Company lists · Data refreshed September 2026
Top 25 High-net-worth individuals based in Newport Beach, United States
RevenueBase identified 95 high-net-worth individuals headquartered in Newport Beach, United States as of September 2026 and tracks 1,325 professional contacts across them, including 301 with verified work emails. New York is the largest hub.
This list covers high-net-worth individuals 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 20, 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 high-net-worth individuals based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 810 contacts → | ||||
Indirect evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 87 contacts → | ||||
Indirect evidence “The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 22 contacts → | ||||
Indirect evidence “Balboa Wealth Partners provides access to the most unique wealth management platform for distinct advisors and their clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 18 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 15 contacts → | ||||
Indirect evidence “Tax Planning | Financial Planning | Investment Planning | Estate Planning | In house Hedge Fund | Independent | Complex Life Insurance Solutions | CPA & Tax Attorney in house…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Indirect evidence “J.” Source: RevenueBase Database · checked Sep 20, 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 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Indirect evidence “Compak is an award-winning independent wealth manager providing custom-tailored portfolio and retirement solutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Indirect evidence “Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Indirect evidence “Whether you aspire to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 contacts → | ||||
Indirect evidence “Spectrum Asset Management is an independent registered investment adviser based in Newport Beach, California.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Indirect evidence “We are Registered Financial Consultants and Independent Fiduciary Advisors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Indirect evidence “Today's financial seas can be rough.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Indirect evidence “Anchored in Strategy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Indirect evidence “Rooted in Discipline.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Indirect evidence “Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Indirect evidence “At every stage in our adult life, there is need for a financial plan.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Indirect evidence “At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Indirect evidence “Flatrock Wealth Partners was started by two 25-year veterans of the institutional investing ecosystem who sought to create a comprehensive wealth management solution for their own…” Source: RevenueBase Database · checked Sep 20, 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: high-net-worth individuals. 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 high-net-worth individuals.
- Partial evidence
- Its own public description names part of high-net-worth individuals, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name high-net-worth individuals. 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 95 high-net-worth individuals based in Newport Beach, United States
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High-net-worth individuals based in Newport Beach, United States at a glance
As of Sep 20, 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 95 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 high-net-worth individuals, 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 “high-net-worth individuals”. 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 high-net-worth individuals), 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 high-net-worth individuals, 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, 301 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 20, 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.
High-net-worth individuals by metro in the United States
- High-net-worth individuals in New York459
- High-net-worth individuals in Atlanta235
- High-net-worth individuals in Houston223
- High-net-worth individuals in Dallas214
- High-net-worth individuals in Chicago197
- High-net-worth individuals in San Diego186
- High-net-worth individuals in Austin158
- High-net-worth individuals in Scottsdale155
- High-net-worth individuals in Miami153
- High-net-worth individuals in San Francisco148
- High-net-worth individuals in Charlotte140
- High-net-worth individuals in Denver138
- High-net-worth individuals in Boston136
- High-net-worth individuals in Los Angeles118
- High-net-worth individuals in Tampa117
- High-net-worth individuals in Portland102
- High-net-worth individuals in Cincinnati97
- High-net-worth individuals in Newport Beach95
- High-net-worth individuals in Irvine89
- High-net-worth individuals in Columbus87
- High-net-worth individuals in Overland Park87
- High-net-worth individuals in Phoenix86
- High-net-worth individuals in Seattle85
- High-net-worth individuals in Boca Raton84
- High-net-worth individuals in Indianapolis81
- High-net-worth individuals in Raleigh81
- High-net-worth individuals in Minneapolis78
- High-net-worth individuals in Pittsburgh75
- High-net-worth individuals in San Antonio74
