Company lists · Data refreshed September 2026

Top 17 Accounting firm financial planning consultants based in Costa Mesa, United States

Name: Accounting firm financial planning consultants based in Costa Mesa, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 26 companies tracked

RevenueBase identified 26 company matches for accounting firm financial planning consultants associated with Costa Mesa, United States as of September 2026 and tracks 191 professional contacts across them, including 48 with verified work emails. Across the United States, New York is the largest hub for this category (735 companies); Costa Mesa has 26.

This list covers company matches for accounting firm financial planning consultants associated with Costa Mesa, 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 27, 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 Sep 27, 2026 How this list was built

26Companies

191Contacts tracked

48Verified emails

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The 17 largest accounting firm financial planning consultants based in Costa Mesa, United States

Ranked by team size

Top 17 of 26 company matches for accounting firm financial planning consultants based in Costa Mesa, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 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	Guzmangray	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	11-50	31 contacts →
	Exact match “Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	XOA Tax, LLP	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	11-50	19 contacts →
	Exact match “XOA Tax is licensed in CA and specializes in Tax and Accounting.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	The AFI Group	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	1-10	12 contacts →
	Exact match “Let us help you integrate all the pieces of your financial plan into one cohesive plan that includes considerations for debt-reduction, college savings, tax mitigation, market…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Olmsted & Associates	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match “Public Accounting Firm” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Bizjetcpa, INC	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	1-10	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Sterling Wealth Partners	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “Sterling Wealth Partners: “A Firm Dedicated to the Highest Quality Advice & Service” Experienced and professional-our team of advisors, in conjunction with licensed tax and legal…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Masthead Financial & Capital Advisors	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	11-50	5 contacts →
	Exact match “Driving change at your business is an ambitious endeavor.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Prizer & Flores Cpa's	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	1-10	4 contacts →
	Exact match “Prizer & Flores CPAs has proudly served businesses and individuals in Orange County and Los Angeles for over 25 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Squar & Associates	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	20 20 Financial Advisers	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	11-50	3 contacts →
	Exact match “20/20 utilizes a variety of services to create a comprehensive financial plan for both our individual and business clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Belden, Hiramoto, LIU & Co., LLP	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Socal Bookkeeping & Accounting	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “SoCal Bookkeeping and Accounting is a leading bookkeeping and accounting firm in Orange County, serving our community since 1994.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Wealth 365 Advisors	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “Wealth 365 Advisors specializes in comprehensive wealth management solutions tailored for business owners, high-net-worth individuals, and family offices.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Life On Thrive, INC	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “We are a full service Tax Accounting firm to help you take care of your past, live excitedly in your present, and look forward to your future!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Nguyen & Company, CPA	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “Trusting your business or personal finances to any accounting professional can be challenging.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Dannan, CPA & Associates	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “Certified Public Accountant * Tax Planning and Preparation - Individuals - Partnerships - Corporations - Estates - Non-Profits * Client Accounting Services - Bookkeeping -…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Chernila & Company, Pc, Cpas	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “Who We Are - We are trusted entrepreneurs, CPAs, advisors and business consultants who believe in the value of integrity and long-term relationships- What We Do - We collaborate…” Recorded in the RevenueBase company graph · Sep 27, 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 “accounting firm financial planning consultants”. 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 17 of 26 accounting firm financial planning consultants based in Costa Mesa, United States

See the full list, filter by size, metro and specialty, and access 48 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Accounting firm financial planning consultants based in Costa Mesa, United States at a glance

As of Sep 27, 2026

25.1%Verified-email coverage

7.3Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

Email recency for this list is measured across the whole United States list rather than for Costa Mesa, so it is reported there. Company counts and contact totals on this page are exact for Costa Mesa, over 26 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 Costa Mesa, United States whose business descriptions match “accounting firm financial planning consultants” 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 48 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 27, 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.

Accounting firm financial planning consultants 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 “accounting firm financial planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many accounting firm financial planning consultants are there based in Costa Mesa, United States?

RevenueBase identified 26 company matches for accounting firm financial planning consultants associated with Costa Mesa, 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?

Guzmangray 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 accounting firm financial planning consultants?

New York leads the United States with 735 company records, followed by Houston (500) and Atlanta (350). Costa Mesa has 26.

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 48 professional contacts with verified work emails tracked across these 26 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 27, 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.