Company lists · Data refreshed September 2026

Top 25 Financial strategy consulting firms based in Irvine, United States

RevenueBase identified 57 financial strategy consulting firms headquartered in Irvine, United States as of September 2026 and tracks 695 professional contacts across them, including 182 with verified work emails. Across the United States, New York is the largest hub for this category (608 companies); Irvine has 57.

This list covers financial strategy consulting firms headquartered in Irvine, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review
57Companies
695Contacts tracked
182Verified emails
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The 25 largest financial strategy consulting firms based in Irvine, United States

Ranked by team size
Top 25 of 57 financial strategy consulting firms based in Irvine, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceIrvine, CA, United StatesHQ checked Sep 30, 202651-200254 contacts →

Indirect evidence

“A firm built for advisors, by advisors.”

Source: RevenueBase Database · checked Sep 30, 2026
2Indirect evidenceIrvine, CA, United StatesHQ checked Sep 30, 202611-5037 contacts →

Indirect evidence

“Boustead Securities, LLC is an investment banking firm that advises clients on IPOs, mergers and acquisitions, capital raises and restructuring assignments in a wide array of…”

Source: RevenueBase Database · checked Sep 30, 2026
3Strong evidenceIrvine, CA, United StatesHQ checked Sep 30, 202611-5035 contacts →

Strong evidence

“Financial independence doesn’t happen by chance, it results from expert strategic planning.”

Source: RevenueBase Database · checked Sep 30, 2026
4Partial evidenceIrvine, CA, United StatesHQ checked Sep 30, 202611-5018 contacts →

Partial evidence

“Force Ten Partners LLC is an advisory firm with deep domain knowledge in financial and operational corporate restructuring, valuation, forensic accounting and complex litigation…”

Source: RevenueBase Database · checked Sep 30, 2026
5Indirect evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-1013 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
6Strong evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-1011 contacts →

Strong evidence

“KPP Financial is a multi-faceted independent financial advisory firm that gathers the best talent to elevate your investment strategies.”

Source: RevenueBase Database · checked Sep 30, 2026
7Strong evidenceIrvine, CA, United StatesHQ checked Sep 30, 202611-5010 contacts →

Strong evidence

“We are the financial strategy provider that help our clients to make the most wise decision.”

Source: RevenueBase Database · checked Sep 30, 2026
8Strong evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-108 contacts →

Strong evidence

“At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.”

Source: RevenueBase Database · checked Sep 30, 2026
9Indirect evidenceIrvine, CA, United StatesHQ checked Sep 30, 202611-505 contacts →

Indirect evidence

“Lionsford is a trusted advisor in commercial real estate finance and small business lending.”

Source: RevenueBase Database · checked Sep 30, 2026
10Indirect evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-104 contacts →

Indirect evidence

“Kanani Advisory Group started in 1998.”

Source: RevenueBase Database · checked Sep 30, 2026
11Indirect evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-104 contacts →

Indirect evidence

“Now that you've reached your next level of success, you need solutions.”

Source: RevenueBase Database · checked Sep 30, 2026
12Strong evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-104 contacts →

Strong evidence

“Cornerstone Financial Advisers is a consulting firm dedicated to helping individuals and companies establish their goals and creating financial plans to reach them.”

Source: RevenueBase Database · checked Sep 30, 2026
13Partial evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-104 contacts →

Partial evidence

“About Huther Consulting: A Multidisciplinary Global Hub At Huther Consulting, we believe that complex international projects require more than just a single point of view.”

Source: RevenueBase Database · checked Sep 30, 2026
14Strong evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-102 contacts →

Strong evidence

“Brookseed Partners is a financial consulting firm providing superior analytical and strategic expertise, combined with hands on operational financial experience.”

Source: RevenueBase Database · checked Sep 30, 2026
15Partial evidenceIrvine, CA, United StatesHQ checked Sep 30, 202651-2002 contacts →

Partial evidence

“Boustead & Company Limited is a diversified financial services firm headquartered in Irvine, CA with offices in San Francisco, New York, London, and Beijing.”

Source: RevenueBase Database · checked Sep 30, 2026
16Indirect evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
17Partial evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“With over 19 years of experience, the WEALTHRHINO team is dedicated to empowering professionals to achieve financial success and security.”

Source: RevenueBase Database · checked Sep 30, 2026
18Indirect evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-102 contacts →

Indirect evidence

“Jörd Capital, LLC (Jörd Capital) is an advisory firm, with offices in Manhattan, New York, and Irvine, California.”

Source: RevenueBase Database · checked Sep 30, 2026
19Partial evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“At C|E|F Advisors Group we strive to help our clients reach financial independence and determine their goals and objectives for their future.”

Source: RevenueBase Database · checked Sep 30, 2026
20Strong evidenceIrvine, United StatesHQ checked Sep 30, 202611-501 contacts →

Strong evidence

“Strategy consulting, management and M&A advisory services to companies with critical business transition requirements.”

Source: RevenueBase Database · checked Sep 30, 2026
21Indirect evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 30, 2026
22Indirect evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“Invenz Inc.”

Source: RevenueBase Database · checked Sep 30, 2026
23Partial evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 30, 2026
24Strong evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-101 contacts →

Strong evidence

“Amerigo Ventures is a boutique advisory & consulting company offering Business, Financial, & Real Estate Advisory services based in Irvine, California, United States.”

Source: RevenueBase Database · checked Sep 30, 2026
25Partial evidenceIrvine, CA, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“At Capto Advisors, we focus on providing business valuation and related financial advisory services to private and publicly traded companies.”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 25 of 57 financial strategy consulting firms based in Irvine, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 182 reachable decision-makers.

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Financial strategy consulting firms based in Irvine, United States at a glance

As of Sep 30, 2026
26.2%Verified-email coverage
12.2Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
43
11-50
10
51-200
3
1,001-5,000
1

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 57 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 strategy consulting firms, 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 strategy consulting firms”. 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 strategy consulting firms), 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 strategy consulting firms, 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, 182 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 30, 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 strategy consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its 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 the category the list is about. Each row is rated strong evidence when the company's own description names financial strategy consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial strategy consulting firms are there based in Irvine, United States?

RevenueBase identified 57 financial strategy consulting firms headquartered in Irvine, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Pacific Advisors, headquartered in Irvine, tops this list with the largest team on record.

Which city in the United States has the most financial strategy consulting firms?

New York leads the United States with 608 headquartered companies, followed by Houston (190) and Atlanta (183). Irvine has 57.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 182 verified decision-maker contacts tracked across these 57 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 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 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.