Company lists · Data refreshed September 2026
Top 15 Financial services companies based in Irvine, United States
The Irvine financial services companies directory contains 33 companies and 1,549 contacts, including 539 email addresses. Across the United States, New York is the largest hub for this category (175 companies); Irvine has 33.
Financial services companies provide financial products or services such as banking, lending, payments, investment, insurance, and wealth management. This list covers companies that provide financial products or services to consumers, businesses, institutions, or other organizations. Ranked by team size, largest first. Data current as of September 6, 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.
The 15 largest financial services companies based in Irvine, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 636 contacts → | ||||
Indirect evidence “On September 1, 2025, Pacific Premier Bank was acquired by Columbia Bank.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | 484 contacts → | ||||
Indirect evidence “We’re excited that the merger of First Foundation Bank with and into Sunflower Bank, N.A.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | 73 contacts → | ||||
Indirect evidence “BANCORP SOUTH is a banking company based out of 1920 Main St, Irvine, CA, United States.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | 35 contacts → | ||||
Strong evidence “Financial independence doesn’t happen by chance, it results from expert strategic planning.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | 20 contacts → | ||||
Indirect evidence “For all your Insurance Services!” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Indirect evidence “Put Your Finances in the Hands of Experts.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | 11 contacts → | ||||
Strong evidence “Precision Wealth was founded with the goal of assisting our clients in every aspect of their financial lives.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Strong evidence “Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Indirect evidence “A Mortgage Company in California.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Strong evidence “Burnham Gibson Wealth Advisors, LLC is a privately held financial services company located in Irvine, California.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “At Clover Wealth Management, Ltd, we are dedicated to providing investment management and strategic wealth planning that is right for you.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
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: financial 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 financial services companies.
- Partial evidence
- Its own public description names part of financial services companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial 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 15 of 33 financial services companies based in Irvine, United States
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Financial services companies based in Irvine, United States at a glance
As of Sep 6, 2026Companies by employee count
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 33 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 financial 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 Irvine, United States whose own description of what they do matches “financial 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 financial 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 financial services companies, and records with no verified work email. Companies headquartered outside Irvine 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, 539 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 6, 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.
Financial services companies by metro in the United States
- Financial services companies in New York175
- Financial services companies in Dallas67
- Financial services companies in Houston67
- Financial services companies in Atlanta59
- Financial services companies in Chicago55
- Financial services companies in Miami53
- Financial services companies in Charlotte47
- Financial services companies in San Diego44
- Financial services companies in Boston40
- Financial services companies in Los Angeles40
- Financial services companies in Tampa36
- Financial services companies in Phoenix34
- Financial services companies in San Francisco32
- Financial services companies in Austin30
- Financial services companies in Columbus30
- Financial services companies in Denver30
- Financial services companies in Scottsdale30
- Financial services companies in Columbia28
Frequently asked
How many financial services companies are in the directory?
The directory contains 33 financial services companies based in Irvine, United States.
Which city in the United States has the most financial services companies?
New York leads the United States with 175 headquartered companies, followed by Dallas (67) and Houston (67). Irvine has 33.
How many contacts and email addresses are available for financial services companies?
The directory includes 1,549 contacts and 539 email addresses for financial services companies.
Ready to reach these companies? Verified emails and direct dials for all 33 financial services companies based in Irvine, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services companies by geography
- Financial services companies based in the United States
- Financial services companies based in the United Kingdom
- Financial services companies based in Canada
- Financial services companies based in the Netherlands
- Financial services companies based in France
- Financial services companies based in Australia
- Financial services companies based in Germany
- Financial services companies based in Brazil
- Financial services companies based in South Africa
- Financial services companies based in Belgium
- Financial services companies based in Mexico
- Financial services companies based in Switzerland
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services companies based in the United States
- Financial services companies based in the United Kingdom
- Financial services companies based in Canada
- Financial services companies based in the Netherlands
- Financial services companies based in France
- Financial services companies based in Australia
Company intelligence · public preview
Top 15 financial services companies based in Irvine, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 33 matching company records for financial services companies based in Irvine, United States, with 1,549 tracked contacts and 539 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 15 financial services companies based in Irvine, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Irvine, CA, United StatesReported employees: 1,001-5,000 | Irvine, CA, United States | 1,001-5,000 | Exact match | 636 contacts → |
“On September 1, 2025, Pacific Premier Bank was acquired by Columbia Bank.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Irvine, CA, United StatesReported employees: 501-1,000 | Irvine, CA, United States | 501-1,000 | Exact match | 484 contacts → |
“We’re excited that the merger of First Foundation Bank with and into Sunflower Bank, N.A.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bancorp Southbancorpsouth.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 73 contacts → |
“BANCORP SOUTH is a banking company based out of 1920 Main St, Irvine, CA, United States.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 35 contacts → |
“Financial independence doesn’t happen by chance, it results from expert strategic planning.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 20 contacts → |
“For all your Insurance Services!” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 12 contacts → |
“Put Your Finances in the Hands of Experts.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 11 contacts → |
“Precision Wealth was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 7 contacts → |
“Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 3 contacts → |
“A Mortgage Company in California.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Burnham Gibson Wealth Advisors, LLCburnhamgibson.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 3 contacts → |
“Burnham Gibson Wealth Advisors, LLC is a privately held financial services company located in Irvine, California.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 2 contacts → |
“Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 1 contacts → |
“At Clover Wealth Management, Ltd, we are dedicated to providing investment management and strategic wealth planning that is right for you.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | West Wealth Group, LLCwestwealthgroup.com HQ: Irvine, United StatesReported employees: 1-10 | Irvine, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 15 of 33 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Financial services companies: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
33 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 33 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services companies by metro in the United States
- Financial services companies in New York175
- Financial services companies in Dallas67
- Financial services companies in Houston67
- Financial services companies in Atlanta59
- Financial services companies in Chicago55
- Financial services companies in Miami53
- Financial services companies in Charlotte47
- Financial services companies in San Diego44
- Financial services companies in Boston40
- Financial services companies in Los Angeles40
- Financial services companies in Tampa36
- Financial services companies in Phoenix34
- Financial services companies in San Francisco32
- Financial services companies in Austin30
- Financial services companies in Columbus30
- Financial services companies in Denver30
- Financial services companies in Scottsdale30
- Financial services companies in Columbia28
Questions about this company list
What does Exact match mean for financial services companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services companies did RevenueBase find based in Irvine, United States?
