Company lists · Data refreshed September 2026
Top 25 Family office advisors based in Newport Beach, United States
RevenueBase identified 89 company matches for family office advisors associated with Newport Beach, United States as of September 2026 and tracks 1,389 professional contacts across them, including 332 with verified work emails. Across the United States, New York is the largest hub for this category (539 companies); Newport Beach has 89.
This list covers company matches for family office 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.
The 25 largest family office advisors based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 810 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 91 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 | |||||
| 3 | 87 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “Welcome to the Meier Law Firm At the Meier Law Firm, we understand how overwhelming it can feel to plan for life’s “what-ifs” or navigate the challenges of losing a loved one.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 18 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 17 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 | |||||
| 7 | 16 contacts → | ||||
Exact match “Surlamer Investments is a private wealth management firm that invests in private companies, real estate and publicly traded securities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “Tax Planning | Financial Planning | Investment Planning | Estate Planning | In house Hedge Fund | Independent | Complex Life Insurance Solutions | CPA & Tax Attorney in house…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “While money may not buy happiness, it certainly buys security and stability.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 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 20, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 10 contacts → | ||||
Exact match “Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 9 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Spectrum Asset Management is an independent registered investment adviser based in Newport Beach, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Today's financial seas can be rough.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “PrideCo Capital Management is an established single-family office with locations in- Oakland, CA - Newport Beach, CA - Minneapolis, MN Founded in 2005, PrideCo was formed to serve…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 6 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Anchored in Strategy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Rooted in Discipline.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “At every stage in our adult life, there is need for a financial plan.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 5 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Flatrock Wealth Partners was started by two 25-year veterans of the institutional investing ecosystem who sought to create a comprehensive wealth management solution for their own…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Founded in 1978, Investors Trust is a privately held real estate investment and asset management firm located in Newport Beach, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 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 20, 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 “family office advisors”. 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 89 family office advisors based in Newport Beach, United States
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Family office advisors based in Newport Beach, United States at a glance
As of Sep 20, 2026Companies by employee count
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 89 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 “family office 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 332 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.
Family office advisors by metro in the United States
- Family office advisors in New York539
- Family office advisors in Dallas227
- Family office advisors in Atlanta219
- Family office advisors in Houston200
- Family office advisors in Chicago198
- Family office advisors in Miami187
- Family office advisors in San Diego171
- Family office advisors in Austin162
- Family office advisors in San Francisco147
- Family office advisors in Boston144
- Family office advisors in Scottsdale138
- Family office advisors in Charlotte133
- Family office advisors in Denver132
- Family office advisors in Los Angeles128
- Family office advisors in Tampa107
- Family office advisors in Cincinnati96
- Family office advisors in Portland88
- Family office advisors in Seattle83
- Family office advisors in Indianapolis81
- Family office advisors in Boca Raton79
- Family office advisors in Irvine79
- Family office advisors in Minneapolis76
- Family office advisors in Overland Park73
- Family office advisors in Raleigh73
- Family office advisors in Phoenix71
- Family office advisors in Bellevue68
- Family office advisors in Birmingham68
- Family office advisors in Fort Worth67
- Family office advisors in Columbus66
- Family office advisors in Omaha63
- Family office advisors in Pittsburgh63
- Family office advisors in San Antonio62
- Family office advisors in Columbia60
- Family office advisors in Grand Rapids60
- Family office advisors in Rochester60
- Family office advisors in St. Louis60
- Family office advisors in Salt Lake City57
- Family office advisors in Greenville56
- Family office advisors in Las Vegas55
- Family office advisors in Sarasota55
- Family office advisors in Washington55
- Family office advisors in Louisville54
- Family office advisors in Richmond53
- Family office advisors in Wilmington53
- Family office advisors in Madison52
- Family office advisors in Orlando52
- Family office advisors in Naples51
- Family office advisors in Nashville51
- Family office advisors in Greenwood Village49
- Family office advisors in Pasadena49
- Family office advisors in Colorado Springs48
- Family office advisors in Coral Gables48
- Family office advisors in Jacksonville48
- Family office advisors in Cleveland47
- Family office advisors in Fort Lauderdale47
- Family office advisors in Memphis47
- Family office advisors in Walnut Creek46
- Family office advisors in Plano45
- Family office advisors in Tulsa44
- Family office advisors in Springfield43
- Family office advisors in Troy43
- Family office advisors in Lexington40
- Family office advisors in Philadelphia38
- Family office advisors in Charleston37
- Family office advisors in Alpharetta36
- Family office advisors in Beverly Hills36
