Company lists · Data refreshed October 2026

Top 25 Asset management law firms based in Newport Beach, United States

Name: Asset management law 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 Oct 1, 2026 64 companies tracked

RevenueBase identified 64 company matches for asset management law firms associated with Newport Beach, United States as of October 2026 and tracks 653 professional contacts across them, including 325 with verified work emails. Across the United States, New York is the largest hub for this category (696 companies); Newport Beach has 64.

This list covers company matches for asset management law 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 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

64Companies

653Contacts tracked

325Verified emails

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The 25 largest asset management law firms based in Newport Beach, United States

Ranked by team size

Top 25 of 64 company matches for asset management law firms based in Newport Beach, 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	Stradling Yocca Carlson & Rauth LLP	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	51-200	230 contacts →
	Exact match “For nearly 50 years, top companies and municipalities have counted on Stradling to have the right team and skills to meet their toughest challenges 24/7, 365 days a year.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Canterbury Consulting	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	51-200	91 contacts →
	Exact match “Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Meier LAW Firm	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	11-50	20 contacts →
	Exact match “Welcome to the Meier Law Firm At the Meier Law Firm, we understand how overwhelming it can feel to plan for life’s “what-ifs” or navigate the challenges of losing a loved one.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Elevate Financial Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	11-50	15 contacts →
	Exact match “Tax Planning \| Financial Planning \| Investment Planning \| Estate Planning \| In house Hedge Fund \| Independent \| Complex Life Insurance Solutions \| CPA & Tax Attorney in house…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	J. Derek Lewis & Associates, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “J.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Tower 68 Financial Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	11 contacts →
	Exact match “Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	LAW Office Of Susan A. Katzen	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	11-50	8 contacts →
	Exact match “The Law Office of Susan A.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Litvak LAW Group, P.C	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “The Litvak Law Group was founded by Uri Litvak, an attorney and strategic advisor with 25 years of experience in the areas of M&A, securities law, shareholder derivative…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Yosemite Capital Management	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Affinity Investment Advisors, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Investors Trust	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	11-50	4 contacts →
	Exact match “Founded in 1978, Investors Trust is a privately held real estate investment and asset management firm located in Newport Beach, California.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Valcenters, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Court Investment Services	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We are an independent, fee-based, boutique investment firm that focus exclusively on working with attorneys and fiduciaries.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Buffington LAW Firm, PC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Accomplished Orange County Litigation Firm Litigation is risky, complex and time-consuming.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Silverlight Asset Management, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We are dedicated to providing investment management and strategic wealth planning.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Procore Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Group 206	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Headquartered in Newport Beach, California, Group 206 is a private investment management firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Mckown Bailey LAW Firm	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Creative Legal Solutions For Businesses A dated approach to the law is no way to protect the legal and financial interests of today’s businesses.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Bidna & Keys, A Professional LAW Corporation	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “BIDNA & KEYS, A PROFESSIONAL LAW CORPORATION is a law firm specializing in business and real estate matters located in Newport Beach, California, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Brennan LAW	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Brennan Law focuses on individual and family estate planning throughout the Orange County Area.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Bell & Brown Wealth Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Jeffrey M. Verdon LAW Group, LLP	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Maintaining our clients’ assets and legacies has been our focus for more than 30 years.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Gundersen & Gundersen LLP	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “We believe every client is unique, and we provide customized estate plans, business-succession plans, and intellectual-property counseling to meet each client's needs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Cooper ONE Fourteen	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Founded in 1960 by visionary entrepreneur Ron Krajian, K Investment Co.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Redmount Capital Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “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…” 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 law 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 64 asset management law firms based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and access 325 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management law firms based in Newport Beach, United States at a glance

As of Oct 1, 2026

49.8%Verified-email coverage

10.2Average 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 Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 64 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 “asset management law 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 325 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 law 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 law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management law firms are there based in Newport Beach, United States?

RevenueBase identified 64 company matches for asset management law firms associated with Newport Beach, 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?

Stradling Yocca Carlson & Rauth LLP 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 law firms?

New York leads the United States with 696 company records, followed by Chicago (240) and Miami (202). Newport Beach has 64.

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 325 professional contacts with verified work emails tracked across these 64 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.