Company lists · Data refreshed September 2026

Top 24 Fiduciary services companies based in Newport Beach, United States

Name: Fiduciary services companies 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 20, 2026 41 companies tracked

RevenueBase identified 41 fiduciary services companies headquartered in Newport Beach, United States as of September 2026 and tracks 812 professional contacts across them, including 610 with verified work emails. New York is the largest hub.

This list covers fiduciary services companies 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 20, 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 20, 2026 86% judged on-target in blind review

41Companies

812Contacts tracked

610Verified emails

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The 24 largest fiduciary services companies based in Newport Beach, United States

Ranked by team size

Top 24 of 41 fiduciary services companies based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary services companies: 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 20, 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 20, 2026
2	Meier LAW Firm	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect 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 20, 2026
3	Miramontes Capital	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Source: RevenueBase Database · checked Sep 20, 2026
4	J. Derek Lewis & Associates, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “J.” Source: RevenueBase Database · checked Sep 20, 2026
5	Clarity Capital Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect 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 20, 2026
6	Newport Wealth Advisors	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Today's financial seas can be rough.” Source: RevenueBase Database · checked Sep 20, 2026
7	Silveroak Investments	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 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 20, 2026
8	RS Crum, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 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 20, 2026
9	Havaplan Financial	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 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 20, 2026
10	Fiduciary Advisors, LLC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong 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 20, 2026
11	Rodriquez Wealth Management	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 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 20, 2026
12	Hitchman Fiduciaries	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong 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 20, 2026
13	Fiduciary Real Estate Services	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong 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 20, 2026
14	Court Investment Services	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “We are an independent, fee-based, boutique investment firm that focus exclusively on working with attorneys and fiduciaries.” Source: RevenueBase Database · checked Sep 20, 2026
15	Triad Investment Management	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 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 20, 2026
16	Bell & Brown Wealth Advisors	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 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 20, 2026
17	Daily LAW Group	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect 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 20, 2026
18	Klein Financial Advisors, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
19	Farah Advisory Services	Indirect evidence	Newport Beach, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Since 1976, our Registered Investment Advisor, Michael Farah has managed substantially over 300 million dollars of clients’ assets.” Source: RevenueBase Database · checked Sep 20, 2026
20	Savino Advisory Group	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Savino Advisory Group has been built from the ground up with a mission to help good, honest people secure their financial future.” Source: RevenueBase Database · checked Sep 20, 2026
21	Index Funds Advisors INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
22	Sedai Wealth Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Financial Planning and Investment Management Firm” Source: RevenueBase Database · checked Sep 20, 2026
23	Darkhorse Advisor	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Darkhorse Advisor is an independent financial advisory firm located in Newport Beach California.” Source: RevenueBase Database · checked Sep 20, 2026
24	Lockerman Financial Group	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “We offer fee-based wealth advisory services.” Source: RevenueBase Database · checked Sep 20, 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 services companies. 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 services companies.
Partial evidence: Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary services companies. 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 24 of 41 fiduciary services companies based in Newport Beach, United States

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Fiduciary services companies based in Newport Beach, United States at a glance

As of Sep 20, 2026

75.1%Verified-email coverage

19.8Average contacts per company

1-10Median size (employees)

300.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 41 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 services companies, 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 services companies”. 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 services companies), 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 services companies, 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, 610 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 20, 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 services companies 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 services companies, 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 services companies are there based in Newport Beach, United States?

RevenueBase identified 41 fiduciary services companies 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 has the most fiduciary services companies?

New York leads with 123 headquartered companies, followed by Houston (95) and San Diego (83).

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 610 verified decision-maker contacts tracked across these 41 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 20, 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.