- Family office advisors in Frisco36
- Family office advisors in Oklahoma City36
- Family office advisors in Baton Rouge35
- Family office advisors in Mclean34
- Family office advisors in Melville34
- Family office advisors in Buffalo33
- Family office advisors in Franklin33
- Family office advisors in Lake Oswego33
- Family office advisors in Santa Barbara33
- Family office advisors in The Woodlands33
- Family office advisors in Westlake Village33
- Family office advisors in Knoxville32
- Family office advisors in Brentwood31
- Family office advisors in Greensboro31
- Family office advisors in San Jose31
- Family office advisors in Tucson31
- Family office advisors in Boulder30
- Family office advisors in Fort Wayne30
- Family office advisors in Bethesda29
- Family office advisors in Kansas City29
- Family office advisors in Lafayette29
- Family office advisors in Annapolis28
- Family office advisors in Englewood28
- Family office advisors in West Chester28
- Family office advisors in Woodbury28
- Family office advisors in Bloomington27
- Family office advisors in Fort Collins27
- Family office advisors in Lincoln27
- Family office advisors in Little Rock27
- Family office advisors in Red Bank27
- Family office advisors in Roseville27
- Family office advisors in Virginia Beach27
- Family office advisors in Wayne27
- Family office advisors in West Des Moines27
- Family office advisors in Chattanooga26
- Family office advisors in Princeton26
- Family office advisors in Reston26
- Family office advisors in Westport26
- Family office advisors in Albany25
- Family office advisors in Jackson25
- Family office advisors in Naperville25
- Family office advisors in Reno25
- Family office advisors in West Palm Beach25
- Family office advisors in Wichita25
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 “family office advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office advisors are there based in Newport Beach, United States?
RevenueBase identified 89 company matches for family office 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?
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 family office advisors?
New York leads the United States with 539 company records, followed by Dallas (227) and Atlanta (219). Newport Beach has 89.
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 332 professional contacts with verified work emails tracked across these 89 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 89 family office advisors based in Newport Beach, United States. Start with a free account, no credit card.
Download this list →Related lists
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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.
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Company intelligence · public preview
Top 25 family office advisors based in Newport Beach, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 89 matching company records for family office advisors based in Newport Beach, United States, with 1,389 tracked contacts and 332 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office advisors based in Newport Beach, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  TAX & Financial Grouptfgroup.comHQ: Newport Beach, CA, United StatesReported employees: Not recorded | Newport Beach, CA, United States | Not recorded | Exact match | 810 contacts → |
“Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Canterbury Consultingcanterburyconsulting.comHQ: Newport Beach, CA, United StatesReported employees: 51-200 | Newport Beach, CA, United States | 51-200 | Exact match | 91 contacts → |
“Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  The Bahnsen Groupthebahnsengroup.comHQ: Newport Beach, CA, United StatesReported employees: 51-200 | Newport Beach, CA, United States | 51-200 | Exact match | 87 contacts → |
“The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Meier LAW Firmmeierfirm.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 20 contacts → |
“Welcome to the Meier Law Firm At the Meier Law Firm, we understand how overwhelming it can feel to plan for life’s “what-ifs” or navigate the challenges of losing a loved one.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Hollencrest Capital Managementhollencrest.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 18 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Miramontes Capitalmiramontescapital.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 17 contacts → |
“For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Surlamer Investmentssurlamer.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 16 contacts → |
“Surlamer Investments is a private wealth management firm that invests in private companies, real estate and publicly traded securities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Elevate Financial Partnerselevatefinsvcs.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 15 contacts → |
“Tax Planning | Financial Planning | Investment Planning | Estate Planning | In house Hedge Fund | Independent | Complex Life Insurance Solutions | CPA & Tax Attorney in house…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Spinnaker Investment Group, LLCspinninvest.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 12 contacts → |
“While money may not buy happiness, it certainly buys security and stability.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Tower 68 Financial Advisorstower68.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 11 contacts → |
“Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Tarbox Family Office, INCtarbox.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 |  Clarity Capital Partnersclaritycapitalllc.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 10 contacts → |
“Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  The Rand Grouptrg-advisors.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 9 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Spectrum Asset Managementmyspectrum.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 8 contacts → |
“Spectrum Asset Management is an independent registered investment adviser based in Newport Beach, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Newport Wealth Advisorsnewportwealthadvisors.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 7 contacts → |
“Today's financial seas can be rough.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Prideco Capitalprideco.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 7 contacts → |
“PrideCo Capital Management is an established single-family office with locations in- Oakland, CA - Newport Beach, CA - Minneapolis, MN Founded in 2005, PrideCo was formed to serve…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Silveroak Investmentssilveroakinvestments.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 7 contacts → |
“SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Yosemite Capital Managementyosemitecapital.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Tidecrest Wealth Management, LLCtidecrestwm.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“Anchored in Strategy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Boyer Financial Servicesboyerfs.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“Rooted in Discipline.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Havaplan Financialhavaplanfinancial.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“At every stage in our adult life, there is need for a financial plan.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Rodriquez Wealth Managementrodriquezwm.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 5 contacts → |
“At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Flatrock Wealth Partnersflatrockwealth.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 5 contacts → |
“Flatrock Wealth Partners was started by two 25-year veterans of the institutional investing ecosystem who sought to create a comprehensive wealth management solution for their own…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Investors Trustinvestorstrust.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 4 contacts → |
“Founded in 1978, Investors Trust is a privately held real estate investment and asset management firm located in Newport Beach, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Integrity Wealth Management, Newport Beachintegrityiwm.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 89 company matches
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Family office advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
89 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 89 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office advisors by metro in the United States
- Family office advisors in New York539
- Family office advisors in Dallas227
- Family office advisors in Atlanta219
- Family office advisors in Houston200
- Family office advisors in Chicago198
- Family office advisors in Miami187
- Family office advisors in San Diego171
- Family office advisors in Austin162
- Family office advisors in San Francisco147
- Family office advisors in Boston144
- Family office advisors in Scottsdale138
- Family office advisors in Charlotte133
- Family office advisors in Denver132
- Family office advisors in Los Angeles128
- Family office advisors in Tampa107
- Family office advisors in Cincinnati96
- Family office advisors in Portland88
- Family office advisors in Seattle83
- Family office advisors in Indianapolis81
- Family office advisors in Boca Raton79
- Family office advisors in Irvine79
- Family office advisors in Minneapolis76
- Family office advisors in Overland Park73
- Family office advisors in Raleigh73
- Family office advisors in Phoenix71
- Family office advisors in Bellevue68
- Family office advisors in Birmingham68
- Family office advisors in Fort Worth67
- Family office advisors in Columbus66
- Family office advisors in Omaha63
- Family office advisors in Pittsburgh63
- Family office advisors in San Antonio62
- Family office advisors in Columbia60
- Family office advisors in Grand Rapids60
- Family office advisors in Rochester60
- Family office advisors in St. Louis60
- Family office advisors in Salt Lake City57
- Family office advisors in Greenville56
- Family office advisors in Las Vegas55
- Family office advisors in Sarasota55
- Family office advisors in Washington55
- Family office advisors in Louisville54
- Family office advisors in Richmond53
- Family office advisors in Wilmington53
- Family office advisors in Madison52
- Family office advisors in Orlando52
- Family office advisors in Naples51
- Family office advisors in Nashville51
- Family office advisors in Greenwood Village49
- Family office advisors in Pasadena49
- Family office advisors in Colorado Springs48
- Family office advisors in Coral Gables48
- Family office advisors in Jacksonville48
- Family office advisors in Cleveland47
- Family office advisors in Fort Lauderdale47
- Family office advisors in Memphis47
- Family office advisors in Walnut Creek46
- Family office advisors in Plano45
- Family office advisors in Tulsa44
- Family office advisors in Springfield43
- Family office advisors in Troy43
- Family office advisors in Lexington40
- Family office advisors in Philadelphia38
- Family office advisors in Charleston37
- Family office advisors in Alpharetta36
- Family office advisors in Beverly Hills36
- Family office advisors in Frisco36
- Family office advisors in Oklahoma City36
- Family office advisors in Baton Rouge35
- Family office advisors in Mclean34
- Family office advisors in Melville34
- Family office advisors in Buffalo33
- Family office advisors in Franklin33
- Family office advisors in Lake Oswego33
- Family office advisors in Santa Barbara33
- Family office advisors in The Woodlands33
- Family office advisors in Westlake Village33
- Family office advisors in Knoxville32
- Family office advisors in Brentwood31
- Family office advisors in Greensboro31
- Family office advisors in San Jose31
- Family office advisors in Tucson31
- Family office advisors in Boulder30
- Family office advisors in Fort Wayne30
- Family office advisors in Bethesda29
- Family office advisors in Kansas City29
- Family office advisors in Lafayette29
- Family office advisors in Annapolis28
- Family office advisors in Englewood28
- Family office advisors in West Chester28
- Family office advisors in Woodbury28
- Family office advisors in Bloomington27
- Family office advisors in Fort Collins27
- Family office advisors in Lincoln27
- Family office advisors in Little Rock27
- Family office advisors in Red Bank27
- Family office advisors in Roseville27
- Family office advisors in Virginia Beach27
- Family office advisors in Wayne27
- Family office advisors in West Des Moines27
- Family office advisors in Chattanooga26
- Family office advisors in Princeton26
- Family office advisors in Reston26
- Family office advisors in Westport26
- Family office advisors in Albany25
- Family office advisors in Jackson25
- Family office advisors in Naperville25
- Family office advisors in Reno25
- Family office advisors in West Palm Beach25
- Family office advisors in Wichita25
Questions about this company list
What does Exact match mean for family office advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office advisors did RevenueBase find based in Newport Beach, United States?
