Company lists · Data refreshed September 2026

Top 18 AI advisory firms based in Newport Beach, United States

RevenueBase identified 33 AI advisory firms headquartered in Newport Beach, United States as of September 2026 and tracks 1,020 professional contacts across them, including 797 with verified work emails. New York is the largest hub.

This list covers AI advisory firms headquartered in Newport Beach, 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 21, 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 21, 2026 86% judged on-target in blind review
33Companies
1,020Contacts tracked
797Verified emails
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The 18 largest AI advisory firms based in Newport Beach, United States

Ranked by team size
Top 18 of 33 AI advisory firms based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to AI advisory firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 2026501-1,000640 contacts →

Partial evidence

“Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…”

Source: RevenueBase Database · checked Sep 21, 2026
2Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 2026201-500258 contacts →

Partial evidence

“SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $270 billion in assets, representing more than 2,500…”

Source: RevenueBase Database · checked Sep 21, 2026
3Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 202611-5022 contacts →

Partial evidence

“Balboa Wealth Partners provides access to the most unique wealth management platform for distinct advisors and their clients.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 202611-5017 contacts →

Indirect evidence

“For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 202611-5013 contacts →

Indirect evidence

“J.”

Source: RevenueBase Database · checked Sep 21, 2026
6Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 20261-1010 contacts →

Partial evidence

“Westshore Wealth is a fee-only Registered Investment Advisory firm with an independent approach.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 2026201-5007 contacts →

Indirect evidence

“Alonsera empowers leaders and institutions to lead ethically and innovatively in the age of intelligent systems.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 202611-506 contacts →

Partial evidence

“Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.”

Source: RevenueBase Database · checked Sep 21, 2026
10Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 202611-503 contacts →

Partial evidence

“We help small and midsize businesses implement AI the right way, through workflows, data, and communication.”

Source: RevenueBase Database · checked Sep 21, 2026
11Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 20261-103 contacts →

Partial evidence

“PruVise,Inc is a registered investment advisory firm.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Redmount Capital Partners, a partner-owned and partner-run firm, was founded to deliver advanced asset management solutions by combining decades of institutional, private equity…”

Source: RevenueBase Database · checked Sep 21, 2026
13Partial evidenceNewport Beach, United StatesHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“Since 1976, our Registered Investment Advisor, Michael Farah has managed substantially over 300 million dollars of clients’ assets.”

Source: RevenueBase Database · checked Sep 21, 2026
14Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“As a trusted senior recruiting firm, we serve as a career navigator for financial advisors, charting the best course toward their ideal firm-whether a wirehouse, independent…”

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“Savino Advisory Group has been built from the ground up with a mission to help good, honest people secure their financial future.”

Source: RevenueBase Database · checked Sep 21, 2026
16Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Darkhorse Advisor is an independent financial advisory firm located in Newport Beach California.”

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Bright Wealth Advisors, LLC is a Registered Investment Advisory firm based in Orange County, California.”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Centricity Financial, LLC is an independent registered investment advisory firm dedicated to helping individuals and organizations meet their financial goals.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 18 of 33 AI advisory firms based in Newport Beach, United States

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AI advisory firms based in Newport Beach, United States at a glance

As of Sep 21, 2026
78.1%Verified-email coverage
30.9Average contacts per company
1-10Median size (employees)
1157.6%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
6
51-200
1
201-500
2
501-1,000
1

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 33 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 AI advisory 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 Newport Beach, United States whose own description of what they do matches “AI advisory 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 AI advisory 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 AI advisory firms, and records with no verified work email. Companies headquartered outside Newport Beach 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, 797 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 21, 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.

AI advisory firms 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 AI advisory 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 AI advisory firms are there based in Newport Beach, United States?

RevenueBase identified 33 AI advisory firms headquartered in Newport Beach, 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?

Beacon Pointe, headquartered in Newport Beach, tops this list with the largest team on record.

Which city has the most AI advisory firms?

New York leads with 382 headquartered companies, followed by San Francisco (192) and Austin (191).

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 797 verified decision-maker contacts tracked across these 33 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 21, 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.