Company lists · Data refreshed September 2026

Top 25 Esop advisors based in Irvine, United States

Name: Esop advisors based in Irvine, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 48 companies tracked

RevenueBase identified 48 esop advisors headquartered in Irvine, United States as of September 2026 and tracks 318 professional contacts across them, including 119 with verified work emails. New York is the largest hub.

This list covers esop advisors 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

48Companies

318Contacts tracked

119Verified emails

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The 25 largest esop advisors based in Irvine, United States

Ranked by team size

Top 25 of 48 esop advisors 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 esop advisors: 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	Skinner Fouch & Olson LLP	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	11-50	44 contacts →
	Partial evidence “Our purpose is to add value to the business of our clientele through transactional specific and organizational business advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
2	Chamberlain Group Financial Services	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	11-50	34 contacts →
	Indirect evidence “Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Source: RevenueBase Database · checked Sep 19, 2026
3	NBB	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “Guiding entrepreneurs through their most significant business milestones.” Source: RevenueBase Database · checked Sep 19, 2026
4	Relational Advisors	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “At Relational Advisors, we're dedicated to redefining the landscape of employee benefits by delivering tailored solutions that address the multifaceted needs of today's dynamic…” Source: RevenueBase Database · checked Sep 19, 2026
5	Sutter Securities, INC	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
6	Salt Creek Partners	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “Salt Creek Partners (SCP) is a full-service M&A advisory firm guiding business leaders in the emerging and middle markets.” Source: RevenueBase Database · checked Sep 19, 2026
7	BML Wealth Management	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning.” Source: RevenueBase Database · checked Sep 19, 2026
8	KPP Financial, Inc.	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial 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
9	Kirklen Investment Group	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “At Kirklen Investment Group, we are committed to excellence, constantly raising the bar to produce winning outcomes for our clients.” Source: RevenueBase Database · checked Sep 19, 2026
10	Peregrine Advisors	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “As experienced M&A advisors, we have a vast network of buyers, access to proprietary opportunities, and a well-rounded understanding of the complexities of each individual…” Source: RevenueBase Database · checked Sep 19, 2026
11	Optimus Advisory Group	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Welcome to Optimus Advisory Group!” Source: RevenueBase Database · checked Sep 19, 2026
12	Kanani Advisory Group	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Kanani Advisory Group started in 1998.” Source: RevenueBase Database · checked Sep 19, 2026
13	Coastal Capital Advisors	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Financial planning & investing designed for tech professionals with equity compensation- We help you make better financial decision around questions like- Should I exercise my…” Source: RevenueBase Database · checked Sep 19, 2026
14	Depaolo & MAY Strategic Wealth	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “At DePaolo & May, we offer bespoke investment management and financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
15	Boustead & Company Limited	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	51-200	2 contacts →
	Indirect evidence “Boustead & Company Limited is a diversified financial services firm headquartered in Irvine, CA with offices in San Francisco, New York, London, and Beijing.” Source: RevenueBase Database · checked Sep 19, 2026
16	Eight Oaks Financial	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
17	Wealthrhino	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 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
18	Raymond Wesley Wealth Management	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Raymond Wesley Wealth Management is an independent financial services firm serving individuals throughout Southern California.” Source: RevenueBase Database · checked Sep 19, 2026
19	Jord Capital Jörð Capital	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Jörd Capital, LLC (Jörd Capital) is an advisory firm, with offices in Manhattan, New York, and Irvine, California.” Source: RevenueBase Database · checked Sep 19, 2026
20	C E F Advisors Group	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “At C\|E\|F Advisors Group we strive to help our clients reach financial independence and determine their goals and objectives for their future.” Source: RevenueBase Database · checked Sep 19, 2026
21	Becker Wealth Management, LLC	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	1 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
22	Wealth Planning Group OC	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	1 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
23	Aliso Advisors	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “We believe that in everything we do for our client, the financial intermediary, we must first serve as a fiduciary to their client, the individual investor.” Source: RevenueBase Database · checked Sep 19, 2026
24	Capto Advisors	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “At Capto Advisors, we focus on providing business valuation and related financial advisory services to private and publicly traded companies.” Source: RevenueBase Database · checked Sep 19, 2026
25	Dalphia Partners	Partial evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “M&A and Strategic Advisory for RIA firms and Wealth Managers” Source: RevenueBase Database · checked Sep 19, 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: esop advisors. 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 esop advisors.
Partial evidence: Its own public description names part of esop advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name esop advisors. 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 48 esop advisors based in Irvine, United States

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Esop advisors based in Irvine, United States at a glance

As of Sep 19, 2026

37.4%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

862.5%Largest-city concentration · New York

Sep 19, 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 Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 48 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 esop advisors, 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 “esop advisors”. 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 esop advisors), 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 esop advisors, 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, 119 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.

Esop advisors 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 esop advisors, 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 esop advisors are there based in Irvine, United States?

RevenueBase identified 48 esop advisors 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?

Skinner Fouch & Olson LLP, headquartered in Irvine, tops this list with the largest team on record.

Which city has the most esop advisors?

New York leads with 414 headquartered companies, followed by Chicago (158) and Atlanta (154).

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 119 verified decision-maker contacts tracked across these 48 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.