The saved snapshot records 89 matching company records, 1,389 tracked contacts and 332 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office advisors by geography
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
- Family office advisors based in Sydney, Australia
- Family office advisors based in Belo Horizonte, Brazil
- Family office advisors based in Curitiba, Brazil
- Family office advisors based in Porto Alegre, Brazil
- Family office advisors based in Rio De Janeiro, Brazil
- Family office advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 family office advisors based in Newport Beach, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-advisors/united-states/newport-beach.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
Company intelligence · public preview
Top 25 family office advisors based in Newport Beach, United States
RevenueBase records 89 matching company records for family office advisors based in Newport Beach, United States, with 1,389 tracked contacts and 332 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office advisors based in Newport Beach, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | TAX & Financial Grouptfgroup.com HQ: Newport Beach, CA, United StatesReported employees: Not recorded | Newport Beach, CA, United States | Not recorded | Exact match | 810 contacts → |
“Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Canterbury Consultingcanterburyconsulting.com HQ: Newport Beach, CA, United StatesReported employees: 51-200 | Newport Beach, CA, United States | 51-200 | Exact match | 91 contacts → |
“Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The Bahnsen Groupthebahnsengroup.com HQ: Newport Beach, CA, United StatesReported employees: 51-200 | Newport Beach, CA, United States | 51-200 | Exact match | 87 contacts → |
“The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Meier LAW Firmmeierfirm.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 20 contacts → |
“Welcome to the Meier Law Firm At the Meier Law Firm, we understand how overwhelming it can feel to plan for life’s “what-ifs” or navigate the challenges of losing a loved one.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Hollencrest Capital Managementhollencrest.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 18 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Miramontes Capitalmiramontescapital.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 17 contacts → |
“For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Surlamer Investmentssurlamer.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 16 contacts → |
“Surlamer Investments is a private wealth management firm that invests in private companies, real estate and publicly traded securities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Elevate Financial Partnerselevatefinsvcs.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 15 contacts → |
“Tax Planning | Financial Planning | Investment Planning | Estate Planning | In house Hedge Fund | Independent | Complex Life Insurance Solutions | CPA & Tax Attorney in house…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Spinnaker Investment Group, LLCspinninvest.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 12 contacts → |
“While money may not buy happiness, it certainly buys security and stability.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Tower 68 Financial Advisorstower68.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 11 contacts → |
“Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tarbox Family Office, INCtarbox.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | Clarity Capital Partnersclaritycapitalllc.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 10 contacts → |
“Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | The Rand Grouptrg-advisors.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 9 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Spectrum Asset Managementmyspectrum.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 8 contacts → |
“Spectrum Asset Management is an independent registered investment adviser based in Newport Beach, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Newport Wealth Advisorsnewportwealthadvisors.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 7 contacts → |
“Today's financial seas can be rough.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Prideco Capitalprideco.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 7 contacts → |
“PrideCo Capital Management is an established single-family office with locations in- Oakland, CA - Newport Beach, CA - Minneapolis, MN Founded in 2005, PrideCo was formed to serve…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Silveroak Investmentssilveroakinvestments.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 7 contacts → |
“SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Yosemite Capital Managementyosemitecapital.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tidecrest Wealth Management, LLCtidecrestwm.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“Anchored in Strategy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Boyer Financial Servicesboyerfs.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“Rooted in Discipline.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Havaplan Financialhavaplanfinancial.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“At every stage in our adult life, there is need for a financial plan.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rodriquez Wealth Managementrodriquezwm.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 5 contacts → |
“At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Flatrock Wealth Partnersflatrockwealth.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 5 contacts → |
“Flatrock Wealth Partners was started by two 25-year veterans of the institutional investing ecosystem who sought to create a comprehensive wealth management solution for their own…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Investors Trustinvestorstrust.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 4 contacts → |
