Company lists · Data refreshed September 2026
Top 25 Family office firms based in Newport Beach, United States
RevenueBase identified 74 family office firms headquartered in Newport Beach, United States as of September 2026 and tracks 1,242 professional contacts across them, including 264 with verified work emails. New York is the largest hub.
This list covers family office firms headquartered in Newport Beach, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 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.
The 25 largest family office firms based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 810 contacts → | ||||
Indirect evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 87 contacts → | ||||
Indirect evidence “The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 18 contacts → | ||||
Indirect evidence “Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 17 contacts → | ||||
Partial evidence “For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 contacts → | ||||
Indirect evidence “Surlamer Investments is a private wealth management firm that invests in private companies, real estate and publicly traded securities.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 15 contacts → | ||||
Indirect evidence “Tax Planning | Financial Planning | Investment Planning | Estate Planning | In house Hedge Fund | Independent | Complex Life Insurance Solutions | CPA & Tax Attorney in house…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Indirect evidence “While money may not buy happiness, it certainly buys security and stability.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 contacts → | ||||
Indirect evidence “Compak is an award-winning independent wealth manager providing custom-tailored portfolio and retirement solutions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Indirect evidence “Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10 contacts → | ||||
Partial evidence “Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Indirect evidence “Whether you aspire to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Indirect evidence “SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Indirect evidence “At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Indirect evidence “Anchored in Strategy.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “Rooted in Discipline.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence “At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Strong evidence “River Valley Holdings, LLC is a California-based family office representing the interests of three generations.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Indirect evidence “Founded in 1978, Investors Trust is a privately held real estate investment and asset management firm located in Newport Beach, California.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Indirect evidence “Preserving Legacy and Wealth for Future Generations.*Disclosures: Wealth Management Solutions is a DBA of Balboa Wealth Partners, Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence “We are dedicated to providing investment management and strategic wealth planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Indirect evidence “At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Partial evidence “Howard & Annie Foster Freedland formed HARPER | FOSTER to provide informed stewardship for the Harper & Foster family trusts which form Annie's inheritance and legacy from her…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: family office firms. 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 family office firms.
- Partial evidence
- Its own public description names part of family office firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office firms. 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 74 family office firms based in Newport Beach, United States
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Family office firms based in Newport Beach, United States at a glance
As of Sep 19, 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 74 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 family office firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Newport Beach, United States whose own description of what they do matches “family office firms”. 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 family office firms), 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 family office firms, and records with no verified work email. Companies headquartered outside Newport Beach are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 264 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.
Family office firms by metro in the United States
- Family office firms in New York493
- Family office firms in Dallas195
- Family office firms in Chicago188
- Family office firms in Atlanta176
- Family office firms in Houston167
- Family office firms in Miami164
- Family office firms in San Diego145
- Family office firms in San Francisco135
- Family office firms in Boston130
- Family office firms in Austin120
- Family office firms in Los Angeles114
- Family office firms in Scottsdale110
- Family office firms in Denver109
- Family office firms in Charlotte106
- Family office firms in Tampa77
- Family office firms in Newport Beach74
- Family office firms in Irvine72
- Family office firms in Seattle72
- Family office firms in Cincinnati70
- Family office firms in Portland68
- Family office firms in Indianapolis63
- Family office firms in Boca Raton62
- Family office firms in Overland Park58
- Family office firms in Phoenix57
- Family office firms in Minneapolis56
- Family office firms in Pittsburgh56
- Family office firms in Raleigh55
- Family office firms in Columbus54
- Family office firms in Birmingham51
- Family office firms in Fort Worth51
- Family office firms in Bellevue50
- Family office firms in Las Vegas48
- Family office firms in San Antonio46
- Family office firms in Madison45
- Family office firms in Naples45
- Family office firms in Salt Lake City45
- Family office firms in Washington45
- Family office firms in Columbia44
- Family office firms in Omaha44
- Family office firms in Richmond44
- Family office firms in Sarasota44
- Family office firms in Wilmington43
- Family office firms in Grand Rapids42
- Family office firms in Memphis42
- Family office firms in Rochester42
- Family office firms in Cleveland41
- Family office firms in Greenville40
- Family office firms in Nashville40
- Family office firms in Orlando40
- Family office firms in Coral Gables39
- Family office firms in Louisville38
- Family office firms in Fort Lauderdale37
- Family office firms in Jacksonville37
- Family office firms in Pasadena37
- Family office firms in Greenwood Village36
- Family office firms in Walnut Creek36
- Family office firms in Charleston35
- Family office firms in Colorado Springs33
- Family office firms in Lexington33
- Family office firms in Santa Barbara33
- Family office firms in Springfield32
- Family office firms in Tulsa32
- Family office firms in Baton Rouge31
- Family office firms in Beverly Hills31
- Family office firms in Plano31
- Family office firms in Philadelphia30
- Family office firms in St Louis29
- Family office firms in The Woodlands28
- Family office firms in Westlake Village28
- Family office firms in Frisco27
- Family office firms in Greensboro27
- Family office firms in Lake Oswego27
- Family office firms in Mclean27
- Family office firms in Troy27
- Family office firms in Alpharetta26
- Family office firms in Bethesda26
- Family office firms in Melville26
- Family office firms in Oklahoma City26
- Family office firms in St. Louis26
- Family office firms in West Des Moines25
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 family office firms, 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 family office firms are there based in Newport Beach, United States?
RevenueBase identified 74 family office firms headquartered in Newport Beach, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
TAX & Financial Group, headquartered in Newport Beach, tops this list with the largest team on record.
Which city has the most family office firms?
New York leads with 493 headquartered companies, followed by Dallas (195) and Chicago (188).
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 264 verified decision-maker contacts tracked across these 74 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.
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