Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Irvine, United States

RevenueBase identified 79 association financial advisory firms headquartered in Irvine, United States as of September 2026 and tracks 960 professional contacts across them, including 307 with verified work emails. New York is the largest hub.

This list covers association financial advisory firms headquartered in Irvine, 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 19, 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 19, 2026 86% judged on-target in blind review
79Companies
960Contacts tracked
307Verified emails
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The 25 largest association financial advisory firms based in Irvine, United States

Ranked by team size
Top 25 of 79 association financial advisory firms based in Irvine, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial 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 evidenceIrvine, CA, United StatesHQ checked Sep 19, 202651-200254 contacts →

Partial evidence

“A firm built for advisors, by advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 202651-200162 contacts →

Partial evidence

“Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-5035 contacts →

Partial evidence

Financial independence doesn’t happen by chance, it results from expert strategic planning.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-5034 contacts →

Partial evidence

“Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-5031 contacts →

Partial evidence

“Benefit Financial Services Group (BFSG) is an SEC registered investment adviser located in Irvine, CA and Phoenix, AZ.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“Guiding entrepreneurs through their most significant business milestones.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“At Cooper McManus, we make the planning all about you.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“Independent.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-5011 contacts →

Partial evidence

“BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-5011 contacts →

Indirect evidence

“CPAClub is your fractional national office to help your accounting firm move forward.”

Source: RevenueBase Database · checked Sep 19, 2026
11Strong evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-1011 contacts →

Strong evidence

“KPP Financial is a multi-faceted independent financial advisory firm that gathers the best talent to elevate your investment strategies.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“At Kirklen Investment Group, we are committed to excellence, constantly raising the bar to produce winning outcomes for our clients.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-105 contacts →

Strong evidence

“Prosperity Wealth Planning is a financial planning firm that offers investment advisory services.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 202651-2005 contacts →

Partial evidence

“The Principal® Financial Network of Southern California is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group®.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“We help individuals to create and accumulate wealth, manage financial risk, and to keep more of what they earn.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Welcome to Optimus Advisory Group!”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Kanani Advisory Group started in 1998.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Now that you've reached your next level of success, you need solutions.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Cornerstone Financial Advisers is a consulting firm dedicated to helping individuals and companies establish their goals and creating financial plans to reach them.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“At DePaolo & May, we offer bespoke investment management and financial planning.”

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-502 contacts →

Partial evidence

“Welcome to HOA and 1120 Invest – transforming the investment process for clubs, corporations, and associations with our proprietary technology and a team of experienced investment…”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 79 association financial advisory firms based in Irvine, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 307 reachable decision-makers.

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Association financial advisory firms based in Irvine, United States at a glance

As of Sep 19, 2026
32.0%Verified-email coverage
12.2Average contacts per company
1-10Median size (employees)
388.6%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
55
11-50
17
51-200
6
201-500
1

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 79 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 association financial 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 Irvine, United States whose own description of what they do matches “association financial 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 association financial 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 association financial advisory firms, and records with no verified work email. Companies headquartered outside Irvine 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, 307 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 19, 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.

Association financial 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 association financial 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 association financial advisory firms are there based in Irvine, United States?

RevenueBase identified 79 association financial advisory firms headquartered in Irvine, 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?

Pacific Advisors, headquartered in Irvine, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).

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 307 verified decision-maker contacts tracked across these 79 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 19, 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.