Company lists · Data refreshed September 2026
Top 25 Family office managers based in Irvine, United States
RevenueBase identified 64 company matches for family office managers associated with Irvine, United States as of September 2026 and tracks 319 professional contacts across them, including 105 with verified work emails. Across the United States, New York is the largest hub for this category (396 companies); Irvine has 64.
This list covers company matches for family office managers associated with Irvine, 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 managers based in Irvine, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 34 contacts → | ||||
Exact match “Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 21 contacts → | ||||
Exact match “Your trusted partner in wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 12 contacts → | ||||
Exact match “In the world of financial services, it can be difficult to find trusted partners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “Independent.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “Advanced Financial Strategies is a boutique integrated wealth planning and management firm for a select group of individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “At WMBC we believe that wealth is about well-being.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Each client has a different idea of what Wealth is to them.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “At Prosperity Partners, we believe Prosperity is more than a number.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Synergy Private is a boutique professional services firm operating as a private, multi-family office.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “StrateFi Wealth Management provides personalized financial planning, retirement planning, wealth management, investment management, and estate planning strategies designed to help…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Preserving wealth, enriching legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “The KFK Group is a full-service, comprehensive Certified Financial Planning and investment management firm that has been helping individuals and families pursue their financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Did you know that 70% of family wealth disappears when transferred to the next generation-and nearly all of it is gone by the third?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Legacy PCG helps high-net-worth individuals and families to grow and protect their financial legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “WHAT WE DO: We offer a complete range of investment and wealth management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “marrick wealth is a boutique, independent, fee-only wealth advisory firm helping business owners, executives, and professionals strategically align their personal and financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “At DePaolo & May, we offer bespoke investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Accounting principles examine what has already occurred, Financial Planning principles examine what has yet to be.” 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 managers”. 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 64 family office managers based in Irvine, United States
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Family office managers based in Irvine, 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 Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 64 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 Irvine, United States whose business descriptions match “family office managers” 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 105 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 managers by metro in the United States
- Family office managers in New York396
- Family office managers in Dallas168
- Family office managers in Chicago165
- Family office managers in Atlanta154
- Family office managers in Houston143
- Family office managers in Miami137
- Family office managers in San Diego130
- Family office managers in San Francisco118
- Family office managers in Boston117
- Family office managers in Austin109
- Family office managers in Scottsdale103
- Family office managers in Denver97
- Family office managers in Los Angeles96
- Family office managers in Charlotte86
- Family office managers in Tampa71
- Family office managers in Newport Beach65
- Family office managers in Cincinnati64
- Family office managers in Portland61
- Family office managers in Seattle58
- Family office managers in Indianapolis57
- Family office managers in Raleigh53
- Family office managers in Phoenix52
- Family office managers in Overland Park51
- Family office managers in Bellevue50
- Family office managers in Minneapolis50
- Family office managers in Boca Raton47
- Family office managers in Pittsburgh47
- Family office managers in Birmingham46
- Family office managers in Fort Worth46
- Family office managers in Columbus45
- Family office managers in Madison43
- Family office managers in San Antonio42
- Family office managers in Las Vegas41
- Family office managers in Richmond41
- Family office managers in Omaha40
- Family office managers in Washington40
- Family office managers in Memphis39
- Family office managers in Naples39
- Family office managers in Salt Lake City39
- Family office managers in Columbia38
- Family office managers in Grand Rapids38
- Family office managers in Rochester38
- Family office managers in Cleveland37
- Family office managers in Nashville37
- Family office managers in Pasadena37
- Family office managers in Sarasota37
- Family office managers in Louisville36
- Family office managers in Walnut Creek35
- Family office managers in Wilmington35
- Family office managers in Greenville34
- Family office managers in Orlando34
- Family office managers in Coral Gables33
- Family office managers in Greenwood Village32
- Family office managers in Jacksonville31
- Family office managers in Santa Barbara31
- Family office managers in Charleston30
- Family office managers in Lexington30
- Family office managers in Plano30
- Family office managers in Colorado Springs29
- Family office managers in Fort Lauderdale29
- Family office managers in Springfield29
- Family office managers in Tulsa29
- Family office managers in Baton Rouge27
- Family office managers in Philadelphia27
- Family office managers in St. Louis26
- Family office managers in Bethesda25
- Family office managers in Mclean25
- Family office managers in Troy25
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 managers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office managers are there based in Irvine, United States?
