Company lists · Data refreshed October 2026
Top 16 Banking advisory firms based in Newport Beach, United States
RevenueBase identified 32 company matches for banking advisory firms associated with Newport Beach, United States as of October 2026 and tracks 429 professional contacts across them, including 198 with verified work emails. Across the United States, New York is the largest hub for this category (684 companies); Newport Beach has 32.
This list covers company matches for banking advisory 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 8, 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.
The 16 largest banking advisory firms based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 273 contacts → | ||||
Exact match “ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 2 | 37 contacts → | ||||
Exact match “Founded in 2004, Trycera Financial, Inc.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 3 | 13 contacts → | ||||
Exact match “CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 4 | 13 contacts → | ||||
Exact match “Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 6 | 4 contacts → | ||||
Exact match “Investment Banking, Financial Advisory, and Management Advisory Services based out of Newport Beach Securities are offered through Finalis Securities LLC Member FINRA / SIPC.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 7 | 4 contacts → | ||||
Exact match “At Bluebird Partners, we specialize in empowering growth-oriented organizations with the financial clarity and expertise they need to succeed.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 8 | 4 contacts → | ||||
Exact match “At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “MCE’s area of expertise is focused on providing support to public and privately-held clients across all industries, specifically for companies that do not have the internal…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 10 | 2 contacts → | ||||
Exact match “Pelican Point Investment Group is a merchant bank providing direct investment & co-investment, capital advisory & introduction, bridge financing, as well as debt and equity raise…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “The Gryphon Groupe is a new type of consultancy for financial services.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Our business advisory services provide tailored, innovative and comprehensive solutions for specific client business needs.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Capital Link is dedicated to providing it’s clients with expert financial consulting and competitive loan products.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Fiscale Advisors provides executive-level leadership and expertise to fast growing transformational organizations worldwide.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Pelican Point Capital Partners is a merchant bank providing direct investment & co-investment, capital advisory & introduction, bridge financing, as well as debt and equity raise…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Nuvest Ventures, LLC provides capital raising, M&A advisory, analytical research, restructuring, and other advisory services.” Recorded in the RevenueBase company graph · Oct 8, 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 “banking advisory 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 16 of 32 banking advisory firms based in Newport Beach, United States
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Banking advisory firms based in Newport Beach, United States at a glance
As of Oct 8, 2026Companies by employee count
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 32 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 “banking advisory 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 198 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 8, 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.
Banking advisory firms by metro in the United States
- Banking advisory firms in New York684
- Banking advisory firms in Chicago142
- Banking advisory firms in Miami138
- Banking advisory firms in Los Angeles120
- Banking advisory firms in Dallas119
- Banking advisory firms in Houston108
- Banking advisory firms in Atlanta103
- Banking advisory firms in San Francisco92
- Banking advisory firms in Boston91
- Banking advisory firms in Charlotte79
- Banking advisory firms in Washington72
- Banking advisory firms in Austin60
- Banking advisory firms in Denver59
- Banking advisory firms in Tampa44
- Banking advisory firms in Irvine41
- Banking advisory firms in San Diego40
- Banking advisory firms in Minneapolis37
- Banking advisory firms in Phoenix31
- Banking advisory firms in Raleigh30
- Banking advisory firms in Seattle28
- Banking advisory firms in Philadelphia27
- Banking advisory firms in St. Louis27
- Banking advisory firms in Nashville26
- Banking advisory firms in Scottsdale25
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 “banking advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many banking advisory firms are there based in Newport Beach, United States?
RevenueBase identified 32 company matches for banking advisory 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?
Roth Capital Partners 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 banking advisory firms?
New York leads the United States with 684 company records, followed by Chicago (142) and Miami (138). Newport Beach has 32.
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 198 professional contacts with verified work emails tracked across these 32 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 8, 2026.
Ready to reach these companies? Verified emails and direct dials for all 32 banking advisory firms based in Newport Beach, United States. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Banking advisory firms based in Buenos Aires, Argentina
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Company intelligence · public preview
Top 16 banking advisory firms based in Newport Beach, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 32 matching company records for banking advisory firms based in Newport Beach, United States, with 429 tracked contacts and 198 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 8, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 16 banking advisory firms based in Newport Beach, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Roth Capital Partnersroth.comHQ: Newport Beach, CA, United StatesReported employees: 201-500 | Newport Beach, CA, United States | 201-500 | Exact match | 273 contacts → |
“ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Trycera Financial, INCtrycera.comHQ: Newport Beach, CA, United StatesReported employees: Not recorded | Newport Beach, CA, United States | Not recorded | Exact match | 37 contacts → |
“Founded in 2004, Trycera Financial, Inc.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  CB Capital Partnerscbcapital.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 13 contacts → |
“CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Meritage Partnersmeritage-partners.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 13 contacts → |
“Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Avant Advisory Groupavantadvisory.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 7 contacts → |
“Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Zermatt Capital Advisorszermattca.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“Investment Banking, Financial Advisory, and Management Advisory Services based out of Newport Beach Securities are offered through Finalis Securities LLC Member FINRA / SIPC.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bluebird Partnersbluebird-partners.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Bluebird Partners, we specialize in empowering growth-oriented organizations with the financial clarity and expertise they need to succeed.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Integrity Wealth Management, Newport Beachintegrityiwm.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  MCE Advisors, LLCmccarthyandcampbell.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“MCE’s area of expertise is focused on providing support to public and privately-held clients across all industries, specifically for companies that do not have the internal…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Pelican Point Investment Group, LLCpelicanpointinvestments.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 2 contacts → |
“Pelican Point Investment Group is a merchant bank providing direct investment & co-investment, capital advisory & introduction, bridge financing, as well as debt and equity raise…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The Gryphon Groupegryphongroupe.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 2 contacts → |
“The Gryphon Groupe is a new type of consultancy for financial services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  SCA Consultingscaconsults.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 2 contacts → |
“Our business advisory services provide tailored, innovative and comprehensive solutions for specific client business needs.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Capital Link, LLCcaplinkinc.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 2 contacts → |
“Capital Link is dedicated to providing it’s clients with expert financial consulting and competitive loan products.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fiscale Advisorsfiscaleadvisors.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 1 contacts → |
“Fiscale Advisors provides executive-level leadership and expertise to fast growing transformational organizations worldwide.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Pelican Point Capital Partners, LLCpelicanpointcapital.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 1 contacts → |
“Pelican Point Capital Partners is a merchant bank providing direct investment & co-investment, capital advisory & introduction, bridge financing, as well as debt and equity raise…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Nuvest Ventures LLCnuvestventures.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“Nuvest Ventures, LLC provides capital raising, M&A advisory, analytical research, restructuring, and other advisory services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 32 company matches
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Banking advisory firms: dataset insights
October 8, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
32 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 32 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 8, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Banking advisory firms by metro in the United States
- Banking advisory firms in New York684
- Banking advisory firms in Chicago142
- Banking advisory firms in Miami138
- Banking advisory firms in Los Angeles120
- Banking advisory firms in Dallas119
- Banking advisory firms in Houston108
- Banking advisory firms in Atlanta103
- Banking advisory firms in San Francisco92
- Banking advisory firms in Boston91
- Banking advisory firms in Charlotte79
- Banking advisory firms in Washington72
- Banking advisory firms in Austin60
- Banking advisory firms in Denver59
- Banking advisory firms in Tampa44
- Banking advisory firms in Irvine41
- Banking advisory firms in San Diego40
- Banking advisory firms in Minneapolis37
- Banking advisory firms in Phoenix31
- Banking advisory firms in Raleigh30
- Banking advisory firms in Seattle28
- Banking advisory firms in Philadelphia27
- Banking advisory firms in St. Louis27
- Banking advisory firms in Nashville26
- Banking advisory firms in Scottsdale25
Questions about this company list
What does Exact match mean for banking advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many banking advisory firms did RevenueBase find based in Newport Beach, United States?
