Company lists · Data refreshed October 2026

Top 19 Insurance advisors based in Newport Beach, United States

Name: Insurance advisors based in Newport Beach, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 16, 2026 41 companies tracked

RevenueBase identified 41 company matches for insurance advisors associated with Newport Beach, United States as of October 2026 and tracks 1,245 professional contacts across them, including 711 with verified work emails. Across the United States, Houston is the largest hub for this category (192 companies); Newport Beach has 41.

This list covers company matches for insurance advisors associated with Newport Beach, 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 October 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 16, 2026 How this list was built

41Companies

1,245Contacts tracked

711Verified emails

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The 19 largest insurance advisors based in Newport Beach, United States

Ranked by team size

Top 19 of 41 company matches for insurance advisors based in Newport Beach, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Beacon Pointe	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	501-1,000	712 contacts →
	Exact match “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
2	Sageview Advisory Group	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	201-500	165 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
3	Succession Capital Alliance	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	11-50	22 contacts →
	Exact match “Succession Capital Alliance, headquartered in Newport Beach, California, is the gold standard in advanced life insurance planning for advisors and their high-net-worth clients.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
4	Miramontes Capital	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	11-50	17 contacts →
	Exact match “For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
5	Carmack Insurance	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	11-50	10 contacts →
	Exact match “Carmack Insurance is a professional Insurance and Risk Management Advisor founded in 1925.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
6	J. Derek Lewis & Associates, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	11-50	10 contacts →
	Exact match “J.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
7	Murvay Insurance Services	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	1-10	3 contacts →
	Exact match “At Murvay Insurance Services, we customize personal and professional insurance coverage for residents and businesses alike.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
8	Fixated Financial & Insurance Solutions INC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	11-50	3 contacts →
	Exact match “We are a Boutique Commercial Insurance Agency/Brokerage that provides Personalized Solutions for professionals, business owners and individuals for risk management and a wide…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
9	SOS Insurance Services	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	11-50	3 contacts →
	Exact match “Experience the difference at S.O.S.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
10	Eternity Financial Alliance	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	11-50	3 contacts →
	Exact match “Eternity Financial Alliance is one of the Most Unique Financial & Insurance Powerhouses of America.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
11	Integrity Wealth Management, Newport Beach	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	1-10	2 contacts →
	Exact match “At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
12	Stevens First Principles Investment Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	1-10	2 contacts →
	Exact match “At Stevens First Principles Investment Advisors (SFP) we believe the client comes first and everything we do is client focused.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
13	Savino Advisory Group	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	1-10	2 contacts →
	Exact match “Savino Advisory Group has been built from the ground up with a mission to help good, honest people secure their financial future.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
14	Craig P Brown Insurance	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	11-50	1 contacts →
	Exact match “Craig Brown Insurance is a local Newport Beach, California independent insurance agency, providing complete personal and business insurance services.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
15	RBJ Financial Group LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	1-10	1 contacts →
	Exact match “Partnering with Independent Advisors & RIAs to integrate Annuities & risk management solutions to firm offering.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
16	TAD Buchoz Insurance	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
17	Builders Choice Insurance Services	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	1-10	1 contacts →
	Exact match “Builders Choice Insurance Services is a full service commercial insurance brokerage dedicated to providing our clients the right policy at the right price.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
18	Bright Wealth Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	1-10	1 contacts →
	Exact match “Bright Wealth Advisors, LLC is a Registered Investment Advisory firm based in Orange County, California.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
19	Centricity Financial, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 16, 2026	1-10	1 contacts →
	Exact match “Centricity Financial, LLC is an independent registered investment advisory firm dedicated to helping individuals and organizations meet their financial goals.” Recorded in the RevenueBase company graph · Oct 16, 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 “insurance advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 19 of 41 insurance advisors based in Newport Beach, United States

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Insurance advisors based in Newport Beach, United States at a glance

As of Oct 16, 2026

57.1%Verified-email coverage

30.4Average contacts per company

1-10Median size (employees)

Oct 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 41 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 Newport Beach, United States whose business descriptions match “insurance advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 711 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 October 16, 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.

Insurance advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “insurance advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance advisors are there based in Newport Beach, United States?

RevenueBase identified 41 company matches for insurance advisors associated with Newport Beach, United States as of October 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?

Beacon Pointe 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 insurance advisors?

Houston leads the United States with 192 company records, followed by New York (177) and Atlanta (140). Newport Beach has 41.

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 711 professional contacts with verified work emails tracked across these 41 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 October 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.