The saved snapshot records 33 matching company records, 1,549 tracked contacts and 539 verified emails. The public preview displays 15 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services companies by geography
- Financial services companies based in the United States
- Financial services companies based in the United Kingdom
- Financial services companies based in Canada
- Financial services companies based in the Netherlands
- Financial services companies based in France
- Financial services companies based in Australia
- Financial services companies based in Germany
- Financial services companies based in Brazil
- Financial services companies based in South Africa
- Financial services companies based in Belgium
- Financial services companies based in Mexico
- Financial services companies based in Switzerland
Cite this list
RevenueBase Data Team. Top 15 financial services companies based in Irvine, United States. Snapshot: September 6, 2026. https://revenuebase.ai/companies/financial-services-companies/united-states/irvine.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services companies based in the United States
- Financial services companies based in the United Kingdom
- Financial services companies based in Canada
- Financial services companies based in the Netherlands
- Financial services companies based in France
- Financial services companies based in Australia
Company intelligence · public preview
Top 15 financial services companies based in Irvine, United States
RevenueBase records 33 matching company records for financial services companies based in Irvine, United States, with 1,549 tracked contacts and 539 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 15 financial services companies based in Irvine, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Irvine, CA, United StatesReported employees: 1,001-5,000 | Irvine, CA, United States | 1,001-5,000 | Exact match | 636 contacts → |
“On September 1, 2025, Pacific Premier Bank was acquired by Columbia Bank.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Irvine, CA, United StatesReported employees: 501-1,000 | Irvine, CA, United States | 501-1,000 | Exact match | 484 contacts → |
“We’re excited that the merger of First Foundation Bank with and into Sunflower Bank, N.A.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bancorp Southbancorpsouth.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 73 contacts → |
“BANCORP SOUTH is a banking company based out of 1920 Main St, Irvine, CA, United States.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 35 contacts → |
“Financial independence doesn’t happen by chance, it results from expert strategic planning.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 20 contacts → |
“For all your Insurance Services!” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 12 contacts → |
“Put Your Finances in the Hands of Experts.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 11 contacts → |
“Precision Wealth was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 7 contacts → |
“Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 3 contacts → |
“A Mortgage Company in California.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Burnham Gibson Wealth Advisors, LLCburnhamgibson.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 3 contacts → |
“Burnham Gibson Wealth Advisors, LLC is a privately held financial services company located in Irvine, California.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 2 contacts → |
“Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 1 contacts → |
“At Clover Wealth Management, Ltd, we are dedicated to providing investment management and strategic wealth planning that is right for you.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | West Wealth Group, LLCwestwealthgroup.com HQ: Irvine, United StatesReported employees: 1-10 | Irvine, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 15 of 33 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial services companies: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
33 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 33 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 6, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services companies by metro in the United States
- Financial services companies in New York175
- Financial services companies in Dallas67
- Financial services companies in Houston67
- Financial services companies in Atlanta59
- Financial services companies in Chicago55
- Financial services companies in Miami53
- Financial services companies in Charlotte47
- Financial services companies in San Diego44
- Financial services companies in Boston40
- Financial services companies in Los Angeles40
- Financial services companies in Tampa36
- Financial services companies in Phoenix34
- Financial services companies in San Francisco32
- Financial services companies in Austin30
- Financial services companies in Columbus30
- Financial services companies in Denver30
- Financial services companies in Scottsdale30
- Financial services companies in Columbia28
Questions about this company list
What does Exact match mean for financial services companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services companies did RevenueBase find based in Irvine, United States?
The saved snapshot records 33 matching company records, 1,549 tracked contacts and 539 verified emails. The public preview displays 15 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 15 financial services companies based in Irvine, United States. Snapshot: September 6, 2026. https://revenuebase.ai/companies/financial-services-companies/united-states/irvine.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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