Company lists · Data refreshed September 2026

Top 25 Embedded wealth management platforms based in Newport Beach, United States

Name: Embedded wealth management platforms 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 54 companies tracked

RevenueBase identified 54 embedded wealth management platforms headquartered in Newport Beach, United States as of September 2026 and tracks 1,189 professional contacts across them, including 234 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Newport Beach has 54.

This list covers embedded wealth management platforms 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 28, 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 28, 2026 86% judged on-target in blind review

54Companies

1,189Contacts tracked

234Verified emails

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The 25 largest embedded wealth management platforms based in Newport Beach, United States

Ranked by team size

Top 25 of 54 embedded wealth management platforms based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to embedded wealth management platforms: 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	TAX & Financial Group	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	n/a	810 contacts →
	Indirect evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 28, 2026
2	The Bahnsen Group	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	51-200	87 contacts →
	Strong evidence “The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Source: RevenueBase Database · checked Sep 28, 2026
3	Balboa Wealth Partners, INC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Strong evidence “Balboa Wealth Partners provides access to the most unique wealth management platform for distinct advisors and their clients.” Source: RevenueBase Database · checked Sep 28, 2026
4	Hollencrest Capital Management	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Strong evidence “Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.” Source: RevenueBase Database · checked Sep 28, 2026
5	Miramontes Capital	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Source: RevenueBase Database · checked Sep 28, 2026
6	Elevate Financial Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Tax Planning \| Financial Planning \| Investment Planning \| Estate Planning \| In house Hedge Fund \| Independent \| Complex Life Insurance Solutions \| CPA & Tax Attorney in house…” Source: RevenueBase Database · checked Sep 28, 2026
7	Compak Asset Management	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “Compak is an award-winning independent wealth manager providing custom-tailored portfolio and retirement solutions.” Source: RevenueBase Database · checked Sep 28, 2026
8	Tower 68 Financial Advisors	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 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 28, 2026
9	Clarity Capital Partners	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Source: RevenueBase Database · checked Sep 28, 2026
10	The Rand Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
11	Newport Wealth Advisors	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Today's financial seas can be rough.” Source: RevenueBase Database · checked Sep 28, 2026
12	Silveroak Investments	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Source: RevenueBase Database · checked Sep 28, 2026
13	Yosemite Capital Management	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Source: RevenueBase Database · checked Sep 28, 2026
14	Tidecrest Wealth Management, LLC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Anchored in Strategy.” Source: RevenueBase Database · checked Sep 28, 2026
15	Boyer Financial Services	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Rooted in Discipline.” Source: RevenueBase Database · checked Sep 28, 2026
16	Affinity Investment Advisors, LLC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Source: RevenueBase Database · checked Sep 28, 2026
17	Goalry	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “Goalry helps financial experts and their communities thrive.” Source: RevenueBase Database · checked Sep 28, 2026
18	Rodriquez Wealth Management	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Source: RevenueBase Database · checked Sep 28, 2026
19	Wealth Management Solutions, LLC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Preserving Legacy and Wealth for Future Generations.*Disclosures: Wealth Management Solutions is a DBA of Balboa Wealth Partners, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
20	Silverlight Asset Management, LLC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “We are dedicated to providing investment management and strategic wealth planning.” Source: RevenueBase Database · checked Sep 28, 2026
21	Procore Advisors	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Source: RevenueBase Database · checked Sep 28, 2026
22	Legacy Wealth Investment Counsel	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
23	Prattes Wealth Partners	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.” Source: RevenueBase Database · checked Sep 28, 2026
24	Bell & Brown Wealth Advisors	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial 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 28, 2026
25	Fourth Point Wealth	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 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: embedded wealth management platforms. 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 embedded wealth management platforms.
Partial evidence: Its own public description names part of embedded wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name embedded wealth management platforms. 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 54 embedded wealth management platforms based in Newport Beach, United States

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Embedded wealth management platforms based in Newport Beach, United States at a glance

As of Sep 28, 2026

19.7%Verified-email coverage

22.0Average 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 54 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 embedded wealth management platforms, 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 “embedded wealth management platforms”. 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 embedded wealth management platforms), 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 embedded wealth management platforms, 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, 234 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 28, 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.

Embedded wealth management platforms 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 embedded wealth management platforms, 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 embedded wealth management platforms are there based in Newport Beach, United States?

RevenueBase identified 54 embedded wealth management platforms 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?

TAX & Financial Group, headquartered in Newport Beach, tops this list with the largest team on record.

Which city in the United States has the most embedded wealth management platforms?

New York leads the United States with 317 headquartered companies, followed by Chicago (127) and Atlanta (117). Newport Beach has 54.

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 234 verified decision-maker contacts tracked across these 54 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 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 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.