Company lists · Data refreshed October 2026

Top 22 Digital wealth management firms based in Newport Beach, United States

Name: Digital wealth management 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 Oct 11, 2026 43 companies tracked

RevenueBase identified 43 company matches for digital wealth management firms associated with Newport Beach, United States as of October 2026 and tracks 1,161 professional contacts across them, including 216 with verified work emails. Across the United States, New York is the largest hub for this category (232 companies); Newport Beach has 43.

This list covers company matches for digital wealth management 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 11, 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 Oct 11, 2026 How this list was built

43Companies

1,161Contacts tracked

216Verified emails

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The 22 largest digital wealth management firms based in Newport Beach, United States

Ranked by team size

Top 22 of 43 company matches for digital wealth management firms based in Newport Beach, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 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	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	n/a	824 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	The Bahnsen Group	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	51-200	102 contacts →
	Exact match “The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Balboa Wealth Partners, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	11-50	25 contacts →
	Exact match “Balboa Wealth Partners provides access to the most unique wealth management platform for distinct advisors and their clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Compak Asset Management	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	11-50	16 contacts →
	Exact match “Compak is an award-winning independent wealth manager providing custom-tailored portfolio and retirement solutions.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Hollencrest Capital Management	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	11-50	16 contacts →
	Exact match “Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Tower 68 Financial Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	12 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 · Oct 11, 2026 · View company records in RevenueBase
7	Tarbox Family Office, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	The Rand Group	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	10 contacts →
	Exact match “Whether you aspire to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Newport Wealth Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	7 contacts →
	Exact match “Today's financial seas can be rough.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	WING	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	11-50	7 contacts →
	Exact match “Wing (SEC-RIA) is building financial superintelligence to deliver personalized financial planning and advice at population scale.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Boyer Financial Services	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “Rooted in Discipline.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Rodriquez Wealth Management	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Yosemite Capital Management	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Legacy Wealth Investment Counsel	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Prattes Wealth Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Silverlight Asset Management, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “We are dedicated to providing investment management and strategic wealth planning.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Bell & Brown Wealth Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Fourth Point Wealth	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Fourth Point Wealth works with families and organizations with big goals to clarify their "why" and learn the "how" in their investment plans to eliminate confusion, build…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Procore Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	2 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 · Oct 11, 2026 · View company records in RevenueBase
20	Sedai Wealth Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “Financial Planning and Investment Management Firm” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Planned	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “Traditional financial planners often come with high fees and are reserved for those with significant assets.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	Treussard Capital Management	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “Your Wealth.” Recorded in the RevenueBase company graph · Oct 11, 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 “digital wealth management 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 22 of 43 digital wealth management firms based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and access 216 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Digital wealth management firms based in Newport Beach, United States at a glance

As of Oct 11, 2026

18.6%Verified-email coverage

27.0Average contacts per company

1-10Median size (employees)

Oct 11, 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 43 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 “digital wealth management 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 216 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 11, 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.

Digital wealth management 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 “digital wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth management firms are there based in Newport Beach, United States?

RevenueBase identified 43 company matches for digital wealth management 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?

TAX & Financial Group 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 digital wealth management firms?

New York leads the United States with 232 company records, followed by Atlanta (93) and San Francisco (93). Newport Beach has 43.

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 216 professional contacts with verified work emails tracked across these 43 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 11, 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.