Company lists · Data refreshed September 2026

Top 24 Insurance brokers for wealth planning based in Newport Beach, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 54 companies tracked

RevenueBase identified 54 company matches for insurance brokers for wealth planning associated with Newport Beach, United States as of September 2026 and tracks 1,101 professional contacts across them, including 180 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Newport Beach has 54.

This list covers company matches for insurance brokers for wealth planning 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 September 17, 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 Sep 17, 2026 How this list was built

54Companies

1,101Contacts tracked

180Verified emails

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The 24 largest insurance brokers for wealth planning based in Newport Beach, United States

Ranked by team size

Top 24 of 54 company matches for insurance brokers for wealth planning based in Newport Beach, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Orion Risk Management, An Alera Group Company	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	51-200	73 contacts →
	Exact match “Orion Risk Management Insurance Services, Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Succession Capital Alliance	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	11-50	19 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 · Sep 17, 2026 · View company records in RevenueBase
4	Hollencrest Capital Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Elevate Financial Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “Tax Planning \| Financial Planning \| Investment Planning \| Estate Planning \| In house Hedge Fund \| Independent \| Complex Life Insurance Solutions \| CPA & Tax Attorney in house…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	The Lotter Group	Exact match	Newport Beach, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “For the past 25 years, the Lotter Group has provided sound financial planning and financial products to thousands of school teachers in California.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Carmack Insurance	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
8	Clarity Capital Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	The Rand Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Rodriquez Wealth Management	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Flatrock Wealth Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Integrity Wealth Management, Newport Beach	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	4 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 · Sep 17, 2026 · View company records in RevenueBase
13	Procore Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Murvay Insurance Services	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
15	Fixated Financial & Insurance Solutions INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
16	Eternity Financial Alliance	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
17	Arcon Insurance Brokers	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “ARCON Insurance Brokers is a commercial insurance and employee benefits brokerage offering dedicated insurance programs for four growth industries encompassing life sciences…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	RBJ Financial Group LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
19	Maddox Insurance Broker	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Maddox Insurance Broker is a insurance brokerage firm in Huntington Beach, CA.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Builders Choice Insurance Services	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
21	Essential Trust Financial Insurance Solutions	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Essential Trust Financial was founded on the basic principle of Trust.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Centricity Financial, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
23	Lockerman Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “We offer fee-based wealth advisory services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Onitus Insurance Agency, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Onitus Insurance Agency, LLC serves individuals and businesses to help secure protection against everyday risks.” Recorded in the RevenueBase company graph · Sep 17, 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 brokers for wealth planning”. 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 24 of 54 insurance brokers for wealth planning based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and access 180 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance brokers for wealth planning based in Newport Beach, United States at a glance

As of Sep 17, 2026

16.3%Verified-email coverage

20.4Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 54 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 brokers for wealth planning” 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 180 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 17, 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 brokers for wealth planning 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 brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in Newport Beach, United States?

RevenueBase identified 54 company matches for insurance brokers for wealth planning associated with Newport Beach, 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?

TAX & Financial 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 insurance brokers for wealth planning?

New York leads the United States with 246 company records, followed by Houston (160) and Dallas (136). Newport Beach has 54.

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 180 professional contacts with verified work emails tracked across these 54 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 17, 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.