Company lists · Data refreshed September 2026

Top 25 Business finance consulting firms based in Newport Beach, United States

Name: Business finance consulting 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 Sep 28, 2026 50 companies tracked

RevenueBase identified 50 company matches for business finance consulting firms associated with Newport Beach, United States as of September 2026 and tracks 224 professional contacts across them, including 75 with verified work emails. Across the United States, New York is the largest hub for this category (602 companies); Newport Beach has 50.

This list covers company matches for business finance consulting 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 September 28, 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 Sep 28, 2026 How this list was built

50Companies

224Contacts tracked

75Verified emails

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The 25 largest business finance consulting firms based in Newport Beach, United States

Ranked by team size

Top 25 of 50 company matches for business finance consulting firms based in Newport Beach, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Trycera Financial, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	n/a	37 contacts →
	Exact match “Founded in 2004, Trycera Financial, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	CFO Vertical	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Our professional consultants have many years of experience and deliver our full lineup of solutions, including-Fractional CFO & Controller services -Audit & IPO Readiness…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Synergy Restaurant Consultants	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Synergy Restaurant Consultants is a team of dynamic and highly ethical restaurant professionals representing every facet of restaurant development, operations, finance, marketing…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Tower 68 Financial Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
5	Modern Cpas , INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Our Purpose Empowering Entrepreneurs to Thrive - innovating and leading your business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Lifetime Paradigm, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “We are Registered Financial Consultants and Independent Fiduciary Advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Avant Advisory Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	11-50	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 · Sep 28, 2026 · View company records in RevenueBase
8	Pacwest Accounting, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “PacWest Accounting provides the highest level of accounting and business advisory services with a team of professionals that bring efficiencies, cost savings and financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Bluebird Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 · Sep 28, 2026 · View company records in RevenueBase
10	Integrity Wealth Management, Newport Beach	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 · Sep 28, 2026 · View company records in RevenueBase
11	Victory Advisory Firm	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Success is not the key to Happiness, Happiness is the key to Success.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Kruse Control INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Insightful Partners - US	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Where financial clarity meets strategic growth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Core Performance Cnslt	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Core Performance, a Business Consulting and Financial Advisory firm, is located in Newport Beach, CA.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Procore Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
16	MCE Advisors, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 · Sep 28, 2026 · View company records in RevenueBase
17	Cohen Cohen & Associates	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “We are an accounting and consulting firm, specializing in working with small businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Stevens First Principles Investment Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At Stevens First Principles Investment Advisors (SFP) we believe the client comes first and everything we do is client focused.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Mintgroup	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “MintGroup is a consulting firm focused on developing business solutions for the debt and finance industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	SCA Consulting	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 · Sep 28, 2026 · View company records in RevenueBase
21	Savino Advisory Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Savino Advisory Group has been built from the ground up with a mission to help good, honest people secure their financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Capital Link, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 · Sep 28, 2026 · View company records in RevenueBase
23	Sirvent & Company	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Sirvent & Company provides professional consulting services to privately held, middle-market businesses at a level on par with leading corporate consulting firms at a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Nuvest Ventures LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 · Sep 28, 2026 · View company records in RevenueBase
25	Seven Lakeview	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Boutique small business consulting and financial services” Recorded in the RevenueBase company graph · Sep 28, 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 “business finance consulting 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 50 business finance consulting firms based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and access 75 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Business finance consulting firms based in Newport Beach, United States at a glance

As of Sep 28, 2026

33.5%Verified-email coverage

4.5Average contacts per company

1-10Median size (employees)

Sep 28, 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 50 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 “business finance consulting 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 75 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 September 28, 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.

Business finance consulting 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 “business finance consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many business finance consulting firms are there based in Newport Beach, United States?

RevenueBase identified 50 company matches for business finance consulting firms associated with Newport Beach, United States as of September 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?

Trycera Financial, INC 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 business finance consulting firms?

New York leads the United States with 602 company records, followed by Atlanta (236) and Chicago (220). Newport Beach has 50.

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 75 professional contacts with verified work emails tracked across these 50 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 September 28, 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.