RevenueBase identified 64 company matches for family office managers associated with Irvine, 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?
Chamberlain Group Financial Services 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 managers?
New York leads the United States with 396 company records, followed by Dallas (168) and Chicago (165). Irvine has 64.
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 105 professional contacts with verified work emails tracked across these 64 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 64 family office managers based in Irvine, United States. Start with a free account, no credit card.
Download this list →Related lists
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- Family office managers based in Burlington, Canada
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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.
More company lists
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- Family office managers based in Brisbane City, Australia
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Company intelligence · public preview
Top 25 family office managers based in Irvine, 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 64 matching company records for family office managers based in Irvine, United States, with 319 tracked contacts and 105 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 managers based in Irvine, 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 |  Chamberlain Group Financial Servicescgwealth.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 34 contacts → |
“Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Apriem Advisorsapriem.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 21 contacts → |
“Your trusted partner in wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Warren Street Wealth Advisorswarrenstreetwealth.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 12 contacts → |
“In the world of financial services, it can be difficult to find trusted partners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Applied Financial Planning, INCappliedfinancialplanning.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 12 contacts → |
“Independent.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Advanced Financial Strategies, INCafsplanning.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 11 contacts → |
“Advanced Financial Strategies is a boutique integrated wealth planning and management firm for a select group of individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Pacificview Wealth Managementpacviewwealth.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 8 contacts → |
“At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  WMBCwmbc.financialHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 8 contacts → |
“At WMBC we believe that wealth is about well-being.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Wealth Management Strategieswmswealth.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 7 contacts → |
“Each client has a different idea of what Wealth is to them.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Prosperity Partners Private Wealth Managementprosperity-pwm.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 7 contacts → |
“At Prosperity Partners, we believe Prosperity is more than a number.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  SUN Group Wealth Partnerssungroupwp.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 7 contacts → |
“Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Wealthwise Financial Serviceswealthwisefinancial.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 7 contacts → |
“Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Synergy Privatesynergyprivate.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 6 contacts → |
“Synergy Private is a boutique professional services firm operating as a private, multi-family office.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Stratefi Wealth Managementstratefiwealth.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 5 contacts → |
“StrateFi Wealth Management provides personalized financial planning, retirement planning, wealth management, investment management, and estate planning strategies designed to help…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Marion Consulting, LLCmarionconsulting.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“Preserving wealth, enriching legacy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Spectrum Wealth Managementswmadvisors.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  The KFK Groupthekfkgroup.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“The KFK Group is a full-service, comprehensive Certified Financial Planning and investment management firm that has been helping individuals and families pursue their financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Filigree Wealth Advisorsfiligreeadvisors.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 3 contacts → |
“The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Family Wealth Leadershipfamilywealthleadership.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 3 contacts → |
“Did you know that 70% of family wealth disappears when transferred to the next generation-and nearly all of it is gone by the third?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Legacy PCGmgoprivatewealth.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 3 contacts → |
“Legacy PCG helps high-net-worth individuals and families to grow and protect their financial legacy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  HN Financial Grouphnfinancialgroup.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 3 contacts → |
“WHAT WE DO: We offer a complete range of investment and wealth management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Marrick Wealthmarrickwealth.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 2 contacts → |
“marrick wealth is a boutique, independent, fee-only wealth advisory firm helping business owners, executives, and professionals strategically align their personal and financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Depaolo & MAY Strategic Wealthdmstrategicwealth.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 2 contacts → |
“At DePaolo & May, we offer bespoke investment management and financial planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Parkview Wealth Advisorsparkview-wealth.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 2 contacts → |
“No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Eight Oaks Financialeightoaksfinancial.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  TAX Smart Investing & Planningtaxsmartinvesting.orgHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 2 contacts → |
“Accounting principles examine what has already occurred, Financial Planning principles examine what has yet to be.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 64 company matches
