Company lists · Data refreshed September 2026
Top 25 Hybrid advisory firms based in Irvine, United States
RevenueBase identified 91 company matches for hybrid advisory firms associated with Irvine, United States as of September 2026 and tracks 554 professional contacts across them, including 157 with verified work emails. Across the United States, New York is the largest hub for this category (372 companies); Irvine has 91.
This list covers company matches for hybrid advisory firms 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 September 20, 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.
The 25 largest hybrid advisory firms based in Irvine, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 35 contacts → | ||||
Exact match “Financial independence doesn’t happen by chance, it results from expert strategic planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 34 contacts → | ||||
Exact match “Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 21 contacts → | ||||
Exact match “Your trusted partner in wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “In the world of financial services, it can be difficult to find trusted partners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 12 contacts → | ||||
Exact match “Independent.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “Put Your Finances in the Hands of Experts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “Lendvia is committed to supporting your financial health by offering personalized insights and guidance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Precision Wealth was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “KPP Financial is a multi-faceted independent financial advisory firm that gathers the best talent to elevate your investment strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 11 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 10 contacts → | ||||
Exact match “Tempus is the Latin word for time.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “At WMBC we believe that wealth is about well-being.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Each client has a different idea of what Wealth is to them.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 7 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 7 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Prosperity Wealth Planning is a financial planning firm that offers investment advisory services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 5 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Welcome to Optimus Advisory Group!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 4 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 4 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 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 · Sep 20, 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 “hybrid advisory firms”. 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 91 hybrid advisory firms based in Irvine, United States
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Hybrid advisory firms based in Irvine, 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 Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 91 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 “hybrid advisory firms” 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 157 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 September 20, 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.
Hybrid advisory firms by metro in the United States
- Hybrid advisory firms in New York372
- Hybrid advisory firms in Atlanta216
- Hybrid advisory firms in Houston206
- Hybrid advisory firms in Dallas197
- Hybrid advisory firms in San Diego180
- Hybrid advisory firms in Chicago176
- Hybrid advisory firms in Austin165
- Hybrid advisory firms in Scottsdale160
- Hybrid advisory firms in Charlotte139
- Hybrid advisory firms in Denver135
- Hybrid advisory firms in San Francisco134
- Hybrid advisory firms in Boston117
- Hybrid advisory firms in Cincinnati113
- Hybrid advisory firms in Los Angeles113
- Hybrid advisory firms in Portland109
- Hybrid advisory firms in Tampa109
- Hybrid advisory firms in Phoenix98
- Hybrid advisory firms in Raleigh94
- Hybrid advisory firms in Columbus91
- Hybrid advisory firms in Miami90
- Hybrid advisory firms in Overland Park89
- Hybrid advisory firms in Minneapolis81
- Hybrid advisory firms in Newport Beach81
- Hybrid advisory firms in Birmingham80
- Hybrid advisory firms in Seattle80
- Hybrid advisory firms in Indianapolis79
- Hybrid advisory firms in San Antonio78
