Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in Newport Beach, United States

Name: Boutique investment banks based in Newport Beach, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 59 companies tracked

RevenueBase identified 59 boutique investment banks headquartered in Newport Beach, United States as of September 2026 and tracks 552 professional contacts across them, including 261 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in Newport Beach, 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 16, 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 16, 2026 86% judged on-target in blind review

59Companies

552Contacts tracked

261Verified emails

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The 25 largest boutique investment banks based in Newport Beach, United States

Ranked by team size

Top 25 of 59 boutique investment banks based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to boutique investment banks: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Roth Capital Partners	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	201-500	273 contacts →
	Partial evidence “ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors.” Source: RevenueBase Database · checked Sep 16, 2026
2	Trycera Financial, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	n/a	37 contacts →
	Indirect evidence “Founded in 2004, Trycera Financial, Inc.” Source: RevenueBase Database · checked Sep 16, 2026
3	National Franchise Sales	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	11-50	27 contacts →
	Indirect evidence “National Franchise Sales (NFS) is a premier brokerage and M&A advisory firm specializing in the resale and acquisition of franchised businesses, with a strong focus in the…” Source: RevenueBase Database · checked Sep 16, 2026
4	Global Finance Group, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	11-50	14 contacts →
	Indirect evidence “Global Finance Group, Inc.(previously Global Vantage Ltd.) provides private and public mid-market companies with a variety of merger and acquisition, merchant banking, equipment…” Source: RevenueBase Database · checked Sep 16, 2026
5	Encore AMC Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	11-50	13 contacts →
	Indirect evidence “Headquartered in Newport Beach, California’s Financial Circle, Encore AMC Partners (EAMC) is a Mergers & Acquisitions advisory firm which combines creativity and forward thinking…” Source: RevenueBase Database · checked Sep 16, 2026
6	CB Capital Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	13 contacts →
	Indirect evidence “CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.” Source: RevenueBase Database · checked Sep 16, 2026
7	Meritage Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	13 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
8	The Courtney Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	11 contacts →
	Partial evidence “The Courtney Group provides private equity and investment banking services.” Source: RevenueBase Database · checked Sep 16, 2026
9	Tower 68 Financial Advisors	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	11 contacts →
	Indirect evidence “Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Source: RevenueBase Database · checked Sep 16, 2026
10	Avant Advisory Group	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	11-50	7 contacts →
	Indirect evidence “Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…” Source: RevenueBase Database · checked Sep 16, 2026
11	Affinity Investment Advisors, LLC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	11-50	6 contacts →
	Strong evidence “Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Source: RevenueBase Database · checked Sep 16, 2026
12	Realta Capital Markets	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	11-50	5 contacts →
	Partial evidence “Diverse financial services firm specializing in Managing Broker Dealer services, Investment Banking.” Source: RevenueBase Database · checked Sep 16, 2026
13	Zermatt Capital Advisors	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Partial evidence “Investment Banking, Financial Advisory, and Management Advisory Services based out of Newport Beach Securities are offered through Finalis Securities LLC Member FINRA / SIPC.” Source: RevenueBase Database · checked Sep 16, 2026
14	Bluebird Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “At Bluebird Partners, we specialize in empowering growth-oriented organizations with the financial clarity and expertise they need to succeed.” Source: RevenueBase Database · checked Sep 16, 2026
15	MCE Advisors, LLC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
16	Cohen Cohen & Associates	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “We are an accounting and consulting firm, specializing in working with small businesses.” Source: RevenueBase Database · checked Sep 16, 2026
17	CEO Advisor, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “Mergers & acquisitions and business advisory services to CEOs, Presidents and business owners of small and mid-sized companies with 1-200 employees.” Source: RevenueBase Database · checked Sep 16, 2026
18	Axis Group Ventures	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Strong evidence “AXIS Group Ventures is a boutique investment bank focused on providing global debt capital markets placement, and restructuring services for VC-backed and PE-backed mid to…” Source: RevenueBase Database · checked Sep 16, 2026
19	Bell & Brown Wealth Advisors	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Source: RevenueBase Database · checked Sep 16, 2026
20	Pelican Point Investment Group, LLC	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	11-50	2 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
21	Sirvent & Company	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Indirect evidence “Sirvent & Company provides professional consulting services to privately held, middle-market businesses at a level on par with leading corporate consulting firms at a…” Source: RevenueBase Database · checked Sep 16, 2026
22	Icon Capital Group, LLC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Indirect evidence “At ICON, we are committed to building enduring and mutually beneficial relationships with our clients by providing them with custom, flexible, and creative solutions designed to…” Source: RevenueBase Database · checked Sep 16, 2026
23	Pelican Point Capital Partners, LLC	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	11-50	1 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
24	Antilles Capital Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Indirect evidence “ACP represents commercial owners seeking to invest in compelling real estate opportunities and effectively navigate challenging transactions.” Source: RevenueBase Database · checked Sep 16, 2026
25	Nuvest Ventures LLC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Indirect evidence “Nuvest Ventures, LLC provides capital raising, M&A advisory, analytical research, restructuring, and other advisory services.” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: boutique investment banks. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names boutique investment banks.
Partial evidence: Its own public description names part of boutique investment banks, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name boutique investment banks. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 59 boutique investment banks based in Newport Beach, United States

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Boutique investment banks based in Newport Beach, United States at a glance

As of Sep 16, 2026

47.3%Verified-email coverage

9.4Average contacts per company

1-10Median size (employees)

1671.2%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 59 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 boutique investment banks, 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 Newport Beach, United States whose own description of what they do matches “boutique investment banks”. 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 boutique investment banks), 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 boutique investment banks, and records with no verified work email. Companies headquartered outside Newport Beach 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, 261 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 16, 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.

Boutique investment banks 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 boutique investment banks, 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 boutique investment banks are there based in Newport Beach, United States?

RevenueBase identified 59 boutique investment banks headquartered in Newport Beach, 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?

Roth Capital Partners, headquartered in Newport Beach, tops this list with the largest team on record.

Which city has the most boutique investment banks?

New York leads with 986 headquartered companies, followed by Chicago (237) and Los Angeles (200).

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 261 verified decision-maker contacts tracked across these 59 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 16, 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.