Company lists · Data refreshed September 2026

Top 15 Financial planning recruiters based in Irvine, United States

Name: Financial planning recruiters based in Irvine, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 39 companies tracked

RevenueBase identified 39 company matches for financial planning recruiters associated with Irvine, United States as of September 2026 and tracks 699 professional contacts across them, including 133 with verified work emails. Across the United States, New York is the largest hub for this category (243 companies); Irvine has 39.

This list covers company matches for financial planning recruiters 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 20, 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 20, 2026 How this list was built

39Companies

699Contacts tracked

133Verified emails

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

The 15 largest financial planning recruiters based in Irvine, United States

Ranked by team size

Top 15 of 39 company matches for financial planning recruiters based in Irvine, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Trilogy Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	51-200	162 contacts →
	Exact match “Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	CV Resources	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
3	DJM Financial Northwestern Mutual Private Client Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	35 contacts →
	Exact match “Financial independence doesn’t happen by chance, it results from expert strategic planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Advantex Professional Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “Advantex Professional Services provides efficient executive search for professions in Accounting, Finance, and Information Technology.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	BML Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Fortis Resource Partners	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “FORTIS Resource Partners is dedicated to helping our clients find the most qualified professional every time in the least amount of time.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Wealthwise Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Prosperity Wealth Planning	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
9	Logis Accounting & Finance Consulting Talent Search	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Our partners have more than 50 years of combined experience serving clients with top finance and accounting consulting and direct hire talent.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Kanani Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Mauve Talent Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Mauve Talent is a boutique recruiting firm that helps high-performing companies hire smarter and faster.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	LNL Retirement	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Wealthrhino	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	The Hensley Group, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
15	Chase Enterprises Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Chase Enterprises Financial, 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 20, 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 planning recruiters”. 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 15 of 39 financial planning recruiters based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 133 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial planning recruiters based in Irvine, United States at a glance

As of Sep 20, 2026

19.0%Verified-email coverage

17.9Average contacts per company

1-10Median size (employees)

Sep 20, 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 39 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 planning recruiters” 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 133 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 20, 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 planning recruiters 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 planning recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning recruiters are there based in Irvine, United States?

RevenueBase identified 39 company matches for financial planning recruiters 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?

Trilogy Financial 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 planning recruiters?

New York leads the United States with 243 company records, followed by Atlanta (93) and Houston (91). Irvine has 39.

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 133 professional contacts with verified work emails tracked across these 39 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 39 financial planning recruiters based in Irvine, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial planning recruiters 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.