“Founded in 1978, Investors Trust is a privately held real estate investment and asset management firm located in Newport Beach, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Integrity Wealth Management, Newport Beachintegrityiwm.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 89 company matches
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Family office advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
89 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 89 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office advisors by metro in the United States
- Family office advisors in New York539
- Family office advisors in Dallas227
- Family office advisors in Atlanta219
- Family office advisors in Houston200
- Family office advisors in Chicago198
- Family office advisors in Miami187
- Family office advisors in San Diego171
- Family office advisors in Austin162
- Family office advisors in San Francisco147
- Family office advisors in Boston144
- Family office advisors in Scottsdale138
- Family office advisors in Charlotte133
- Family office advisors in Denver132
- Family office advisors in Los Angeles128
- Family office advisors in Tampa107
- Family office advisors in Cincinnati96
- Family office advisors in Portland88
- Family office advisors in Seattle83
- Family office advisors in Indianapolis81
- Family office advisors in Boca Raton79
- Family office advisors in Irvine79
- Family office advisors in Minneapolis76
- Family office advisors in Overland Park73
- Family office advisors in Raleigh73
- Family office advisors in Phoenix71
- Family office advisors in Bellevue68
- Family office advisors in Birmingham68
- Family office advisors in Fort Worth67
- Family office advisors in Columbus66
- Family office advisors in Omaha63
- Family office advisors in Pittsburgh63
- Family office advisors in San Antonio62
- Family office advisors in Columbia60
- Family office advisors in Grand Rapids60
- Family office advisors in Rochester60
- Family office advisors in St. Louis60
- Family office advisors in Salt Lake City57
- Family office advisors in Greenville56
- Family office advisors in Las Vegas55
- Family office advisors in Sarasota55
- Family office advisors in Washington55
- Family office advisors in Louisville54
- Family office advisors in Richmond53
- Family office advisors in Wilmington53
- Family office advisors in Madison52
- Family office advisors in Orlando52
- Family office advisors in Naples51
- Family office advisors in Nashville51
- Family office advisors in Greenwood Village49
- Family office advisors in Pasadena49
- Family office advisors in Colorado Springs48
- Family office advisors in Coral Gables48
- Family office advisors in Jacksonville48
- Family office advisors in Cleveland47
- Family office advisors in Fort Lauderdale47
- Family office advisors in Memphis47
- Family office advisors in Walnut Creek46
- Family office advisors in Plano45
- Family office advisors in Tulsa44
- Family office advisors in Springfield43
- Family office advisors in Troy43
- Family office advisors in Lexington40
- Family office advisors in Philadelphia38
- Family office advisors in Charleston37
- Family office advisors in Alpharetta36
- Family office advisors in Beverly Hills36
- Family office advisors in Frisco36
- Family office advisors in Oklahoma City36
- Family office advisors in Baton Rouge35
- Family office advisors in Mclean34
- Family office advisors in Melville34
- Family office advisors in Buffalo33
- Family office advisors in Franklin33
- Family office advisors in Lake Oswego33
- Family office advisors in Santa Barbara33
- Family office advisors in The Woodlands33
- Family office advisors in Westlake Village33
- Family office advisors in Knoxville32
- Family office advisors in Brentwood31
- Family office advisors in Greensboro31
- Family office advisors in San Jose31
- Family office advisors in Tucson31
- Family office advisors in Boulder30
- Family office advisors in Fort Wayne30
- Family office advisors in Bethesda29
- Family office advisors in Kansas City29
- Family office advisors in Lafayette29
- Family office advisors in Annapolis28
- Family office advisors in Englewood28
- Family office advisors in West Chester28
- Family office advisors in Woodbury28
- Family office advisors in Bloomington27
- Family office advisors in Fort Collins27
- Family office advisors in Lincoln27
- Family office advisors in Little Rock27
- Family office advisors in Red Bank27
- Family office advisors in Roseville27
- Family office advisors in Virginia Beach27
- Family office advisors in Wayne27
- Family office advisors in West Des Moines27
- Family office advisors in Chattanooga26
- Family office advisors in Princeton26
- Family office advisors in Reston26
- Family office advisors in Westport26
- Family office advisors in Albany25
- Family office advisors in Jackson25
- Family office advisors in Naperville25
- Family office advisors in Reno25
- Family office advisors in West Palm Beach25
- Family office advisors in Wichita25
Questions about this company list
What does Exact match mean for family office advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office advisors did RevenueBase find based in Newport Beach, United States?
The saved snapshot records 89 matching company records, 1,389 tracked contacts and 332 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office advisors by geography
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
- Family office advisors based in Sydney, Australia
- Family office advisors based in Belo Horizonte, Brazil
- Family office advisors based in Curitiba, Brazil
- Family office advisors based in Porto Alegre, Brazil
- Family office advisors based in Rio De Janeiro, Brazil
- Family office advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 family office advisors based in Newport Beach, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-advisors/united-states/newport-beach.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia