Company lists · Data refreshed September 2026

Top 17 Financial services consultants based in Irvine, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 52 companies tracked

RevenueBase identified 52 company matches for financial services consultants associated with Irvine, United States as of September 2026 and tracks 284 professional contacts across them, including 39 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Irvine has 52.

This list covers company matches for financial services consultants 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 16, 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 16, 2026 How this list was built

52Companies

284Contacts tracked

39Verified emails

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The 17 largest financial services consultants based in Irvine, United States

Ranked by team size

Top 17 of 52 company matches for financial services consultants based in Irvine, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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	DJM Financial Northwestern Mutual Private Client Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
2	KPP Financial, Inc.	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
3	Kanani Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	The KFK Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
5	Cornerstone Financial Advisers	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Cornerstone Financial Advisers is a consulting firm dedicated to helping individuals and companies establish their goals and creating financial plans to reach them.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	HN Financial Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “WHAT WE DO: We offer a complete range of investment and wealth management services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	5th Street Lending	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	LNL Retirement	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
9	Eight Oaks Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Wealthrhino	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
11	Raymond Wesley Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Raymond Wesley Wealth Management is an independent financial services firm serving individuals throughout Southern California.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	C E F Advisors Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
13	Becker Wealth Management, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
14	Wealth Planning Group OC	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
15	Amerigo Ventures	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Amerigo Ventures is a boutique advisory & consulting company offering Business, Financial, & Real Estate Advisory services based in Irvine, California, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Alignmt	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “ALIGNMT LLC is a leading provider of business consulting, analysis and outsourcing services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Frehner Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Our Vision: “be our clients most trusted advisors known for our outstanding professional knowledge, integrity and personalized service” Our Mission: “To make a fundamental…” Recorded in the RevenueBase company graph · Sep 16, 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 services consultants”. 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 17 of 52 financial services consultants based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 39 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultants based in Irvine, United States at a glance

As of Sep 16, 2026

13.7%Verified-email coverage

5.5Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 52 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 services consultants” 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 39 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 16, 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 services consultants 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 services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Irvine, United States?

RevenueBase identified 52 company matches for financial services consultants 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?

DJM Financial Northwestern Mutual Private Client Group 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 services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Irvine has 52.

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 39 professional contacts with verified work emails tracked across these 52 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 16, 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.