” Source: RevenueBase Database · checked Sep 19, 2026
25	Clearview Wealth Management LLC	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “We are a full service Wealth Management Firm located in Irvine, CA.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: 401k plan advisors. 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 401k plan advisors.
Partial evidence: Its own public description names part of 401k plan advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name 401k plan advisors. 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 46 401k plan advisors based in Irvine, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 95 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 19, 2026

41.5%Verified-email coverage

5.0Average contacts per company

1-10Median size (employees)

273.9%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 46 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 401k plan advisors, 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 Irvine, United States whose own description of what they do matches “401k plan advisors”. 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 401k plan advisors), 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 401k plan advisors, and records with no verified work email. Companies headquartered outside Irvine 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, 95 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 19, 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.

401k plan advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan advisors, 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 401k plan advisors are there based in Irvine, United States?

RevenueBase identified 46 401k plan advisors headquartered in Irvine, 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?

DJM Financial Northwestern Mutual Private Client Group, headquartered in Irvine, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

New York leads with 126 headquartered companies, followed by Houston (120) and Atlanta (108).

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 95 verified decision-maker contacts tracked across these 46 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 46 401k plan advisors based in Irvine, United States. Start with a free account, no credit card.

Download this list →

Related lists

401k plan advisors by geography

Browse the directory

Browse: Companies home · 401k plan advisors in United States · All United States lists · All 401k plan advisors lists · New lists

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.