Company lists · Data refreshed September 2026

Top 22 Family office law firms based in Newport Beach, United States

Name: Family office law firms based in Newport Beach, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 51 companies tracked

RevenueBase identified 51 company matches for family office law firms associated with Newport Beach, United States as of September 2026 and tracks 200 professional contacts across them, including 100 with verified work emails. Across the United States, New York is the largest hub for this category (446 companies); Newport Beach has 51.

This list covers company matches for family office law firms 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 28, 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 28, 2026 How this list was built

51Companies

200Contacts tracked

100Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 22 largest family office law firms based in Newport Beach, United States

Ranked by team size

Top 22 of 51 company matches for family office law firms based in Newport Beach, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Capata	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match “CAPATA is a full service accounting firm in Orange County, California.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Meier LAW Firm	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
3	Hollencrest Capital Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
4	Elevate Financial Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
5	Clarity Capital Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
6	LAW Office Of Susan A. Katzen	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “The Law Office of Susan A.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Prideco Capital	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
8	Tidecrest Wealth Management, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Anchored in Strategy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Rodriquez Wealth Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
10	MAX Alavi, Attorney At Law, APC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “We are a boutique law firm focusing on Probate, Estate and Trust Litigation, Estate Planning and Probate and Trust Administration with multiple locations across Southern…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	River Valley Holdings, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “River Valley Holdings, LLC is a California-based family office representing the interests of three generations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Soto LAW Group APC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “At The Soto Law Group, we understand and serve the needs of our clients in all stages of life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Procore Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Harper Foster Family Office	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Legacy Wealth Investment Counsel	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Brennan LAW	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Brennan Law focuses on individual and family estate planning throughout the Orange County Area.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Jeffrey M. Verdon LAW Group, LLP	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Maintaining our clients’ assets and legacies has been our focus for more than 30 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Gundersen & Gundersen LLP	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “We believe every client is unique, and we provide customized estate plans, business-succession plans, and intellectual-property counseling to meet each client's needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Fairway Capital Advisors, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “We formed a private wealth management consulting practice, primarily for a select group of successful families, who among other things want to secure their family investment…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Finn Legal Group, APC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “At Finn Legal Group, we protect your hard earned assets, put a plan in place to protect your legacy, support you through trust administration and probate, and help plan your…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Aionios Capital Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “We are an advisory firm that focuses on managing family offices/UHNW clients applying institutional investment approaches for individuals in private markets, non-traditional asset…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Lockerman Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “We offer fee-based wealth advisory services.” Recorded in the RevenueBase company graph · Sep 28, 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 law firms”. 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 22 of 51 family office law firms based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and access 100 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Family office law firms based in Newport Beach, United States at a glance

As of Sep 28, 2026

50.0%Verified-email coverage

3.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

1,001-5,000

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 51 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 law firms” 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 100 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 28, 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 law firms by metro in the United States

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 law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office law firms are there based in Newport Beach, United States?

RevenueBase identified 51 company matches for family office law firms 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?

Capata 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 law firms?

New York leads the United States with 446 company records, followed by Houston (172) and Chicago (169). Newport Beach has 51.

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 100 professional contacts with verified work emails tracked across these 51 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 51 family office law firms based in Newport Beach, United States. Start with a free account, no credit card.

Download this list →

Related lists

Family office law firms by geography

Browse the directory

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.