- Hybrid advisory firms in Boca Raton76
- Hybrid advisory firms in Omaha76
- Hybrid advisory firms in Pittsburgh74
- Hybrid advisory firms in Columbia72
- Hybrid advisory firms in Bellevue70
- Hybrid advisory firms in Greenville69
- Hybrid advisory firms in Louisville66
- Hybrid advisory firms in Grand Rapids65
- Hybrid advisory firms in St. Louis65
- Hybrid advisory firms in Rochester63
- Hybrid advisory firms in Greenwood Village62
- Hybrid advisory firms in Jacksonville62
- Hybrid advisory firms in Las Vegas62
- Hybrid advisory firms in Colorado Springs61
- Hybrid advisory firms in Richmond61
- Hybrid advisory firms in Fort Worth59
- Hybrid advisory firms in Plano59
- Hybrid advisory firms in Sarasota59
- Hybrid advisory firms in Wilmington59
- Hybrid advisory firms in Lexington57
- Hybrid advisory firms in Madison57
- Hybrid advisory firms in Troy57
- Hybrid advisory firms in Fort Lauderdale54
- Hybrid advisory firms in Springfield54
- Hybrid advisory firms in Salt Lake City52
- Hybrid advisory firms in Walnut Creek52
- Hybrid advisory firms in Orlando51
- Hybrid advisory firms in Nashville50
- Hybrid advisory firms in Tulsa49
- Hybrid advisory firms in Naples46
- Hybrid advisory firms in Tucson46
- Hybrid advisory firms in Washington46
- Hybrid advisory firms in Alpharetta45
- Hybrid advisory firms in Cleveland45
- Hybrid advisory firms in Franklin45
- Hybrid advisory firms in Pasadena44
- Hybrid advisory firms in San Jose44
- Hybrid advisory firms in Memphis41
- Hybrid advisory firms in Plymouth41
- Hybrid advisory firms in Lafayette40
- Hybrid advisory firms in Lincoln40
- Hybrid advisory firms in Melville40
- Hybrid advisory firms in Fort Collins39
- Hybrid advisory firms in Knoxville39
- Hybrid advisory firms in Lake Oswego38
- Hybrid advisory firms in Virginia Beach38
- Hybrid advisory firms in West Des Moines38
- Hybrid advisory firms in The Woodlands37
- Hybrid advisory firms in Westlake Village37
- Hybrid advisory firms in Oklahoma City36
- Hybrid advisory firms in Baton Rouge35
- Hybrid advisory firms in Brentwood35
- Hybrid advisory firms in Coral Gables35
- Hybrid advisory firms in Philadelphia35
- Hybrid advisory firms in West Chester35
- Hybrid advisory firms in Bloomington34
- Hybrid advisory firms in Charleston34
- Hybrid advisory firms in Frisco34
- Hybrid advisory firms in Mclean34
- Hybrid advisory firms in Fort Wayne33
- Hybrid advisory firms in Jackson33
- Hybrid advisory firms in Red Bank33
- Hybrid advisory firms in Ann Arbor32
- Hybrid advisory firms in Annapolis32
- Hybrid advisory firms in Greensboro32
- Hybrid advisory firms in Kansas City32
- Hybrid advisory firms in Little Rock32
- Hybrid advisory firms in Minnetonka32
- Hybrid advisory firms in Rockville32
- Hybrid advisory firms in Roseville32
- Hybrid advisory firms in Sacramento32
- Hybrid advisory firms in Buffalo31
- Hybrid advisory firms in Chattanooga31
- Hybrid advisory firms in Reston31
- Hybrid advisory firms in Littleton30
- Hybrid advisory firms in Marietta30
- Hybrid advisory firms in Pittsford30
- Hybrid advisory firms in Bethesda29
- Hybrid advisory firms in Boulder29
- Hybrid advisory firms in Chesterfield29
- Hybrid advisory firms in Englewood29
- Hybrid advisory firms in Lakewood29
- Hybrid advisory firms in Naperville29
- Hybrid advisory firms in Southfield29
- Hybrid advisory firms in Alexandria28
- Hybrid advisory firms in Boise28
- Hybrid advisory firms in Princeton28
- Hybrid advisory firms in Tempe28
- Hybrid advisory firms in Wichita28
- Hybrid advisory firms in Woodbury28
- Hybrid advisory firms in Albuquerque27
- Hybrid advisory firms in Baltimore27
- Hybrid advisory firms in Dublin27
- Hybrid advisory firms in Fairfield27
- Hybrid advisory firms in Lancaster27
- Hybrid advisory firms in Reno27
- Hybrid advisory firms in Santa Barbara27
- Hybrid advisory firms in Bloomfield Hills26
- Hybrid advisory firms in Concord26
- Hybrid advisory firms in Milwaukee26
- Hybrid advisory firms in San Ramon26
- Hybrid advisory firms in Vienna26
- Hybrid advisory firms in Arlington25
- Hybrid advisory firms in Berwyn25
- Hybrid advisory firms in Burlington25
- Hybrid advisory firms in Carmel25
- Hybrid advisory firms in Centennial25
- Hybrid advisory firms in Honolulu25
- Hybrid advisory firms in Southlake25
- Hybrid advisory firms in Westlake25
- Hybrid advisory firms in Westport25
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 “hybrid advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many hybrid advisory firms are there based in Irvine, United States?
RevenueBase identified 91 company matches for hybrid advisory firms associated with Irvine, United States as of September 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?
DJM Financial Northwestern Mutual Private Client Group 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 hybrid advisory firms?
New York leads the United States with 372 company records, followed by Atlanta (216) and Houston (206). Irvine has 91.
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 157 professional contacts with verified work emails tracked across these 91 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 September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 91 hybrid advisory firms based in Irvine, United States. Start with a free account, no credit card.
Download this list →Related lists
Hybrid advisory firms by geography
- Hybrid advisory firms based in Adelaide, Australia
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- Hybrid advisory firms based in Belo Horizonte, Brazil
- Hybrid advisory firms based in Porto Alegre, Brazil
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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.
More company lists
- All company lists
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- New lists
- Hybrid advisory firms based in Adelaide, Australia
- Hybrid advisory firms based in Brisbane, Australia
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Company intelligence · public preview
Top 25 hybrid advisory firms based in Irvine, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 91 matching company records for hybrid advisory firms based in Irvine, United States, with 554 tracked contacts and 157 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 hybrid advisory firms based in Irvine, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  DJM Financial Northwestern Mutual Private Client Groupdjmfinancial.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 35 contacts → |
“Financial independence doesn’t happen by chance, it results from expert strategic planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Chamberlain Group Financial Servicescgwealth.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 34 contacts → |
“Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Apriem Advisorsapriem.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 21 contacts → |
“Your trusted partner in wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Warren Street Wealth Advisorswarrenstreetwealth.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 12 contacts → |
“In the world of financial services, it can be difficult to find trusted partners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Applied Financial Planning, INCappliedfinancialplanning.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 12 contacts → |
“Independent.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Golden SUN Fundinggoldensunfunding.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 12 contacts → |
“Put Your Finances in the Hands of Experts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  BML Wealth Managementbmlwealth.netHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 11 contacts → |
“BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lendvia Financiallendvia.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 11 contacts → |
“Lendvia is committed to supporting your financial health by offering personalized insights and guidance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Precision Wealthprecisionwealth.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 11 contacts → |
“Precision Wealth was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  KPP Financial, Inc.kppfinancial.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 11 contacts → |
“KPP Financial is a multi-faceted independent financial advisory firm that gathers the best talent to elevate your investment strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Advanced Financial Strategies, INCafsplanning.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 11 contacts → |
“Advanced Financial Strategies is a boutique integrated wealth planning and management firm for a select group of individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Tempus Wealth Planning, LLCtempuswp.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 10 contacts → |
