Company lists · Data refreshed September 2026

Top 25 Financial advisor recruitment firms based in Irvine, United States

Name: Financial advisor recruitment firms based in Irvine, 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 financial advisor recruitment firms associated with Irvine, United States as of September 2026 and tracks 1,304 professional contacts across them, including 472 with verified work emails. Across the United States, New York is the largest hub for this category (443 companies); Irvine has 53.

This list covers company matches for financial advisor recruitment firms 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 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

1,304Contacts tracked

472Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial advisor recruitment firms based in Irvine, United States

Ranked by team size

Top 25 of 53 company matches for financial advisor recruitment firms based in Irvine, 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	Cybercoders	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	201-500	531 contacts →
	Exact match “CyberCoders, a division of ASGN Incorporated, is a leading permanent placement recruiting firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Pacific Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	51-200	254 contacts →
	Exact match “A firm built for advisors, by advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	CV Resources	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	51-200	79 contacts →
	Exact match “CV Resources is a full-service placement firm specialized in the field of Accounting & Finance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Chamberlain Group Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
5	Applied Financial Planning, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Independent.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	BML Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	KPP Financial, Inc.	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “KPP Financial is a multi-faceted independent financial advisory firm that gathers the best talent to elevate your investment strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	SUN Group Wealth Partners	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
9	Prosperity Wealth Planning	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Prosperity Wealth Planning is a financial planning firm that offers investment advisory services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Optimus Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Welcome to Optimus Advisory Group!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Kanani Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	The KFK Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
13	Depaolo & MAY Strategic Wealth	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At DePaolo & May, we offer bespoke investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Parkview Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
15	Eight Oaks Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Wealthrhino	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “With over 19 years of experience, the WEALTHRHINO team is dedicated to empowering professionals to achieve financial success and security.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	TAX Smart Investing & Planning	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
18	C E F Advisors Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At C\|E\|F Advisors Group we strive to help our clients reach financial independence and determine their goals and objectives for their future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Clarity Wealth Management, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	51-200	1 contacts →
	Exact match “Fee-Only Registered Investment Advisor dedicated to helping our clients achieve financial independence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Becker Wealth Management, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Our Philosophy We believe that a life worth living is one in which we have a vision of what is important to us and what we value….That money is a means, not an end…It is only one…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Wealth Planning Group OC	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Wealth Planning Group (WPG) was established in 2006 by Karl Dimler and Robert Engel to provide access to financial planning to a wide range of clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Capto Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “At Capto Advisors, we focus on providing business valuation and related financial advisory services to private and publicly traded companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Dalphia Partners	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “M&A and Strategic Advisory for RIA firms and Wealth Managers” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	The Hensley Group, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “The Hensley Group, LLC is a boutique firm providing search and recruiting services to a broad base of clients and industry sectors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	HSP Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “At HSP Advisors we specialize in providing our clients with balanced, holistic and comprehensive wealth management.” 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 “financial advisor recruitment 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 financial advisor recruitment firms based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 472 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial advisor recruitment firms based in Irvine, United States at a glance

As of Sep 28, 2026

36.2%Verified-email coverage

24.6Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 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 Irvine, United States whose business descriptions match “financial advisor recruitment 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 472 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.

Financial advisor recruitment 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 “financial advisor recruitment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisor recruitment firms are there based in Irvine, United States?

RevenueBase identified 53 company matches for financial advisor recruitment firms 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?

Cybercoders 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 financial advisor recruitment firms?

New York leads the United States with 443 company records, followed by Atlanta (164) and Chicago (162). Irvine 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 472 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.

Ready to reach these companies? Verified emails and direct dials for all 53 financial advisor recruitment firms based in Irvine, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial advisor recruitment firms by geography

Browse the directory

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.