- High-net-worth individuals in Bellevue73
- High-net-worth individuals in Columbia71
- High-net-worth individuals in Omaha68
- High-net-worth individuals in Birmingham67
- High-net-worth individuals in Greenville66
- High-net-worth individuals in Grand Rapids63
- High-net-worth individuals in Rochester62
- High-net-worth individuals in Fort Worth61
- High-net-worth individuals in Las Vegas61
- High-net-worth individuals in Madison60
- High-net-worth individuals in Salt Lake City60
- High-net-worth individuals in Nashville59
- High-net-worth individuals in Richmond59
- High-net-worth individuals in Greenwood Village57
- High-net-worth individuals in Louisville57
- High-net-worth individuals in Sarasota57
- High-net-worth individuals in Jacksonville55
- High-net-worth individuals in Colorado Springs54
- High-net-worth individuals in Wilmington54
- High-net-worth individuals in Cleveland51
- High-net-worth individuals in Springfield51
- High-net-worth individuals in Washington51
- High-net-worth individuals in Lexington50
- High-net-worth individuals in Naples50
- High-net-worth individuals in Pasadena49
- High-net-worth individuals in Tulsa49
- High-net-worth individuals in Fort Lauderdale48
- High-net-worth individuals in Memphis48
- High-net-worth individuals in Orlando48
- High-net-worth individuals in Plano48
- High-net-worth individuals in Troy48
- High-net-worth individuals in Walnut Creek48
- High-net-worth individuals in Coral Gables47
- High-net-worth individuals in Tucson43
- High-net-worth individuals in Alpharetta42
- High-net-worth individuals in Philadelphia42
- High-net-worth individuals in Knoxville40
- High-net-worth individuals in Melville40
- High-net-worth individuals in Baton Rouge39
- High-net-worth individuals in Franklin39
- High-net-worth individuals in Lake Oswego39
- High-net-worth individuals in San Jose39
- High-net-worth individuals in Frisco38
- High-net-worth individuals in Westlake Village37
- High-net-worth individuals in Lafayette36
- High-net-worth individuals in Oklahoma City36
- High-net-worth individuals in St Louis36
- High-net-worth individuals in Virginia Beach36
- High-net-worth individuals in Bethesda35
- High-net-worth individuals in Greensboro35
- High-net-worth individuals in Plymouth35
- High-net-worth individuals in St. Louis35
- High-net-worth individuals in The Woodlands35
- High-net-worth individuals in Bloomington33
- High-net-worth individuals in Kansas City33
- High-net-worth individuals in Beverly Hills32
- High-net-worth individuals in Brentwood32
- High-net-worth individuals in Buffalo32
- High-net-worth individuals in Charleston32
- High-net-worth individuals in Englewood32
- High-net-worth individuals in West Des Moines32
- High-net-worth individuals in Fort Collins31
- High-net-worth individuals in Mclean31
- High-net-worth individuals in Red Bank31
- High-net-worth individuals in Santa Barbara31
- High-net-worth individuals in Boulder30
- High-net-worth individuals in Lincoln30
- High-net-worth individuals in Little Rock30
- High-net-worth individuals in West Chester30
- High-net-worth individuals in Westport30
- High-net-worth individuals in Wichita30
- High-net-worth individuals in Woodbury30
- High-net-worth individuals in Ann Arbor29
- High-net-worth individuals in Baltimore29
- High-net-worth individuals in Chattanooga29
- High-net-worth individuals in Chesterfield29
- High-net-worth individuals in Minnetonka29
- High-net-worth individuals in Roseville29
- High-net-worth individuals in Alexandria28
- High-net-worth individuals in Annapolis28
- High-net-worth individuals in Edina28
- High-net-worth individuals in Fort Wayne28
- High-net-worth individuals in Jackson28
- High-net-worth individuals in Princeton28
- High-net-worth individuals in Rockville28
- High-net-worth individuals in Sacramento28
- High-net-worth individuals in Arlington27
- High-net-worth individuals in Bloomfield Hills27
- High-net-worth individuals in Littleton27
- High-net-worth individuals in Pittsford27
- High-net-worth individuals in Reno27
- High-net-worth individuals in Reston27
- High-net-worth individuals in Wayne27
- High-net-worth individuals in Boise26
- High-net-worth individuals in Carmel26
- High-net-worth individuals in Honolulu26
- High-net-worth individuals in Naperville26
- High-net-worth individuals in Tempe26
- High-net-worth individuals in Vienna26
- High-net-worth individuals in Carlsbad25
- High-net-worth individuals in Northbrook25
- High-net-worth individuals in Providence25
- High-net-worth individuals in San Ramon25
- High-net-worth individuals in Southfield25
- High-net-worth individuals in Southlake25
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 high-net-worth individuals, 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 high-net-worth individuals are there based in Newport Beach, United States?
RevenueBase identified 95 high-net-worth individuals 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?
TAX & Financial Group, headquartered in Newport Beach, tops this list with the largest team on record.
Which city has the most high-net-worth individuals?
New York leads with 459 headquartered companies, followed by Atlanta (235) and Houston (223).
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 301 verified decision-maker contacts tracked across these 95 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 20, 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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