The saved snapshot records 32 matching company records, 429 tracked contacts and 198 verified emails. The public preview displays 16 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 8, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Banking advisory firms by geography
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia
- Banking advisory firms based in Vienna, Austria
- Banking advisory firms based in Dhaka, Bangladesh
- Banking advisory firms based in Brussels, Belgium
- Banking advisory firms based in Barueri, Brazil
- Banking advisory firms based in Belo Horizonte, Brazil
- Banking advisory firms based in Curitiba, Brazil
Cite this list
RevenueBase Data Team. Top 16 banking advisory firms based in Newport Beach, United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-advisory-firms/united-states/newport-beach.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia
Company intelligence · public preview
Top 16 banking advisory firms based in Newport Beach, United States
RevenueBase records 32 matching company records for banking advisory firms based in Newport Beach, United States, with 429 tracked contacts and 198 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 8, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 16 banking advisory firms based in Newport Beach, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Roth Capital Partnersroth.com HQ: Newport Beach, CA, United StatesReported employees: 201-500 | Newport Beach, CA, United States | 201-500 | Exact match | 273 contacts → |
“ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Trycera Financial, INCtrycera.com HQ: Newport Beach, CA, United StatesReported employees: Not recorded | Newport Beach, CA, United States | Not recorded | Exact match | 37 contacts → |
“Founded in 2004, Trycera Financial, Inc.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | CB Capital Partnerscbcapital.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 13 contacts → |
“CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Meritage Partnersmeritage-partners.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 13 contacts → |
“Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Avant Advisory Groupavantadvisory.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 7 contacts → |
“Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Zermatt Capital Advisorszermattca.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“Investment Banking, Financial Advisory, and Management Advisory Services based out of Newport Beach Securities are offered through Finalis Securities LLC Member FINRA / SIPC.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bluebird Partnersbluebird-partners.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Bluebird Partners, we specialize in empowering growth-oriented organizations with the financial clarity and expertise they need to succeed.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Integrity Wealth Management, Newport Beachintegrityiwm.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | MCE Advisors, LLCmccarthyandcampbell.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 3 contacts → |
“MCE’s area of expertise is focused on providing support to public and privately-held clients across all industries, specifically for companies that do not have the internal…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Pelican Point Investment Group, LLCpelicanpointinvestments.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 2 contacts → |
“Pelican Point Investment Group is a merchant bank providing direct investment & co-investment, capital advisory & introduction, bridge financing, as well as debt and equity raise…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The Gryphon Groupegryphongroupe.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 2 contacts → |
“The Gryphon Groupe is a new type of consultancy for financial services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SCA Consultingscaconsults.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 2 contacts → |
“Our business advisory services provide tailored, innovative and comprehensive solutions for specific client business needs.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Capital Link, LLCcaplinkinc.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 2 contacts → |
“Capital Link is dedicated to providing it’s clients with expert financial consulting and competitive loan products.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fiscale Advisorsfiscaleadvisors.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 1 contacts → |
“Fiscale Advisors provides executive-level leadership and expertise to fast growing transformational organizations worldwide.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Pelican Point Capital Partners, LLCpelicanpointcapital.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 1 contacts → |
“Pelican Point Capital Partners is a merchant bank providing direct investment & co-investment, capital advisory & introduction, bridge financing, as well as debt and equity raise…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Nuvest Ventures LLCnuvestventures.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“Nuvest Ventures, LLC provides capital raising, M&A advisory, analytical research, restructuring, and other advisory services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 32 company matches
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Banking advisory firms: dataset insights
October 8, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
32 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 32 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 8, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Banking advisory firms by metro in the United States
- Banking advisory firms in New York684
- Banking advisory firms in Chicago142
- Banking advisory firms in Miami138
- Banking advisory firms in Los Angeles120
- Banking advisory firms in Dallas119
- Banking advisory firms in Houston108
- Banking advisory firms in Atlanta103
- Banking advisory firms in San Francisco92
- Banking advisory firms in Boston91
- Banking advisory firms in Charlotte79
- Banking advisory firms in Washington72
- Banking advisory firms in Austin60
- Banking advisory firms in Denver59
- Banking advisory firms in Tampa44
- Banking advisory firms in Irvine41
- Banking advisory firms in San Diego40
- Banking advisory firms in Minneapolis37
- Banking advisory firms in Phoenix31
- Banking advisory firms in Raleigh30
- Banking advisory firms in Seattle28
- Banking advisory firms in Philadelphia27
- Banking advisory firms in St. Louis27
- Banking advisory firms in Nashville26
- Banking advisory firms in Scottsdale25
Questions about this company list
What does Exact match mean for banking advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many banking advisory firms did RevenueBase find based in Newport Beach, United States?
The saved snapshot records 32 matching company records, 429 tracked contacts and 198 verified emails. The public preview displays 16 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 8, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 16 banking advisory firms based in Newport Beach, United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-advisory-firms/united-states/newport-beach.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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