Company lists · Data refreshed September 2026

Top 17 Brokerage firms based in Irvine, United States

RevenueBase identified 28 brokerage firms headquartered in Irvine, United States as of September 2026 and tracks 299 professional contacts across them, including 87 with verified work emails. New York is the largest hub.

This list covers brokerage 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
28Companies
299Contacts tracked
87Verified emails
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The 17 largest brokerage firms based in Irvine, United States

Ranked by team size
Top 17 of 28 brokerage 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 brokerage 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
1Strong evidenceIrvine, CA, United StatesHQ checked Sep 19, 202651-20051 contacts →

Strong evidence

“Dealership Brokers | Buy-Sell Advisors Performance Brokerage Services is North America’s highest volume dealership brokerage firm.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-5022 contacts →

Indirect evidence

“Alpha Cubed Investments is an independent, SEC-registered investment advisory company.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-5021 contacts →

Indirect evidence

“Tickrs Clearing is a technologically driven, forward-thinking financial services company that strives to provide the best platforms and products for investors in the US and…”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-1011 contacts →

Indirect 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
5Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“Founded in 1982, Finance 500 is an independent, registered broker-dealer, headquartered in Irvine California.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect 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
7Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Welcome to Optimus Advisory Group!”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect 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
9Indirect 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
10Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“Valuable Capital Securities is a technologically driven, forward-thinking financial services company that strives to provide the best platforms and products for investors in the…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“With over 19 years of experience, the WEALTHRHINO team is dedicated to empowering professionals to achieve financial success and security.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Our Philosophy We believe that a life worth living is one in which we have a vision of what is important to us and what we value….That money is a means, not an end…It is only one…”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Wealth Planning Group (WPG) was established in 2006 by Karl Dimler and Robert Engel to provide access to financial planning to a wide range of clients.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceIrvine, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“We believe in the power of consistency.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 17 of 28 brokerage firms based in Irvine, United States

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Brokerage firms based in Irvine, United States at a glance

As of Sep 19, 2026
29.1%Verified-email coverage
10.7Average contacts per company
1-10Median size (employees)
1028.6%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
6
51-200
1
1,001-5,000
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 28 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 brokerage 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 “brokerage 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 brokerage 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 brokerage 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, 87 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.

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 brokerage 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 brokerage firms are there based in Irvine, United States?

RevenueBase identified 28 brokerage 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?

Performance Brokerage Services, INC, headquartered in Irvine, tops this list with the largest team on record.

Which city has the most brokerage firms?

New York leads with 288 headquartered companies, followed by Chicago (111) and Dallas (82).

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 87 verified decision-maker contacts tracked across these 28 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.