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 fiduciary law firms headquartered in 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 (362 companies); Newport Beach has 53.

This list covers fiduciary 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

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 fiduciary 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 fiduciary 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Beacon Pointe	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	501-1,000	640 contacts →
	Indirect evidence “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Source: RevenueBase Database · checked Sep 28, 2026
2	Meier LAW Firm	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	11-50	20 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
3	Carlson & Jayakumar LLP	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
4	LAW Office Of Susan A. Katzen	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “The Law Office of Susan A.” Source: RevenueBase Database · checked Sep 28, 2026
5	Adkisson Pitet LLP	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
6	Newport Wealth Advisors	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Today's financial seas can be rough.” Source: RevenueBase Database · checked Sep 28, 2026
7	Silveroak Investments	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Source: RevenueBase Database · checked Sep 28, 2026
8	RS Crum, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
9	Havaplan Financial	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “At every stage in our adult life, there is need for a financial plan.” Source: RevenueBase Database · checked Sep 28, 2026
10	Fiduciary Advisors, LLC	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Fiduciary Advisors, LLC supports employers with investment advisory services (as a fiduciary), participant guidance and education, plan design consulting, provider…” Source: RevenueBase Database · checked Sep 28, 2026
11	Rodriquez Wealth Management	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Source: RevenueBase Database · checked Sep 28, 2026
12	MAX Alavi, Attorney At Law, APC	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	5 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
13	Hitchman Fiduciaries	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	Fiduciary Real Estate Services	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “FRES was established by Ruben Martinez to fulfill his vision of founding a brokerage firm dedicated to serving the Fiduciary Client.” Source: RevenueBase Database · checked Sep 28, 2026
15	Soto LAW Group APC	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	4 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
16	Court Investment Services	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “We are an independent, fee-based, boutique investment firm that focus exclusively on working with attorneys and fiduciaries.” Source: RevenueBase Database · checked Sep 28, 2026
17	Buffington LAW Firm, PC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Accomplished Orange County Litigation Firm Litigation is risky, complex and time-consuming.” Source: RevenueBase Database · checked Sep 28, 2026
18	Mckown Bailey LAW Firm	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
19	Triad Investment Management	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
20	Bidna & Keys, A Professional LAW Corporation	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “BIDNA & KEYS, A PROFESSIONAL LAW CORPORATION is a law firm specializing in business and real estate matters located in Newport Beach, California, United States.” Source: RevenueBase Database · checked Sep 28, 2026
21	Brennan LAW	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Brennan Law focuses on individual and family estate planning throughout the Orange County Area.” Source: RevenueBase Database · checked Sep 28, 2026
22	Bell & Brown Wealth Advisors	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Source: RevenueBase Database · checked Sep 28, 2026
23	Jeffrey M. Verdon LAW Group, LLP	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	3 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
24	Gundersen & Gundersen LLP	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	2 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
25	Daily LAW Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fiduciary law firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fiduciary law firms.
Partial evidence: Its own public description names part of fiduciary law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary law firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fiduciary 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 “fiduciary 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 fiduciary 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 fiduciary 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, 627 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.

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

RevenueBase identified 53 fiduciary 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?

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

Which city in the United States has the most fiduciary law firms?

New York leads the United States with 362 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 627 verified decision-maker contacts tracked across these 53 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.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.