“Tempus is the Latin word for time.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Pacificview Wealth Managementpacviewwealth.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 8 contacts → |
“At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  WMBCwmbc.financialHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 8 contacts → |
“At WMBC we believe that wealth is about well-being.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Wealth Management Strategieswmswealth.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 7 contacts → |
“Each client has a different idea of what Wealth is to them.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  SUN Group Wealth Partnerssungroupwp.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 7 contacts → |
“Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Wealthwise Financial Serviceswealthwisefinancial.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 7 contacts → |
“Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Prosperity Wealth Planningprosperitywealthplanning.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 5 contacts → |
“Prosperity Wealth Planning is a financial planning firm that offers investment advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Stratefi Wealth Managementstratefiwealth.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 5 contacts → |
“StrateFi Wealth Management provides personalized financial planning, retirement planning, wealth management, investment management, and estate planning strategies designed to help…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Optimus Advisory Groupoptimusadvisory.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“Welcome to Optimus Advisory Group!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Spectrum Wealth Managementswmadvisors.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Kanani Advisory Groupkananiadvisorygroup.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“Kanani Advisory Group started in 1998.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Coastal Capital Advisorscoastalcapitaladvisors.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  The KFK Groupthekfkgroup.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Filigree Wealth Advisorsfiligreeadvisors.comHQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 3 contacts → |
“The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 91 company matches
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Hybrid advisory firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
91 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 91 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Hybrid advisory firms by metro in the United States
- Hybrid advisory firms in New York372
- Hybrid advisory firms in Atlanta216
- Hybrid advisory firms in Houston206
- Hybrid advisory firms in Dallas197
- Hybrid advisory firms in San Diego180
- Hybrid advisory firms in Chicago176
- Hybrid advisory firms in Austin165
- Hybrid advisory firms in Scottsdale160
- Hybrid advisory firms in Charlotte139
- Hybrid advisory firms in Denver135
- Hybrid advisory firms in San Francisco134
- Hybrid advisory firms in Boston117
- Hybrid advisory firms in Cincinnati113
- Hybrid advisory firms in Los Angeles113
- Hybrid advisory firms in Portland109
- Hybrid advisory firms in Tampa109
- Hybrid advisory firms in Phoenix98
- Hybrid advisory firms in Raleigh94
- Hybrid advisory firms in Columbus91
- Hybrid advisory firms in Miami90
- Hybrid advisory firms in Overland Park89
- Hybrid advisory firms in Minneapolis81
- Hybrid advisory firms in Newport Beach81
- Hybrid advisory firms in Birmingham80
- Hybrid advisory firms in Seattle80
- Hybrid advisory firms in Indianapolis79
- Hybrid advisory firms in San Antonio78
- Hybrid advisory firms in Boca Raton76
- Hybrid advisory firms in Omaha76
- Hybrid advisory firms in Pittsburgh74
- Hybrid advisory firms in Columbia72
- Hybrid advisory firms in Bellevue70
- Hybrid advisory firms in Greenville69
- Hybrid advisory firms in Louisville66
- Hybrid advisory firms in Grand Rapids65
