Company lists · Data refreshed October 2026

Top 25 Asset management consulting firms based in Irvine, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 48 companies tracked

RevenueBase identified 48 company matches for asset management consulting firms associated with Irvine, United States as of October 2026 and tracks 250 professional contacts across them, including 77 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Irvine has 48.

This list covers company matches for asset management consulting firms 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 October 1, 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 Oct 1, 2026 How this list was built

48Companies

250Contacts tracked

77Verified emails

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The 25 largest asset management consulting firms based in Irvine, United States

Ranked by team size

Top 25 of 48 company matches for asset management consulting firms based in Irvine, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Index Fund Advisors, INC	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	51-200	36 contacts →
	Exact match “Index Fund Advisors, Inc.(IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Financial Asset Services, INC	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	11-50	19 contacts →
	Exact match “Founded in 1979 and headquartered in Irvine, CA, Financial Asset Services, Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Developers Research	Exact match	Irvine, United StatesHQ recorded Oct 1, 2026	11-50	19 contacts →
	Exact match “Developers Research provides land owners, investors, developers and builders with comprehensive financial evaluation services on all types of property from individual projects and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	KPP Financial, Inc.	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
5	Pacificview Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Kayuga Solution	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Kayuga Solution was founded to focus on one thing: asset management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Cwmg, LLC	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	5 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 · Oct 1, 2026 · View company records in RevenueBase
8	Optimus Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Welcome to Optimus Advisory Group!” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Kanani Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	The KFK Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 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 · Oct 1, 2026 · View company records in RevenueBase
11	Alpha Strategies Investment Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 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 · Oct 1, 2026 · View company records in RevenueBase
12	Filigree Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
13	HN Financial Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “WHAT WE DO: We offer a complete range of investment and wealth management services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Capital CS Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
15	Depaolo & MAY Strategic Wealth	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “At DePaolo & May, we offer bespoke investment management and financial planning.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Edgecore Real Estate Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	11-50	2 contacts →
	Exact match “The creation of EdgeCore Real Estate Group evolved from our decades of professional experience as landlords of high-quality commercial real estate assets in Southern California.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Deal Valuation, LLC	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Deal Valuation (DV) blends passionate professionals and revolutionary technology to provide independent valuation opinions for tax and financial reporting, transaction support…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Eight Oaks Financial	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Wealthrhino	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 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 · Oct 1, 2026 · View company records in RevenueBase
20	Jord Capital Jörð Capital	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Jörd Capital, LLC (Jörd Capital) is an advisory firm, with offices in Manhattan, New York, and Irvine, California.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	C E F Advisors Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
22	Clarity Wealth Management, INC	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
23	Becker Wealth Management, LLC	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
24	Amerigo Ventures	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Amerigo Ventures is a boutique advisory & consulting company offering Business, Financial, & Real Estate Advisory services based in Irvine, California, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Aliso Advisors	Exact match	Irvine, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “We believe that in everything we do for our client, the financial intermediary, we must first serve as a fiduciary to their client, the individual investor.” Recorded in the RevenueBase company graph · Oct 1, 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 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 48 asset management consulting firms based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 77 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Irvine, United States at a glance

As of Oct 1, 2026

30.8%Verified-email coverage

5.2Average contacts per company

1-10Median size (employees)

Oct 1, 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 48 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 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 77 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 October 1, 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 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 “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 48 company matches for asset management consulting firms associated with Irvine, United States as of October 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?

Index Fund Advisors, 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 consulting firms?

New York leads the United States with 471 company records, followed by Chicago (156) and Houston (128). Irvine has 48.

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 77 professional contacts with verified work emails tracked across these 48 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 October 1, 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.