Company lists · Data refreshed September 2026

Top 22 Financial services consultants based in Newport Beach, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 42 companies tracked

RevenueBase identified 42 company matches for financial services consultants associated with Newport Beach, United States as of September 2026 and tracks 969 professional contacts across them, including 97 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Newport Beach has 42.

This list covers company matches for financial services consultants associated with Newport Beach, 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

42Companies

969Contacts tracked

97Verified emails

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

The 22 largest financial services consultants based in Newport Beach, United States

Ranked by team size

Top 22 of 42 company matches for financial services consultants based in Newport Beach, 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	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Elevate Financial Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	11-50	15 contacts →
	Exact match “Tax Planning \| Financial Planning \| Investment Planning \| Estate Planning \| In house Hedge Fund \| Independent \| Complex Life Insurance Solutions \| CPA & Tax Attorney in house…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Tower 68 Financial Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	11 contacts →
	Exact match “Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Clarity Capital Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	11-50	10 contacts →
	Exact match “Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Lifetime Paradigm, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “We are Registered Financial Consultants and Independent Fiduciary Advisors.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Avant Advisory Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	11-50	7 contacts →
	Exact match “Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Yosemite Capital Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Boyer Financial Services	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Rooted in Discipline.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Havaplan Financial	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “At every stage in our adult life, there is need for a financial plan.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Integrity Wealth Management, Newport Beach	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Crossway Financial & Insurance Services	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “CrossWay Financial & Insurance Services ⇨ We Educate families and business owners on the basic concepts of money including accumulation and taxation.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Procore Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Bell & Brown Wealth Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Fourth Point Wealth	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Fourth Point Wealth works with families and organizations with big goals to clarify their "why" and learn the "how" in their investment plans to eliminate confusion, build…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Stevens First Principles Investment Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “At Stevens First Principles Investment Advisors (SFP) we believe the client comes first and everything we do is client focused.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Savino Advisory Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Savino Advisory Group has been built from the ground up with a mission to help good, honest people secure their financial future.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Sirvent & Company	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Sirvent & Company provides professional consulting services to privately held, middle-market businesses at a level on par with leading corporate consulting firms at a…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Auscal, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Auscal provides a range of financial services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Sedai Wealth Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Financial Planning and Investment Management Firm” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Sound Investment Management, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Established on a foundation of integrity, trust and transparency, we strive to provide you with everything you need to realize your financial aspirations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Centricity Financial, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Centricity Financial, LLC is an independent registered investment advisory firm dedicated to helping individuals and organizations meet their financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Seven Lakeview	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Boutique small business consulting and financial services” 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 22 of 42 financial services consultants based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and access 97 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial services consultants based in Newport Beach, United States at a glance

As of Sep 16, 2026

10.0%Verified-email coverage

23.1Average 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 Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 42 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 Newport Beach, 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 97 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 Newport Beach, United States?

RevenueBase identified 42 company matches for financial services consultants associated with Newport Beach, 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?

TAX & Financial 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). Newport Beach has 42.

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 97 professional contacts with verified work emails tracked across these 42 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.

Ready to reach these companies? Verified emails and direct dials for all 42 financial services consultants based in Newport Beach, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial services consultants 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.