Company lists · Data refreshed September 2026

Top 25 Esop advisors based in Newport Beach, United States

RevenueBase identified 56 company matches for esop advisors associated with Newport Beach, United States as of September 2026 and tracks 806 professional contacts across them, including 460 with verified work emails. Across the United States, New York is the largest hub for this category (414 companies); Newport Beach has 56.

This list covers company matches for esop advisors 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 20, 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 20, 2026 How this list was built
56Companies
806Contacts tracked
460Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest esop advisors based in Newport Beach, United States

Ranked by team size
Top 25 of 56 company matches for esop advisors based in Newport Beach, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 2026201-500258 contacts →

Exact match

“SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $270 billion in assets, representing more than 2,500…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 202651-200173 contacts →

Exact match

“Harvey & Company is a leading buyside acquisition search and advisory firm that has been involved in over 1,200 transactions, including 151 in 2025.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 202651-20091 contacts →

Exact match

“Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 2026n/a37 contacts →

Exact match

“Founded in 2004, Trycera Financial, Inc.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 202611-5027 contacts →

Exact match

“National Franchise Sales (NFS) is a premier brokerage and M&A advisory firm specializing in the resale and acquisition of franchised businesses, with a strong focus in the…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 202611-5017 contacts →

Exact match

“For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 202651-20017 contacts →

Exact match

“Bluerock Capital Markets, LLC serves as the managing broker dealer for Bluerock, LLC and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 202611-5013 contacts →

Exact match

“Headquartered in Newport Beach, California’s Financial Circle, Encore AMC Partners (EAMC) is a Mergers & Acquisitions advisory firm which combines creativity and forward thinking…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 202611-5013 contacts →

Exact match

“Tremila Advisory Group is a premier buy-side acquisition search and advisory firm headquartered in Newport Beach.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 20261-1013 contacts →

Exact match

“Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 202611-5010 contacts →

Exact match

“Carmack Insurance is a professional Insurance and Risk Management Advisor founded in 1925.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 202611-5010 contacts →

Exact match

“We provide broker and consulting services for large group benefit plans.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 20261-109 contacts →

Exact match

“PlanPerfect, Inc.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 20261-108 contacts →

Exact match

“We are Registered Financial Consultants and Independent Fiduciary Advisors.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 202611-506 contacts →

Exact match

“Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“Fiduciary Advisors, LLC supports employers with investment advisory services (as a fiduciary), participant guidance and education, plan design consulting, provider…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 20261-104 contacts →

Exact match

“Investment Banking, Financial Advisory, and Management Advisory Services based out of Newport Beach Securities are offered through Finalis Securities LLC Member FINRA / SIPC.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 20261-104 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 20, 2026 · View company records in RevenueBase
19Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 20261-103 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 20, 2026 · View company records in RevenueBase
20Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Mergers & acquisitions and business advisory services to CEOs, Presidents and business owners of small and mid-sized companies with 1-200 employees.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 20261-103 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 · Sep 20, 2026 · View company records in RevenueBase
22Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 20261-102 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 20, 2026 · View company records in RevenueBase
23Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 20261-102 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 20, 2026 · View company records in RevenueBase
24Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 202611-501 contacts →

Exact match

“G Financial started in 2019 advising clients on complex finance, and accounting issues.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchNewport Beach, CA, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Onitus Capital, LLC born in the OC is a registered investment adviser specializing in wealth management, employee benefits & company retirement plans.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 56 esop advisors based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and access 460 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Esop advisors based in Newport Beach, United States at a glance

As of Sep 20, 2026
57.1%Verified-email coverage
14.4Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
14
51-200
3
201-500
1

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 56 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 “esop advisors” 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 460 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 20, 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.

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 “esop advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many esop advisors are there based in Newport Beach, United States?

RevenueBase identified 56 company matches for esop advisors 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?

Sageview Advisory 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 esop advisors?

New York leads the United States with 414 company records, followed by Chicago (158) and Atlanta (154). Newport Beach has 56.

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 460 professional contacts with verified work emails tracked across these 56 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 56 esop advisors based in Newport Beach, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.