Company lists · Data refreshed September 2026
Top 9 Financial services executives based in Newport Beach, United States
RevenueBase identified 27 company matches for financial services executives associated with Newport Beach, United States as of September 2026 and tracks 906 professional contacts across them, including 68 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Newport Beach has 27.
This list covers company matches for financial services executives 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.
The 9 largest financial services executives based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | 17 contacts → | ||||
Exact match “For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 6 contacts → | ||||
Exact match “Rooted in Discipline.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 3 contacts → | ||||
Exact match “Eternity Financial Alliance is one of the Most Unique Financial & Insurance Powerhouses of America.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 2 contacts → | ||||
Exact match “At ICON, we are committed to building enduring and mutually beneficial relationships with our clients by providing them with custom, flexible, and creative solutions designed to…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 1 contacts → | ||||
Exact match “Mr.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 1 contacts → | ||||
Exact match “Financial Planning and Investment Management Firm” 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 executives”. 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 9 of 27 financial services executives based in Newport Beach, United States
See the full list, filter by size, metro and specialty, and access 68 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services executives based in Newport Beach, United States at a glance
As of Sep 16, 2026Companies by employee count
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 27 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 executives” 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 68 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 executives by metro in the United States
- Financial services executives in New York240
- Financial services executives in Dallas77
- Financial services executives in Houston65
- Financial services executives in Atlanta61
- Financial services executives in Chicago61
- Financial services executives in Miami56
- Financial services executives in Boston55
- Financial services executives in Charlotte55
- Financial services executives in Los Angeles51
- Financial services executives in San Diego47
- Financial services executives in Austin41
- Financial services executives in San Francisco35
- Financial services executives in Tampa34
- Financial services executives in Irvine33
- Financial services executives in Minneapolis32
- Financial services executives in Columbus28
- Financial services executives in Raleigh28
- Financial services executives in Boca Raton27
- Financial services executives in Denver27
- Financial services executives in Columbia26
- Financial services executives in Las Vegas25
- Financial services executives in Lexington25
- Financial services executives in Orlando25
- Financial services executives in Seattle25
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 executives”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services executives are there based in Newport Beach, United States?
RevenueBase identified 27 company matches for financial services executives 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 executives?
New York leads the United States with 240 company records, followed by Dallas (77) and Houston (65). Newport Beach has 27.
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 68 professional contacts with verified work emails tracked across these 27 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 27 financial services executives based in Newport Beach, United States. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 9 financial services executives based in Newport Beach, 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 27 matching company records for financial services executives based in Newport Beach, United States, with 906 tracked contacts and 68 verified work emails.
This public preview shows 9 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 16, 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 9 financial services executives based in Newport Beach, 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 |  TAX & Financial Grouptfgroup.comHQ: Newport Beach, CA, United StatesReported employees: Not recorded | Newport Beach, CA, United States | Not recorded | Exact match | 810 contacts → |
“Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Miramontes Capitalmiramontescapital.comHQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 17 contacts → |
“For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Yosemite Capital Managementyosemitecapital.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Boyer Financial Servicesboyerfs.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“Rooted in Discipline.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Eternity Financial Allianceefa.agency HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 3 contacts → |
“Eternity Financial Alliance is one of the Most Unique Financial & Insurance Powerhouses of America.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Icon Capital Group, LLCiconcapg.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 2 contacts → |
“At ICON, we are committed to building enduring and mutually beneficial relationships with our clients by providing them with custom, flexible, and creative solutions designed to…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Auscal, INCauscalinc.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“Auscal provides a range of financial services.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fiduciary Architectsfiduciaryarchitects.comHQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“Mr.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sedai Wealth Partnerssedaiwealth.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“Financial Planning and Investment Management Firm” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 9 of 27 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 executives: dataset insights
September 16, 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
27 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 Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 27 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 16, 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 executives by metro in the United States
- Financial services executives in New York240
- Financial services executives in Dallas77
- Financial services executives in Houston65
- Financial services executives in Atlanta61
- Financial services executives in Chicago61
- Financial services executives in Miami56
- Financial services executives in Boston55
- Financial services executives in Charlotte55
- Financial services executives in Los Angeles51
- Financial services executives in San Diego47
- Financial services executives in Austin41
- Financial services executives in San Francisco35
- Financial services executives in Tampa34
- Financial services executives in Irvine33
- Financial services executives in Minneapolis32
- Financial services executives in Columbus28
- Financial services executives in Raleigh28
- Financial services executives in Boca Raton27
- Financial services executives in Denver27
- Financial services executives in Columbia26
- Financial services executives in Las Vegas25
- Financial services executives in Lexington25
- Financial services executives in Orlando25
- Financial services executives in Seattle25
Questions about this company list
What does Exact match mean for financial services executives?
