Company lists · Data refreshed September 2026
Top 25 Fund manager companies based in Newport Beach, United States
RevenueBase identified 58 fund manager companies headquartered in Newport Beach, United States as of September 2026 and tracks 941 professional contacts across them, including 459 with verified work emails. New York is the largest hub.
This list covers fund manager companies headquartered in Newport Beach, 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 19, 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.
The 25 largest fund manager companies based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 258 contacts → | ||||
Indirect evidence “SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $270 billion in assets, representing more than 2,500…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 91 contacts → | ||||
Indirect evidence “Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 87 contacts → | ||||
Partial evidence “The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 22 contacts → | ||||
Partial evidence “Balboa Wealth Partners provides access to the most unique wealth management platform for distinct advisors and their clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 18 contacts → | ||||
Partial evidence “Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 17 contacts → | ||||
Indirect evidence “For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Indirect evidence “J.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Indirect evidence “While money may not buy happiness, it certainly buys security and stability.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Indirect evidence “Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Partial evidence “Spectrum Asset Management is an independent registered investment adviser based in Newport Beach, California.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Indirect evidence “Today's financial seas can be rough.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Indirect evidence “SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “We are thrilled to announce the successful completion of the acquisition of Pacific Asset Management by Aristotle Capital Management, a leading global investment management…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Partial evidence “At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Partial evidence “Founded over 40 year's ago, RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California, specializing in providing objective…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “Rooted in Discipline.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Indirect evidence “Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Partial evidence “We are dedicated to providing investment management and strategic wealth planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Partial evidence “Headquartered in Newport Beach, California, Group 206 is a private investment management firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Partial evidence “Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Partial evidence “Redmount Capital Partners, a partner-owned and partner-run firm, was founded to deliver advanced asset management solutions by combining decades of institutional, private equity…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fund manager companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names fund manager companies.
- Partial evidence
- Its own public description names part of fund manager companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fund manager companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 58 fund manager companies based in Newport Beach, United States
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Fund manager companies based in Newport Beach, United States at a glance
As of Sep 19, 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 58 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 fund manager companies, 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 Newport Beach, United States whose own description of what they do matches “fund manager companies”. 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 fund manager companies), 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 fund manager companies, and records with no verified work email. Companies headquartered outside Newport Beach 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, 459 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 19, 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.
Fund manager companies by metro in the United States
- Fund manager companies in New York474
- Fund manager companies in Chicago161
- Fund manager companies in Atlanta144
- Fund manager companies in Dallas142
- Fund manager companies in Boston135
- Fund manager companies in Houston123
- Fund manager companies in Miami123
- Fund manager companies in San Francisco109
- Fund manager companies in San Diego101
- Fund manager companies in Los Angeles93
- Fund manager companies in Austin81
- Fund manager companies in Charlotte71
- Fund manager companies in Scottsdale71
- Fund manager companies in Denver70
- Fund manager companies in Portland67
- Fund manager companies in Tampa66
- Fund manager companies in Minneapolis65
- Fund manager companies in Newport Beach58
- Fund manager companies in Seattle58
- Fund manager companies in Overland Park54
- Fund manager companies in Cincinnati52
- Fund manager companies in Pittsburgh52
- Fund manager companies in Irvine51
- Fund manager companies in Indianapolis50
- Fund manager companies in Columbus48
- Fund manager companies in Omaha47
- Fund manager companies in San Antonio47
- Fund manager companies in Raleigh46
- Fund manager companies in Boca Raton45
- Fund manager companies in Naples42
- Fund manager companies in Las Vegas40
- Fund manager companies in Madison39
- Fund manager companies in Birmingham38
- Fund manager companies in Richmond38
- Fund manager companies in Washington38
- Fund manager companies in Greenville36
- Fund manager companies in Sarasota36
- Fund manager companies in Bellevue35
- Fund manager companies in Greenwood Village35
- Fund manager companies in Louisville35
- Fund manager companies in Phoenix35
- Fund manager companies in Rochester35
- Fund manager companies in Wilmington35
- Fund manager companies in Grand Rapids34
- Fund manager companies in Stamford34
- Fund manager companies in Columbia33
- Fund manager companies in Tucson31
- Fund manager companies in Cleveland30
- Fund manager companies in Fort Lauderdale30
- Fund manager companies in Philadelphia30
- Fund manager companies in Fort Worth29
- Fund manager companies in Nashville29
- Fund manager companies in Springfield29
- Fund manager companies in Tulsa29
- Fund manager companies in Greenwich28
- Fund manager companies in Pasadena28
- Fund manager companies in Orlando27
- Fund manager companies in Salt Lake City27
- Fund manager companies in Troy27
- Fund manager companies in Walnut Creek27
- Fund manager companies in Knoxville26
- Fund manager companies in Lexington26
- Fund manager companies in Memphis26
- Fund manager companies in Plano26
- Fund manager companies in Baltimore25
- Fund manager companies in Brentwood25
- Fund manager companies in Colorado Springs25
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 fund manager companies, 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 fund manager companies are there based in Newport Beach, United States?
RevenueBase identified 58 fund manager companies headquartered in Newport Beach, 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?
Sageview Advisory Group, headquartered in Newport Beach, tops this list with the largest team on record.
Which city has the most fund manager companies?
New York leads with 474 headquartered companies, followed by Chicago (161) and Atlanta (144).
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 459 verified decision-maker contacts tracked across these 58 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 19, 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.
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