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Family office managers: 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
64 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 Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 64 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 managers by metro in the United States
- Family office managers in New York396
- Family office managers in Dallas168
- Family office managers in Chicago165
- Family office managers in Atlanta154
- Family office managers in Houston143
- Family office managers in Miami137
- Family office managers in San Diego130
- Family office managers in San Francisco118
- Family office managers in Boston117
- Family office managers in Austin109
- Family office managers in Scottsdale103
- Family office managers in Denver97
- Family office managers in Los Angeles96
- Family office managers in Charlotte86
- Family office managers in Tampa71
- Family office managers in Newport Beach65
- Family office managers in Cincinnati64
- Family office managers in Portland61
- Family office managers in Seattle58
- Family office managers in Indianapolis57
- Family office managers in Raleigh53
- Family office managers in Phoenix52
- Family office managers in Overland Park51
- Family office managers in Bellevue50
- Family office managers in Minneapolis50
- Family office managers in Boca Raton47
- Family office managers in Pittsburgh47
- Family office managers in Birmingham46
- Family office managers in Fort Worth46
- Family office managers in Columbus45
- Family office managers in Madison43
- Family office managers in San Antonio42
- Family office managers in Las Vegas41
- Family office managers in Richmond41
- Family office managers in Omaha40
- Family office managers in Washington40
- Family office managers in Memphis39
- Family office managers in Naples39
- Family office managers in Salt Lake City39
- Family office managers in Columbia38
- Family office managers in Grand Rapids38
- Family office managers in Rochester38
- Family office managers in Cleveland37
- Family office managers in Nashville37
- Family office managers in Pasadena37
- Family office managers in Sarasota37
- Family office managers in Louisville36
- Family office managers in Walnut Creek35
- Family office managers in Wilmington35
- Family office managers in Greenville34
- Family office managers in Orlando34
- Family office managers in Coral Gables33
- Family office managers in Greenwood Village32
- Family office managers in Jacksonville31
- Family office managers in Santa Barbara31
- Family office managers in Charleston30
- Family office managers in Lexington30
- Family office managers in Plano30
- Family office managers in Colorado Springs29
- Family office managers in Fort Lauderdale29
- Family office managers in Springfield29
- Family office managers in Tulsa29
- Family office managers in Baton Rouge27
- Family office managers in Philadelphia27
- Family office managers in St. Louis26
- Family office managers in Bethesda25
- Family office managers in Mclean25
- Family office managers in Troy25
Questions about this company list
What does Exact match mean for family office managers?
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 managers did RevenueBase find based in Irvine, United States?
The saved snapshot records 64 matching company records, 319 tracked contacts and 105 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 managers by geography
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
- Family office managers based in Curitiba, Brazil
- Family office managers based in Porto Alegre, Brazil
- Family office managers based in Rio De Janeiro, Brazil
- Family office managers based in Sao Paulo, Brazil
- Family office managers based in Burlington, Canada
- Family office managers based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 25 family office managers based in Irvine, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-managers/united-states/irvine.
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 managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 family office managers based in Irvine, United States
RevenueBase records 64 matching company records for family office managers based in Irvine, United States, with 319 tracked contacts and 105 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 managers based in Irvine, 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 | Chamberlain Group Financial Servicescgwealth.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 34 contacts → |
“Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Apriem Advisorsapriem.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 21 contacts → |
“Your trusted partner in wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Warren Street Wealth Advisorswarrenstreetwealth.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 12 contacts → |
“In the world of financial services, it can be difficult to find trusted partners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Applied Financial Planning, INCappliedfinancialplanning.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 12 contacts → |
“Independent.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Advanced Financial Strategies, INCafsplanning.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 11 contacts → |
“Advanced Financial Strategies is a boutique integrated wealth planning and management firm for a select group of individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Pacificview Wealth Managementpacviewwealth.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 8 contacts → |
“At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | WMBCwmbc.financial HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 8 contacts → |
“At WMBC we believe that wealth is about well-being.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Wealth Management Strategieswmswealth.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 7 contacts → |
“Each client has a different idea of what Wealth is to them.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Prosperity Partners Private Wealth Managementprosperity-pwm.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 7 contacts → |
“At Prosperity Partners, we believe Prosperity is more than a number.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | SUN Group Wealth Partnerssungroupwp.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 7 contacts → |
“Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wealthwise Financial Serviceswealthwisefinancial.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 7 contacts → |
“Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Synergy Privatesynergyprivate.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 6 contacts → |
“Synergy Private is a boutique professional services firm operating as a private, multi-family office.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Stratefi Wealth Managementstratefiwealth.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 5 contacts → |