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 executives did RevenueBase find based in Newport Beach, United States?
The saved snapshot records 27 matching company records, 906 tracked contacts and 68 verified emails. The public preview displays 9 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 16, 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 executives by geography
- Financial services executives based in Calgary, Canada
- Financial services executives based in Edmonton, Canada
- Financial services executives based in Mississauga, Canada
- Financial services executives based in Montreal, Canada
- Financial services executives based in Toronto, Canada
- Financial services executives based in Vancouver, Canada
- Financial services executives based in Ahmedabad, India
- Financial services executives based in Bangalore, India
- Financial services executives based in Chennai, India
- Financial services executives based in Delhi, India
- Financial services executives based in Hyderabad, India
- Financial services executives based in Kolkata, India
Cite this list
RevenueBase Data Team. Top 9 financial services executives based in Newport Beach, United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-executives/united-states/newport-beach.
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 executives based in Calgary, Canada
- Financial services executives based in Edmonton, Canada
- Financial services executives based in Mississauga, Canada
- Financial services executives based in Montreal, Canada
- Financial services executives based in Toronto, Canada
- Financial services executives based in Vancouver, Canada
Company intelligence · public preview
Top 9 financial services executives based in Newport Beach, United States
RevenueBase records 27 matching company records for financial services executives based in Newport Beach, United States, with 906 tracked contacts and 68 verified work emails.
This public preview shows 9 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 16, 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 9 financial services executives based in Newport Beach, 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 | TAX & Financial Grouptfgroup.com HQ: Newport Beach, CA, United StatesReported employees: Not recorded | Newport Beach, CA, United States | Not recorded | Exact match | 810 contacts → |
“Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Miramontes Capitalmiramontescapital.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 17 contacts → |
“For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Yosemite Capital Managementyosemitecapital.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Boyer Financial Servicesboyerfs.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 6 contacts → |
“Rooted in Discipline.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Eternity Financial Allianceefa.agency HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 3 contacts → |
“Eternity Financial Alliance is one of the Most Unique Financial & Insurance Powerhouses of America.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Icon Capital Group, LLCiconcapg.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 2 contacts → |
“At ICON, we are committed to building enduring and mutually beneficial relationships with our clients by providing them with custom, flexible, and creative solutions designed to…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Auscal, INCauscalinc.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“Auscal provides a range of financial services.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fiduciary Architectsfiduciaryarchitects.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“Mr.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sedai Wealth Partnerssedaiwealth.com HQ: Newport Beach, CA, United StatesReported employees: 1-10 | Newport Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“Financial Planning and Investment Management Firm” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 9 of 27 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 executives: dataset insights
September 16, 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
27 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 Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 27 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 16, 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 executives by metro in the United States
- Financial services executives in New York240
- Financial services executives in Dallas77
- Financial services executives in Houston65
- Financial services executives in Atlanta61
- Financial services executives in Chicago61
- Financial services executives in Miami56
- Financial services executives in Boston55
- Financial services executives in Charlotte55
- Financial services executives in Los Angeles51
- Financial services executives in San Diego47
- Financial services executives in Austin41
- Financial services executives in San Francisco35
- Financial services executives in Tampa34
- Financial services executives in Irvine33
- Financial services executives in Minneapolis32
- Financial services executives in Columbus28
- Financial services executives in Raleigh28
- Financial services executives in Boca Raton27
- Financial services executives in Denver27
- Financial services executives in Columbia26
- Financial services executives in Las Vegas25
- Financial services executives in Lexington25
- Financial services executives in Orlando25
- Financial services executives in Seattle25
Questions about this company list
What does Exact match mean for financial services executives?
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 executives did RevenueBase find based in Newport Beach, United States?
The saved snapshot records 27 matching company records, 906 tracked contacts and 68 verified emails. The public preview displays 9 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 16, 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 executives by geography
- Financial services executives based in Calgary, Canada
- Financial services executives based in Edmonton, Canada
- Financial services executives based in Mississauga, Canada
- Financial services executives based in Montreal, Canada
- Financial services executives based in Toronto, Canada
- Financial services executives based in Vancouver, Canada
- Financial services executives based in Ahmedabad, India
- Financial services executives based in Bangalore, India
- Financial services executives based in Chennai, India
- Financial services executives based in Delhi, India
- Financial services executives based in Hyderabad, India
- Financial services executives based in Kolkata, India
Cite this list
RevenueBase Data Team. Top 9 financial services executives based in Newport Beach, United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-executives/united-states/newport-beach.
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 executives based in Calgary, Canada
- Financial services executives based in Edmonton, Canada
- Financial services executives based in Mississauga, Canada
- Financial services executives based in Montreal, Canada
- Financial services executives based in Toronto, Canada
- Financial services executives based in Vancouver, Canada