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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
58Companies
941Contacts tracked
459Verified emails
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The 25 largest fund manager companies based in Newport Beach, United States

Ranked by team size
Top 25 of 58 fund manager companies based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fund manager companies: 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 evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 2026201-500258 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, 2026
2Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202651-20091 contacts →

Indirect evidence

“Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202651-20087 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, 2026
4Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-5022 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, 2026
5Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-5018 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, 2026
6Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-5017 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, 2026
7Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

“J.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-1012 contacts →

Indirect evidence

“While money may not buy happiness, it certainly buys security and stability.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-1011 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, 2026
10Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“Spectrum Asset Management is an independent registered investment adviser based in Newport Beach, California.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Today's financial seas can be rough.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-107 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, 2026
14Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-506 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, 2026
15Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-106 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, 2026
16Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-106 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, 2026
17Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Rooted in Discipline.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“We are dedicated to providing investment management and strategic wealth planning.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-103 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, 2026
21Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Headquartered in Newport Beach, California, Group 206 is a private investment management firm.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-103 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, 2026
23Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-103 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, 2026
24Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-102 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, 2026
25Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-102 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, 2026

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, 2026
48.8%Verified-email coverage
16.2Average contacts per company
1-10Median size (employees)
817.2%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
43
11-50
11
51-200
3
201-500
1

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

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.