Company lists · Data refreshed November 2026

Top 23 Asset management consultancies based in Irvine, United States

Name: Asset management consultancies based in Irvine, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 39 companies tracked

RevenueBase identified 39 company matches for asset management consultancies associated with Irvine, United States as of November 2026 and tracks 143 professional contacts across them, including 59 with verified work emails. Across the United States, New York is the largest hub for this category (435 companies); Irvine has 39.

This list covers company matches for asset management consultancies 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 5, 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 5, 2026 How this list was built

39Companies

143Contacts tracked

59Verified emails

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The 23 largest asset management consultancies based in Irvine, United States

Ranked by team size

Top 23 of 39 company matches for asset management consultancies based in Irvine, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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	KPP Financial, Inc.	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
2	Pacificview Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	9 contacts →
	Exact match “At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Wealthwise Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
4	Cwmg, LLC	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
5	Kayuga Solution	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	8 contacts →
	Exact match “Kayuga Solution was founded to focus on one thing: asset management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	IWM Partners	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
7	Alpha Strategies Investment Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “Firm Overview: Alpha Strategies has a team of highly experienced investment consultants and research analysts, each with a comprehensive understanding of both traditional and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	Cornerstone Financial Advisers	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “Cornerstone Financial Advisers is a consulting firm dedicated to helping individuals and companies establish their goals and creating financial plans to reach them.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Optimus Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “Welcome to Optimus Advisory Group!” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Kanani Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	Filigree Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	3 contacts →
	Exact match “The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Spectrum Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	3 contacts →
	Exact match “Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	The KFK Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
14	Capital CS Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
15	Depaolo & MAY Strategic Wealth	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
16	LNL Retirement	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	2 contacts →
	Exact match “Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	Coastline Wealth Advisory	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	2 contacts →
	Exact match “We believe in the power of consistency.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	C E F Advisors Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	2 contacts →
	Exact match “At C\|E\|F Advisors Group we strive to help our clients reach financial independence and determine their goals and objectives for their future.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	Alignmt	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	2 contacts →
	Exact match “ALIGNMT LLC is a leading provider of business consulting, analysis and outsourcing services.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20	Clarity Wealth Management, INC	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	51-200	1 contacts →
	Exact match “Fee-Only Registered Investment Advisor dedicated to helping our clients achieve financial independence.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	HSP Advisors	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match “At HSP Advisors we specialize in providing our clients with balanced, holistic and comprehensive wealth management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22	Becker Wealth Management, LLC	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	Wealthrhino	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match “With over 19 years of experience, the WEALTHRHINO team is dedicated to empowering professionals to achieve financial success and security.” Recorded in the RevenueBase company graph · Nov 5, 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 “asset management consultancies”. 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 23 of 39 asset management consultancies based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 59 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consultancies based in Irvine, United States at a glance

As of Nov 5, 2026

41.3%Verified-email coverage

3.7Average contacts per company

1-10Median size (employees)

Nov 5, 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 39 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 “asset management consultancies” 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 59 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 5, 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.

Asset management consultancies 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 “asset management consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consultancies are there based in Irvine, United States?

RevenueBase identified 39 company matches for asset management consultancies 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?

KPP 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 asset management consultancies?

New York leads the United States with 435 company records, followed by Chicago (140) and Houston (110). Irvine has 39.

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 59 professional contacts with verified work emails tracked across these 39 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 5, 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.