Company lists · Data refreshed September 2026

Top 25 Fiduciary law firms based in Newport Beach, United States

Name: Fiduciary 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 53 companies tracked

RevenueBase identified 53 company matches for fiduciary law firms associated with Newport Beach, United States as of September 2026 and tracks 948 professional contacts across them, including 627 with verified work emails. Across the United States, New York is the largest hub for this category (367 companies); Newport Beach has 53.

This list covers company matches for fiduciary 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

53Companies

948Contacts tracked

627Verified emails

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The 25 largest fiduciary law firms based in Newport Beach, United States

Ranked by team size

Top 25 of 53 company matches for fiduciary 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	Beacon Pointe	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	501-1,000	640 contacts →
	Exact match “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” 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	Carlson & Jayakumar LLP	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “Carlson & Jayakumar LLP is a full-service law firm offering professional legal support to businesses and employers in the areas of Employment Counseling and Litigation, Healthcare…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	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
5	Adkisson Pitet LLP	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “Adkisson Pitet LLP was formed to solve the legal concerns of corporations (ranging from Fortune 500 companies to middle market companies to entrepreneurs) and individuals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Newport Wealth Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Today's financial seas can be rough.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Silveroak Investments	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	RS Crum, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Founded over 40 year's ago, RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California, specializing in providing objective…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Havaplan Financial	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “At every stage in our adult life, there is need for a financial plan.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Fiduciary Advisors, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Fiduciary Advisors, LLC supports employers with investment advisory services (as a fiduciary), participant guidance and education, plan design consulting, provider…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	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
12	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
13	Hitchman Fiduciaries	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Our licensed, experienced, and dedicated fiduciaries handle each unique situation holistically and we address a multitude of needs, including oversight of varied and complex asset…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Fiduciary Real Estate Services	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “FRES was established by Ruben Martinez to fulfill his vision of founding a brokerage firm dedicated to serving the Fiduciary Client.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	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
16	Court Investment Services	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “We are an independent, fee-based, boutique investment firm that focus exclusively on working with attorneys and fiduciaries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Buffington LAW Firm, PC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Accomplished Orange County Litigation Firm Litigation is risky, complex and time-consuming.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Mckown Bailey LAW Firm	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Creative Legal Solutions For Businesses A dated approach to the law is no way to protect the legal and financial interests of today’s businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Triad Investment Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “At Triad Investment Management, we serve as your trusted wealth partner-helping pre-retirees, retirees, and business owners navigate financial complexity and build a life they…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Bidna & Keys, A Professional LAW Corporation	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “BIDNA & KEYS, A PROFESSIONAL LAW CORPORATION is a law firm specializing in business and real estate matters located in Newport Beach, California, United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	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
22	Bell & Brown Wealth Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	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
24	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
25	Daily LAW Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At the Daily Law Group, we strive to restore balance and justice by providing steadfast counsel and unwavering representation to protect the rights of our clients.” 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 “fiduciary 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 25 of 53 fiduciary law firms based in Newport Beach, United States

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

As of Sep 28, 2026

66.1%Verified-email coverage

17.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 53 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 “fiduciary 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 627 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.

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

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

RevenueBase identified 53 company matches for fiduciary 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?

Beacon Pointe 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 fiduciary law firms?

New York leads the United States with 367 company records, followed by Chicago (213) and Houston (213). Newport Beach has 53.

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 627 professional contacts with verified work emails tracked across these 53 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.

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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.