- Hybrid advisory firms in St. Louis65
- Hybrid advisory firms in Rochester63
- Hybrid advisory firms in Greenwood Village62
- Hybrid advisory firms in Jacksonville62
- Hybrid advisory firms in Las Vegas62
- Hybrid advisory firms in Colorado Springs61
- Hybrid advisory firms in Richmond61
- Hybrid advisory firms in Fort Worth59
- Hybrid advisory firms in Plano59
- Hybrid advisory firms in Sarasota59
- Hybrid advisory firms in Wilmington59
- Hybrid advisory firms in Lexington57
- Hybrid advisory firms in Madison57
- Hybrid advisory firms in Troy57
- Hybrid advisory firms in Fort Lauderdale54
- Hybrid advisory firms in Springfield54
- Hybrid advisory firms in Salt Lake City52
- Hybrid advisory firms in Walnut Creek52
- Hybrid advisory firms in Orlando51
- Hybrid advisory firms in Nashville50
- Hybrid advisory firms in Tulsa49
- Hybrid advisory firms in Naples46
- Hybrid advisory firms in Tucson46
- Hybrid advisory firms in Washington46
- Hybrid advisory firms in Alpharetta45
- Hybrid advisory firms in Cleveland45
- Hybrid advisory firms in Franklin45
- Hybrid advisory firms in Pasadena44
- Hybrid advisory firms in San Jose44
- Hybrid advisory firms in Memphis41
- Hybrid advisory firms in Plymouth41
- Hybrid advisory firms in Lafayette40
- Hybrid advisory firms in Lincoln40
- Hybrid advisory firms in Melville40
- Hybrid advisory firms in Fort Collins39
- Hybrid advisory firms in Knoxville39
- Hybrid advisory firms in Lake Oswego38
- Hybrid advisory firms in Virginia Beach38
- Hybrid advisory firms in West Des Moines38
- Hybrid advisory firms in The Woodlands37
- Hybrid advisory firms in Westlake Village37
- Hybrid advisory firms in Oklahoma City36
- Hybrid advisory firms in Baton Rouge35
- Hybrid advisory firms in Brentwood35
- Hybrid advisory firms in Coral Gables35
- Hybrid advisory firms in Philadelphia35
- Hybrid advisory firms in West Chester35
- Hybrid advisory firms in Bloomington34
- Hybrid advisory firms in Charleston34
- Hybrid advisory firms in Frisco34
- Hybrid advisory firms in Mclean34
- Hybrid advisory firms in Fort Wayne33
- Hybrid advisory firms in Jackson33
- Hybrid advisory firms in Red Bank33
- Hybrid advisory firms in Ann Arbor32
- Hybrid advisory firms in Annapolis32
- Hybrid advisory firms in Greensboro32
- Hybrid advisory firms in Kansas City32
- Hybrid advisory firms in Little Rock32
- Hybrid advisory firms in Minnetonka32
- Hybrid advisory firms in Rockville32
- Hybrid advisory firms in Roseville32
- Hybrid advisory firms in Sacramento32
- Hybrid advisory firms in Buffalo31
- Hybrid advisory firms in Chattanooga31
- Hybrid advisory firms in Reston31
- Hybrid advisory firms in Littleton30
- Hybrid advisory firms in Marietta30
- Hybrid advisory firms in Pittsford30
- Hybrid advisory firms in Bethesda29
- Hybrid advisory firms in Boulder29
- Hybrid advisory firms in Chesterfield29
- Hybrid advisory firms in Englewood29
- Hybrid advisory firms in Lakewood29
- Hybrid advisory firms in Naperville29
- Hybrid advisory firms in Southfield29
- Hybrid advisory firms in Alexandria28
- Hybrid advisory firms in Boise28
- Hybrid advisory firms in Princeton28
- Hybrid advisory firms in Tempe28
- Hybrid advisory firms in Wichita28
- Hybrid advisory firms in Woodbury28
- Hybrid advisory firms in Albuquerque27
- Hybrid advisory firms in Baltimore27
- Hybrid advisory firms in Dublin27
- Hybrid advisory firms in Fairfield27
- Hybrid advisory firms in Lancaster27
- Hybrid advisory firms in Reno27
- Hybrid advisory firms in Santa Barbara27
- Hybrid advisory firms in Bloomfield Hills26
- Hybrid advisory firms in Concord26
- Hybrid advisory firms in Milwaukee26
- Hybrid advisory firms in San Ramon26
- Hybrid advisory firms in Vienna26
- Hybrid advisory firms in Arlington25
- Hybrid advisory firms in Berwyn25
- Hybrid advisory firms in Burlington25
- Hybrid advisory firms in Carmel25
- Hybrid advisory firms in Centennial25
- Hybrid advisory firms in Honolulu25
- Hybrid advisory firms in Southlake25
- Hybrid advisory firms in Westlake25
- Hybrid advisory firms in Westport25
Questions about this company list
What does Exact match mean for hybrid advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many hybrid advisory firms did RevenueBase find based in Irvine, United States?
The saved snapshot records 91 matching company records, 554 tracked contacts and 157 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Hybrid advisory firms by geography
- Hybrid advisory firms based in Adelaide, Australia
- Hybrid advisory firms based in Brisbane, Australia
- Hybrid advisory firms based in Melbourne, Australia
- Hybrid advisory firms based in North Sydney, Australia
- Hybrid advisory firms based in Perth, Australia
- Hybrid advisory firms based in Sydney, Australia
- Hybrid advisory firms based in Belo Horizonte, Brazil
- Hybrid advisory firms based in Porto Alegre, Brazil
- Hybrid advisory firms based in Rio De Janeiro, Brazil
- Hybrid advisory firms based in Sao Paulo, Brazil
- Hybrid advisory firms based in Calgary, Canada
- Hybrid advisory firms based in Edmonton, Canada
Cite this list
RevenueBase Data Team. Top 25 hybrid advisory firms based in Irvine, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/hybrid-advisory-firms/united-states/irvine.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Hybrid advisory firms based in Adelaide, Australia
- Hybrid advisory firms based in Brisbane, Australia
- Hybrid advisory firms based in Melbourne, Australia
- Hybrid advisory firms based in North Sydney, Australia
- Hybrid advisory firms based in Perth, Australia
- Hybrid advisory firms based in Sydney, Australia
Company intelligence · public preview
Top 25 hybrid advisory firms based in Irvine, United States
RevenueBase records 91 matching company records for hybrid advisory firms based in Irvine, United States, with 554 tracked contacts and 157 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 hybrid advisory firms based in Irvine, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | DJM Financial Northwestern Mutual Private Client Groupdjmfinancial.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 35 contacts → |
“Financial independence doesn’t happen by chance, it results from expert strategic planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Chamberlain Group Financial Servicescgwealth.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 34 contacts → |
“Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Apriem Advisorsapriem.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 21 contacts → |
“Your trusted partner in wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Warren Street Wealth Advisorswarrenstreetwealth.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 12 contacts → |
“In the world of financial services, it can be difficult to find trusted partners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Applied Financial Planning, INCappliedfinancialplanning.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 12 contacts → |
“Independent.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Golden SUN Fundinggoldensunfunding.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 12 contacts → |
“Put Your Finances in the Hands of Experts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | BML Wealth Managementbmlwealth.net HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 11 contacts → |
“BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lendvia Financiallendvia.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 11 contacts → |
“Lendvia is committed to supporting your financial health by offering personalized insights and guidance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Precision Wealthprecisionwealth.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 11 contacts → |
“Precision Wealth was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | KPP Financial, Inc.kppfinancial.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 11 contacts → |
“KPP Financial is a multi-faceted independent financial advisory firm that gathers the best talent to elevate your investment strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Advanced Financial Strategies, INCafsplanning.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 11 contacts → |
“Advanced Financial Strategies is a boutique integrated wealth planning and management firm for a select group of individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Tempus Wealth Planning, LLCtempuswp.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 10 contacts → |
“Tempus is the Latin word for time.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Pacificview Wealth Managementpacviewwealth.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 8 contacts → |
“At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | WMBCwmbc.financial HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 8 contacts → |
“At WMBC we believe that wealth is about well-being.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealth Management Strategieswmswealth.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 7 contacts → |
“Each client has a different idea of what Wealth is to them.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | SUN Group Wealth Partnerssungroupwp.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 7 contacts → |
“Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Wealthwise Financial Serviceswealthwisefinancial.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 7 contacts → |
“Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Prosperity Wealth Planningprosperitywealthplanning.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 5 contacts → |
“Prosperity Wealth Planning is a financial planning firm that offers investment advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Stratefi Wealth Managementstratefiwealth.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 5 contacts → |
“StrateFi Wealth Management provides personalized financial planning, retirement planning, wealth management, investment management, and estate planning strategies designed to help…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Optimus Advisory Groupoptimusadvisory.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“Welcome to Optimus Advisory Group!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Spectrum Wealth Managementswmadvisors.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Kanani Advisory Groupkananiadvisorygroup.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“Kanani Advisory Group started in 1998.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Coastal Capital Advisorscoastalcapitaladvisors.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | The KFK Groupthekfkgroup.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Filigree Wealth Advisorsfiligreeadvisors.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 3 contacts → |
“The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 91 company matches
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Hybrid advisory firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
91 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 91 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Hybrid advisory firms by metro in the United States
- Hybrid advisory firms in New York372
- Hybrid advisory firms in Atlanta216
- Hybrid advisory firms in Houston206
- Hybrid advisory firms in Dallas197
- Hybrid advisory firms in San Diego180
- Hybrid advisory firms in Chicago176
- Hybrid advisory firms in Austin165
- Hybrid advisory firms in Scottsdale160
- Hybrid advisory firms in Charlotte139
- Hybrid advisory firms in Denver135
- Hybrid advisory firms in San Francisco134
- Hybrid advisory firms in Boston117
- Hybrid advisory firms in Cincinnati113
- Hybrid advisory firms in Los Angeles113
- Hybrid advisory firms in Portland109
- Hybrid advisory firms in Tampa109
- Hybrid advisory firms in Phoenix98
- Hybrid advisory firms in Raleigh94
- Hybrid advisory firms in Columbus91
- Hybrid advisory firms in Miami90
- Hybrid advisory firms in Overland Park89
- Hybrid advisory firms in Minneapolis81
- Hybrid advisory firms in Newport Beach81
- Hybrid advisory firms in Birmingham80
- Hybrid advisory firms in Seattle80
- Hybrid advisory firms in Indianapolis79
- Hybrid advisory firms in San Antonio78
- Hybrid advisory firms in Boca Raton76
- Hybrid advisory firms in Omaha76
- Hybrid advisory firms in Pittsburgh74
- Hybrid advisory firms in Columbia72
- Hybrid advisory firms in Bellevue70
- Hybrid advisory firms in Greenville69
- Hybrid advisory firms in Louisville66
- Hybrid advisory firms in Grand Rapids65
- Hybrid advisory firms in St. Louis65
- Hybrid advisory firms in Rochester63
- Hybrid advisory firms in Greenwood Village62
- Hybrid advisory firms in Jacksonville62
- Hybrid advisory firms in Las Vegas62
- Hybrid advisory firms in Colorado Springs61
- Hybrid advisory firms in Richmond61
- Hybrid advisory firms in Fort Worth59
- Hybrid advisory firms in Plano59
- Hybrid advisory firms in Sarasota59
- Hybrid advisory firms in Wilmington59
- Hybrid advisory firms in Lexington57
- Hybrid advisory firms in Madison57
- Hybrid advisory firms in Troy57
- Hybrid advisory firms in Fort Lauderdale54
- Hybrid advisory firms in Springfield54
- Hybrid advisory firms in Salt Lake City52
- Hybrid advisory firms in Walnut Creek52
- Hybrid advisory firms in Orlando51
- Hybrid advisory firms in Nashville50
- Hybrid advisory firms in Tulsa49
- Hybrid advisory firms in Naples46
- Hybrid advisory firms in Tucson46
- Hybrid advisory firms in Washington46
