Company lists · Data refreshed November 2026

Top 25 Fintech wealth advisors based in Irvine, United States

Name: Fintech wealth advisors based in Irvine, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 49 companies tracked

RevenueBase identified 49 company matches for fintech wealth advisors associated with Irvine, United States as of November 2026 and tracks 275 professional contacts across them, including 96 with verified work emails. Across the United States, New York is the largest hub for this category (280 companies); Irvine has 49.

This list covers company matches for fintech wealth advisors 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 November 5, 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 Nov 5, 2026 How this list was built

49Companies

275Contacts tracked

96Verified emails

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The 25 largest fintech wealth advisors based in Irvine, United States

Ranked by team size

Top 25 of 49 company matches for fintech wealth advisors based in Irvine, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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	Apriem Advisors	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	11-50	23 contacts →
	Exact match “Your trusted partner in wealth management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2	Applied Financial Planning, INC	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	11-50	15 contacts →
	Exact match “Independent.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Warren Street Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	11-50	14 contacts →
	Exact match “In the world of financial services, it can be difficult to find trusted partners.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	Tempus Wealth Planning, LLC	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	11 contacts →
	Exact match “Tempus is the Latin word for time.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Pacificview Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	9 contacts →
	Exact match “At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	Lendvia Financial	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	51-200	9 contacts →
	Exact match “Lendvia is committed to supporting your financial health by offering personalized insights and guidance.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	Wealthwise Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	9 contacts →
	Exact match “Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	Advanced Financial Strategies, INC	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	9 contacts →
	Exact match “Advanced Financial Strategies is a boutique integrated wealth planning and management firm for a select group of individuals and families.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Wealth Management Strategies	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	11-50	8 contacts →
	Exact match “Each client has a different idea of what Wealth is to them.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	SUN Group Wealth Partners	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	11-50	8 contacts →
	Exact match “Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	AK Financial Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	7 contacts →
	Exact match “AK Financial Group is an independent financial planning and wealth management firm serving the diverse needs of private investors and corporations who seek a personalized wealth…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Sagemint Wealth	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “SageMint Wealth is a Southern California-based wealth management firm for high-net-worth individuals, families, and business owners with a passion for supporting women, the LGBTQ+…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Stratefi Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “StrateFi Wealth Management provides personalized financial planning, retirement planning, wealth management, investment management, and estate planning strategies designed to help…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	Coastal Capital Advisors	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “Financial planning & investing designed for tech professionals with equity compensation- We help you make better financial decision around questions like- Should I exercise my…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	COVET	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	11-50	4 contacts →
	Exact match “Covet transforms personal asset management with AI-powered intelligence, creating the first platform that acts as an "AI advisor for all your stuff." AI-driven asset cataloging…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	Filigree Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	3 contacts →
	Exact match “The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	Spectrum Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	3 contacts →
	Exact match “Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	The KFK Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	3 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 · Nov 5, 2026 · View company records in RevenueBase
19	Capital CS Group	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	11-50	2 contacts →
	Exact match “At Capital CS Group, we are excited to introduce HOA Invest, our proprietary technology platform designed to streamline the investment process for clubs, corporations, and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20	Depaolo & MAY Strategic Wealth	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	2 contacts →
	Exact match “At DePaolo & May, we offer bespoke investment management and financial planning.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	LNL Retirement	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 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 · Nov 5, 2026 · View company records in RevenueBase
22	Brezden Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	2 contacts →
	Exact match “Brezden Wealth Advisors is a cross-disciplinary wealth management firm that specializes in family-owned/closely held businesses and high net-worth individuals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	HSP Advisors	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match “At HSP Advisors we specialize in providing our clients with balanced, holistic and comprehensive wealth management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24	Becker Wealth Management, LLC	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 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 · Nov 5, 2026 · View company records in RevenueBase
25	Clover Wealth Management, LTD	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match “At Clover Wealth Management, Ltd, we are dedicated to providing investment management and strategic wealth planning that is right for you.” Recorded in the RevenueBase company graph · Nov 5, 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 “fintech wealth advisors”. 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 25 of 49 fintech wealth advisors based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 96 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fintech wealth advisors based in Irvine, United States at a glance

As of Nov 5, 2026

34.9%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

Nov 5, 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 49 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 “fintech wealth advisors” 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 96 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 November 5, 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.

Fintech wealth advisors 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 “fintech wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech wealth advisors are there based in Irvine, United States?

RevenueBase identified 49 company matches for fintech wealth advisors associated with Irvine, United States as of November 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?

Apriem Advisors 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 fintech wealth advisors?

New York leads the United States with 280 company records, followed by Atlanta (127) and Chicago (115). Irvine has 49.

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 96 professional contacts with verified work emails tracked across these 49 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 November 5, 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.