“StrateFi Wealth Management provides personalized financial planning, retirement planning, wealth management, investment management, and estate planning strategies designed to help…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Marion Consulting, LLCmarionconsulting.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“Preserving wealth, enriching legacy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Spectrum Wealth Managementswmadvisors.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The KFK Groupthekfkgroup.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“The KFK Group is a full-service, comprehensive Certified Financial Planning and investment management firm that has been helping individuals and families pursue their financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Filigree Wealth Advisorsfiligreeadvisors.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 3 contacts → |
“The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Family Wealth Leadershipfamilywealthleadership.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 3 contacts → |
“Did you know that 70% of family wealth disappears when transferred to the next generation-and nearly all of it is gone by the third?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Legacy PCGmgoprivatewealth.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 3 contacts → |
“Legacy PCG helps high-net-worth individuals and families to grow and protect their financial legacy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HN Financial Grouphnfinancialgroup.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 3 contacts → |
“WHAT WE DO: We offer a complete range of investment and wealth management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Marrick Wealthmarrickwealth.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 2 contacts → |
“marrick wealth is a boutique, independent, fee-only wealth advisory firm helping business owners, executives, and professionals strategically align their personal and financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Depaolo & MAY Strategic Wealthdmstrategicwealth.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 2 contacts → |
“At DePaolo & May, we offer bespoke investment management and financial planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Parkview Wealth Advisorsparkview-wealth.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 2 contacts → |
“No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Eight Oaks Financialeightoaksfinancial.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | TAX Smart Investing & Planningtaxsmartinvesting.org HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 2 contacts → |
“Accounting principles examine what has already occurred, Financial Planning principles examine what has yet to be.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 64 company matches
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Family office managers: 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
64 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 Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 64 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 managers by metro in the United States
- Family office managers in New York396
- Family office managers in Dallas168
- Family office managers in Chicago165
- Family office managers in Atlanta154
- Family office managers in Houston143
- Family office managers in Miami137
- Family office managers in San Diego130
- Family office managers in San Francisco118
- Family office managers in Boston117
- Family office managers in Austin109
- Family office managers in Scottsdale103
- Family office managers in Denver97
- Family office managers in Los Angeles96
- Family office managers in Charlotte86
- Family office managers in Tampa71
- Family office managers in Newport Beach65
- Family office managers in Cincinnati64
- Family office managers in Portland61
- Family office managers in Seattle58
- Family office managers in Indianapolis57
- Family office managers in Raleigh53
- Family office managers in Phoenix52
- Family office managers in Overland Park51
- Family office managers in Bellevue50
- Family office managers in Minneapolis50
- Family office managers in Boca Raton47
- Family office managers in Pittsburgh47
- Family office managers in Birmingham46
- Family office managers in Fort Worth46
- Family office managers in Columbus45
- Family office managers in Madison43
- Family office managers in San Antonio42
- Family office managers in Las Vegas41
- Family office managers in Richmond41
- Family office managers in Omaha40
- Family office managers in Washington40
- Family office managers in Memphis39
- Family office managers in Naples39
- Family office managers in Salt Lake City39
- Family office managers in Columbia38
- Family office managers in Grand Rapids38
- Family office managers in Rochester38
- Family office managers in Cleveland37
- Family office managers in Nashville37
- Family office managers in Pasadena37
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- Family office managers in Louisville36
- Family office managers in Walnut Creek35
- Family office managers in Wilmington35
- Family office managers in Greenville34
- Family office managers in Orlando34
- Family office managers in Coral Gables33
- Family office managers in Greenwood Village32
- Family office managers in Jacksonville31
- Family office managers in Santa Barbara31
- Family office managers in Charleston30
- Family office managers in Lexington30
- Family office managers in Plano30
- Family office managers in Colorado Springs29
- Family office managers in Fort Lauderdale29
- Family office managers in Springfield29
- Family office managers in Tulsa29
- Family office managers in Baton Rouge27
- Family office managers in Philadelphia27
- Family office managers in St. Louis26
- Family office managers in Bethesda25
- Family office managers in Mclean25
- Family office managers in Troy25
Questions about this company list
What does Exact match mean for family office managers?
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 managers did RevenueBase find based in Irvine, United States?
The saved snapshot records 64 matching company records, 319 tracked contacts and 105 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 managers by geography
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
- Family office managers based in Curitiba, Brazil
- Family office managers based in Porto Alegre, Brazil
- Family office managers based in Rio De Janeiro, Brazil
- Family office managers based in Sao Paulo, Brazil
- Family office managers based in Burlington, Canada
- Family office managers based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 25 family office managers based in Irvine, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-managers/united-states/irvine.
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 managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil