Company lists · Data refreshed September 2026

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

RevenueBase identified 51 family office law firms headquartered in 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 (433 companies); Newport Beach has 51.

This list covers family office law 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 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
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 family office law firms based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office law firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 202611-5022 contacts →

Indirect evidence

“CAPATA is a full service accounting firm in Orange County, California.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 202611-5020 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 202611-5018 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 28, 2026
4Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 202611-5015 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 28, 2026
5Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 202611-5010 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 28, 2026
6Strong evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 202611-508 contacts →

Strong evidence

“The Law Office of Susan A.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 202611-507 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 28, 2026
8Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Anchored in Strategy.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-105 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 28, 2026
10Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Strong evidence

“River Valley Holdings, LLC is a California-based family office representing the interests of three generations.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“At The Soto Law Group, we understand and serve the needs of our clients in all stages of life.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-103 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 28, 2026
14Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-103 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 28, 2026
15Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“Brennan Law focuses on individual and family estate planning throughout the Orange County Area.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Maintaining our clients’ assets and legacies has been our focus for more than 30 years.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“We offer fee-based wealth advisory services.”

Source: RevenueBase Database · checked Sep 28, 2026

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 get verified emails and direct dials for all 100 reachable decision-makers.

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
41
11-50
8
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 51 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 law 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 law 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 law 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 law 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, 100 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 28, 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 law firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office law 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 law firms are there based in Newport Beach, United States?

RevenueBase identified 51 family office law 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?

Capata, headquartered in Newport Beach, tops this list with the largest team on record.

Which city in the United States has the most family office law firms?

New York leads the United States with 433 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 100 verified decision-maker contacts tracked across these 51 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 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

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.