Company lists · Data refreshed September 2026

Top 25 Advisory consulting firms based in Newport Beach, United States

Name: Advisory consulting firms based in Newport Beach, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 23, 2026 87 companies tracked

RevenueBase identified 87 company matches for advisory consulting firms associated with Newport Beach, United States as of September 2026 and tracks 370 professional contacts across them, including 137 with verified work emails. Across the United States, New York is the largest hub for this category (1,491 companies); Newport Beach has 87.

This list covers company matches for advisory consulting firms associated with Newport Beach, 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 23, 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 23, 2026 How this list was built

87Companies

370Contacts tracked

137Verified emails

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

The 25 largest advisory consulting firms based in Newport Beach, United States

Ranked by team size

Top 25 of 87 company matches for advisory consulting firms based in Newport Beach, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 23, 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	Trycera Financial, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	n/a	37 contacts →
	Exact match “Founded in 2004, Trycera Financial, Inc.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
2	Cambaliza Mcgee LLP	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	11-50	27 contacts →
	Exact match “Cambaliza McGee LLP was founded to respond to the essential need of businesses and their owners to have a CPA who is a business advisor and navigator.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
3	CFO Vertical	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	11-50	17 contacts →
	Exact match “Our professional consultants have many years of experience and deliver our full lineup of solutions, including-Fractional CFO & Controller services -Audit & IPO Readiness…” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
4	Encore AMC Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	11-50	13 contacts →
	Exact match “Headquartered in Newport Beach, California’s Financial Circle, Encore AMC Partners (EAMC) is a Mergers & Acquisitions advisory firm which combines creativity and forward thinking…” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
5	CB Capital Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	13 contacts →
	Exact match “CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
6	Meritage Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	13 contacts →
	Exact match “Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to…” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
7	Synergy Restaurant Consultants	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	11-50	12 contacts →
	Exact match “Synergy Restaurant Consultants is a team of dynamic and highly ethical restaurant professionals representing every facet of restaurant development, operations, finance, marketing…” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
8	Modern Cpas , INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	9 contacts →
	Exact match “Our Purpose Empowering Entrepreneurs to Thrive - innovating and leading your business.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
9	Zeughauser Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	11-50	8 contacts →
	Exact match “Our clients are legal industry leaders who seek to outperform their competitors.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
10	Jadestone Consulting, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	11-50	8 contacts →
	Exact match “Jadestone Consulting exists for one sole purpose – to provide a foundation for Interior Designers and Architects to manage and grow their businesses.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
11	Lifetime Paradigm, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	8 contacts →
	Exact match “We are Registered Financial Consultants and Independent Fiduciary Advisors.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
12	Avant Advisory Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	11-50	7 contacts →
	Exact match “Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
13	Pacwest Accounting, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	7 contacts →
	Exact match “PacWest Accounting provides the highest level of accounting and business advisory services with a team of professionals that bring efficiencies, cost savings and financial…” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
14	The Savage Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	11-50	7 contacts →
	Exact match “A NATIONAL-CALIBER TEAM You want the finest minds helping you improve your nonprofit organization, and that’s the idea behind The Savage Group.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
15	Inscope Consulting Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	11-50	6 contacts →
	Exact match “Borne of a passion for customer centric solutions, inScope Consulting Group was established in 2005 as a trusted advisor for businesses.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
16	Paddock Scheck Morse, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
17	Bluebird Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	4 contacts →
	Exact match “At Bluebird Partners, we specialize in empowering growth-oriented organizations with the financial clarity and expertise they need to succeed.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
18	Integrity Wealth Management, Newport Beach	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	4 contacts →
	Exact match “At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
19	Victory Advisory Firm	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	4 contacts →
	Exact match “Success is not the key to Happiness, Happiness is the key to Success.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
20	James Valle & Company, Cpas	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	4 contacts →
	Exact match “VISION Our vision is to be the premier trusted partner helping our clients to achieve their goals.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
21	Insightful Partners - US	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	4 contacts →
	Exact match “Where financial clarity meets strategic growth.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
22	Core Performance Cnslt	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	4 contacts →
	Exact match “Core Performance, a Business Consulting and Financial Advisory firm, is located in Newport Beach, CA.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
23	MCE Advisors, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	3 contacts →
	Exact match “MCE’s area of expertise is focused on providing support to public and privately-held clients across all industries, specifically for companies that do not have the internal…” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
24	Cohen Cohen & Associates	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	3 contacts →
	Exact match “We are an accounting and consulting firm, specializing in working with small businesses.” Recorded in the RevenueBase company graph · Sep 23, 2026 · View company records in RevenueBase
25	1026 Ventures	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 23, 2026	1-10	2 contacts →
	Exact match “Advisory and consulting services to startups and SMBs.” Recorded in the RevenueBase company graph · Sep 23, 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 “advisory 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 87 advisory consulting firms based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and access 137 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Advisory consulting firms based in Newport Beach, United States at a glance

As of Sep 23, 2026

37.0%Verified-email coverage

4.3Average contacts per company

1-10Median size (employees)

Sep 23, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 87 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 Newport Beach, United States whose business descriptions match “advisory 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 137 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 23, 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.

Advisory consulting firms 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 “advisory consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many advisory consulting firms are there based in Newport Beach, United States?

RevenueBase identified 87 company matches for advisory consulting firms associated with Newport Beach, 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?

Trycera Financial, 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 advisory consulting firms?

New York leads the United States with 1,491 company records, followed by Chicago (556) and Atlanta (550). Newport Beach has 87.

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 137 professional contacts with verified work emails tracked across these 87 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 23, 2026.

Ready to reach these companies? Verified emails and direct dials for all 87 advisory consulting firms based in Newport Beach, United States. Start with a free account, no credit card.

Download this list →

Related lists

Advisory consulting firms by geography

Browse the directory

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.