Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in Irvine, United States

Name: Financial advisory platforms 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 65 companies tracked

RevenueBase identified 65 company matches for financial advisory platforms associated with Irvine, United States as of September 2026 and tracks 350 professional contacts across them, including 94 with verified work emails. Across the United States, New York is the largest hub for this category (509 companies); Irvine has 65.

This list covers company matches for financial advisory platforms 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

65Companies

350Contacts tracked

94Verified emails

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The 25 largest financial advisory platforms based in Irvine, United States

Ranked by team size

Top 25 of 65 company matches for financial advisory platforms 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	Tickrs Clearing	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “Tickrs Clearing is a technologically driven, forward-thinking financial services company that strives to provide the best platforms and products for investors in the US and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Advisys INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “Advisys provides a suite of easy-to-use, cloud based client presentation and planning solutions for Financial Representatives looking to better serve middle market opportunities” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Sutter Securities, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	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
5	Lendvia Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	51-200	11 contacts →
	Exact match “Lendvia is committed to supporting your financial health by offering personalized insights and guidance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	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
7	Tempus Wealth Planning, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Tempus is the Latin word for time.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Delight Funding INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “We are the financial strategy provider that help our clients to make the most wise decision.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Pacificview Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
10	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
11	Cwmg, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “We help individuals to create and accumulate wealth, manage financial risk, and to keep more of what they earn.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	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
13	Spectrum Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
14	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
15	Coastal Capital Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Financial planning & investing designed for tech professionals with equity compensation- We help you make better financial decision around questions like- Should I exercise my…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	COVET	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	11-50	3 contacts →
	Exact match “Covet transforms personal asset management with AI-powered intelligence, creating the first platform that acts as an "AI advisor for all your stuff." AI-driven asset cataloging…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Capital CS Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “At Capital CS Group, we are excited to introduce HOA Invest, our proprietary technology platform designed to streamline the investment process for clubs, corporations, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Marrick Wealth	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
19	Connexien	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At Connexien, we help financial service firms save time by offering a better way to connect with the experts they need the most.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	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
21	Valuable Capital Securities	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “Valuable Capital Securities is a technologically driven, forward-thinking financial services company that strives to provide the best platforms and products for investors in the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	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
23	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
24	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
25	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

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 advisory platforms”. 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 65 financial advisory platforms based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 94 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisory platforms based in Irvine, United States at a glance

As of Sep 28, 2026

26.9%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

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 65 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 advisory platforms” 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 94 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 advisory platforms 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 advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory platforms are there based in Irvine, United States?

RevenueBase identified 65 company matches for financial advisory platforms 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?

Tickrs Clearing 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 advisory platforms?

New York leads the United States with 509 company records, followed by Atlanta (160) and San Francisco (159). Irvine has 65.

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 94 professional contacts with verified work emails tracked across these 65 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.