- Hybrid advisory firms in Alpharetta45
- Hybrid advisory firms in Cleveland45
- Hybrid advisory firms in Franklin45
- Hybrid advisory firms in Pasadena44
- Hybrid advisory firms in San Jose44
- Hybrid advisory firms in Memphis41
- Hybrid advisory firms in Plymouth41
- Hybrid advisory firms in Lafayette40
- Hybrid advisory firms in Lincoln40
- Hybrid advisory firms in Melville40
- Hybrid advisory firms in Fort Collins39
- Hybrid advisory firms in Knoxville39
- Hybrid advisory firms in Lake Oswego38
- Hybrid advisory firms in Virginia Beach38
- Hybrid advisory firms in West Des Moines38
- Hybrid advisory firms in The Woodlands37
- Hybrid advisory firms in Westlake Village37
- Hybrid advisory firms in Oklahoma City36
- Hybrid advisory firms in Baton Rouge35
- Hybrid advisory firms in Brentwood35
- Hybrid advisory firms in Coral Gables35
- Hybrid advisory firms in Philadelphia35
- Hybrid advisory firms in West Chester35
- Hybrid advisory firms in Bloomington34
- Hybrid advisory firms in Charleston34
- Hybrid advisory firms in Frisco34
- Hybrid advisory firms in Mclean34
- Hybrid advisory firms in Fort Wayne33
- Hybrid advisory firms in Jackson33
- Hybrid advisory firms in Red Bank33
- Hybrid advisory firms in Ann Arbor32
- Hybrid advisory firms in Annapolis32
- Hybrid advisory firms in Greensboro32
- Hybrid advisory firms in Kansas City32
- Hybrid advisory firms in Little Rock32
- Hybrid advisory firms in Minnetonka32
- Hybrid advisory firms in Rockville32
- Hybrid advisory firms in Roseville32
- Hybrid advisory firms in Sacramento32
- Hybrid advisory firms in Buffalo31
- Hybrid advisory firms in Chattanooga31
- Hybrid advisory firms in Reston31
- Hybrid advisory firms in Littleton30
- Hybrid advisory firms in Marietta30
- Hybrid advisory firms in Pittsford30
- Hybrid advisory firms in Bethesda29
- Hybrid advisory firms in Boulder29
- Hybrid advisory firms in Chesterfield29
- Hybrid advisory firms in Englewood29
- Hybrid advisory firms in Lakewood29
- Hybrid advisory firms in Naperville29
- Hybrid advisory firms in Southfield29
- Hybrid advisory firms in Alexandria28
- Hybrid advisory firms in Boise28
- Hybrid advisory firms in Princeton28
- Hybrid advisory firms in Tempe28
- Hybrid advisory firms in Wichita28
- Hybrid advisory firms in Woodbury28
- Hybrid advisory firms in Albuquerque27
- Hybrid advisory firms in Baltimore27
- Hybrid advisory firms in Dublin27
- Hybrid advisory firms in Fairfield27
- Hybrid advisory firms in Lancaster27
- Hybrid advisory firms in Reno27
- Hybrid advisory firms in Santa Barbara27
- Hybrid advisory firms in Bloomfield Hills26
- Hybrid advisory firms in Concord26
- Hybrid advisory firms in Milwaukee26
- Hybrid advisory firms in San Ramon26
- Hybrid advisory firms in Vienna26
- Hybrid advisory firms in Arlington25
- Hybrid advisory firms in Berwyn25
- Hybrid advisory firms in Burlington25
- Hybrid advisory firms in Carmel25
- Hybrid advisory firms in Centennial25
- Hybrid advisory firms in Honolulu25
- Hybrid advisory firms in Southlake25
- Hybrid advisory firms in Westlake25
- Hybrid advisory firms in Westport25
Questions about this company list
What does Exact match mean for hybrid advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many hybrid advisory firms did RevenueBase find based in Irvine, United States?
The saved snapshot records 91 matching company records, 554 tracked contacts and 157 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Hybrid advisory firms by geography
- Hybrid advisory firms based in Adelaide, Australia
- Hybrid advisory firms based in Brisbane, Australia
- Hybrid advisory firms based in Melbourne, Australia
- Hybrid advisory firms based in North Sydney, Australia
- Hybrid advisory firms based in Perth, Australia
- Hybrid advisory firms based in Sydney, Australia
- Hybrid advisory firms based in Belo Horizonte, Brazil
- Hybrid advisory firms based in Porto Alegre, Brazil
- Hybrid advisory firms based in Rio De Janeiro, Brazil
- Hybrid advisory firms based in Sao Paulo, Brazil
- Hybrid advisory firms based in Calgary, Canada
- Hybrid advisory firms based in Edmonton, Canada
Cite this list
RevenueBase Data Team. Top 25 hybrid advisory firms based in Irvine, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/hybrid-advisory-firms/united-states/irvine.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Hybrid advisory firms based in Adelaide, Australia
- Hybrid advisory firms based in Brisbane, Australia
- Hybrid advisory firms based in Melbourne, Australia
- Hybrid advisory firms based in North Sydney, Australia
- Hybrid advisory firms based in Perth, Australia
- Hybrid advisory firms based in Sydney, Australia